Settings and activity
37 results found
-
6 votes
While we don't have any direct plans for adding a total back at the top of the invoice, it'd be good to get a sense of the interest if this is important to others in community here, too.
Though I appreciate it's not a solve for the idea. To help speed up getting to the bottom of the page on those lengthier invoices, Julie you may find using the 'end' button on your keyboard helpful 🙂
Maria Bos
supported this idea
·
-
4 votesMaria Bos
supported this idea
·
-
11 votesMaria Bos
supported this idea
·
-
18 votesMaria Bos
supported this idea
·
-
12 votesMaria Bos
supported this idea
·
-
5 votesMaria Bos
supported this idea
·
-
5 votes
Appreciate the screenshots and detail in your idea. While we've released an updated line item grid when viewing a saved/approved invoice in new invoicing, this is still being worked on for the edit page. We know being able to see the full Tracking option and Account name is important to our customers and this is something that we're working on and will be coming soon. I'll keep you in the loop of when this goes live.
Maria Bos
supported this idea
·
-
223 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Maria Bos
supported this idea
·
-
29 votes
Can see what you're meaning here, John. I've made a slight adjustment to the title of your idea that I think might help others identify with. We'll start to feel the interest out here and let you know if there's any change planned.
Maria Bos
supported this idea
·
-
8 votes
Thanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.
Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.
Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as…
Maria Bos
supported this idea
·
-
430 votes
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
Maria Bos
supported this idea
·
-
274 votesMaria Bos
supported this idea
·
-
26 votesMaria Bos
supported this idea
·
-
88 votes
Hi team, we appreciate the added feedback from you on the behaviours from classic that you'd find useful in new invoicing. The invoice number assignment is still a feature that our teams are continuing to monitor closely. Right now, while we don’t have plans for changing the way invoice numbers are assigned, our product teams are considering future improvements - As part of this they are doing some discovery that we’d love to get your contribution to.
We'd like to invite you to share back though our survey here. Insights from this will help our product teams get a deepened sense of our invoicing users. Thanks
Maria Bos
supported this idea
·
-
78 votes
Hi team, thank you for all your feedback. We're in the process of developing the edit view of the line item grid within new invoicing and will be incorporating the ability to manually add a row and the ability to move blank rows within the invoice. Once released blank lines will be able to be saved within the invoice so you can separate lines or groups of lines as you need. I'll keep you updated on when this goes live.
Maria Bos
supported this idea
·
-
9 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
Maria Bos
supported this idea
·
-
57 votes
Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team.
I’ll keep you updated on any progress around this idea specifically.
Maria Bos
supported this idea
·
-
18 votes
We appreciate the importance of being able to manually enter dates in new invoicing, and thank you for sharing your interest in being able to do this specifically in the payment date field here.
I want to confirm that this is something our team are working on. While you'll be able to still use the date picker if you choose, we'll enable the ability to manually enter a date using / or - delimiters, or alternatively using date entry shortcuts - same capabilities that are available with the Issue and Due date atm.
I'll be back to share when it's released and you can start to make use.
Maria Bos
supported this idea
·
-
37 votes
Thanks for your interest in this idea, everyone. We understand there are different ways our customers find useful when entering dates for invoices in Xero.
Based on feedback our team are looking at improvements to the date pickers in new invoicing. While I can't confirm exactly what these will entail atm, we'll shift the idea to working on it and I'll be back to confirm when we have more of the detail.
Maria Bos
supported this idea
·
-
21 votes
Hi community, we've recently released shortcuts in new invoicing that cut down the number of mouse clicks and help you perform actions on your invoice with the use of your keyboard.
We've added small prompts to highlight these shortcut combinations in product, and if you’d like to view the full list of options you can view them all on Xero Central.
While save options were explored as part of this work, the only keyboard shortcut right now is Save & close (Alt-Shift-C).
Another option you may want to test for yourself is the '/i' keyboard shortcut. As new invoicing has auto save when you're ready to add another invoice, you could simply type '/i' on your screen. This will open the global search in the blue header with options to go to All invoice, or Create new invoice which you could either click or use Tab to select.
I…
Maria Bos
supported this idea
·
