Settings and activity
8 results found
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111 votes
Thanks for sharing your idea, we appreciate you explaining how a revert option could help when bills or invoices are accidentally submitted for approval.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Ali Blakemore
supported this idea
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48 votes
Hi everyone, thank you for your feedback here. This has been shared back with our product team who are keeping a close eye on feedback surrounding this new experience.
While there was a lot of testing around the placement and font sizing of each element in the new experience we appreciate there are differences in how and what details businesses would like to show on their invoices.
We don't have immediate plans of change however I'll be sure to let you know here if there are any plans made.
An error occurred while saving the comment Ali Blakemore
commented
We agree and have commented on this elsewhere. As there are a few threads on the unpopular new sales invoice layout, we will comment here also. The size and prominence of the due amount & date is overly aggressive and for us is at odds with our personal approach to customers. Maybe for a reminder invoice this edges towards being appropriate - but it is completely unnecessary to overstate the obvious need to pay on time for a first issue invoice. We would appreciate the ability to edit the size and placement of this line and to split the due amount and date to place that part at the end. We are finding the need to apologise to customers for the appearance of this new aggressive style which we cannot control. They like this new invoicing approach even less than we do.
Ali Blakemore
supported this idea
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24 votes
Hi team, we've created this idea from recent feedback we heard about the new invoice editor.
Our product team are paying close attention to feedback to consider for future iterations, so we'll make sure to update if there's any news.
An error occurred while saving the comment Ali Blakemore
commented
We would also support this as our invoices often utilise a lot of text. To make it more compact in terms of line spacing would be beneficial to our customers' experience as a long multi-page document is more clumsy that a concisely presented one.
Ali Blakemore
supported this idea
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32 votes
Hi everyone, this idea has been created based on recent feedback received on the new invoice editor. Our product team are keen to get a wider understanding of overall interest so please add your vote if this would be useful for your business.
We'll share if there are any updates.
An error occurred while saving the comment Ali Blakemore
commented
We also strongly dislike the overly large 'shouty' headline on the new invoice layout whereby the date and value are overly large and disproportionate to the font size of the invoice itself. As much of the rest of the template is editable, it jars not to be able to tone this down into something more refined & professional.
Ali Blakemore
supported this idea
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61 votes
Hi team, you'll have seen that we have introduced a new Invoice template editor that will soon replace the Standard branding in organisations.
While fonts are limited at present, and we don't have intentions of developing the ability to support every font imaginable our product team are very interested to know if there are specific font's your business would typically use and like to see added.
Please do share in this thread and I'll keep you updated if further options are added to the new Invoice template editor.
Ali Blakemore
supported this idea
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73 votes
Thank you everyone, for sharing your feedback on the new invoice template editor.
While we hear your concerns, we don’t accept ideas asking us to remove a new feature or restore an old experience. That said we want to hear your feedback on how we can improve the new experience.
In relation to feedback on the invoice title - We've recently released an update in the Advanced section of the editor where you have multiple options for the Invoice title, a couple of preselections or the ability to set your own custom title.
I've linked some ideas started around changes users would like to see below, and encourage you to add your vote where of interest to you. This'll be highly valuable to the team and we'll be able to keep you updated on related changes
Ali Blakemore
supported this idea
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An error occurred while saving the comment Ali Blakemore
commented
A horrible new invoice format – specifically the clumsy and 'shouty' demand for payment as a headliner before the invoice details. This is not customer friendly and completely jars with our company’s personalised approach. The previous layout was refined & perfectly acceptable but now it's been supersized by software engineers who don't even give Xero subscribers the option to disagree and toggle the thing off. Why make this a mandatory item when almost every other item on the template builder is modifiable?
To your shame, Xero, we are now emailing recently invoiced customers to apologise for the demanding style which we cannot control -
207 votes
Hi team, I know it's been sometime since this idea was initially raised and we wanted to update you all here.
We appreciate and understand why some businesses would prefer the acceptance of a Quote be sent to the organisation's reply to email address, rather than the user that initially created the Quote.
While our product team have reviewed and are attentive to your interest in this, we want to be upfront that this is not something we currently have direct plans for changing the behaviour of.
Our team will continue to review this idea and when we're in a position to assess notification and communications for Quotes, we'll share if there are any updates around this, here.
Ali Blakemore
supported this idea
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384 votes
Hi everyone, though there isn't any progress to share on this idea we do want to provide and update for you all and thank you for engaging with us about this here.
We understand the desire and needs for being able to change or set a separate reply to email address when sending from your Xero organisation.
We're continuing to make improvements to sending of invoices in Xero however at this point our roadmaps does not extend to the email settings specifically.
This continues to be an area we're interested in diving deeper into in the long term and we'll be sure to share as soon as there's movement.
For the time being the only way to change the Reply-to email is to update this on the email settings screen prior to sending your transaction and change it back post sending. Thanks
An error occurred while saving the comment Ali Blakemore
commented
Although we are a small business, it is frustrating to find that all outgoing emails originating from Xero receive replies from third parties & customers ending up in one company email address - irrespective of the user who originated it. For example, finance has no interest in acceptance of customer quotes sent from the technical department and currently has to forward everything on to the relevant person. Ditto for purchase orders. A resolution would save a lot of wasted time - please!
Ali Blakemore
supported this idea
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It would be a useful feature. There are several scenarios when this would be an advantage, most commonly a change in the order requirement which would need the draft to go back to the one raising it. Without a revert feature, it is now an admin level task rather than a lower privileged user.