Settings and activity
9 results found
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127 votes
Hi team, thanks for continuing to show your support and share feedback here.
We understand your concerns around the amount of space used and the need to scroll to view all columns, particularly when entering and reviewing journals.
We recently released a few enhancements to help with feedback we've received including;
- Improving column sizing, spacing and typography meaning you can see more detail without as much need to scroll.
- Added more space for the Description field and ability to scroll this field
- Optimised widescreen displays
- Increased the amount of time the "Journal posted" confirmation stays visible
- Ability to open journals in separate tabs
- Auto-removal of currency symbols when importing to reduce validation errors
We’ve also started working on a more compact view, which we’re aiming to release soon. 🙂
We appreciate the detailed feedback and examples you've shared here.
I'll come back to share as soon as the compact view…
Paula Morel
supported this idea
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73 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 An error occurred while saving the comment Paula Morel
commented
I agree with these comments. There are not enough options for simple format changes:
Uneven font sizes look unprofessional in dates and amount due line
Pay Online link on PDF should be optional regardless of online payment activation - In larger organisations PDF may be 'the source of truth' for invoice issued.Paula Morel
supported this idea
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12 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Paula Morel
commented
I agree with these comments. There are not enough options for simple format changes:
Uneven font sizes look unprofessional in dates and amount due line
Pay Online link on PDF should be optional regardless of online payment activation - In larger organisations PDF may be 'the source of truth' for invoice issued. -
123 votes
Thanks for all your engagement here, everyone. We get how easy it can be to approve a bill too early, then have to delete and recreate it just to make a correction.
Within the new bills approval workflow we’re developing, an approver will be able to reject a bill with a reason, returning it to Draft for changes and resubmission.
An admin will also have the ability to return a stalled bill to Draft before adjusting the rule or resubmitting it.
We want to acknowledge feedback from users in this idea that are interested in moving an already approved bill back to a draft state, and we have a separate idea that we’d recommend joining for updates.
The bills approval flow work is in flight right now, and I’ll be back with news when this is released.
Paula Morel
supported this idea
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42 votes
Hi team, we appreciate your feedback here and I wanted to provide an update to confirm how this option currently works.
If you do not have any payment services set up in your organisation the option to toggle off 'Text links' will be available.
As soon as a payment service has been partially set up in your organisation this removes this option, regardless of whether that payment service is applied to that particular branding.
We don't have any plans for changing the behaviour of this at present but will continue to gather and consider interest through this idea. Thanks
Paula Morel
supported this idea
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334 votes
Thanks so much for your continued interest and feedback about how valuable adding a contact to a manual journal would be for you, your business, and clients.
We wanted to share that we’re making good headway in this space. For customers in the US, we’ve now released our new manual journals experience, which lays important foundations for us to build on capabilities like adding contacts to manual journals.
While this specific functionality isn’t available just yet, it's still on the roadmap and is actively being worked through by our product team. We’ll continue to share updates as progress is made.
Paula Morel
supported this idea
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121 votes
Hi everyone, thanks so much for taking the time to share your feedback and support this idea. We’ve taken another look here and, while we don’t have plans to develop DOCX further, we have released and are continuing to roll out our invoice editor. It’s replacing the Standard branding theme first, and from there will continue to evolve with more of the invoice customisation we know customers are looking for across things like logos, fonts and colours.
We know this won’t be the update some of you were hoping for, especially for those wanting more flexibility in how invoices look and feel. To help keep updates relevant to the specific changes being asked for, we’d really encourage you to add your vote to the ideas below, as they’re more closely related to those points:
Paula Morel
supported this idea
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218 votes
Thanks everyone for continuing to support this idea. We appreciate it's been a while since our last post and want to update you here.
We understand how having a dedicated field for a customer purchase order number on sales invoices is important for many of you, whether that’s to meet customer payment requirements, support bulk invoicing, or keep your own internal reference separate.
While we can’t make any commitments at this stage, this is an area our product teams are interested in exploring. We'll make sure to share any progress toward providing a field to accommodate a purchase order number.
Paula Morel
supported this idea
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201 votes
An error occurred while saving the comment Paula Morel
commented
I agree with other comments here. A simple notes / reminder / to do list on dashboard would a most useful item on it. I agree with suggestion for notes tab.
Paula Morel
supported this idea
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I agree with these comments. There are not enough options for simple format changes:
Uneven font sizes look unprofessional in dates and amount due line
Pay Online link on PDF should be optional regardless of online payment activation - In larger organisations PDF may be 'the source of truth' for invoice issued.