New invoicing - Ability to add Account Code within the invoice
It would be helpful and efficient to be able to make or add an account code straight from the "account code" dropdown in the bill/invoice/journal without needing to go to chart of accounts to make a new one. Currently, users still need to go to the chart and then go back to the bill/invoice/journal but since this refreshes the page, it erases all the data already filled up in the invoice.
anonymous
shared this idea
Hi team, as mentioned in our last update here our team were looking into improvements.
You may have already noticed but we made a change since this was initially raised so when you select '+ Create new account' at the top of the dropdown list in the Account field, the Chart of Accounts screen will open in a new tab. Fro here you can create the account, and when you return to the invoice, the new account is instantly available for selection.
We are still considering future improvements of enabling account creation directly within new invoicing, so I'll update if there's any news of this to share, here.
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Charmaine Hutchinson
commented
I see that the view on the new invoice layout does NOT show our company product codes nor our chart of account information. This is a problem for us as we use these fields regularly to identify issues or incorrect coding.
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Peter Russell-Wilks
commented
I agree with Volha on showing the account code next to the account name as it already does in Classic invoicing would be helpful.
New invoicing has too many irratating drawbacks compared to classic invoicing for Xero to remove the classic invoicing option.
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Chantelle Frendo
commented
this was added and now removed with the new invoicing system
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Volha Laiter
commented
If there's a possibility to include the account code alongside the account names on the bills. Having both details visible would greatly assist in easier identification and organization on our end.