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Invoicing - Approve and view next in sequential order

In the classic invoicing, when I am approving my invoices draft then I click "Approve and view next", it goes in the next invoice subsequent number.

In the new invoicing version, when I click on "Approve and view next", it goes directly to the last invoice number instead of the next one. I have a lot of drafts to approve and it has to be in the right order.

For this reason, I stay with the classing invoicing. I might consider switching back to new invoicing if this issue can be resolve in the future.

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Michaël Tremblay shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.

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  • Nigel Harper commented  ·   ·  Report

    I raised this with "Customer Support" & their response was laughable but sad.
    <This is working as currently designed, but we've passed your feedback to the Product team for their review. . . In the meantime, the only current workaround for your desired behavior is using classic invoicing. Alternatively, if you approved draft invoices from newest to oldest rather than the reverse, new invoicing should carry through that sequence in order.>

    In other words continue with something we are going to withdraw in couple of months or stand the world on its head & rise your invoices in reverse chronological order - SERIOUSLY?

    My suggestion is to allow the user to select the Order of "Next" as sorted in the Drafts listing. Thus if somebody really must work backwards in time they can & the rest of us can work the way we NEED to & Not the way some spawny-eyed-spotty-faced programmer "decided".

  • Kristin Marlow commented  ·   ·  Report

    This is a critical function of the way we process our invoices - and it was a major hurdle for us when testing out New Invoicing in a live environment earlier this month.

    It simply does not make sense - in any processing environment - to have 'next' mean 'last' and not to run sequentially.

    Your UAT team on New Invoicing need to be made aware of this feedback and log it as a Critical Issue asap. Xero should be verifying that the application will meet the needs of the end-user, with scenarios that are representative of actual usage in the field. And, in this development, they are not.

    As a small business, we wished to move to new invoicing as soon as possible, in order to have our our processes locked in place, and our operators comfortable by the switchover but this is a deal-breaker for us. It's simply not possible to efficiently operate our business without this scenario at least being an option for us to select.

    Please add this function IMMEDIATELY to new invoicing.

  • Amar Shah commented  ·   ·  Report

    Yes please fix this, it is critical for us

  • Liz Whitton commented  ·   ·  Report

    Please bring the old version of approve and view next as i sick of closing the last invoice which i do not want to approve to go to the one i need to approve.

    So yes i agree to "view next should be the next not the last in line

  • Sam Watts commented  ·   ·  Report

    Agree, 'view next' should be 'next' not 'last'.

  • Paula Crosbie commented  ·   ·  Report

    In the old system it didn't matter which order you had your invoices in, ie number or name, if you missed out an invoice then it would still automatically take you to the next invoice in line. The new system just takes you back to the beginning. It was a great easy feature to use at the end of the month. Please bring it back.

  • Alison Stoneham commented  ·   ·  Report

    Also would love it to stay in sequence like it did in the classic style invoicing as it is important they stay in order when I am approving them otherwise it can make it very complicated.
    I will continue to use the classic invoicing until it disappears in September. Hopefully by then the new style will stay in sequence by then.

  • Charlotte Field commented  ·   ·  Report

    When you click into an invoice or bill awaiting approval to review it, it would be great if, once you hit approve, it will automatically go to the next item in the queue. At the moment you have to re-find the list of invoices awaiting approval. I open them a batch at a time all in new tabs but when I start the next batch I have to refresh the page to see where I got to.

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