New Invoicing - Add new Tracking option
The ability to add a tracking code from within the 'new invoicing' bills.
Classic invoicing has this ability and it would be excellent to have it in the new invoicing also.
Mark Issa commented
This one is critical to a lot of businesses. It should be basic common sense that Xero should include all classic invoicing features in the new invoicing if they're going to force everyone to move to new invoicing.
Andrea Kewish commented
It's crazy not to have pulled the tracking feature through with the new invoicing! Please reinstate it.
skye molyneux commented
I agree with all these comments. Being able to is crucial to our business for profit and loss and one of the reasons that I adopted Xero originally. Whilst it is still an option in the new version, the ability to “Add new tracking” option, like you could in the Classic Invoice format, is critical - without it you have to do a really time-consuming double back around. PLEASE reinstate the “Add new tracking” feature in the New Invoice format.
Kerry McCutcheon commented
I am happy to see that everyone else is having this issue as well! I have spent hours searching and thinking "this must be an error or mistake", how could they take out the 'tracking function' in the invoice. I much prefer the Classic invoicing and I will be disappointed when forced to switch with this feature specifically missing, as I track every invoice with a job attached. Having to add them in a completely different (tracking categories) screen first, doubles my work.
Kylie Toth commented
Well said Kathy Skinner.
I need tracking on my invoicing but the 'new' version does not include it. If I plan to use the 'new' format I am not able to copy any invoice that was issued in 'classic' format as the invoice has tracking information in the background that is not seen or able to be editted. However it is POSTED upon the invoice's approval. If I were to copy an invoice created in 'classic' format in the 'new' format, unless the tracking information prior matches the newly created invoice I need to revert the invoice back to 'classic' format to amend or remove the information.. And from 2nd of September, I won't be able to do that. This is ridiculous! How is this saving me time??
Now if Xero added the tracking fields to the show/hide field options I would assume I would have access to tracking on an invoice in the 'new' format but is Xero going to do this?
Kathy Skinner commented
As usual they change things do some testing saying they're improvements but don't listen to everyday users. Maybe if they actually had to spend a month doing actual accounts and processing via their supposedly improved option versus the classic they would finally understand. Time they actually listened to real time users of these things.
Getting tired of their attitude towards these upgrades and their blase response to peoples complaints about how they're an improvement. Maybe for them but not us.
Lyndall Ryan commented
Having used the proposed new invoicing system a bit now, it is clunky and inefficient compared to the current system. We use tracking on all of our invoices. The current system has been smooth, we start to enter the code and the list comes up. If it's one on there we just select it and if not we previously had the option to add it from that screen. Now I enter the codes, have to tab across to get it to retain the code, then it randomly changes the code, sometimes to something completely unrelated. If it's a new code I have to open tracking in a separate screen, add it in there at the bottom of the list, save it, then reload the invoice screen to get it to come up. In addition to the issues around that, the current system had a nice clear "Approved" button at the bottom of the invoice. It didn't glitch and scroll randomly to the top of the page or anything. Now it seems to be set as "Approve and email" or something like that, which we never want to do. Even when I select just Approve, it doesn't remain as the set option. It also flicks to the bottom of the screen for some reason so I have to scroll back up to the top to select it.
It's very glitchy. I would not be happy with using this proposed system at all as an ongoing invoicing option. It's awful.
Amherst Accountancy commented
this is a step backwards - can we move forwards before switching off the old style!!?
Kirstin Smith commented
Agree with all. Tracking category is important! Also, need to be able to send a receipt from within the invoice. Once you add a payment in classic invoice there was a line at the top that said "send invoice" that you could just click on. Not in new invoicing. Super frustrating and not user friendly.
Mark Sharples commented
Lorna Hammond commented
I never turn on the new invoicing for any clients current or new as the classic invoicing is so much more user friendly. Please do not remove this as it will cause issues with clients that are using Xero currently and using the old features.
Brooke Blades commented
Definitely an important feature to have
Jill Morris commented
Marcus Feeney commented
PLEASE I NEED THIS IN MY LIFE!!!
Luke Irving commented
we need this in our lives!
Marg Dawson commented
This is a requirement, please put it back. Thank you
Joan Gibbon commented
Please keep the old version of invoicing, this new one is terrible and not user friendly we have lost many features, PLEASE KEEP CURRENT VERSION!!!!
Nici Shear commented
The “Add new tracking” option in the Classic Invoice format is critical to our business and by removing this feature seriously impacts our ability to accurately report on profit and loss per client. PLEASE reinstate the “Add new tracking” feature in the New Invoice format.
John Bernardello commented
By taking that simple feature away - It has made adding a new tracking option on the fly during invoicing and receiving so clunky and time consuming. i.e. Having to go to "settings/advanced settings/tracking categories" and add there, is like getting out of the car to turn on the indicator signal before each turn.
At least we still have Classic till September which is in line of what I'm tolerant of paying the ever creeping higher subscription fees for - Would have thought "New" means better?
Please address before September.
Tom Stanford commented
In the old invoicing template, when creating a new invoice, at the top of the drop down menu of tracking categories, you have the option to + add a new tracking category. In the new invoicing format, this has disappeared. So you have to go out, create a new tracking category and then re-start the creation of an invoice. This is time consuming and pointless. Xero, please just allow the creation of a new category within the new invoicing system please.