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.
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Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here.
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Phil Turtle commented
Removing the tracking feature from invoicing makes Xero no longer fit for purpose
It is strongly recommended that you do not remove this feature as legal action against the company to force it not to depracate the current fit for purpose invoicing until this crass failure is remedied and the new invoicing is corrective to have at least as good functionality and usability as the existing
The company’s willful ignorance of its customers’ needs is beyond belief
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Sarah Jacobs commented
The ability to add a tracking code from within the 'new invoicing' bills.
Classic invoicing has this ability and so users shouldn't have to ask for current functionality to be carried across to new invoicing. -
Karen Gates commented
Any Update on this option?
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Shane Ham commented
It would be great if there is a default tracking code identified on the contact card to auto apply or be a 1 click apply to the invoice (same as current invoicing) but now you have to click on every **** line and select the tracking option from the list.
THINK SMARTER NOT HARDER!!!
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KIRSTEN FEATHERSTON commented
EVERYTHING ABOUT NEW INVOICING IS RUBBISH !!!!!
In my industry every bill & every invoice has a job number attached, it is how I find things in seconds. It was so simple to add a job number, copy & paste it down multiple lines. Now I click on it to add it and it takes me to yet another window and then scroll the thousands of job/tracking numbers to the bottom and add it in. So for every invoice a new browser window is opened totally clogging up my system. Adding job/tracking numbers used to take me about 3 seconds in classic. To complete an invoice now takes twice as long - Thanks Xero for creating an absolutely USELESS invoicing format
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Christine West commented
We have switched to the 'new invoicing' procedure but we don't seem to be able to add a tracking category. This field is also extremely slow in responding.
This process will not make invoicing quicker for us if we are required to enter tracking categories prior to drafting a new invoice as every job with every invoice has a new category linked to it.
We have a 'work-around' by changing the invoice to a manually entered number system which will allow us to still run reports for each job but it is far from ideal. This function would be so important to us in the new invoicing, especially with the ability to have a large number of tracking options. The new option will make our invoice process more tedious and will take longer with the possibility of accounting errors.Please dont change this category or the amount of options it can house.
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Cairns Admin commented
Why has the new invoicing lost the ability to add a new tracking code? Please add this back in as it saves a lot of time.
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Tony Martin commented
Please Please don't force us to use the new Invoicing. I have daily Sales sent over via Zettle everyday I go in and put in the correct cost centre but this is not possible the couple times I tried it with new invoicing.
I need to record the sales for different Cost Centres. I have 4 main ones that I use daily. Otherwise I will have to run a Manual journal to get this info in when with the current version I can do it in a couple clicks.Either keep the old version for those that want it (it seems as though there is quite a lot of those) or change the new version to be more user friendly and easier to use.
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Elizabeth Mpilias commented
Currently can add a tracking code from the invoice module, but once this is has been created the new tracking code can't be selected, it only becomes available once the invoice window has been refreshed - making it moot. Have notified Xero Support with no positive outcome even though I provided a video of the exact issue. Just received a standard cut and paste reply / offer for a support call - neither of which will resolve their poor coding as the video clearly explains the issue.
Having to refresh or switch windows to accomplish basic tasks like adding a tracking code or client's email address is poor software design.
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Bryn Parrott commented
Not only a tracking option, but also needing the ability to produce a delivery slip would be great.
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Julie Hopkins commented
It is mandatory in the medical industry and many other industries to track serial and lot numbers. If new tracking numbers cannot be added easily Xero will become ‘dead’ software and many organisations including ours will move to software which can track products
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Yvette Fairbrother commented
Adding my agreement and need for this function to be added before we are forced to use the new invoicing.
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Stuart MacKenzie commented
Tracking Option in New Invoicing now there BUT, can't Choose None option.
Not all lines in an invoice will be applied to a tracking category.Please enable to choose None.
(attached screen shot is from Classic) -
skye molyneux commented
I couldn't agree more. It will be so time-consuming and confusing if we have to input new tracking separately. Please allow us to be able to do it in line when creating a new invoice.
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Paula Sparkes commented
As others are saying, also absolutely critical for our business too! I cannot see a reason to remove this functionality and using new invoicing at the moment is already causing issues and delays because of this. Please re-instate asap in new invoicing!
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Karen Gates commented
Crucial for our business!!!!!
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Jade McGrath commented
This is critical for our business as well. I hope this is added before we are forced to move to the new invoicing
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Kathy Corbett commented
I'm thinking of shifting one of my clients from MYOB to Xero as your tracking options for jobs have vastly improved since you started, but if I'm unable to track jobs in the new invoices then I won't be recommending they switch to Xero. Tracking jobs on invoices is essential.
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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.
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Andrea Kewish commented
It's crazy not to have pulled the tracking feature through with the new invoicing! Please reinstate it.