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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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Zoe Chapman shared this idea  ·   ·  Report…  ·  Admin →
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working on it  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thank you for your on-going input and attention to the idea here, everyone.

We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.

I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.

For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.

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  • Lorna Hammond commented  ·   ·  Report

    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.

  • Marg Dawson commented  ·   ·  Report

    This is a requirement, please put it back. Thank you

  • Joan Gibbon commented  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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  ·   ·  Report

    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.

  • Des Taylor commented  ·   ·  Report

    Tracking Items in Invoices is a must put it back - without it you are denying us service and therefore you must reduce your fees. Changing and taking away on a subscription model that has increased in price is immoral and unacceptable.

    Remember Zoom took over the market from Go Webinar in a shot by giving customers what they wanted more easily, not making it more difficult and taking things away.

    Who is running Xero a non-user by the sound of it.

  • Des Taylor commented  ·   ·  Report

    Add new tracking option within the New Invoice is Critical for our business,

    In using the use Classic version this is excellent and serves as a backbone to the business.

    The option isn't there on the New version.

    Using the tracking facility for individual case references and keeping note of costs per client case is vital and makes Xero a nonsense if it is not there.

    Staff with Invoicing Access but without access to Advanced Settings are unable to Add new categories unless this option is there for them .

    Please ensure this is added to the New Invoicing so this functionality is available to them.

  • Faye Sanders commented  ·   ·  Report

    Add new tracking option within the New Invoice is Critical for our business, we currently have to use Classic version as that option isn't there on the New version. We use the tracking facility for individual case references and keeping note of costs per client case. Staff with Invoicing Access but without access to Advanced Settings are unable to Add new categories unless this option is there for them .Please ensure this is added into the New Invoicing so this functionality is available to them. Attached screen shot, thanks.

  • Glenda Brown commented  ·   ·  Report

    Hi I need to be able to add a tracking number from the Invoice as in the classic version, annoying that this isn’t a feature, please put this back in. Thanks Glenda

  • Bruce Fricke commented  ·   ·  Report

    Very odd you can see an old invoice has a category mentioned in new invoicing as grey font, but you cant edit it in new invoicing. Obviously recognised but not included. New invoicing should not deprecate any current features otherwise everyone won't move on.

  • Susan Tito commented  ·   ·  Report

    Agree, why would you take this function away?

  • Anya Fallon commented  ·   ·  Report

    Adding new tracking category options and nominal codes directly from the sales invoicing screen. This is a feature on the old sales invoicing screen, however, does not seem to be an option on the new sales invoicing screen. You are able to '+add new item' on item SKU's but not on the COA code or tracking categories.

  • Justin Hornick commented  ·   ·  Report

    This is a total requirement - not sure why this would not have been included...

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