New invoicing - Auto adjust the column width when additional columns are added
On the new invoicing, when additional columns are selected, a scrollbar is added to the invoice layout and interrupts the smooth capture process. Having to manually scroll from one side to the other to view details is not ideal.
Consider either auto-adjusting the column widths or allow for the automatic expansion of the invoice layout width when additional columns are selected. This way, users could view all necessary details without the need for manual scrolling.
Tania Davy
shared this idea
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
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Nicki Voights
commented
New Invoicing - Column Width or Wrap Text
In old invoicing the Account and Tax Rate columns were wide enough and/or the text wrapped so you could see the whole thing on the screen.
In new invoicing, that does not happen. I have 2 tax rates for each customer, taxable and non-taxable. When I tab into that box, I can select the correct tax rate, but I can not see it on the screen to double check I have selected the correct one.
The screenshots show the differences. One line has the taxable rate and 2 lines have the non-taxable rate for the locality.
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Sarah Jacobs
commented
Agreed. And bring back the grid lines too when you click on an invoice. It's very difficult to check rows without it. I know the grid lines appear when you edit an invoice, but sometimes you just want to view an invoice without editing it.
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Susan den Boef
commented
Agree with the comment by Emilie Lambert that made the suggestion. We validate our commissions with respect to account it books to, and sales rep (one of the tracking categories we use), and spotting error is difficult with the new format of invoicing
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Emilie Lambert
commented
On classic invoicing, it was very easy to spot errors on account, VAT rate or tracking category due to the tabular format on the input/view page. The new invoicing page format makes it very hard to spot, as these things are now hidden under the description of the item, in a smaller text.
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James Pocock
commented
The new invoicing uses a larger font on the screen. I suggest setting the font to the same as classic invoicing and having column size to suit. Or allow user setting of font / column size. This would reduce the need for manual scrolling. The manual scrolling is annoying because we cannot see all line information at once.
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Cathie Bruce
commented
With dynamic website technology these days it should be autofit for any screen as a standard feature. Or we want the old version to stay.
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Grace Chen
commented
Can the display width of the invoice items be adjusted to fit the screen. For example: Lengthen the date, hide or shorten Expected Date, hide empty spaces...