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New Invoicing - Reduce number of steps and clicks

New invoicing has introduced more clicks, taps, steps at almost every level.
Please remove the added friction as it increases processing time.

The "new invoicing" messages are full of comments regarding where these pressure points have been added.
We are paid subscribers, and beta testing/seeking feedback is wonderful, but being forced onto an inferior model is.. suboptimal.

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Damon O'Keefe shared this idea  ·   ·  Report…  ·  Admin →
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working on it  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

We also have some updates coming to;

  • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
  • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
  • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

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  • Chris Curlett commented  ·   ·  Report

    XERO - What are these ..."There are really important reasons why we must go forward with sunsetting classic invoicing and investing in the newer version"

    Facts would be nce

  • Chris Curlett commented  ·   ·  Report

    VERY WELL PUT KELLY. Given the mess it is in I do believe the Product Development Team were a figment of XERO's imagination. They have consistently stalled on other changes.and really failed on this one.

  • Kate McArthur commented  ·   ·  Report

    Hi Kelly,

    I think you and Xero are underestimating the negative impact the new invoicing is and will have on Xero and its market share.

    Right now the people communicating their dissatisfaction is a smaller number, because the majority of Xero users have ignored the info and are still using Classic invoicing. Once you force the change you will be inundated with thousands of unhappy users. Only by then it’ll be too late for Xero to make the upgrades to get all the same classic functionality and you’ll start losing those thousands of customers who don’t have months to wait for Xero to fix a product they use daily to earn income.

    New invoicing has been around for over 4 years. Xero has had years to make this product perfect! What have you all been doing???

  • Chris Curlett commented  ·   ·  Report

    Lloyd - another one is Infusion at https://www.infusionsoftware.co.nz/

    They are really good and have been around for many years. Very smaller to XERO and FAR more responsive with Telelphone real time support. Also will help with applications etc.

    Worth a look

  • Lloyd Preston commented  ·   ·  Report

    Out of interest has anyone tried or got any comments about another online accounting system: https://www.odoo.com/

    Interest to hear if anyone has tried this system.

  • Chris Curlett commented  ·   ·  Report

    If this was true XERO, then you would have been actively improving the site following the many, many constructive user suggestions. You have not been doing this but have simply embarked on something driven by your software people NOT the users - look at all the constructive user suggestions you just ignore or make condescending comments on.

    Please also start to Listen to users and what they need improved rather than making condescending excuses.

    A COMPANY THAT WILL NOT LISTEN TO THERE CUTOMERS WILL PAY THE PRICE

  • Laine Ratsep commented  ·   ·  Report

    I understand that Xero had to take their software onto a new coding platform at some point to effect some of the items we have been asking for for years (f.ex the ability to choose from multiple addresses) and to keep up with a new security environment. Cool.
    I don't understand why the functionalities offered on the older platform were not the easy first thing to put into the new platform, and then added onto from there.
    It looks like perhaps somebody sold Xero a lemon of a platform to build upon, and now they have to suck said lemon.

  • Chris Curlett commented  ·   ·  Report

    You are so right Damon - but the XERO rule is if users want something lets double talk them and do something that is not wanted - like the new invoice!

    It is crazy for a supplier not to listen to its customers - I do not understand why XERO treat us with such contempt.

  • Mark Larrington commented  ·   ·  Report

    Hey Kelly

    If they are listening rather than giving us the runaround just duplicate the functionality and make your salary payers happy. Feels like Xero is on a mission just to wind us up.

  • Rob Pennoyer commented  ·   ·  Report

    Customers in this thread and others have described dozens of missing features and showstopper bugs. You're talking about fixing eight or ten of them.

    Let's stipulate that the upgraded version is unavoidable, inevitable. If you were truly listening to your customers you would commit to feature parity before sunsetting the classic version.

  • Mark Larrington commented  ·   ·  Report

    Is everyone aware of the many other Discussions about how useless, cumbersome and awkward New Invoicing is?
    Go vote and comment on those too.

  • Rob Pennoyer commented  ·   ·  Report

    I support the effort to escalate this to executive management. It's clear the product team is completely off the rails on this.

  • Joanne Jefferies commented  ·   ·  Report

    Hi
    I have also emailed the CEO and company secretary.

    I'm astounded that this issue was not fixed a week after the update! Did the tech's not test this?? Amazing.

    Lets hope we get a result in the near future.

  • Lloyd Preston commented  ·   ·  Report

    Thanks Chris

    Have emailed both CEO and company secretary. Lets keep pushing forward and appreciate any action taken to get Xero's attention.

  • Chris Curlett commented  ·   ·  Report

    Julie and Damon

    I have started to print the comments I see about not just New Invoicing however other issues as well where the ZERO team is failing to perform. KEEP CONTACTING them.

    I will deliver the printed copies to the Auckland Directors personally at their homes in the hope if they know what is happening then they may do something about the XERO non-performance.

    ALSO

    If I get enough support, I may be able to have a item ADDED to the next XERO AGM under general business. I have been successful in the past however it takes a lot of work

    Keep sending commnets and you never know they may one day pay attention!

  • Julie Sutton commented  ·   ·  Report

    I have emailed ceo and company secretary on new invoicing as well as other basic functionality still missing like supplier statements, disputed flag, supplier credit limits, ability to "pay" credit notes, missing bank payments off the cashflow forecast etc etc.

    Sadly a standard response so far as below :-

    Thanks for reaching out to ceo@xero.com - I love hearing from you and getting your feedback.

    Emails to this inbox will be monitored by the Xero team and we’ll do our best to respond where possible.

    If you have a support query, please continue to reach out via Xero Central. For all feature requests and product ideas, please go to Xero Product Ideas.

    Best wishes,
    Sukhinder and the Xero team

    All we can do is keep "spamming" them here and no social media. Their lack of communication is atrocious!

  • Neil Jordan commented  ·   ·  Report

    Back in Feb 2023 when Sukhinder Singh Cassidy became the new CEO at Xero, she emailed everyone "A personal note to say hello". In that she wrote:
    "There is always room for improvement and we’d love to hear from you about how we can make Xero even better, together. Please continue to access support through Xero Central or reach out and be vocal - whether that’s through Xero Product Ideas, Community Discussions on Xero Central or you can drop me a note at CEO@xero.com or connect with our team at Xero events. You can always keep updated about what’s happening with Xero on the Xero Blog."

    I did email her at the time asking for us all to be actually listened to and pointing out how many basic suggestions were on here which are important to us are never dealt with, in preference to development that isn't really important, including one back from 2015 about automatically sending statements.

    I didn't get a response, but I presume that email address may still be active. So I guess, "reach out" and "be vocal" :)

    (Edited by admin)
  • Chris Curlett commented  ·   ·  Report

    Come on everyone let's support Lloyd and email our comments direct to Directors of XERO at the email address below.- we may even get some action!

    (Edited by admin)
  • Lloyd Preston commented  ·   ·  Report

    Thanks - have emailed in the hope that this will get some hearing.

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