New Invoicing - Reduce the amount of empty space on screen
Have less white space on new invoicing as it fills screen. The notes section which is in contacts 4000 chars make visable and editable on the new invoice page so we can see it whilst creating and invoice. We dont then have to keep jumping from one page to the next.
Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.
We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.
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Sarah Jacobs commented
Either Xero needs to fix the column widths or allow the user to determine the column widths. The price and amount fields are sooooo wide they can fit this number of characters 2222222222222.00 , yet the account and tracking code fields are so narrow you can only see 17 characters. This is not user friendly. At the moment the account field and tracking fields are text wrapped, but in the new invoicing they aren't, so the user can't see the whole field - why is this?
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Dave Hyndman commented
C'mon folks. The information density changes to this screen are a joke. This isn't a usability improvement; it's some designer's idea of a prettier screen. This is a massive usability setback (and probably a preview of a new design language that will make its way through the entire app). Your users are shouting and you're not listening.
People are posting screenshots clearly showing that the new layout takes about 30%+ more screen real estate to display the same info. Why?
This isn't wreck-the-company Sonos bad, but it's really tone-deaf and bad.
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Pyroclassic Fires commented
Still cant see the whole invoice on my laptop. and then tried it on my phone as i often have to approve etc when out of the office. what a pain this is. Just made my job 10 times more difficult and take longer than ever. Why the old invoicing worked amazingly well on desktop, laptop and Phone.
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Kathy Skinner commented
Xero really don't care it seems. The new invoicing should not be implemented fully until such time as it actually works and has the same features as Classic has now. It's inferior in so many ways and I am not looking forward to using it and will stay with classic until the end.
If this has been in the development stage for so long then your programmers can't be that great as they should be able to move over everything to the new platform and adjust accordingly so it works the same as Classic.I suspect you are going to lose a lot more customers in the coming months because you don't listen to your current ones.
Everyone works differently so you can't assume what you have implemented is going to work for everyone, stop with the generic answers and admit you have actually gone backwards in this case.
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Yvonne Churchman commented
Please do not fully retire the classic Invoicing until absolutely every single feature associated with classic invoicing is rolled over to the new invoicing. I personally do not like the new invoicing at all, have tried to switch from time to time but it is so clunky that we all revert back to classic. At present if you were wanting to copy from a new invoicing style to a Purchase order, this option is not there, also when you copy from a PO to a new style invoice it automatically populates the customer to the supplier name from the PO instead of leaving this blank.
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Jill Fechner commented
Not a great deal of confidence testing New Invoicing today.
Auto save failing.
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Pyroclassic Fires commented
Yet again Xero you are not listening. The new invoicing is not fit for purpose. There ae too many items outstanding and now you send an email saying in a weeks time we will be forced to use the new xero, but wait there's more... We will get the opportunity to use the old system until November. What does that tell us, you are not ready. If you were you would go live and thats it.
How about you listen and correct the errors we are having with the new system before you force it on us.
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Gary Young commented
Is this still going to be the only option from September without fixing all the items that have been raised?
The biggest one as far as I am concerned is that you alter the details that are entered. ie You do NOT take into account any formatting that is in the description. If you are not using stock items, but having to describe the product being delivered to the customer, Xero should not make assumptions about how that should be entered and adjusted based on some pre-conceived inexperienced programmer. -
Anastasiia Dorodnaia commented
I am very frustrated to be forced by Xero to "default" to the new invoicing from 2 September and to see the retirement of Classic invoicing in November! Xero promised to correct all inconsistencies in the new invoicing before retiring the Classic version, but as of today, the new invoicing is far from being suitable for use. Extremely frustrated and disappointed!
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Chris Mills commented
Bottomless "no" to the new invoicing layout. I hate this so much. Why have you insisted on shoving this lousy solution on us? I am extremely not happy.
Please return to the way it was when we could simply drag and drop an PO onto an invoice. Having to scroll, and expand the "attach files" toggle is wasted effort and extra steps that were not required. I appreciate that I can sometimes see who it was emailed to. This last does not seem consistent from one session to the next.
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Michelle Gould commented
I do not like this new setup at all.
Once posted the account and tax rate is disclosed on another line - can this be put back on the same line? You can read the item on one line and read across? Now I have to look at multiple lines - this will also resolve the spacing of the lines by adding this in.
Also need to see tracking field - and agree with other comments here -
Mandy Sullivan commented
I really need to be able to see Tracking field
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Mandy Sullivan commented
I really need to be able to see the tracking column on invoices
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Gary Young commented
The new version still truncates leading/trailing carriage returns/spaces on line item descriptions.
WHY HAVE YOU DONE THIS?
To layout an invoice that shows detailed descriptions for each item on the invoice the lines need to be formatted. You have made an assumption that these characters are not relevant.
You should NEVER change what was actually entered.
Please change this so that the new invoice format can be used. -
Melissa Fowler commented
Looking at new invoicing makes my eyes hurt! So much white space that is very ******* the eyes. Obviously bookkeepers don't spend hours staring at this screen *sarcasm*. I also hate having to scroll right to view all fields, such a horrible 'improvement' to classic invoicing.
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Cathy Purcell commented
I hate looking at it!!! Won't use it until the last minute!!
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Jane Phillips commented
Agree
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Rob Pennoyer commented
This is a lot of what makes the new invoicing look like a child's toy.
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darren garner commented
I’ve been using xero for approximately 8 years now and I use my phone (iPhone) to create invoices when visiting customer premises and found it to be user friendly and fast to create and edit invoices. I’ve just switched to the new version and I can tell you now if this is the only option I’ll have to use I will be leaving immediately to another provider. This new system is taking me 3 times as long and I’m having to move my phone from landscape to portrait to locate items and it is a massive step backwards in progress. I have to question has anyone of your designers tried to use this software on a phone as I’d find that hard to believe. It’s very frustrating and having to hit items multiple times to add them to the invoice. Very very unhappy at this decision. Come on guys we can do much better than this.
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Sarah Jacobs commented
And why when editing an invoice in new invoicing are the line item fonts SO LARGE - they are larger than the header fonts (ie to, due date,invoice number etc) - why can't the line item fonts be the same size as the header fonts?