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.
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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Nigel Harper commented
Default Settings should be stored in the User Login Profile along side the Permissions assigned to the user for each company. These "Defaults" should include what the user wants as the default action for ANY Dropdown Button. EG. New Invoicing: Adding Billable Expenses - Add items SEPARATELY rather than as ONE. This used to be 2x buttons now it's a Dropdown Button with the wrong default 99% of the time. Same goes for New Invoicing Approval Button - Approval & Next or Submit for Approval & Next instead of Approve & Email. AND Next should be picked from the sort order in the Drafts Listing - Thus Chronoligical Order would be possible!
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Belinda Johnson commented
Switched again briefly today to see if any improvements... WOW!
STILL SO LAGGY!! Unbelievably slow.And WHY do I no longer have the option to create Sales Invoice from Xero Files?
Now I have to create a new invoice and THEN attach my file only after choosing a supplier? Why? Do you know how much time this change will be adding to my days?
Absurd. I hate it here.
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Mark Larrington commented
OMG! After several months of not using New Invoicing I have tried it again.
Well what can I say. It is just as dreadful as before. To many clicks, functionality doesn't work, layout awful.
Biggest issue is when copying from a Purchase Order to an Invoice it populates with the suppliers details and buy price NOT the sales price as per Classic Invoicing! I reported this as a bug to Xero support many months back and was told it was going to be fixed as priority! Well it hasn't along with the raft of other functionality issues.
Really what are you doing Xero except trying to loose your customers?
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Accounts Litmus commented
I will continue to use the old version of invoicing as long as possible. The downside of the new version of invoicing is it doesn't automatically add the correct due date on the invoice and it doesn't add the correct VAT rate. These have to be manually added where the old version of invoicing carries this information from the account details
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KIM HARRIS commented
Please please delay the migration to New invoicing. I switched to the new for a month and found it time-consuming, not keyboard-friendly (lots of scrolling and clicks), and too much white space. You need to compact the view and leave the files at the top. I will be remaining on Classic as long as possible and could well be migrating to another program if the current new style is enforced.
YES ....Its that important XERO to our daily lives. Come on listen to your clients. -
Chris Curlett commented
You are so correct - we are the USERS and as such should decide if we want use the new invoicing or not. If it is so great, then everyone will migrate Hepperly - Stop treating us like children!
COME ON XERO - we pay your wages how about working for us!
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Trish Clouston commented
It would be nice to have an option to KEEP the older invoicing version. When I need to check that a bill has an invoice attached, it is easier to see the attachment icon at the top of the screen. On the new invoicing layout, I have to scroll all the way down the the bottom of the bill to view this. This is annoying, and time consuming - more clicks to get down to that position. In the original version, the icon is at the top RHS of the screen, a click on this is easier to see and use to view the attachments.
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Chris Curlett commented
There are just far too many issuers with the New Invoicing for anyone to adopt it with confidence.
XERO you are playing with the livelihood of people and to force adoption of the new format is not the way to go. If it is so good, then people will migrate with confidence - if there are issues and you force people to use it then their is nothing like a disgruntled customer to damage a business - your business!
KEEP CLASIC INVOICEING!
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Nicky Rooksby commented
Regarding Saving the invoice, again more clicking to get what you want, please revert back to the classic style, this new invoicing is encumbersome and painful. I am a keybooard user and prefer to tab rather then mouse click all the time, I feel this is going backwards to have to point and click constantly.
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Nicky Rooksby commented
Not sure if this has been added prior, but take away the need to click to add a file, drag and drop as per classic was much easier and efficient, this new method is going backwards and time consuming.
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Barry Meijering commented
When in the new invoicing screen I have noticed that the inventory items are not showing (i.e. how many in stock / not in stock).
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Rajendra Singh commented
Old features did the work! Changes such as Xero apps ability to send receipts and quote reminders have been in discussion for long with no or little progress.
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Fiona Dieleman commented
Hi again Kelly, give up already, Listen to your clients, roll out the OLD features and then add to them. I still can NOT copy an invoice to the same client, I still can NOT add a discount without extra key strokes, it still looks like a pigs ear. I have asked my accountant to come up with alternative software providers. After having been with xero for 13 years I am making moves. I left MYOB in 2012 because it crashed all the time, now in the last 2 years xero has made lots of dumb changes, like the new reports, so time to find a new player.
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Rae Stanton commented
When are you going to fix the Invoice Numbering issue? Case Number CX0014508244 which was raised 18 December 2023. With only 4 months until we are forced to use the new invoicing system ... what is a simple bug fix is yet another way this "new" system is inferior to the existing system.
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Andrew Syme commented
@Kelly, Can you PLEASE fix the Form for the Beta test on New New Invoicing !!
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Lloyd Preston commented
Re Kim comment - re drag and drop - this was a nice feature of Xero, if this goes then Xero is going backward to the MYOB stage who also have trouble with drop and drag, especially from Outlook/emails. Come on Xero keep up with it - maybe get AI to help ;)
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Kim Goodger commented
Xero has done it again! As of the last few weeks there is an extra mouse click needed to attach a document to an invoice. Used to be you could just drag the file across from another window and drop it anywhere on the invoice screen. Now you have to click on the "attachments" button and drop it in a specific box to have it attach. Clearly the people making changes have no experience using bookkeeping software - it seems like every "exciting new feature" just makes the software more painful and time consuming to use.
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Gordon Lyon commented
Thanks for the response, but the Xero new invoicing page doesn't mention the title and summary features that you already support for quotes. Are those planned at all? There's currently no good place to put key notes specific to that invoice. Users have been clamoring for this since the existing options are poorly suited:
* We can shoehorn a description-only field to the line-item table, but that kludge solution looks really unprofessional.
* We can add it to the email text, but then it's lost when people pass around just the PDF or visit the URL. And if we resend the invoice, we need to remember to add those details back on.
Please consider adding title and subject support to the new Invoice roadmap. It could work just like quotes! In fact it should flow through from quote when we convert them to invoices. -
Kim Carles commented
When you get past entering the reference field, you have to tab 7 times to get to entering the first line item. You have to tab past "set up online payments, currency, branding theme, show hide fields, amounts are and the disc i button" Maybe these fields can go down the bottom of the screen so there is no need to keep tabbing through them once they are already set up. I'm all about speed and using the keyboard is faster then entering a reference and then using the mouse to click to the first line. I prefer not to use the mouse so much.
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Chris Curlett commented
Frankly the post regarding the reasons for changing away from Classic is a exercise in commercial spin with a total lack of detail. It is a "trust us - we know what we are doing" statement despite the fact we have failed to even do basic testing - if we had we would have found the issues users are complaining about.
Come on XERO postpone the launch and put the effort into the IMPROVEMENTS USERS WANT and make a real difference.