Invoice - Restore previous single-screen upload and confirmation
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.
Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.
In the new version, we are required to go into Sales Invoices first and then upload the picture, or go into Bills and then upload. There is no simple mark to confirm that the uploaded image is already categorized, which makes the process slower and less user-friendly.
Please consider bringing back the old method (or providing both options), along with the visual confirmation, so businesses can upload, categorize, and track invoices more efficiently
Karim Mohy
shared this idea
We understand that the previous single-screen invoice upload process helped with efficiency, and it’s great to hear how it supported your workflow.
The idea is now in Gaining support, so the community can vote and join the discussion. Adding details about your workflow can help the community see the value and encourage others to share their experiences too.
We’ll keep this thread updated as the idea develops.
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Karim Mohy
commented
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately:
Select whether it was a Sales Invoice or a Bill from the same screen.
See a clear mark/indicator that the image was already categorized (Sales or Bills), reducing the risk of duplicates.
Choose the Payment Method in the same step, saving extra time.
This workflow saved a lot of time and made invoice management simple and transparent.
In the new version, we are required to:
Go into Sales Invoices first and then upload the picture, or go into Bills and then upload.
No clear indicator shows that the image has been categorized.
The Payment Method is chosen later in another step, which slows down the process.
-
Karim Mohy
commented
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately:
Select whether it was a Sales Invoice or a Bill from the same screen.
See a clear mark/indicator that the image was already categorized (Sales or Bills), reducing the risk of duplicates.
Choose the Payment Method in the same step, saving extra time.
This workflow saved a lot of time and made invoice management simple and transparent.
In the new version, we are required to:
Go into Sales Invoices first and then upload the picture, or go into Bills and then upload.
No clear indicator shows that the image has been categorized.
The Payment Method is chosen later in another step, which slows down the process.
-
Karim Mohy
commented
In the previous version of Xero, uploading invoices was much faster and more efficient. When uploading an invoice image, we could immediately select whether it was a Sales Invoice or a Bill from the same screen. This saved time and simplified the workflow.
Another important feature in the old system was the visual indicator: once an image was uploaded and recorded as a Sales Invoice or a Bill, there was a clear mark showing that the document had already been categorized. This provided transparency and reduced the risk of duplicate entries.
In the new version, we are required to go into Sales Invoices first and then upload the picture, or go into Bills and then upload. There is no simple mark to confirm that the uploaded image is already categorized, which makes the process slower and less user-friendly.
Please consider bringing back the old method (or providing both options), along with the visual confirmation, so businesses can upload, categorize, and track invoices more efficiently