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  1. New Invoicing - Add new Tracking option

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    62 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for your on-going input and attention to the idea here, everyone.

    We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.

    I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.

    For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.

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    Faye Sanders commented  · 

    Add new tracking option within the New Invoice is Critical for our business, we currently have to use Classic version as that option isn't there on the New version. We use the tracking facility for individual case references and keeping note of costs per client case. Staff with Invoicing Access but without access to Advanced Settings are unable to Add new categories unless this option is there for them .Please ensure this is added into the New Invoicing so this functionality is available to them. Attached screen shot, thanks.

    Faye Sanders supported this idea  ·