We used saved invoice drafts with set templates for customers and we have noticed that when "saving & close" that any accounts that have a $0 value are now not saving and reverting to random accounts. Current advice from support is that we put $1 values into account lines so that they stay the same account, just so the account codes do not disappear, but this can cause risk of invoices with wrong values. We want to save draft invoices with $0 values as before "Approving" the invoice, we might change details or add in new values to accounts that originally were $0. This seems like a really simple feature from classic that worked and not sure why it had been removed - really doesn't make sense account values "auto-reverting" to a random account
Outside of this issue - am agreeing with most of the top Invoice issues at the moment
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell.
This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central.
Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year.
We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow.
Thanks for staying engaged with us on changes that’ll help you through the idea here.
To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items…
Mark Richardson
supported this idea
·
We used saved invoice drafts with set templates for customers and we have noticed that when "saving & close" that any accounts that have a $0 value are now not saving and reverting to random accounts. Current advice from support is that we put $1 values into account lines so that they stay the same account, just so the account codes do not disappear, but this can cause risk of invoices with wrong values. We want to save draft invoices with $0 values as before "Approving" the invoice, we might change details or add in new values to accounts that originally were $0. This seems like a really simple feature from classic that worked and not sure why it had been removed - really doesn't make sense account values "auto-reverting" to a random account
Outside of this issue - am agreeing with most of the top Invoice issues at the moment