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  1. 305 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    KIM HARRIS supported this idea  · 
  2. 718 votes

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    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…

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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.

    KIM HARRIS supported this idea  · 
  3. 371 votes

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    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.

    KIM HARRIS supported this idea  · 
  4. 188 votes

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    KIM HARRIS commented  · 

    QUITE TIRESOEM THAT YOU CANT DO THIS - having to send each one individually

    KIM HARRIS supported this idea  ·