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…
PLEASE PLEASE PLEASE reinstate the ability to create a Repeating Invoice from the actual invoice itself BEFORE it is Approved.
We have a subscription business and using the new interface now cannot create a Repeating invoice from the draft before submitting for approval. Because a Repeat has no "Approved" facility, our approval process needs both the original invoice and the repeat to be approved/reviewed at the same time. This is no longer possible in the new version.
If we want to create a Repeat at the Submitted invoice stage, we have to go back to the Invoice menu, go to Repeats and create it manually from scratch, then separately advise the reviewer that the repeat is ready. This leaves plenty of scope for human error, before factoring in that it doubles the amount of work needed to do something that could be achieved before with a handful of keystrokes.
I'm going to have to stick with Classic unless/until this is fixed.
Amanda Llewellyn
supported this idea
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PLEASE PLEASE PLEASE reinstate the ability to create a Repeating Invoice from the actual invoice itself BEFORE it is Approved.
We have a subscription business and using the new interface now cannot create a Repeating invoice from the draft before submitting for approval. Because a Repeat has no "Approved" facility, our approval process needs both the original invoice and the repeat to be approved/reviewed at the same time. This is no longer possible in the new version.
If we want to create a Repeat at the Submitted invoice stage, we have to go back to the Invoice menu, go to Repeats and create it manually from scratch, then separately advise the reviewer that the repeat is ready. This leaves plenty of scope for human error, before factoring in that it doubles the amount of work needed to do something that could be achieved before with a handful of keystrokes.
I'm going to have to stick with Classic unless/until this is fixed.