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  1. 352 votes

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    Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

    As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

    • You can now tab to select a highlighted contact and move through to the next field - related idea
    • Create a new repeating template from a draft invoice - related idea 

    Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

    Once the team's work has concluded,…

    Lloyd Preston supported this idea  · 
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    Lloyd Preston commented  · 

    Re Kim comment - re drag and drop - this was a nice feature of Xero, if this goes then Xero is going backward to the MYOB stage who also have trouble with drop and drag, especially from Outlook/emails. Come on Xero keep up with it - maybe get AI to help ;)

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    Lloyd Preston commented  · 

    Good morning,

    Just to let you know that I had a call from Xero yesterday evening, had a good discussion and was able to express my concerns (and hopefully other users also). I was assured that we are being listened too and that in the words of the caller, that 'New Invoicing will be on par with the classic invoicing before it gets switched off.' Let's hope so, but I did express my concerns that it should have been on par before being submitted as an option.

    Let's hope that this is the case. But I can recommend that we keep pushing and monitoring this matter until they do get the new (interface) on par or preferable even better than the classic version which for most of use works fine.

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    Lloyd Preston commented  · 

    Out of interest has anyone tried or got any comments about another online accounting system: https://www.odoo.com/

    Interest to hear if anyone has tried this system.

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    Lloyd Preston commented  · 

    Thanks Chris

    Have emailed both CEO and company secretary. Lets keep pushing forward and appreciate any action taken to get Xero's attention.

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    Lloyd Preston commented  · 

    Thanks - have emailed in the hope that this will get some hearing.

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    Lloyd Preston commented  · 

    Agree - would be good to for someone to post on Facebook or some other media or even better go to someone higher up at Xero - as this really is a step backwards and I suspect if they proceed (please no) that they will bring in same format for Bills also - which will be just as bad.

    Does anyone have connection higher up at Xero and connection with media to get some real outside discussion going.

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    Lloyd Preston commented  · 

    Agree entirely with last two comments - thanks Fiona for stating it clearly - if it isn't broke then don't mess with it.
    What would be good for you to play with is the inventory system - a few years back you brough up another company inventory system and was supposed to incorporate it into Xero - this included the batch and location facility - here we are years later with no update on that which would add a lot more value to the basic Xero package - but instead you mess up invoicing. Listen to the users - or at least talk to them about what is working and what could be improved - unless there is some big picture stuff we are missing??

  2. 306 votes

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    Thank you everyone for continuing to connect with us on this, here. We know this is an important feature for many of our customers, and I can confirm that work is under way to develop the ability to copy the contact across to a new draft invoice when using the Copy to feature in new invoicing. 

    We'll shift the idea across to working on it and I'll be back to share when it's live for you to all start using. 😊

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    Lloyd Preston commented  · 

    Thanks Xero for doing this - but what about all the other comments and complaints about the new version that is missing just the basic functionality of the old version - this is only one aspect and it should not have been a thought but just get it done - but glad your 'working on it!' needless to say.

    I do suggest that your team seriously look at the comments, not just under this comment but all of them before the users get really hacked off and go public which would be bad publicity and bad for share value not to mention users looking at other solutions so you end up losing revenue!

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    Lloyd Preston commented  · 

    Total agree with Susan comments - copy should be exactly that - copy and then allow you to amend what ever data you wish to change - even the contact/customer etc.

    Lloyd Preston supported this idea  · 
  3. 210 votes

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    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

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    Lloyd Preston commented  · 

    Just jumping in on this one - along with the other many threads about the issue with the new invoice format issues - agree with discussion here - being able to add lines to an invoice for notes to customer about detail related to service etc is very important, under new invoice, the addition of qty 1 and $0.00 lines is very unprofessional and looks terrible - another reason to start looking at alternative solutions out there.

    Lloyd Preston supported this idea  · 
  4. 24 votes

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    Lloyd Preston commented  · 

    Just following up on this as had a call last night from Xero about the new invoicing and mentioned that I was also wondering when Locate integration was going to be released - understand by my research that it has been released in the USA but why not in NZ or world wide - its a good product you paid good money for so why not use it. Even happy to pay a little more in monthly fee for it (but not as much as unleash - which I expect are stopping this being integrated or released in NZ,

    Anyway an update on this would be appreciated.

    Lloyd Preston supported this idea  · 
  5. 219 votes

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    Lloyd Preston supported this idea  · 
  6. 188 votes

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    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

    Lloyd Preston supported this idea  · 
  7. 336 votes

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    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Lloyd Preston supported this idea  · 
  8. 6 votes

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    Lloyd Preston supported this idea  · 
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    Lloyd Preston commented  · 

    As accountants it is at time useful to be able to print a report onto paper - to do this currently you have to produce a export to PDF and then print - save time by having a Print option or allow the ctrl-p function as a short cut with the report in proper format filing the paper (Currently it is trying to print a web page not the actual report).