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  1. New Invoicing - Reduce number of steps and clicks

    741 votes

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

    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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    Lloyd Preston commented  · 

    Its been mentioned before in this post or some of the other post re new invoicing - trying to attach doc's to a new invoice is a paid. You have to open a window and not only that you have to save the invoice/quote before it will let you drag the doc into a specific area that you have to click on to allow attachments - more clicks and pain for uses and the customer whom pays for the solution which is becoming more a nightmare than a world winning solution.

    Why will Xero not listen - even tried to get Herald to investigate - don't think they did but how do we communicate with management and shareholders that persisting with this forced change will lose a lot of goodwill and in the long run customers - hopefully they will do a survey - you know - how likely are you to recommend Xero to customer - 0 Unlikely

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    Lloyd Preston commented  · 

    Lots of comments and I agree with most of them - Classic works fine so why try to fix it - however, Classic has been built on an old platform and Xero needs to move to a new platform, hence the reason for the new invoicing layout - however again, they should have taken the classic and mirrored on the new platform and then added any enhancements to improve classic rather than developers trying to re-invent the wheel and making a big botch of it. So my suggestion to Xero - listen to your customers/users, deploy classic on the new platform and then add any enhance that would make classic even better - this way you won't annoy the heck out of your customers nor lose customers or get bad publicity - this whole development of new invoicing is a nightmare - and I don't know of any software provider that has or would make this kind of PR and development mistake.

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    Lloyd Preston commented  · 

    Might be time to go to NZ Hearld and get them to investigate and write in the paper - so that the shareholders know how the developers are destroying the share value of the company - not to mention very likely to lose customers.

    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. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    423 votes

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    74 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    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  · 

  3. Inventory - Fully integrate Locate inventory ERP

    27 votes

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    submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  Admin →
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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  · 

  4. New invoicing - Add lines button

    428 votes

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

    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

    Lloyd Preston supported this idea  · 

  5. New Invoicing - Add new Tracking option

    286 votes

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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.

    Lloyd Preston supported this idea  · 

  6. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    620 votes

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

    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  · 

  7. Reporting - Option for selective printing (similar to XPM)

    6 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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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).