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1. New Invoicing - Reduce number of steps and clicks

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   261 comments  ·  For small businesses » Business features  ·  delete…  ·  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 down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   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… more

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   Peter Goddard commented  ·  09 February, 2024  ·  Edit…  ·  delete…

   Obviously whoever has designed new invoicing doesn't use it daily, like Damon has commented almost every level has additional clicks or steps, it is completely non-logical and many great features of classis like inventory level not even shown, please don not turn off classic invoicing, think the ONLY benefit is the possibility to put amount or percentage in discount, but you can't do calcs in that liine now like you could in classic either, I'm refusing to use it.

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   Peter Goddard supported this idea  ·  09 February, 2024

2. New Invoicing - Show stock level when adding a Tracked inventory item

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

   Hi team, thanks for your contribution and sharing with us on your use of being able to see levels of stock when invoicing. Right now, our team are developing improvements to the line item grid in new invoicing, where you enter detail of your invoices. This work also involves providing visibility of your tracked inventory stock on hand so you know how many items you have to sell.

   For now we'll move to working on it and I'll keep you updated of when this is released in new invoicing.

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   Peter Goddard commented  ·  08 February, 2024  ·  Edit…  ·  delete…

   New invoicing is absolute failure, so many things don't work and it is non logical.
   Inventory level doesn't show
   If you edit there is no way to cancel, seems you need to use page back button?
   Cannot add payment without clicking dropdown
   No SEND button need to use dropdown
   In discount cell cannot do calculations, but being able to use amount or % is a good option
   In pdf unit pricing has 4 decimal places for cents?
   Update doesn't acknowledge, or work in some occasion
   It is so much SLOWER to use than Classic due to having to click multiple items to achieve an outcome, really poor logic!
   PLEASE Do Not remove Classic Invoicing until all the issues are resolved

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   Peter Goddard supported this idea  ·  08 February, 2024