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1. New Invoicing - Move Save button to bottom of invoice like classic

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

   Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes. 

   Custom Stickers Accounts supported this idea  ·  12 July, 2024

2. New Invoicing - Reduce number of steps and clicks

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   782 votes

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

   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… more

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   Custom Stickers Accounts commented  ·  13 February, 2024  ·  Edit…  ·  delete…

   Adding more steps is an absolute killer -as users we need less steps, not more, and more intuitiveness - eg copying an invoice and having to re enter the contact details (FML) searching a customer and the invoices are displayed in the search bar with no apparent order (as opposed to chronologically) - invoice link when sending email seemingly has a life of its own, warning there is no link in there (just add the link in there and leave it!!) - I LOVE CHANGE, but not changes that slow processes down. .. ugh!

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   Custom Stickers Accounts supported this idea  ·  13 February, 2024