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1. New Invoicing - Reduce number of steps and clicks

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   300 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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   Jean Evans commented  ·  11 April, 2024  ·  Edit…  ·  delete…

   I've just quickly scrolled through the 3 pages of comments from Xero users and from what I could see, no one seems to be enamoured of the new invoicing format. Surely that should tell Xero admin that they have a ton of dissatisfied customers. And dissatisfied customers have a tendency to take their business elsewhere and tell everyone they can think of about their bad experiences. That is where social media really comes into its own. You do a good job, we will tell the world; you do a bad job, we will tell the world.

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   Jean Evans commented  ·  11 April, 2024  ·  Edit…  ·  delete…

   Kelly, you state you have made some changes which will be beneficial for us, (the user of your programme, us, the people that pay to keep you employed) Adding a bin icon is not new, it was on the old format.
   What would be helpful us to reduce the number of steps in processing in the new format. For instance to add a new client, I now have to enter the name, tab, enter and tab another 13 times to get where I can save. OR I can type the name, tab, enter and then go to the mouse to 'save' All of this is double if not triple handling. The old format saved the new client automatically. It would be interesting to know how many clients complained about the old invoicing format. If I was really cynical I would say that you were changing the format simply to justify your wages. After all if it is all running smoothly, the Tech Support department could probably be halved.

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   Jean Evans supported this idea  ·  11 April, 2024