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  1. 209 votes

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    Hi all, thanks for feeding back on the ways you work with invoicing and what you'd like to see with new invoicing in Xero.

    Our team are reviewing the flow when copying an invoice and having the contact name automatically populate.

    In the way this currently works, once you add a contact to the new(copied) invoice any defaults you've applied to a contacts record will then be applied to the invoice. This flow of default application is something the team will consider as part of their review and what works best for majority of users.

    Leanne McMinn supported this idea  · 
  2. 239 votes

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    Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here. 

    Leanne McMinn supported this idea  · 
  3. 228 votes

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    Hi everyone, we assure you that our leadership and those that can make a difference to the new invoicing experience are aware of your comments and all the feedback of how we can improve this space for all our customers.
    Product ideas here have been specifically designed so we can ensure we have a channel and are getting our customers feedback to the teams and people to consider, plan and prioritise change to impact and make a positive difference to our users experience in all our products. For example - every week all the feedback (every one of the comments) goes to the new invoicing team and has been read by leadership including our CPTO.

    Individual personal details have been removed from commentary in this thread as it goes against part of our Community Guidelines.

    There are really important reasons why we must go forward with sunsetting classic invoicing…

    Leanne McMinn supported this idea  · 
  4. 3 votes

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    Thanks for the feedback, Richard. Can see where you're coming from and we'll get a sense of the overall interest from users on the thread here but want to be open that we don't have immediate plans for changing this.

    To enable a little more swiftness when changing the date of this report you may find typing the letter 't' before clicking or tabbing through to the next field helpful - we have a few more date entry shortcuts you may like to explore, too. 

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    Leanne McMinn commented  · 

    I use this report every time I log in to clients files and it is frustrating to have to change the date period.

    I'd love to see an option for Year To Date.

    Some clients are often slow at replying and need to be reminded more than once. Causing uncoded transactions to go back further than the last month, current default setting.

    Leanne McMinn supported this idea  · 
  5. 8 votes

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    Leanne McMinn commented  · 

    A great idea.

    Leanne McMinn supported this idea  ·