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  1. 146 votes

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    Hi everyone, we appreciate your input on being able to add new tracking options while invoicing and our team are looking into improvements that could be made to this flow in new invoicing. I'll keep you looped in on any change for this here. 

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    Kathy Corbett commented  · 

    I'm thinking of shifting one of my clients from MYOB to Xero as your tracking options for jobs have vastly improved since you started, but if I'm unable to track jobs in the new invoices then I won't be recommending they switch to Xero. Tracking jobs on invoices is essential.

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  2. 171 votes

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    Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
    We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
    We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…

    Kathy Corbett supported this idea  · 
  3. 77 votes

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    Kathy Corbett supported this idea  · 
  4. 85 votes

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    Kathy Corbett supported this idea  · 
  5. 140 votes

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    Kathy Corbett supported this idea  · 
  6. 76 votes

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    Kathy Corbett supported this idea  · 
  7. 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.

    Kathy Corbett supported this idea  · 
  8. 238 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. 

    Kathy Corbett supported this idea  · 
  9. 227 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…

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    Kathy Corbett commented  · 

    I'm going back to Classic as the new invoicing isn't very user friendly. I have lost the ability to add my tracking categories - how do i track my income against my projects now??

    Kathy Corbett supported this idea  ·