Settings and activity
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68 votes
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Nikhil Saxena
supported this idea
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272 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
An error occurred while saving the comment Nikhil Saxena
commented
In classic invoicing when editing an invoice. when you clicked a tracking category it automatically pulled it from the contact. However, now you have to scroll and select the option.
With the recent changes in New Invoicing, I've noticed that editing tracking categories and adding additional information to invoices has become more time-consuming. Unfortunately, the current system prevents duplicate invoice numbers from being uploaded, which makes it impossible to use the import/export CSV functionality for bulk updates on approved invoices.
There is also no quick way to perform bulk updates, meaning users are forced to edit each invoice individually, which is not efficient.
It would be incredibly beneficial if Xero could introduce a feature that allows bulk editing of approved invoices. For example, users could export a range of invoices needing updates into a CSV file, make necessary changes (such as adding tracking categories or extra details), and then re-upload the CSV to apply these changes across all selected invoices.
This feature would not only save time and effort but also significantly improve the user experience for many.