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  1. New Invoicing - Add new Tracking option

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

    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.

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    Lyndall Ryan commented  · 

    Having used the proposed new invoicing system a bit now, it is clunky and inefficient compared to the current system. We use tracking on all of our invoices. The current system has been smooth, we start to enter the code and the list comes up. If it's one on there we just select it and if not we previously had the option to add it from that screen. Now I enter the codes, have to tab across to get it to retain the code, then it randomly changes the code, sometimes to something completely unrelated. If it's a new code I have to open tracking in a separate screen, add it in there at the bottom of the list, save it, then reload the invoice screen to get it to come up. In addition to the issues around that, the current system had a nice clear "Approved" button at the bottom of the invoice. It didn't glitch and scroll randomly to the top of the page or anything. Now it seems to be set as "Approve and email" or something like that, which we never want to do. Even when I select just Approve, it doesn't remain as the set option. It also flicks to the bottom of the screen for some reason so I have to scroll back up to the top to select it.
    It's very glitchy. I would not be happy with using this proposed system at all as an ongoing invoicing option. It's awful.

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    Lyndall Ryan commented  · 

    Definitely a requirement for me too.

    Lyndall Ryan supported this idea  ·