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1. New Invoicing - Reduce number of steps and clicks

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

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

   We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

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   Erica Broderick commented  ·  23 July, 2024  ·  Edit…  ·  delete…

   In classic invoicing, after inputting or selecting the customer name and then tabbing to the date, you could quickly type "7" as an example and the date would auto fill with 7th of the month you were in. Now when you tab across to date, the date is fixed with todays date and you have to manually select the date and overwrite it, or pick a date. This is so clunky and takes so much time that wasn't necessary in classic invoicing.

   Then when you tab to the due date, in classic invoicing this auto filled, now you have to add a date.

   I have timed how long it takes in classic as compared to new invoicing and it is nearly double. Come on Xero, please listen to your customers. Surely classic invoicing can be implemented on your new systems with additional features rather than changing the whole way invoicing works.

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   Erica Broderick supported this idea  ·  23 July, 2024
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   Erica Broderick commented  ·  23 July, 2024  ·  Edit…  ·  delete…

   In classic invoicing, after inputting or selecting the customer name and then tabbing to the date, you could quickly type "7" as an example and the date would auto fill with 7th of the month you were in. Now when you tab across to date, the date is fixed with todays date and you have to manually select the date and overwrite it, or pick a date. This is so clunky and takes so much time that wasn't necessary in classic invoicing.

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