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1. New Invoicing - Reduce number of steps and clicks

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

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… 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.

   Save Submitting...