Settings and activity
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2 votes
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23 votes
Steve R
supported this idea
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714 votes
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…
Steve R
supported this idea
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271 votes
An error occurred while saving the comment Steve R
commented
New invoicing is slowing me down so much :-(
Having to select a date from a popup instead of type it in.... hey... is there a version of this for people with disabilities who struggle with mouse movements? Maybe there's a setting that would let me type the date again, that would help a little at least.Steve R
supported this idea
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Steve R
commented
Thanks for the update Kelly, like many other here, we simply cannot have Xero email the Xero invoice to clients as they get the invoice directly from another system. Two invoices will confuse clients and it's too easy on 'new invoicing' to accidentally send.
My solution for now: remove all the client email addresses from Xero... I hope I don't have to do that by hand!
Steve R
supported this idea
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A poor workaround:
If you export contacts, the spreadsheet has the CIS column and you can filter that list outside of Xero.
Xero contacts has Groups, but the group is not part of the contact import/export and adding to that list is a slow manual task.
Xero contacts has "Smart Lists" but CIS status is not one of the built in filters