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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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    Kylie Toth commented  · 

    Well said Kathy Skinner.

    I need tracking on my invoicing but the 'new' version does not include it. If I plan to use the 'new' format I am not able to copy any invoice that was issued in 'classic' format as the invoice has tracking information in the background that is not seen or able to be editted. However it is POSTED upon the invoice's approval. If I were to copy an invoice created in 'classic' format in the 'new' format, unless the tracking information prior matches the newly created invoice I need to revert the invoice back to 'classic' format to amend or remove the information.. And from 2nd of September, I won't be able to do that. This is ridiculous! How is this saving me time??
    Now if Xero added the tracking fields to the show/hide field options I would assume I would have access to tracking on an invoice in the 'new' format but is Xero going to do this?