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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.

    Tom Stanford supported this idea  · 
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    Tom Stanford commented  · 

    In the old invoicing template, when creating a new invoice, at the top of the drop down menu of tracking categories, you have the option to + add a new tracking category. In the new invoicing format, this has disappeared. So you have to go out, create a new tracking category and then re-start the creation of an invoice. This is time consuming and pointless. Xero, please just allow the creation of a new category within the new invoicing system please.