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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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    Des Taylor commented  · 

    Tracking Items in Invoices is a must put it back - without it you are denying us service and therefore you must reduce your fees. Changing and taking away on a subscription model that has increased in price is immoral and unacceptable.

    Remember Zoom took over the market from Go Webinar in a shot by giving customers what they wanted more easily, not making it more difficult and taking things away.

    Who is running Xero a non-user by the sound of it.

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    Des Taylor commented  · 

    Add new tracking option within the New Invoice is Critical for our business,

    In using the use Classic version this is excellent and serves as a backbone to the business.

    The option isn't there on the New version.

    Using the tracking facility for individual case references and keeping note of costs per client case is vital and makes Xero a nonsense if it is not there.

    Staff with Invoicing Access but without access to Advanced Settings are unable to Add new categories unless this option is there for them .

    Please ensure this is added to the New Invoicing so this functionality is available to them.