Settings and activity
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261 votes
Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here.
As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;
- You can now tab to select a highlighted contact and move through to the next field - related idea
- Create a new repeating template from a draft invoice - related idea
Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.
Once the team's work has concluded,…
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65 votes
Accounts Admin
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159 votesAccounts Admin
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171 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Accounts Admin
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570 votesAccounts Admin
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278 votes
Hi community, we've released our first update to history and notes of new invoicing, where you can now view more detail of changes such as where an issue or due date has been altered or the amount of your invoice is changed. There's more improvements for this space coming soon and I'll keep you up to date with these, here.
Accounts Admin
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DO NOT RECOMMEND XERO
Added the above line to text as suggested by another user. Why is the invoicing being changed?? There was nothing wrong with the old version and the new version has all the problems listed below. Extra time and less useable features.
My personal list of complaints;
1. More movement/clicks needed for processing, taking extra time.
2. Screen is too large meaning things I used to see at a glance now require further investigation... again extra time.
3. No up/down arrow use in menus, must click. Again, extra time.
4. No flow to the invoicing. Previous flowed well moving down the screen as you entered data, this one moves down then back up to finish. Again, more time.
5. The fact that when you ask a question of support you get a generic answer where they refer you to this forum so I have to come here and relist my issues. Again, more time.