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  1. New Invoicing - Add new Tracking option

    249 votes

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    60 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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    KIRSTEN FEATHERSTON commented  · 

    EVERYTHING ABOUT NEW INVOICING IS RUBBISH !!!!!

    In my industry every bill & every invoice has a job number attached, it is how I find things in seconds. It was so simple to add a job number, copy & paste it down multiple lines. Now I click on it to add it and it takes me to yet another window and then scroll the thousands of job/tracking numbers to the bottom and add it in. So for every invoice a new browser window is opened totally clogging up my system. Adding job/tracking numbers used to take me about 3 seconds in classic. To complete an invoice now takes twice as long - Thanks Xero for creating an absolutely USELESS invoicing format

  2. New Invoicing - Reduce number of steps and clicks

    540 votes

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    198 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
    Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
    We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

    KIRSTEN FEATHERSTON supported this idea  ·