Settings and activity
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713 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Lita Sheppard
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5 votesLita Sheppard
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Lita Sheppard
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270 votes
An error occurred while saving the comment Lita Sheppard
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343 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Lita Sheppard
commented
Please keep it at simply "Approve" and let the user decide what they then want to do with it. I cannot see that the majority of customers would want this. As a bookkeeper with many clients, I know few who would. In my practice I invoice customers monthly and complete and approve all my invoices before checking and doing a bulk email. I do not want to accidentally send an invoice and this is likely to happen under the New Invoicing. If left as is, there will be another extra step to change it to simply Approve
Lita Sheppard
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23 votes
Quick return from me here, Lita. I can confirm our team are working on enabling more keyboard shortcuts for the date field in new invoicing which includes the ability to enter +0 in the Due date to copy the Issue date of the invoice.
We'll move this over to working on it and I'll confirm once it's live so you can use it 😊
Lita Sheppard
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95 votes
Hi team, I know it's been a while since my last update and we'd like to confirm that our team are working to address your concerns, here. We'll be providing quicker access to the calendar picker for both the invoice due and issue dates. Work's underway atm and we plan to have this released to you all before classic invoicing retirement. I'll swing back again as soon as it's ready 🙂
An error occurred while saving the comment Lita Sheppard
commented
Agree - yet another step added to slow processes. I hardly ever want today or tomorrow and then to have to click "choose another date" ??? Please just leave the drop down calendar. Due date is even more confusing with various set options to add confusion before having to choose "Pick another date"
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434 votes
Hi community, we appreciate you engaging and letting us know the importance of drag and dropping files into your invoices.
Since the release of the attach files feature within new invoicing our teams have being paying close attention to feedback and understand the efficiency you need in this process.
This is something our team are looking to make improvements for and we'll shift the idea to working on it. As this develops I'll keep you updated of news and provide more detail through the idea, here.
An error occurred while saving the comment Lita Sheppard
commented
Strongly agree - There is now an extra step to click "attach files" and then you need to have precise mouse skills to land the file in the small space allowed before it disappears.
Agree - yet another click added here. Why are Xero adding time to our processes? Keep it at the bottom of the invoice please!