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1. New Invoicing - Reduce number of steps and clicks

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

   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 down, and we’ll be bringing back the ability to view the number of stock on hand.

   As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

   We also have some updates coming to;

   • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
   • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
   • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

   Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

   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… more

   Lita Sheppard supported this idea  ·  25 July, 2024

2. New Invoicing - 'Upload Files' and 'Add from file library' options switched

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   submitted  ·  1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lita Sheppard supported this idea  ·  25 July, 2024
   Lita Sheppard shared this idea  ·  24 July, 2024

3. New Invoicing - Add Payment details on invoice screen

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   submitted  ·  47 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Lita Sheppard commented  ·  24 July, 2024  ·  Edit…  ·  delete…

   Agree - yet another click added here. Why are Xero adding time to our processes? Keep it at the bottom of the invoice please!

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   Lita Sheppard supported this idea  ·  24 July, 2024

4. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

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   160 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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.

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   Lita Sheppard commented  ·  24 July, 2024  ·  Edit…  ·  delete…

   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

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   Lita Sheppard supported this idea  ·  24 July, 2024