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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.

    An error occurred while saving the comment
    Christine West commented  · 

    We have switched to the 'new invoicing' procedure but we don't seem to be able to add a tracking category. This field is also extremely slow in responding.
    This process will not make invoicing quicker for us if we are required to enter tracking categories prior to drafting a new invoice as every job with every invoice has a new category linked to it.
    We have a 'work-around' by changing the invoice to a manually entered number system which will allow us to still run reports for each job but it is far from ideal. This function would be so important to us in the new invoicing, especially with the ability to have a large number of tracking options. The new option will make our invoice process more tedious and will take longer with the possibility of accounting errors.

    Please dont change this category or the amount of options it can house.