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1 vote
Hi Simon, just wanted to double check if you've meant to raise this as an idea. Or trying to share advice to others in the community?
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66 votes
Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
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Kristin Marlow
commented
This is a critical function of the way we process our invoices - and it was a major hurdle for us when testing out New Invoicing in a live environment earlier this month.
It simply does not make sense - in any processing environment - to have 'next' mean 'last' and not to run sequentially.
Your UAT team on New Invoicing need to be made aware of this feedback and log it as a Critical Issue asap. Xero should be verifying that the application will meet the needs of the end-user, with scenarios that are representative of actual usage in the field. And, in this development, they are not.
As a small business, we wished to move to new invoicing as soon as possible, in order to have our our processes locked in place, and our operators comfortable by the switchover but this is a deal-breaker for us. It's simply not possible to efficiently operate our business without this scenario at least being an option for us to select.
Please add this function IMMEDIATELY to new invoicing.
Kristin Marlow
supported this idea
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Except it doesn't quite do that.
It only copies line items that have an amount or something further than just a description on the line. (I use the description field as an extra line of detail under each charge - but only the description box is filled in - this will not copy over, using this method). The only way to properly copy over is to 'add contact's last items'.