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…
Our business team has some serious concerns related to the "New" invoicing format:
1) More clicks - the number of steps and clicks has increased dramatically, leading to processing an invoice taking longer than the classic view. The Classic format has a shortcut link to "Email" invoice to the customer. The new format has the email option buried in a dropdown box hidden behind a 3-dot ellipsis. This is our MOST used feature in the invoicing. Why did you bury this function?
2) Way too much white space - far more than half the screen is white space, resulting in invoice information that is very hard to follow on-screen.
3) Gridlines missing - the new format eliminates the gridlines which was incredibly helpful in the Classic format because it is easier to find the different fields on an invoice with delineation.
4) Item / description combined? - the new format combines these separate fields which is entirely unhelpful. We need these displayed separately as they are in the current Classic format.
5) Customer address missing - in the new format all of our customer invoices say "no address" in the upper left corner. However, all of these address are correctly displayed on-screen in the Classic format. We need the address displayed on-screen so that we can verify that it's correct before emailing it to our customers.
We have been a loyal Xero customer since 2016 and made countless referrals for your platform. Please do NOT change the current Classic Invoice format. The Classic format has seamlessly supported our Accounting functions without issues and has allowed us to grow our business to support thousands of customers annually. To force an unwanted change of this scale upon us would be a blow to our relationship.
Paul Kampe
supported this idea
·
Our business team has some serious concerns related to the "New" invoicing format:
1) More clicks - the number of steps and clicks has increased dramatically, leading to processing an invoice taking longer than the classic view. The Classic format has a shortcut link to "Email" invoice to the customer. The new format has the email option buried in a dropdown box hidden behind a 3-dot ellipsis. This is our MOST used feature in the invoicing. Why did you bury this function?
2) Way too much white space - far more than half the screen is white space, resulting in invoice information that is very hard to follow on-screen.
3) Gridlines missing - the new format eliminates the gridlines which was incredibly helpful in the Classic format because it is easier to find the different fields on an invoice with delineation.
4) Item / description combined? - the new format combines these separate fields which is entirely unhelpful. We need these displayed separately as they are in the current Classic format.
5) Customer address missing - in the new format all of our customer invoices say "no address" in the upper left corner. However, all of these address are correctly displayed on-screen in the Classic format. We need the address displayed on-screen so that we can verify that it's correct before emailing it to our customers.
We have been a loyal Xero customer since 2016 and made countless referrals for your platform. Please do NOT change the current Classic Invoice format. The Classic format has seamlessly supported our Accounting functions without issues and has allowed us to grow our business to support thousands of customers annually. To force an unwanted change of this scale upon us would be a blow to our relationship.