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  1. 352 votes

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    Hi community, thank you for your continued engagement with us on how we can improve new invoicing for you here. 

    As we keep developing the experience any actions that include steps and clicks are front of mind for the team. Some more updates that help reduce steps since my last post;

    • You can now tab to select a highlighted contact and move through to the next field - related idea
    • Create a new repeating template from a draft invoice - related idea 

    Further to this our team are currently doing some work and have designs for a new layout that they'd like to get feedback on. We'd like to open this to our community and have created a form that you can sign up through ✍️- If you'd like to be involved please add your details and the team will be in touch.

    Once the team's work has concluded,…

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    Kim Goodger commented  · 

    Xero has done it again! As of the last few weeks there is an extra mouse click needed to attach a document to an invoice. Used to be you could just drag the file across from another window and drop it anywhere on the invoice screen. Now you have to click on the "attachments" button and drop it in a specific box to have it attach. Clearly the people making changes have no experience using bookkeeping software - it seems like every "exciting new feature" just makes the software more painful and time consuming to use.

    Kim Goodger supported this idea  · 
  2. 9 votes

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    Appreciate your feedback, Peter - We have another idea you may have seen related to Contacts.


    To give a bit more context, while we've delivered new versions of some features and areas across Xero, this work is enabling us to upgrade technology and we aim to keep iterating on each of these experiences moving forward.
    Some of the points you’ve noted here are being developed, such as the ability to add an item from within a transaction.
    We've also now reduced the number of steps in Quotes by ensuring items created via the link are available to select immediately, and we’re working to improve the experience further. 🙂

    I'm going to shift your idea to under review as these developments continue.

    Kim Goodger supported this idea  ·