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  1. New Invoicing - Reduce number of steps and clicks

    861 votes
    362 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    CK Ong supported this idea  · 
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    CK Ong commented  · 

    The fact that I'd have to go into my inventory balance in reports to make sure that I have enough stock to sell, instead of the old system where I can view it seamlessly when I select the quantity to key in, is such a downer.

    In FMCG, the ability to see how much inventory is left on hand while keying in an invoice is a life, and time saver.

    Instead of optimizing our workflow, this new invoicing system has made it much more complicated and time consuming.

    Please do not change something that has been working fine just for the sake of changing.

    If the devs feel that these are vital and necessary QOL upgrade, please give us the option to decide that the said "upgrades" and changes are not for us.

    Also the new UI for after approval seems so much bigger and clunkier.

    At the very least, have the classic invoicing available and the new one as an option if people really did want it; instead of discontinuing the classic completely.