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  1. New Invoicing - Reduce number of steps and clicks

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    209 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
    Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
    We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.

    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.