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1. New Invoicing - Reduce number of steps and clicks

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

   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… more

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   Anna Conaghan commented  ·  16 January, 2025  ·  Edit…  ·  delete…

   Why on earth would you think it was okay to remove the Invoice due date "Today" from the invoicing options?? I am sure I'm not the only person who invoices for payment in advance (ie pay today, your goods get shipped today) but now I have to actually select the date instead of choosing a nice simple button to select - adding more time to my invoicing day.

   It's the little things Xero!!

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   Anna Conaghan commented  ·  11 November, 2024  ·  Edit…  ·  delete…

   The new invoicing is causing so much extra work and so many extra clicks its frustrating!

   Points of note: Why do we have to save the new contact details before proceeding, before we could just tab to the new field enter and save at the end.

   Why is there not a "copy to delivery" field so we don't have to enter these details twice?!?!? Better yet, use the auto address system like you have in the contacts area so pick up the addresses.

   There is no ATTN to in the invoicing area of creating a contact.

   WHY have the save buttons been moved to the top? - they used to be at the top and the bottom - for the most part I have to keep scrolling up to the top to save things - it's the little things Xero!

   Overall it's causing a lot of extra work and unnecessary steps.

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   Anna Conaghan supported this idea  ·  11 November, 2024