Projects - Option to automatically complete once project invoiced
A streamlined way, or option, to automatically complete projects once they are invoiced.
Would still need to consider an optional trigger here as different businesses process projects in different ways.
Appreciate the efficiency play and while this isn't something we have plans for atm, we'll track the interest of this here.
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Emma Rosenblatt (Accounts) commented
Currently xero is triggered when we go to create an invoice from projects giving us the option to mark all expenses as invoiced and the option to close the project. However, we often make draft invoices from projects that aren't ready to be closed.
Have the trigger to mark all expenses as invoiced and closing the project once the project has been APPROVED for us would make more sense.