New invoicing - Ability to turn off auto suggestions
What happend -
I imported invoices with an invalid account number. When I went to review the imported invoices in draft, the new invoicing AI technology selected suggested account codes for me, almost to fast for me to notice the account code was blank
Why this is important -
The "review draft invoices after import" step is critical in getting it right - I should be able to review exactly what I imported to see where the mistakes are. I can see this being an issue with integrations where invoices are imported via the API
What Xero can do -
I toggle switch for "allow Xero to suggest", similar to that on the bank recon screen
Scott Boladeras
shared this idea
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Amy Scardina
commented
Our staff and our clients are very frustrated with this. AI is anything but intelligent in this matter. We set up templates to record our sales information from our POS systems. These entries can be quite long. Having the correct account codes is CRITICAL. We have spent countless hours finding errors and editing invoices, sometimes editing one invoice multiple times. Find and recode only helps when you know exactly what you are looking for.
I agree that having the capability to turn this feature off could be a simple fix.
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Melanie Lala
commented
This new "Artificial Intelligence" is lacking "intelligence"! I agree with the many other complaints here. The AI is overriding our accounts in our invoice templates to the SAME ACCT #. The only work around I have found is to add a value of $1 to each line/row. However, when using this "template" to copy and update for next invoice, client must remove all $1 values on the lines/rows that do not have an updated actual amount. WHY does Xero have to "break" something that did NOT need fixing? At the very least, there should be an option for each Xero account to "opt out" of the AI!!
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Emily McCahon
commented
We use an invoice as a template to take up daily sales from the external POS system, and there are a large number of different line items with different account allocations. There is an issue at the moment with the chosen account allocation not saving to the account selected, with a seemingly random default account chosen by the system, which I believe is a known issue that the Product Team is investigating.
As part of solving that problem, it would be great if the account allocation isn't shown on the finalised invoice for any lines with a $0 value.
The ability to have a daily repeating invoice option would also be handy.