New Invoicing - Make it work with Projects
The new invoicing doesn't work properly with Projects! A disaster for me this morning - trebled the time it takes to do my weekly Projects invoices. When it falls over because it can't find the GL Code to use, and doesn't even have subtotal and total fields....did someone forget about that when they were adding all the new empty space on the screen and screwing the work flow up?
Karen Hughes
shared this idea
Hi Karen, this does sound like odd behaviour and would be good to get a closer look into. I see you've also come into our Xero Support team and they've suggested booking a time to connect and share screen so they can see the behaviour occurring for you. If you can respond to them through your My Cases they can investigate this with you 1-on-1. Thanks
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Chantelle Rogers
commented
Since today the information from the XP projects we have set up is not coming across automatically into the invoicing & I am having to manually enter everything in, the account code, the cost centre & other details that we have automatically set up to populate. This was working fine up until today, I was doing invoicing as per our usual process on late Friday evening early Saturday morning. What update has been done to mess this up? I have also had to hide the discount column & the tax code column as they were ticked to appear again, it is like all of our settings have been changed?? Also why is the invoicing appearing so small now? Its like it is on a compacted view?
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Freya Pieroz
commented
Yeah, I get this too. It happens most frequently when I am editing multiple invoices at the same time - one of them falls over while trying to auto-save and then once that invoice falls over, it can't get up again (the other, related invoices I am editing are usually fine).
I haven't tested editing invoices for different Projects at the same time, but it definitely happens for multiple invoices within the same Project (certain customers of certain clients like different contractors to be invoiced for on separate invoices).