New Invoicing | Tracking - don't override with contact default when copying invoice
Kelly, the procedure to copy an invoice was improved, but it is still erroneous. We have tracking category (department) recorded in customer's settings. But for some customers we issue invoices with the other department tracking category.
New invoicing does not copy that "other" category. When the invoice is copied, all customer's default settings applied to it. In my particular case, it is wrong. I do not want customer's default tracking category; I want a copy of the INVOICE with the correct tracking category. In short, the new invoice is to be an EXACT copy.
Classic invoicing did not have this error. Could you please fix it urgently?
Olga O'Keefe
shared this idea
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Liz Patterson
commented
What's the use of having a copy feature if it doesn't copy the invoice exactly.
Very frustrating. -
Jim Morris
commented
If I want defaults, I'll start an invoice from scratch.
If I'm copying an invoice, then I'm doing it for a reason.
I don't need Xero's software guessing what I want, it just needs to do as it is told.
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Olga O'Keefe
commented
Kelly,
I raised a ticket with this problem and had a share-screen session with Xero specialist.
Below is my comment after that session. She promised to refer it to the production team.
Thank you for the screen sharing session and brining to my attention that there is an option "do not apply" the defaults to a freshly copied invoice.
However, the option of "Don't apply" should not be there in the first place, because I did not have any intentions to use the defaults, I copied the invoice and expected to see the invoice parameters (not defaults).
Indeed, there are four popping up windows. But you need to be quick to catch them! They disappear from the screen one by one in 5 seconds!!! I timed it. The last to disappear is the option "Don't apply".
Xero, do you expect me in the middle of a busy day to pay attention to some rubbishy looking pop-ups that disappear in 5 seconds?
By the way, the info in these pop-ups is indeed useless and contradicting:
1. Invoice copied. Yeah, great! I can see it on my screen that I copied an invoice. Is it a check needed for the coder? Is it a message needed for JAX?
2. Add a contact to start saving. Really??? I just copied a contact together with the invoice.
3. Contact defaults have been applied to this invoice. "Don't apply". It looks like Xero is trying to outsmart a user. I asked you to copy the invoice, but not the defaults.
4. The tracking options for some line items have changed as you have selected a new contact. Is it a reminder for a coder? Can you please decipher this phrase for me? Firstly, I did not select a new contact. Secondly, the change in the tracking options were done by you deliberately (see point 3 above).Please, remove all pop-ups and DO NOT APPLY DEFAULTS to a copied invoice. Look at classic invoicing and just mirror the Copy Invoice function from there.
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Kristie Marquez
commented
Your invoicing system is HORRIBLE, to say the least. For the mere fact that you don't care about your customers. Is really sad!
Awful!!
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Sarah Disley
commented
This isn't just an issue when copying invoices; when assigning a tracking category in the new invoicing, tracking codes are not always recognised correctly. This is happening to more than 50% of the invoices I'm raising, and is therefore incredibly time consuming to correct. Support have suggested trying clearing web browser’s cookies and cache, or trying a different browser - which hasn't resolved the issue.
Very frustrating! -
Liz Patterson
commented
Surely if you are coping an invoice you are doing it because you want all the details of that invoice COPIED to the new one not any default settings inserted instead. Seems obvious, well to everyone except Xero
