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Purchase orders, bills & inventory: Bills

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Dashboard- Add widget showing draft bills and invoices

Create widget option to show a list view of draft invoices, and the same for bills.

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Joe Joinson shared this idea  ·   ·  Report…  ·  Admin →
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Gaining Support  ·  AdminHasan Dhan (Admin, Xero) responded  · 

Thanks for sharing your idea, and letting us know the changes that matter most for you, Joe.

Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

We''ll keep an eye on the traction this idea gets in the community. Thanks

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  • Brett Taylor commented  ·   ·  Report

    Add a Widget to show just Draft Invoices. We send customers a quote and when they accept and send us a Purchase Order, we copy the Quote to an Invoice, which is then in Draft Status. Once we have prepared the order and are ready to ship, we Approve the Invoice, ship and then send the Invoice to the customer. Using this system, the list of Draft Invoices is effectively our 'Work In Progress' list i.e. these are all the invoices/orders we are currently working on fulfilling. It would be very handy if there was widget that would let me show all invoices with Draft Status, or even just a widget that lets you view Invoices by any selected Status. Thanks!