Settings and activity
3 results found
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353 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
An error occurred while saving the comment An error occurred while saving the comment 
Nardene Reid
commented
@Kelly_Munroe - how long is Under Review please? This is a crucial element for accounting - to see what email address the invoice went to. Every day hundreds of these 'UPDATED' emails are sent blind - so no financial tracking or legal comeback if a bill is not paid. I simply cannot risk using your 'new' very buggy platform if this is not fixed by your proposed cut off date. This is not a layout wish - this is basic accounting 101.
An error occurred while saving the comment Nardene Reid
commented
This is CRITICAL to us. I cannot prove an invoice was sent if it just says updated.
This is the 4th or 5th time I have commented on this. I HAVE to use the classic invoicing as to have a paper trail is important to our business.Sort it out Xero! Strueth.
Nardene Reid
supported this idea
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An error occurred while saving the comment Nardene Reid
commented
Our business requires the email address to show as to whom the invoice was sent to. Not 'updated'. Critical for proof of delivery of invoice. Basic accounting stuff.
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58 votes
An error occurred while saving the comment Nardene Reid
commented
This is a ridiculously easy fix and required, as it's a flaw to create a whole new contact so easily. Issue brought up over a year ago
An error occurred while saving the comment Nardene Reid
commented
This is my biggest annoyance. While I'm entering lots of bills, and type in the contact name - I may be interrupted and hit enter - which creates a new contact!!! It shouldn't be that easy! This means I have to archive this 'new' contact which is not ideal. But when I wish to create a new contact from a bill - it doesn't take you to the new contacts screen, just puts NEW beside it.
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137 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Nardene Reid
supported this idea
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EDIT - I read some of the other comments and have tried a different way - if I use the APPROVE and EMAIL button, I can see an email address of where it was sent to. If I APPROVE and PRINT (which I do as it's a double check of invoice) THEN email - no address is listed. Which leads me to believe it's a progamming error. Of which I know absolutely nothing!