Settings and activity
27 results found
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763 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Jordana Gray
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26 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
An error occurred while saving the comment Jordana Gray
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5 votesJordana Gray
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396 votesJordana Gray
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179 votesJordana Gray
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80 votes
An error occurred while saving the comment Jordana Gray
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Yes, for invoice file attachments this would be very helpful. Instead of 'Invoice INV-XXXX' we could customise it to have our company name in it.
Jordana Gray
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22 votes
An error occurred while saving the comment Jordana Gray
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Other systems we use have this option when a user is deleted: you can allocate all their tasks to another employee. Very useful! See image for an example.
An error occurred while saving the comment Jordana Gray
commented
YES! This is very frustrating, especially for a company that uses repeating invoices frequently. We recently had an employee leave and now all their repeating invoices are showing up as drafts. Manual fixing them all is going to require a lot of work. If I had of known, I would not have deleted their Xero account just to save all the time and energy.
100%! It's good to know that something has been changed/edited and by who but it would be so much more helpful to know exactly what has been changed. So far it seems that the only changes you can see are the total invoice amount and the contact name.