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75 votes
Hiya team, we appreciate the interest this idea has built up, and do want you to know this has been a topic of discussion for our teams.
While manual tax adjustments is available in some regions, considering local best practice we have no plans of expanding manual tax adjustments on transactions to AU based organisations.
We appreciate there can be circumstances where a transaction differs by a few cents due to rounding and would recommend using manual journals to post and make corrections where required.
We get this isn't the outcome you'd most like to receive, but want to be upfront with you all on this here. Thanks
Accounts Officer
supported this idea
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73 votes
An error occurred while saving the comment Accounts Officer
supported this idea
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523 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
An error occurred while saving the comment Accounts Officer
commented
As per Nicolas Corod - really important feature to have on both, Invoice and Bills.
Accounts Officer
supported this idea
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544 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Accounts Officer
supported this idea
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652 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
An error occurred while saving the comment Accounts Officer
commented
Dext (receipt bank) email/add their invoice. No reason why XERO cant?
Accounts Officer
supported this idea
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Yes! A government customer ours has recently requested E-Invoicing.
Would also be handy to be able to add a default reference to the the invoice