Settings and activity
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31 votes
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Zoe Altmann
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817 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Zoe Altmann
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25 votesZoe Altmann
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245 votesZoe Altmann
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44 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
An error occurred while saving the comment Zoe Altmann
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Yes please Xero create this filter, essential for workflow process of large volume
Zoe Altmann
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202 votesZoe Altmann
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I second the suggestion of using a tick box for each type of permission. This would help small businesses customise their approval workflows for their business type. For example, create a role where a user can create drafts and submit them for approval and view all invoices in the system for managing AR but not be able to approve the invoices/email to clients.