Settings and activity
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17 votes
John Pugh
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55 votes
An error occurred while saving the comment John Pugh
commented
I agree that a solution needs to be found for this. Surely any foreign currency adjustments could be handled in the current period (or provide the user with instructions on ways to resolve the issue).
In most cases I see no reason for the need to unlock any locked periods because everything is happening in the current period.John Pugh
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14 votes
An error occurred while saving the comment John Pugh
commented
I agree.
If a client agrees to receive future invoices (including repeating invoices) as einvoices the process should be seamless.This suggestion seems a good way to achieve that.
John Pugh
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350 votesJohn Pugh
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46 votes
An error occurred while saving the comment John Pugh
commented
99% of the invoices I send are repeating and I would like to encourage my clients to adopt einvoicing.
Not being able to send einvoices from repeating invoices means that I can't lead by example or demonstrate to my clients how it works in the real world.
John Pugh
supported this idea
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When adding an invoice and a contact has been selected, the user must press ENTER instead if TAB to select that contact as the invoice recipient.
So if the user types 'bay', selects one of the Bayside contacts then presses TAB, a new user 'bay' is added WITHOUT asking the user to confirm.
Classic invoicing works as expected - when the user types 'bay', selects Bayside Club then presses TAB, Bauyside Club is shown as the recipient (see screen shots attached).
To select the Bayside contact the user must press enter. This is different to just about anywhere else in Xero (and expected behaviour of a User Interface).
Also, there is no provision for a user to CANCEL the invoice. There is Delete in the overflow menu but it does not seem to do anything and is definitely not intuitive.
Both of these problems really should be fixed to make the look and feel the same as Classic invoices and avoid the frustration of having unwanted contacts and the probability that emailing the invoice won't work as expected (I have not tested this).