Settings and activity
4 results found
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16 votes
Team Puzzle
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49 votes
Hi everyone, we appreciate the continued contributions here and while this is something our team may look at further in the future we want to be upfront that it's not currently on the roadmap.
We'll be keeping a close track on the interest this further build here and be sure to share further updates if it is revisited.
Thank you for sharing and engaging with us on this here in Product Ideas.
An error occurred while saving the comment Team Puzzle
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12 votesTeam Puzzle
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18 votes
An error occurred while saving the comment Team Puzzle
commented
We can search by client. We can search by group (if using group='name'), but we can't search or filter by billing clients. This would be handy to see this option in the WIP menu so all related jobs to that billing client are presented for drafting invoices. Currently the only means to achieve this is via the Business>Invoice menu but the job and WIP display is not as ideal or helpful.
Team Puzzle
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Have been informed by several practices about this issue in the past. One practice I worked with had multiple attempts to send a notice and it wasn't until Xero support identified the customer's email being blacklisted from all Xero emails that they understood why it wasn't being delivered. Sadly it was a lawyer who was the customer and it nearly went very bad. As you can imagine the argument (we told you to pay x on dd/mm/yyyy and the client saying no you didn't). On the bottom of all Xero communications is a little 'unsubscribe' and I'm not sure if this also blacklists the customer from tax emails but that could be an explanation. It would be great to know if the unsubscribe function on general Xero inbound mail does not impact tax notices from being delivered as that would be a terrible result for tax notices but also potentially invoices and statements also.
Agree that other failed deliveries would be great to know also. Always pays to send yourself the copy of the notice when issuing in XPM so you get a copy.