Settings and activity
1322 results found
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4 votes
Freya Pieroz supported this idea ·
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5 votes
Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.
Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.
To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.
We understand…
Freya Pieroz supported this idea ·
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3 votes
Freya Pieroz supported this idea ·
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55 votes
Freya Pieroz supported this idea ·
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4 votes
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6 votes
Freya Pieroz supported this idea ·
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4 votes
Freya Pieroz supported this idea ·
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78 votes
Freya Pieroz supported this idea ·
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3 votes
Freya Pieroz supported this idea ·
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5 votes
Freya Pieroz supported this idea ·
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8 votes
Freya Pieroz supported this idea ·
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12 votes
Freya Pieroz supported this idea ·
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34 votes
Freya Pieroz supported this idea ·
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44 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
Freya Pieroz supported this idea ·
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213 votes
Freya Pieroz supported this idea ·
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3 votes
Freya Pieroz supported this idea ·
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2 votes
Freya Pieroz supported this idea ·
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41 votes
An error occurred while saving the comment Freya Pieroz supported this idea ·
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12 votes
Freya Pieroz supported this idea ·
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13 votes
Freya Pieroz supported this idea ·
I would like to create a credit note from billable expenses in the same way that we create invoices from billable expenses. If you've got a bill from a supplier, you on-bill to your client; if you get a credit from your supplier relating to something you previously on-billed to a client, you pass the credit back to the client.
Currently, you cannot add a billable expense to a credit note at all, which means you cannot create a link between the credit you received and the credit you passed on to the client.