Settings and activity
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2 votes
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Freya Pieroz
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2 votesFreya Pieroz
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38 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
Freya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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3 votesFreya Pieroz
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14 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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13 votes
An error occurred while saving the comment Freya Pieroz
commented
It takes 16 tabs to get from adding the recipient (so you can add files) to being able to open the dropdown to let you attach the files. Another one to open the dialog box to attach the files. Another nine to get to the list of files, to highlight and press enter to attach (_this_ step is fine, that's Windows standard, and a minimum of input needed to get the results wanted). Then another four to get to click the tickybox to include with online Invoice (capitalisation as per pop-up). Then _28_ tabs to get to Approve & Send.
An error occurred while saving the comment Freya Pieroz
commented
I keep dragging and dropping the file onto the invoice, and then having to close the tab that opens to view the file. I would like new invoicing to allow drag and drop onto the body of the invoice, just like you can do for bills.
Freya Pieroz
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1 voteFreya Pieroz
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108 votes
Hey community, just a quick update to let you know the team are currently working on the ability to show the email address that an invoice was sent to, in the History & Notes! We'll pop back to confirm it's been delivered in the next few months 😊
As Kelly mentioned in our last update, viewing the timestamp of history items on an invoice is a separate idea started across here. And, it looks like a separate idea has been raised for the last part of this original idea New invoicing | View contact address. Feel free to add your vote to those ✅ if they're changes you'd like to see.
An error occurred while saving the comment Freya Pieroz
commented
Interestingly, credit notes still show the email addresses the credit note has been sent to
An error occurred while saving the comment Freya Pieroz
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As a fun addition to this, if you send a copy of the invoice from the list of invoices in the Sales centre, it will show the email address(es) in the invoice history BUT it will chop off the last letter of the last email address in the new invoicing (which is NOT chopped off in the classic invoicing).
It's just sending invoices using invoicing.xero.com that has the problem
An error occurred while saving the comment Freya Pieroz
commented
Screenshot attached.
What I need to know, before I follow up this unpaid invoice, is whether it got sent to which of the several different individuals associated with this contract and the several more general department inboxes as well as to the accounts department, and which email to the accounts department got used. It's more than five minutes ago, I don't remember!
An error occurred while saving the comment Freya Pieroz
commented
In the old invoicing, the email address of people you sent an invoice to via email was listed in the history for that invoice. This allowed me to check when an invoice had not been received whether the issue was an incorrect email address, and fix the problem. It also meant I didn't need to ask if an invoice had been sent to a particular individual's email or to the accounts payable inbox. The new invoicing just says that it was sent by me, and not to whom. This means there's no audit trail of where invoices are going. I would like this feature back, please!
Freya Pieroz
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2 votesFreya Pieroz
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9 votes
Thanks for the idea, Sandra. This is something our team are looking into 🙂 We'll shift to 'Under Review' for now and I'll be back with more when there's news.
Freya Pieroz
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3 votes
Hi Heather, thanks for sharing here however do you mind sharing a little more what you mean when you're previewing 'returns' would this be within new invoicing, or bills? The preview option should open an invoice in the same window without having to download as a PDF?
Freya Pieroz
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3 votesFreya Pieroz
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3 votes
Hi Amy, when you start entering an invoice for a customer that has credit you'll receive a notification in the bottom right. Then, when you approve the invoice you'll receive a prompt to let you know that you have credit for the contact and would you like to apply it. Or is there a different place in this flow you'd expect to see the prompt?
Freya Pieroz
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100 votes
We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.
At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.
It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here.
Freya Pieroz
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1 voteFreya Pieroz
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92 votes
An error occurred while saving the comment Freya Pieroz
commented
Autosaving means that the history of an invoice where all I had to do was:
- import the on-billable expenses,
- import what went on the last invoice,
- copy the text from the last invoice's line items to the new invoice's line items,
- fix the line item quantities and values,
- delete the imported lines from the last invoice, and
- send the invoice
looks like the attached screenshot. Cluttered.An error occurred while saving the comment Freya Pieroz
commented
The repeated auto-save uses bandwidth that is at a premium when on the road, and processing power on the underpowered laptop that I travel with. I'd rather be able to minimise the usage of both when in rural and poorly serviced areas (such as just outside Canberra).
Freya Pieroz
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One of my clients has an employee with a letter in their preferred bank account for deposits. Xero strips this bank account from any .aba file created, including payroll .aba files, even though it's an actual bank account, the details came direct from the bank in question, and any transfer using those bank account details without the letter in it goes astray.