Settings and activity
1272 results found
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3 votes
Freya Pieroz
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259 votes
Hi everyone, we thank you for your support on the idea here. We understand the needs of being able to attach documents when sending Purchase Orders, however we want to be transparent that this is not planned work at this time.
To begin, purchase orders need an update and this will be a focus for the team before enhancements like this can be considered. We will keep you updated of any related changes, here.
Freya Pieroz
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38 votes
Thanks for taking your time to share and support how setting Invoice reminders for a Contact group would be beneficial to your business.
Our product team have started research for the future of Invoice reminders and we wanted to make sure we shared this sign up form with you all here - We'd love to have you join and feedback.
Throughout the research our team may engage through surveys or direct interviews, and your input would be really valuable!
Freya Pieroz
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8 votesFreya Pieroz
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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
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3 votesFreya Pieroz
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63 votesFreya Pieroz
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4 votesFreya Pieroz
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8 votesFreya Pieroz
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8 votesFreya Pieroz
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4 votesFreya Pieroz
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6 votesFreya Pieroz
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28 votesFreya Pieroz
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14 votesFreya Pieroz
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81 votesFreya Pieroz
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51 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
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259 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Freya Pieroz
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4 votesFreya Pieroz
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3 votesFreya Pieroz
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47 votes
An error occurred while saving the comment Freya Pieroz
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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.