Settings and activity
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2 votes
Freya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votes
Hi Emily, it sounds like you could use batch deposit here. This is available from the Awaiting payments list like you noted and will allow you to to record multiple invoices as paid in a single transaction.
It can be useful if you’re banking one deposit for multiple invoices, or when a customer makes a single payment for multiple invoices. 😊
Does this solve what you're after?
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2 votes
An error occurred while saving the comment Freya Pieroz
commented
This would speed up communication when you have multiple people in the accounts, especially those working asynchronously. I've developed a habit of leaving bills in draft when they're not to be paid until delivery has been confirmed, because there are people I work with who will Pay All The Bills, without checking first.
Freya Pieroz
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3 votesFreya Pieroz
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8 votesFreya Pieroz
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2 votesFreya Pieroz
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1 vote
An error occurred while saving the comment Freya Pieroz
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This is for the UK, yes?
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4 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votes
Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
An error occurred while saving the comment Freya Pieroz
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Or my favourite: the client bought a bulk lot of materials to be used on several different jobs. I can't allocate portions of the bulk lot to separate jobs, they HAVE to be separate line items.
An error occurred while saving the comment Freya Pieroz
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I often run into this issue when a client enters a bill as one line and pays it, but it's much better done as multiple lines with multiple account codes.
For example, a supermarket receipt with both cleaning-related items and restocking the office lolly jar. If the client attributes it all to 'office expenses', I can find and recode the whole thing to other accounts, but I cannot recode part of it to 'cleaning' and part of it to 'staff amenities' without undoing the payment first.
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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4 votesFreya Pieroz
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3 votesFreya Pieroz
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9 votesFreya Pieroz
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2 votesFreya Pieroz
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59 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
An error occurred while saving the comment Freya Pieroz
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Now that CC and BCC are working, I'd also like the CC'd email address to be added to the invoice's history. I've attached two screenshots. One is from my email client showing that four email addresses were recipients of the invoice, three in the to: field and one in the CC: field. The other is from the history of the invoice in question, which shows that only the three addresses in the to: field are showing up in the history.
Basically, the audit trail of recipients is erased if the recipient was CC'd.
Freya Pieroz
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@Emily Aspden I put the name of the customer if it's all one customer, because that shows up when I'm reconciling the bank account, which helps when there's lots of them to pick between, especially if there's more than one for the same total amount.