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12 votes
Freya Pieroz
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9 votes
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
@Kelly can you easily print a Receive Money so that the customer has the copy of the tax invoice they're entitled to?
Freya Pieroz
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85 votes
Hi everyone, we value your input on the new invoicing experience and hearing the specific features that are of importance to you.
We have some updates planned for the contact card where you can enter details of your contact within new invoicing, and as part of this we'll be providing the ability to edit the Attention to field.
We'll keep you up to date with progress of this through the idea here.
An error occurred while saving the comment Freya Pieroz
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@Justin McMillan not a single one of my clients uses 7 or 14 days, they're all 30 days or COD or if they deal with AU government they're 5 days and 21 days as per the government guidelines for e-invoicing and not e-invoicing.
Freya Pieroz
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10 votesFreya Pieroz
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12 votesFreya Pieroz
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2 votes
An error occurred while saving the comment Freya Pieroz
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If you tab through the new journal entry, you can't tab to anything past the actual entry, either - no add a new line, no save as draft, no post, no cancel. If you've pressed enter in one of the entry lines to enter data, it adds new lines when you tab through instead of tabbing to the buttons at the bottom of the entry. This is appallingly not Accessible!
Freya Pieroz
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6 votesFreya Pieroz
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2 votesFreya Pieroz
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9 votesFreya Pieroz
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9 votesFreya Pieroz
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20 votes
Hi team, thanks for sharing and showing your interest on the idea, here. Atm our product team are doing some work to improve the line item grid and as part of this the item field will also see some improvement. Once the changes are released for the edit page you'll be able to view more items for each drop down option in the grid.
I'll keep you updated of the release for this here.
Freya Pieroz
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2 votes
Appreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.
Freya Pieroz
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134 votesFreya Pieroz
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2 votes
An error occurred while saving the comment 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.
Freya Pieroz
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4 votesFreya Pieroz
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126 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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18 votesFreya Pieroz
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@Kelly, in response to your message, a receipt is not the same as a tax invoice. Customers request copies of tax invoices so that they can legally claim the GST on their BAS. A branding theme does not legally create a tax invoice, even if it looks like one.
The Australian Tax Office has a list of the requirements for tax invoices on their website: https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices