Settings and activity
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4 votes
Freya Pieroz supported this idea ·
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2 votes
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4 votes
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2 votes
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3 votes
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9 votes
Further to Kelly's last update that defaults for accounts, items and contacts could be of use to fill fields and save time when entering bills, for some other workflows it might be faster importing bills from CSV where you can bulk populate account codes for multiple lines on one bill.
Freya Pieroz supported this idea ·
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2 votes
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5 votes
Hi Samantha, when referring to send would this be the 'Email' button in classic?
If so this is actually still available in new invoicing, you'll find the option in the 3 dot menu at the top of the page 🙂
Freya Pieroz supported this idea ·
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2 votes
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5 votes
An error occurred while saving the comment Freya Pieroz supported this idea ·
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4 votes
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1 vote
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5 votes
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6 votes
An error occurred while saving the comment Freya Pieroz commented
We frequently find that we'll need to invoice for services as soon as the job is finished, before payroll and contractor payments are due. For example, if a client is being billed monthly, timesheets are received weekly, and payroll and contractor payments are fortnightly, then I'll want to invoice for January 2025 on the 3rd of February, that being the first business day after EOM, but the payroll/contractor fortnight ends on the 9th and the workers will get paid on the 10th or 11th. I don't want to delay invoicing and therefore delay receiving money any longer than I have to, in order to keep cashflow flowing, but if I wait until the WIP is billed then I have to.
Freya Pieroz supported this idea ·
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3 votes
An error occurred while saving the comment Freya Pieroz commented
A 9 day fortnight is a fairly commonly negotiated employment contract term in Australia. It's ubiquitous in some industries.
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5 votes
Freya Pieroz supported this idea ·
@Haider Ali that works, except if the number of units is important; Xero will let negative values/unit prices be assigned to projects, but not negative units. I.e. you can assign 1 x -$100 but not -1 x $100. For one of my clients, the number of hours worked and therefore on-billed is essential to track, and so I track that external to Xero when I would much rather do it solely within the accounting program.