Settings and activity
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23 votes
Freya Pieroz
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33 votesFreya Pieroz
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5 votesFreya Pieroz
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6 votesFreya Pieroz
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13 votesFreya Pieroz
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2 votesFreya Pieroz
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24 votesFreya Pieroz
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101 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
Freya Pieroz
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5 votesFreya Pieroz
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11 votesFreya Pieroz
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4 votesFreya Pieroz
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68 votesFreya Pieroz
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21 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
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When I'm searching for a particular bill or transaction, I'm usually looking for a recent one. Using the global search seems to give a random selection, including having a bill from four years ago as the first result. This basically makes search functionally useless to me.
It's great that we can filter the search by type of result, but when I'm looking through search results, I like them ordered so I can scan through to find what I want QUICKLY instead of having to waste time looking carefully at every single one.
Freya Pieroz
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17 votesFreya Pieroz
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4 votesFreya Pieroz
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22 votesFreya Pieroz
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49 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Freya Pieroz
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13 votesFreya Pieroz
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4 votesFreya Pieroz
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Today, I'm searching for the most recent Xero bill so I can attach a copy of the paperwork to it. The most recent one the global search results could find was from 7 months ago, and it didn't find the contact at all.
Same thing when I want to attach paperwork to tax office transactions, I search for "ATO" and get other contacts with that string, but less than half of my clients get the contact called "ATO - Australian Tax Office" in the search results dropdown. In the client whose accounts I'm in right now, the most recent tax office transaction/bill in the dropdown of results is from 2019!