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  1. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    620 votes

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    133 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

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    Peter Young commented  · 

    Thanks Kayleigh
    Cheers
    Peter

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    Peter Young commented  · 

    Screenshot showing: Yesterday, 06Aug24 - invoice emailed but history not showing Invoice Sent or email address sent to.

    Today, 07Aug24 - invoice unmarked as sent, then emailed and history shows Invoice Sent and email address sent to.

    Xero Team, this is a temporary workaround. Is it possible for the history to show Invoice Sent and who sent to without having to unmark as sent please?

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    Peter Young commented  · 

    Thanks Kayleigh. It looks like that was the first time you emailed that invoice. Would you mind emailing the same invoice again and see what is noted in the history?

    It looks like the temporary workaround is to mark the invoice as "unsent" before resending in which case the history does show "Invoice Sent" and email address sent to. Thanks Kayleigh, this will help in the meantime.

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    Peter Young commented  · 

    @Kayleigh Thatcher - please post a screenshot of your history. I have tested this in the Demo Company just now and this issue remains unresolved. Screenshot attached.

    Peter Young supported this idea  · 
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    Peter Young commented  · 

    The history must show when an invoice has been emailed and to who even when emailed at a later time or resent please. History currently shows Action: "Edited" Detail: "[inv number] updated."

  2. Organisation Settings - Allow seperate branch codes for STP and TPAR

    11 votes

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    submitted  ·  1 comment  ·  For small businesses » Settings & user roles  ·  Admin →
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    Peter Young supported this idea  · 
    Peter Young shared this idea  · 

  3. BAS - Add a GST calculation worksheet

    28 votes

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the feedback on the use you found with the previous worksheet. 

    With the newer BAS while there is no GST calculation worksheet, you can run a Custom Date report to get YTD figures, which can be accessed through the Activity Statement dashboard.

    Being open we don't have plans of adding the worksheet to the new BAS report at this stage, however we'll continue to get a sense of interest on this here and share if there's any change.  

    Peter Young shared this idea  ·