Settings and activity
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3 votes
Good to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here.
When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below.
Does this accomplish what you're after here?
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Natalie Ford
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4 votesNatalie Ford
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71 votes
Moving along with the project, our team are now in the process of developing a new send modal that'll enable you to cc and Bcc when using the new invoicing experience. 😊
We're not too far off with this work and I'll continue to keep you updated on news for this, here!
Natalie Ford
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406 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Natalie Ford
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10 votesNatalie Ford
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2 votesNatalie Ford
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8 votesNatalie Ford
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14 votes
An error occurred while saving the comment Natalie Ford
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I can't believe xero doesn't already have this! Its absolutely vital. I'm needing to use many work arounds because of this lacking functionality.
Natalie Ford
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9 votes
Thanks for sharing back on the change, Alan. It's difficult to make changes to suit everyone's needs, and changing the default from 'All' to 'Any' was carefully considered as part of the recent updates to Bank Rules.
This was something users told us would be helpful as many more users create 'loose' rules to capture more statement lines.
Currently there aren't any plans to change this back. What would be more useful would be the ability to set your own default, but for now we'll begin to track the interest of this here.
Natalie Ford
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Hi Kelly,
Thanks for this helpfu eply. It seems I was on "classic invoicing", so did not have this layout or menu option. When I clicked "switch to ne winvoicing", I got the view you show in your screenshot and now also have access to the setting from the three-dots menu.
This indeed resolves my request!
Thank you very much.