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  1. New Invoicing - Time stamp in History & Notes

    72 votes

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

    Hi community, to keep you updated of progress in this space. Our product team recently released an update so you can view more detail in history such as where an issue or due date has changed or total amounts of the invoice have changed and who these were made by. We have more improvements coming for history and notes in new invoicing and will share more as it's made available, here.

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    Neil Todd commented  · 

    I use the notes as an audit trail when following up clients or checking invoices that have been sent to the correct email.
    It took me some time to figure out why there was no audit trail in some clients and it just comes down to the view that staff member used to send the invoice.

    I don't get why the view would affect the audit trail. even when I use classic

    this needs to be changed urgently. I have told all staff that they need to send using the classic view but I can't control this for all staff and i want't know if it being followed.

    is this in the pipeline to be update soon

  2. Practice Manager | Staff - Report/list of charge out rates

    18 votes

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Neil Todd commented  · 

    With all the reports that XPm can report I can't below I need to tell our new COO that instead of running one report that has the Staff rates, I need to go in an out of files.

    I was given a current tie report I can change but as you have just changed our reports only staff that have entered time recently will be on the report. not staff on leave will be included.

    Neil Todd supported this idea  ·