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  1. Invoicing - copy to bill

    70 votes

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    54 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, a year on from our last update we understanding wanting to know where this idea is now sitting.

    While being able to copy to a bill from within an invoice is still on our product teams radar, with existing capability still available from invoice lists and many opportunities and factors for the team to consider when planning this isn't something we have roadmapped as yet.

    Just to re-share from my last update, from the Invoices Draft, Awaiting Approval, Awaiting Payment or Paid lists you can select an invoice and click the Copy to... option in the header to Copy the invoice to a new Bill.

    Totally appreciate for some here, having a direct option within an invoice would better suit your workflow and I'll make sure to share if there's any progress, here. Thanks

    Seakhy Lay supported this idea  · 

  2. Bills - add a scheduled amount when entering a planned date

    25 votes

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    submitted  ·  5 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Seakhy Lay supported this idea  · 
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    Seakhy Lay commented  · 

    Planned Payment- enable to enter the amount on the invoice which is intended to be partially paid. Thanks.

  3. Reporting: Aged Payable/Receivables - Invoice description column

    62 votes

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    submitted  ·  26 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Seakhy Lay supported this idea  · 

  4. Notifications - Email/notification when items are Awaiting Approval in Xero

    379 votes

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    154 comments  ·  Users & setup » Navigation  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.

    We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.

    This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂

    We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.

    You can read more about the …

    Seakhy Lay supported this idea  · 
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    Seakhy Lay commented  · 

    This is a good idea and really helpful.