Settings and activity

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1. Invoices - Show tracking category on invoice list screen

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   submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Robyn Singleton commented  ·  16 August, 2023  ·  Edit…  ·  delete…

   I agree with this. It is an important function to be able to search by tracking category, and would have a huge time saving effect (no need to open every invoice to see if it relates to the tracking category you're looking for).

   Also the tracking category should be included and appear in the table of results when a search is performed.

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   Robyn Singleton supported this idea  ·  16 August, 2023

2. Invoices - Unapprove option

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   162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

   Robyn Singleton supported this idea  ·  16 August, 2023

3. Search - By Project Name when searching for invoices

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   submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Robyn Singleton supported this idea  ·  16 August, 2023

4. Branding - Add Tracking Categories to Invoice Template

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   submitted  ·  36 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Robyn Singleton supported this idea  ·  16 August, 2023

5. Bills - Filter and view bills by tracking category

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   submitted  ·  37 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Robyn Singleton supported this idea  ·  16 August, 2023