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  1. Invoices - Show tracking category on invoice list screen

    23 votes

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    submitted  ·  5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Robyn Singleton commented  · 

    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.

    Robyn Singleton supported this idea  · 

  2. Invoices - Unapprove option

    519 votes

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    162 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Not in pipeline  ·  AdminKelly M (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 &…

    Robyn Singleton supported this idea  · 

  3. Search - By Project Name when searching for invoices

    7 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminKelly M (Community Manager, Xero) responded

    Hi community, we appreciate the interest here however want to be forthright that this isn't something we have any plans for developing at present.

    We'll continue to get a pulse on interest through this idea and share if there are any updates.

    A feature I just wanted to highlight and may help solve the needs of some here already is queries with JAX.

    Right now, it's possible to query your invoices through JAX. While Projects isn't a field JAX can interpret just yet we are continuing to expand on it's capabilities. However, in the meantime, if there is a common keyword or phrase you're using in a Projects invoices you could look to ask JAX to show you all results for this phrase which may help you narrow down and find the invoices you're after.

    Robyn Singleton supported this idea  · 

  4. Branding - Add Tracking Categories to Invoice Template

    86 votes

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    submitted  ·  43 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Robyn Singleton supported this idea  · 

  5. Bills - Filter and view bills by tracking category

    129 votes

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    submitted  ·  54 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Robyn Singleton supported this idea  ·