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  1. Project - Multiple contacts

    13 votes

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    5 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects? 

    Atm, you can create bills and invoices for different contacts and associated these transactions with a single project. 

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    Esther Lim commented  · 

    I would love to have this too! We are also a training centre requiring this function, and the 2 tracking categories is already used for the sales personnel and type of course we run. We have more than 100 course runs a year so tracking categories is not the way forward either.
    Anyone found a workaround?

    Esther Lim supported this idea  · 

  2. Bills: Option to unapprove

    435 votes

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    67 comments  ·  For small businesses » Accounting features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.

    The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.

    Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.

    • Void the bill
    • Copy the bill
    • Reattach any files (IF any) from the voided bill to the copy of the bill

    A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…

    Esther Lim supported this idea  · 

  3. Sales Invoicing - Order acknowledgement

    45 votes

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    17 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

    Esther Lim supported this idea  ·