Settings and activity
3 results found
-
174 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
An error occurred while saving the comment 
Elise Edwards
supported this idea
·
-
108 votes
Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.
Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.
We'll keep monitoring interest of this here and will update if there are any developments.
An error occurred while saving the comment Elise Edwards
commented
We use our own numbering system as well as the xero auto numbering system. For customer invoices that pay cash, bacs or on account we use our own numbering system that originated from before we used Xero. I just amend the invoice number section on xero when a customer invoice is produced. I have always done this so no issues with that. We use the xero auto numbering for customers that pay by debit credit card. So everyone that pays by card during the day all get added to that one invoice. But the auto numbering system on the new version is skipping the numbers when I produce a manually amended one. eg. The first xero generated invoice number for today is 1505. The next invoice i add is given 1506 but as this is a cash payer, I manually change it to 13180. So I have not used the xero generated one of 1506, but when i go to add the next xero generated invoice it shows 1507. So it skipped the 1506 when i manually changed it to 13180. The old version did not do this. It recognised that the manually amended invoice number was not used and picked that up when the next invoice is created. This needs to come back.
Someone looked into this and said they had tested it and said they were not having same issue.
But this fault is still an issue for me. Today I've just changed the invoice number (1604) to my own invoice numbering system and then when i go to create a new invoice the next number assigned is 1605.Elise Edwards
supported this idea
·
An error occurred while saving the comment Elise Edwards
commented
Still waiting for response to my last comment........This auto numbering fault is still an issue for me. I've just changed the invoice number (1604) to my own invoice numbering system and then when i go to create a new invoice the next number assigned is 1605.
An error occurred while saving the comment Elise Edwards
commented
Hi, Its still an issue for me. I've just changed the invoice number (1604) to my own invoice numbering system and then when i go to create a new invoice the next number assigned is 1605.
An error occurred while saving the comment Elise Edwards
commented
We use our own numbering system as well as the xero auto numbering system. For customer invoices that pay cash, bacs or on account we use our own numbering system that originated from before we used Xero. I just amend the invoice number section on xero when a customer invoice is produced. I have always done this so no issues with that. We use the xero auto numbering for customers that pay by debit credit card. So everyone that pays by card during the day all get added to that one invoice. But the auto numbering system on the new version is skipping the numbers when I produce a manually amended one. eg. The first xero generated invoice number for today is 1505. The next invoice i add is given 1506 but as this is a cash payer, I manually change it to 13180. So I have not used the xero generated one of 1506, but when i go to add the next xero generated invoice it shows 1507. So it skipped the 1506 when i manually changed it to 13180. The old version did not do this. It recognised that the manually amended invoice number was not used and picked that up when the next invoice is created. This needs to come back.
-
424 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Elise Edwards
commented
Yes Yes Yes, I need this option. Most invoices I add to xero do not need to be emailed. So I would normally just approve or approve and print. Please bring this back or add a feature that will allow us to change the setting.
Elise Edwards
supported this idea
·
When creating a new invoice and adding a new customer at the same time, It wont let me add a customer if they have the same name as an already existing customer. For example Mr Smith is already a customer on the system, but today a new Mr Smith becomes a customer. They are a different person, different address, When I add an invoice for them and try to create them as a new customer, It always defaults to the first one that was on already on the system, even when you click 'add as new contact' I always end up having to add a full stop after their name or add something to the second contact to make it somehow different to the first one.