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  1. Invoices - Add invoice number when invoice is Approved

    53 votes

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    submitted  ·  26 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Jay Fenwick commented  · 

    I got this response , a very quick one but its not what i want to hear. This solution is generating more work and not streamlining. Really why is this even a thing? This is insane, no logic. Its a DRAFT invoice?! It's been too long PLEASE FIX .

    Reply below :

    Hope you're well & thanks for getting in touch along with the invite.

    Thank you for letting us know your feedback on this.

    Please note that once the draft invoice has been saved with an invoice number, Xero will then automatically switches to the next number in the sequence when creating the next invoice.

    This is working as design, and it's currently not possible for Xero to pick up if the invoice number is edited or deleted and go back to the previous invoice number sequence.

    If this is something that you'd like to see in Xero, we'd suggest visiting our Xero Product Ideas website, where you can view and support current ideas or create a new one to share your thoughts. We’re unable to provide a timeframe as to when any changes may be made, however it will be taken into consideration for future developments in Xero.

    In the meantime, to avoid the problem with invoice number being missed, we'd suggest using temporary invoice numbers while creating an invoice, or entering a custom invoice number at the start of the invoices creation process. You may also want to audit your invoices on occasion to check if the sequence has been missed anywhere.

    Xero Product Ideas: Invoices - automatically use previous invoice number sequence if it's been removed from draft invoice

    Jay Fenwick supported this idea  · 

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

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    153 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 …

    Jay Fenwick supported this idea  ·