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  1. Invoices - Add invoice number when invoice is Approved

    43 votes

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    submitted  ·  21 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

    350 votes

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    150 comments  ·  Users & setup » Navigation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for all the support here. We appreciate how some users would find a notification for items awaiting approval a time-saver, and could improve efficiency in approval and payments.

    You may have heard of our new homepage experience that will be rolling out to all customers over the coming months. With improvements to the Invoices owed to you, and Bills to pay widgets there is now a summary for invoices and bills that are awaiting approval, with clickable links so you can go straight to the list of invoices or bills to approve. We know this isn't a direct notification of sorts but should help you get a good feel for these at a glance - If you don't have this yet you can get a feel for what's coming in the homepage from the demo company.

    We want to be upfront that while we'd like to explore…

    Jay Fenwick supported this idea  ·