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1. Sales Invoices - Field for Customer's Purchase Order Number

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

   We appreciate users wanting more flexibility in the data they show on invoices. At present our teams are re-developing some of the base features across Sales with particular focus on new invoicing.

   
   At this time, there are no plans for developing a fields for a PO number in invoicing. Focus is on existing features in invoicing.

   
   It's good to get a renewed understanding of interest here on Product Ideas, and if there's any news we will update on this here.

   
   

   In the meantime, there is a way the custom template can be edited to rename the Reference field as a 'Purchase Order Number' field - see more in the discussion here. 

   Cristine ten Hoopen supported this idea  ·  17 November, 2023

2. Invoices: Repeating Invoices - Bulk Import/Export

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   submitted  ·  106 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Cristine ten Hoopen supported this idea  ·  17 November, 2023

3. Invoices - Unapprove option

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   162 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (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 & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   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 &… more

   Cristine ten Hoopen supported this idea  ·  17 November, 2023

4. Invoices - Keep Invoices search bar permanently open

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Cristine ten Hoopen supported this idea  ·  17 November, 2023

5. Contacts - Add customer's invoice payments to Contacts

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   submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Cristine ten Hoopen supported this idea  ·  13 November, 2023