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1. New Invoicing - one click tracking fill from contact default

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

   Thanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.

   Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.

   Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as to why these aren't pulling through.

   Thanks for the added detail, Becky. This is good to know when sharing back with the team. While this may be something we look closer at down the line, I want to be open that we don't have direct change planned in the near term.

   Understand it's a few more clicks at present, potentially to save tabbing 8 time clicking on the Tax Rate column and then tabbing once may save a little time atm. Completely get it's not a resolve though.

   Account Team - Is it possible that this would be when you're copying an invoice to a new draft invoice? If so, and you select the same Contact defaults aren't automatically applied and you'd need to remove and re-add the contact on the new draft invoice to trigger defaults to be applied. Otherwise, I'd recommend raising a case with our team of specialists for a closer look as… more

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   Accounts Team commented  ·  02 September, 2024  ·  Edit…  ·  delete…

   I have noticed with the new invoicing format it is not pulling through the Sales default fields. For us the Region & Activity fields I am having to manually enter in on each line. Before I can do this I have to look up each customer individually under contacts to see what region & activity we have set up for the customer. Then go back to the invoicing field and enter. This is very time consuming. On the old format they would pull through with a click. Is this being reviewed? Thank you.

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   Accounts Team supported this idea  ·  02 September, 2024