Settings and activity
15 results found
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3 votes
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Cory G. Litzenberger
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35 votesCory G. Litzenberger
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47 votesCory G. Litzenberger
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19 votesCory G. Litzenberger
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39 votesCory G. Litzenberger
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8 votes
Thanks for sharing this with us here, Vicki. I've made sure your feedback is passed onto our product team.
It's best if an idea is specific to one feature request so that others know what they're voting for and to help product better understand the interest for a feature.
We have a separate idea around the lock dates that I've just added your vote for across here. We don't have any plans for this but if any are made I'll let you know, there.
Cory G. Litzenberger
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22 votesCory G. Litzenberger
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39 votes
An error occurred while saving the comment Cory G. Litzenberger
commented
Instead of using the next invoice number in sequence, I would like to see a "Draft Invoice" placeholder. This will help to make sure the sequence remains intact when we have drafts that end up being deleted.
Right now we have gaps being created in the Invoice Number sequence when Drafts are deleted.
So instead of assigning an invoice number, can we set it as a "Draft-###" (unrelated number) and only assign the actual invoice number when it is approved?
Part of the issue is due to the Integration with our Proposal Software creating an automatic Draft Invoice, but we need to commonly make changes before sending - and sometimes other invoices have already been processed, and so there is a timeline gap being created that raises questions in an accounting review of Invoice Sequence vs Dating Sequence transactions.
An error occurred while saving the comment Cory G. Litzenberger
commented
Instead of using the next invoice number in sequence, I would like to see a "Draft Invoice" placeholder. This will help to make sure the sequence remains intact when we have drafts that end up being deleted.
Right now we have gaps being created in the Invoice Number sequence when Drafts are deleted.
So instead of assigning an invoice number, can we set it as a "Draft-###" (unrelated number) and only assign the actual invoice number when it is approved?
Part of the issue is due to the Integration with our Proposal Software creating an automatic Draft Invoice, but we need to commonly make changes before sending - and sometimes other invoices have already been processed, and so there is a timeline gap being created that raises questions in an accounting review of Invoice Sequence vs Dating Sequence transactions.
An error occurred while saving the comment Cory G. Litzenberger
commented
Instead of using the next invoice number in sequence, I would like to see a "Draft Invoice" placeholder. This will help to make sure the sequence remains intact when we have drafts that end up being deleted. Right now we have gaps being created in the Invoice Number sequence when Drafts are deleted. So instead of assigning an invoice number, can we set it as a "Draft-###" and only assign the number when it is approved? Part of the issue is due to the Integration with our Proposal Software creating an automatic Draft Invoice, but we need to commonly make changes before sending - and sometimes other invoices have already been processed, and so there is a timeline gap being created that raises questions in an accounting review of Invoice Sequence vs Dating Sequence transactions.
Cory G. Litzenberger
supported this idea
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36 votes
An error occurred while saving the comment Cory G. Litzenberger
commented
This is definitely needed,
- or at least allow a CN to have the same number as the invoice. INV-7431 was paid, and now I'm issuing a Credit on it, I want to be able to have CN-7431 so they are easily understood by the customer as well.Also - can we stop having invoice numbers used up every time a Draft is created? I'm tired of having to go back to the settings and fix the sequencing when the Draft is not used, or deleted.
Cory G. Litzenberger
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149 votesCory G. Litzenberger
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75 votesCory G. Litzenberger
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13 votes
An error occurred while saving the comment Cory G. Litzenberger
commented
@Andrew Syme - Not sure what you mean.
Currently, I cannot copy a repeating invoice to make a new repeating invoice for a different client. I can only edit an existing repeating invoice, or create a new one. The "copy" function only works on a current invoice - which then uses up another invoice number for no reason. I don't want to have to keep going back to my settings to fix my invoice number sequencing.
Cory G. Litzenberger
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1 voteCory G. Litzenberger
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4 votesCory G. Litzenberger
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21 votesCory G. Litzenberger
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Nearly 2 years since I posted this. We still are not using Hubdoc for our clients as a result. We actually had a client ask us if we can get them Dext. Come on Xero - how difficult is it to match Hubdoc "Firm" parameters like XeroHQ does? Right now if I have a staff member leave and they set up the client's Hubdoc, the Hubdoc disappears with the staff member.