Settings and activity
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98 votes
Stacey Bennett
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5 votes
An error occurred while saving the comment Stacey Bennett
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87 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
Stacey Bennett
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6 votesStacey Bennett
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189 votes
Hi team, we appreciate the attention this idea has received and do want to share that while we aren't directly developing at this stage, notification and being able to collaborate on bills is something our team are currently looking into.
We can't provide any promises right now, but we wanted to loop you all in on news. Once the teams research has concluded and we have a better sight on what can be done in this space I'll return to update you all, here. Thanks
Stacey Bennett
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This Invoice Only role is very problematic. There certainly needs to be a role that can manage AR/AP but NOT view bank accounts and reports, but this person should be able to do all the necessary pieces of their job. When a client contests an invoice that's paid via ACH (GoCardless), the AR person should be able to manage Remove & Redo and voiding the invoice if necessary. Also, we learned they can't match the Direct Debit forms to link Xero contacts with GoCardless contacts. These pieces need to be added to the Invoice Only role, or it makes limited permissions extremely difficult to manage.