Settings and activity
3 results found
-
142 votes
An error occurred while saving the comment 
Thea Williams
supported this idea
·
-
127 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
An error occurred while saving the comment Thea Williams
commented
Xero needs to bring back the "Copy to" feature that the old invoicing had. We use this feature multiple times per day - where an customer invoice is raised first - once approved / paid by client we then generate a Purchase Order for the items. It was such a great feature to be able to copy the invoice line items over to a Supplier PO and remove the lines not relevant and then send off to the supplier - 30-secs to 1min max step in the ordering process!
The new invoicing doesn't allow this... WHY????
It has now added multiple additional steps to what should be such a simple process. I have to have 2 windows open, one open to the customer invoice, one with a new PO generated, then copy and paste the items one by one over, as well as entering the qty, price and tax fields.
This now adds extra time to my day... will we be compensated? Seems unreasonable our subscription price has increased substantially, yet we have now lost features crucial to our business operations.
Thea Williams
supported this idea
·
-
741 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Thea Williams
supported this idea
·
An error occurred while saving the comment Thea Williams
commented
Xero needs to bring back the "Copy to" feature that the old invoicing had. We use this feature multiple times per day - where an customer invoice is raised first - once approved / paid by client we then generate a Purchase Order for the items. It was such a great feature to be able to copy the invoice line items over to a Supplier PO and remove the lines not relevant and then send off to the supplier - 30-secs to 1min max step in the ordering process!
The new invoicing doesn't allow this... WHY????
It has now added multiple additional steps to what should be such a simple process. I have to have 2 windows open, one open to the customer invoice, one with a new PO generated, then copy and paste the items one by one over, as well as entering the qty, price and tax fields.
This now adds extra time to my day... will we be compensated? Seems unreasonable our subscription price has increased substantially, yet we have now lost features crucial to our business operations.
this feature is a must for when you are juggling a lot of suppliers with different credit limits, terms and ways to make payments. I currently have to manually check multiple times throughout the month which takes a significant time.
this feature is available for customers - so why not suppliers?
with all the new updates - surely you can add this one in Xero? PLEASE!!!!