Settings and activity
5 results found
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75 votes
Hi community, while we're continuing to keep a close eye on the support for this idea here, we don't have any plans in the near term to control the naming of files sent form Xero.
Just to share, though appreciate many will already be aware, once the file is received and downloaded by the recipient the file name can be manually edited on their local device.
If there are any plans made we'll share here.
Julia Waghorne
supported this idea
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161 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
An error occurred while saving the comment An error occurred while saving the comment Julia Waghorne
commented
I came here to request this option comes over to new invoicing. The Copy To under Invoice Options needs to still have the options: Invoice, Purchase Order, Quote and Bill. The exact same information is required to be copied over in one hit instead of typing it all out again, or opening 2 pages on the browser to copy... paste... copy... paste info from a huge lengthy invoice. I desperately need a customer invoice to be able to be copied to a supplier Purchase Order.
Julia Waghorne
supported this idea
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67 votes
An error occurred while saving the comment Julia Waghorne
commented
Yes this is a need! As sometimes a quote might be partially completed, and only part of it is due for invoicing - but the remainder needs to stay put, ready for the job completion.
Julia Waghorne
supported this idea
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87 votes
An error occurred while saving the comment Julia Waghorne
commented
Yes please. This is needed. Seems some paperless aps do not accept multiple documents if attached as extras. Please make it so you can toggle a "Add Attachments to Invoice to make into one document". Otherwise it means we have to print, then scan back in as one document or pay for a whole other app to do this. Not very paperless or streamlined.
Julia Waghorne
supported this idea
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455 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
An error occurred while saving the comment Julia Waghorne
commented
Very important! I need to be able to use an existing invoice and copy all the details to a Purchase Order, not just another invoice. The invoice details are long, so this is going to become VERY time consuming if I can't just copy it all to a Purchase Order.
Also, I have noticed that when I copy to another invoice when using the exact invoice from the previous week it doesn't bring the contact name across. Annoying!!
Julia Waghorne
supported this idea
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I am not looking forward to having any time without this function. The time I spend on this will double if not more! As it will become manual. Copy paste... copy paste.... copy paste... lines and lines of detail. Triple checking to ensure nothing missed. The double handling will be a nightmare. PLEASE get this going URGENTLY!!!!