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86 votes
Hi community, some time on from my last update we'd love to share further developments in this space with you here.
Since the rollout of our new Files inbox experience, our product teams are continue to enhance and grow out it's functionality across Xero.
For UK organisations we recently launched Smart document capture with intentions of rolling this out to all other regions soon. With Smart document capture Xero will automatically create documents for you to review from within Xero Files. So, while a contact will be required Xero will do a lot of the manual work for you and ensure the file remains attached to the created invoice 🙂
On the flip side we also have a team that is currently exploring how we might solve for wider needs around invoice details that are captured outside Xero and how to gets these in and automate the workflow for you.…
Vanessa Marson
supported this idea
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2 votes
Thanks for sharing your feedback and the detail on how you use invoicing here. Just to make sure I understand fully and can share back with the team - when you say you want to retain all the data. It is currently possible to copy an invoice to a new draft invoice for the same contact, however is it that you are wanting the contacts defaults to be applied to the new invoice?
Vanessa Marson
supported this idea
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An error occurred while saving the comment Vanessa Marson
shared this idea
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246 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Vanessa Marson
supported this idea
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Apologies for the delay in replying. I need the invoice to copy and retain all the data I have inputted on the original, so the contacts, the amounts, the ledgers - everything.
Currently I create the original invoice, which is posted to the P&L ledgers. I then copy that invoice with the same date and change the ledger code to the balance sheet as the income isn't due to the P&L until a future date. I then create a credit note to the P&L ledgers to clear those on the date of the original invoice. I then copy the invoice again, changing the date to the future date when the income is due on the P&L, and code all the lines to the P&L codes. Finally I create a credit note on the same future date to remove the lines from the deferred income on the balance sheet.
I am very happy to have a call with someone and demonstrate this, and to show how the new invoicing simply isn't capable of doing this.