Settings and activity
73 results found
-
25 votes
Luisa Magao
supported this idea
·
-
29 votesLuisa Magao
supported this idea
·
-
64 votesLuisa Magao
supported this idea
·
-
493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Luisa Magao
supported this idea
·
-
303 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Luisa Magao
supported this idea
·
-
165 votes
Hi everyone, we appreciate your input and sharing detail of how you'd like to see this developed to help suit the needs of your business.
We want to upfront that we don't have plans for developing this in the next year. However looking further out to the future, our teams will continue to review and consider how they might build inventory in Xero to cater for units of measure.
If you're after an immediate solution, it might be worth exploring connected apps that can integrate with Xero and cater for your business needs. As soon as there's any change or news around this to share we'll be sure to update our community and all of your interested in this, here.Luisa Magao
supported this idea
·
-
11 votesLuisa Magao
supported this idea
·
-
7 votesLuisa Magao
supported this idea
·
-
12 votesLuisa Magao
supported this idea
·
-
24 votesLuisa Magao
supported this idea
·
-
9 votesLuisa Magao
supported this idea
·
-
37 votesLuisa Magao
supported this idea
·
-
4 votesLuisa Magao
supported this idea
·
-
2 votesLuisa Magao
supported this idea
·
-
26 votes
Hi everyone, thanks for your feedback here. Being transparent we don't have any work planned for adding a secondary description field in an invoice.
In lieu of this, an option for some could be to use one line as description only - entering the first description for like a work order summary, and then use the next line to enter the finer details of the work order where you'd also enter the qty, price etc.
I appreciate this isn't the ideal solution you're looking for here. We'll continue to track this idea here and share if there's any change.
Luisa Magao
supported this idea
·
-
9 votesLuisa Magao
supported this idea
·
-
11 votes
Appreciate the detail and how this impacts your flow, Robert.
It'd be good to get some more understanding of the scenarios in which you're finding you often need to copy an invoice to a bill - Welcome any feedback on this to share back with the team too.
Luisa Magao
supported this idea
·
-
36 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
Luisa Magao
supported this idea
·
-
9 votesLuisa Magao
supported this idea
·
-
384 votesLuisa Magao
supported this idea
·
