Settings and activity
3 results found
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253 votes
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
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Michele Munson
supported this idea
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6 votes
An error occurred while saving the comment Michele Munson
commented
I like this idea, or at least some type of indication of which checks have been printed...currently there is no way to know which checks have been printed or not
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373 votes
Hi community, we appreciate the challenges manually chasing approvals can cause in the flow of processing your transactions.
We’re pleased to share that we’re now actively working on a customisable bill approvals workflow to tackle this front on. As part of the flow an approver will receive an email when their approval step becomes active, and within Xero you’ll be able to see what needs attention.
This means the person responsible can go straight to the bill, review it and approve or reject it without searching through the wider bills list. 🙂
We recognise this work is limited to bills at present and there are users that'd also like to see these similar notifications on other document types. This is something we’ll continue to consider how we might leverage these notification patterns for other areas of Xero but don’t have commitments for as yet.
You can read more about the …
An error occurred while saving the comment Michele Munson
commented
Can we have a feature added that auto-notifies "Invoice Only" Users that there are bills or invoices submitted for approval, so they know when they need to log in to approve something. It would be nice to be able to choose either an app notification or an email notification (as some users may not use the app)
Michele Munson
supported this idea
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I have recurring invoices for membership dues that often go unpaid for a year and then they renew - and having these unpaid invoices out there is throwing my accounts payable number off - but the only way to fix it is to go in one by one and void them - which is VERY time consuming - please create a way for us to void invoices (awaiting payment)