Settings and activity
4 results found
-
1,431 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Mary Gallagher
supported this idea
·
-
6 votesMary Gallagher
supported this idea
·
-
38 votes
An error occurred while saving the comment Mary Gallagher
supported this idea
·
-
28 votes
Hi everyone, coming back across this idea we do want to confirm at present for Sales you have Invoice numbers that do need to be unique in Xero. You could ask you customer to reference this as a look up. If you'd like to change this, you can set the Prefix and starting number from within your invoice settings and you'll find you also have options to set this for Quotes and Purchase Orders - More on this here
The 'Reference' field of a transaction is slightly different and does not need to be unique, many businesses use this in slightly different ways and I want to be open that we don't have plans for changing this behaviour anytime soon.
Appreciate there are some that would like to see a numbering sequence for bills and I'd recommend adding support to this idea where this is represented.
Alternatively, in terms…
Mary Gallagher
supported this idea
·
With many suppliers still issuing paper format receipts, being able to cross reference paper format bill to Xero record is very important for reporting purposes. People appear to have been asking for this additional field/feature for some time. This seems like a basic feature that many other (and much older) platforms have built as standard.