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  1. New Invoicing - Include org name in PDF document name

    3 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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    Te Aroha Hohaia supported this idea  · 
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    Te Aroha Hohaia commented  · 

    Please set the default name of an invoice issued to the following:

    - YYYY-MM-DD Issuer_ID-Receiver_ID Job_Number Invoice Invoice_Number.

    Why? Because as a treasurer of more than one organisation, I get invoices with Invoice 9999. I have to download, open, review and rename the invoice. It will also mean that the invoice forwarded to Xero will have a file attached to the Bill that is more meaningful.

    Setting the default naming of issued invoices (and even quotes, purchase orders) will mean providing another field in
    - the organisational setting to record initials for the Issuer_ID and
    - the contact details to record the initials in the Receiver_ID.

    And of course, the project manager will need to make sure they have the Job_No listed in their Items list.

    So please... let's be kind to our future selves and make the filing easier and meaningful.

  2. Invoice - Edit invoice without removing the payment

    33 votes

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    submitted  ·  6 comments  ·  For small businesses » Business features  ·  Admin →
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    Te Aroha Hohaia supported this idea  ·