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75 votes
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Te Aroha Hohaia
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75 votesTe Aroha Hohaia
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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.