Settings and activity
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115 votes
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35 votes
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Thomas Chapman
commented
Improve partial invoicing by greying out lines already invoiced or not allowing you to go over on quantities that were previously invoiced. Currently, we have to go through the history and manually tally up against invoices and this is very time consuming and often leads to missing revenue or over charging, neither being ideal.
Thomas Chapman
supported this idea
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14 votes
Hi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
An error occurred while saving the comment Thomas Chapman
commented
We often invoice once a week or so, it would be good to have an option to mark an 'accepted' quote as complete. This will help prevent missing them at the invoicing point as the staff member completing the projects is always difference to the staff member invoicing.
Thomas Chapman
supported this idea
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62 votes
Hi team, while we understand the desire for auto-save in quotes here, we want to be open that we don't have plans for changing the current save behaviour for quotes for the time being. While seemingly simple there is a fine balance in creating a save experience that'll suit majority of users. As some may have seen with new invoicing that has auto-save implemented, we've received wide ranging response for this feature, and there is more work needed to fine tune.
To confirm the current experience, when creating quotes in Xero you'll want to select the Save button before navigating elsewhere in your org, or leaving the page to ensure the contents of your quote is saved.
If there are any intentions of changing how save works in quotes, we will surely let you know on the idea here. Thanks
Thomas Chapman
supported this idea
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76 votesThomas Chapman
supported this idea
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527 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Thomas Chapman
supported this idea
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44 votesThomas Chapman
supported this idea
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5 votesThomas Chapman
supported this idea
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606 votes
Hi community, we appreciate everyone's engagement here. To confirm we have intentions of developing the purchase order experience, however developing Projects into this does have some complexities and requires work across both purchase orders and projects to deliver.
Right now our initial focus is releasing the new purchase order experience to all users.
While we don't have a timeframe for assigning PO's to Projects at this stage, this is top of our product teams radar and we'll communicate here as soon as there's an update.
Thomas Chapman
supported this idea
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214 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Thomas Chapman
supported this idea
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If possible, being able to flag line by line the completed line items so you can partially invoice?