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  1. Invoices - Identify invoices not assigned to a Project

    85 votes

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    27 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Della Curd supported this idea  · 
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    Della Curd commented  · 

    Xero already has a really useful function for Bills where users can easily view unassigned items. It would be extremely helpful if the same functionality could also be added to Sales Invoices.

    For companies managing a high volume of projects and customer invoices, it is very time-consuming to manually open each invoice individually to check whether it has been assigned correctly. A dedicated “Unassigned Sales Invoices” filter or report would make it much easier to identify invoices that still need assigning and would help prevent errors or missed allocations.

    This would significantly improve workflow efficiency for businesses handling multiple projects and large invoice volumes.

  2. Invoices - Permanently delete invoices.

    193 votes

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    submitted  ·  29 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Della Curd supported this idea  ·