Generate Multiple Billing Packets for Invoices/Push Multiple Invoices to Xero
in progress
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Noah Raine
When generating billing packets or pushing invoices to Xero, users have to do that one at a time. Ideally, we would have a button that mass generates or pushes. How would this look from the user standpoint? Is it a list that you can use checkboxes?
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Austin Bradshaw
in progress
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Austin Bradshaw
planned
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Austin Bradshaw
open
This post was marked as
planned
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Austin Bradshaw
Noah Raine is it okay to assume that for the billing packet generation, for each invoice we just select all available files?
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Noah Raine
Austin Bradshaw: I would assume so... I am nervous about POs we make being included- that's the only thing I wouldn't want included since client's don't need that info
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Austin Bradshaw
Noah Raine: We'd only include the Invoice, any Billing Backup, and any generic Job Files - no Base-generated PO's
Are there sometimes other PO's in the generic Job Files section?
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Noah Raine
Austin Bradshaw: Nope, should be good then!
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Noah Raine
haven't noticed any of our own POs being included, but just wanted to reiterate that point!
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Austin Bradshaw
Talking with Noah Raine - these are the core actions we'd want to be able to do in bulk:
Approve
Generate Billing Packet
Push to Xero