Efficiency and Processes, Customization of Invoices / Transaction Summary's

[jgusew]

The Transaction summary and invoices are complicating some of our financial processes. 

Is anyone able to assist in answering some questions on processes to make this more efficient for us?

[DMc]

@jgusew Agreed! 

I would like to see the Tax invoice as a file saved to the completed workspace.

Why does an invoice even if single line item, need to be three (3) pages long?

[DMc]

#BUMP! 

Reduce the waste in paper and/ digital file size!

Could improve by integration with cloud-based online accounting systems like Xero etc...

[MicheleUpfold]

Hi @DMc 

With reference to your inquiry, we are currently reviewing the Tax Invoices at the moment.  We will advise all of our member's once the new process is in place.

[DMc]

Hi @MicheleUpfold 

If you are referring to the reprint available from PEXA Plus

https://community.pexa.com.au/t5/PEXA-Plus-Articles/Reprint-Invoices/ba-p/20798

that is still not working for me as reported early September...

where searching any date resulting in... 

500 error encountered on PEXA Plus invoice dashboard

SearchResult

[DMc]

Thanks for sorting, tested, and resolved as of this morning. Thanks for listening!  

Just uncertain why former address still shows on new invoices...