Paid in Xero? Now it's paid here too
If you invoice through Xero, you have probably been marking invoices as paid by hand after the money arrived, or noticed that Current still showed an invoice as outstanding when Xero said it was settled. That is because the job meant to bring payment status back from Xero was never actually running.
It runs now, every night. Payments recorded in Xero — full or partial — are brought across automatically.
Heads-up for the first night: if you have been using Xero for a while, the first run will catch up on everything at once. Expect a batch of invoices to move to Paid or Partially paid overnight. That is the backlog being cleared, not a mistake.
A Refresh button for when you can't wait
The invoices list has a new Refresh from Xero button in the header. It pulls the latest payment status for all your open Xero invoices straight away and tells you how many were updated, skipped, or need a look. To keep things quick for everyone, a full refresh can run a couple of times every few minutes.
Changes we won't make for you
- If an invoice was voided in Xero but is still open here, we don't cancel it automatically. It's flagged for review so you can decide.
- If something changed on an invoice in Current while the sync was running, the sync backs off and flags it instead of overwriting your edit.
- If you have recorded more payment in Current than Xero shows, we flag that too, as before.
Quotes can name their vendor
Vendor Quote Reference and Internal Notes used to be tucked away in a collapsed "Internal Details" panel on the quote form, and people kept forgetting they were there. They are now ordinary, always-visible fields.
Next to the reference there is a new Vendor picker, so a quote can record which supplier it came from instead of relying on a reference number alone. The vendor shows on the quote's detail page (internal only — never on anything your customer sees).
Converting to a purchase order uses it
When you convert a quote to a purchase order, the quote's vendor is now used automatically. The exception is a quote that has line items assigned to a different vendor. Then you still get the vendor picker, so no lines are quietly left off the PO.
Purchase orders link back to their quote
A purchase order created from a quote now shows a Created from quote banner with a link straight back to it, the same way invoices already did.
Draft invoices at a glance
The invoices stats strip has a new Draft Invoices count. Click it to jump to the list filtered to your drafts.
Low-balance prepaid alerts reach everyone
Low-balance alerts for prepaid hours only worked for clients whose prepaid settings had been opened and saved at least once. For everyone else they never fired, even though the settings screen showed the 20% default as if it were active.
That default now applies whether or not the settings were ever saved: when a client's prepaid balance drops to 20% or below, you get the alert. Custom thresholds you have set still take priority.
One thing to know: alerts fire when a balance crosses the threshold. A client who is already below 20% today won't get an alert until their balance is topped up and runs down again.
Renewal reminders keep coming after you mark a renewal processed
Marking a renewal as processed rolled it forward to the next term, but its 90/60/30-day reminders stayed pointed at the term that had just ended. The next renewal then arrived with no warning at all. Processing a renewal now sets up fresh reminders for the new term.
Business Records (Owners and Admins)
There is a new Business Records tab under Internal for the documents your business keeps on file: insurance certificates, registration and licensing paperwork, tax documents. Upload them once, then download them whenever a customer or vendor asks.
It is restricted to Owners and Admins, including the files themselves. Removing a record hides it from the list.
Behind the scenes
- Hardened how stored files are addressed and served, including tighter handling for sensitive business documents.
- Reliability and stability improvements.