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3 results found

  1. Access Journal Report from dashboard

    On the "Tax and reporting" box on the Dashboard, could we please be able to link to the Journal Report from here as well?

    That's all. Simple :)

    1 vote

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    0 comments  ·  Settings & user roles  ·  Admin →

  2. Payroll having access to submit a question or request on Xero Central

    I have a member of staff who I have granted access to the payroll feature, however she cannot submit anything to Xero central such as a question or request. The only way this can be done is if I also give access to the accounting feature as well which I do not wish to do. Can you improve the system so that anyone who has payroll access can submit a request to xero central.

    1 vote

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    0 comments  ·  Settings & user roles  ·  Admin →
    Existing functionality  ·  AdminDavina Roper (Admin, Xero) responded

    Your employees with Payroll only permission should be able to access Xero Central as they have a Xero login and this is the only requirement. If your employees are not able to access Xero Central can you please raise a case with our Xero Support specialists so we can look into this. 😊

  3. Quotes - Add customer Account Number to template

    Invoice Settings - need to be able to add account number to Quotes. This feature is available for invoices but not for quotes. We currently have to copy and paste the account number from the clients contact details.

    1 vote

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    0 comments  ·  Settings & user roles  ·  Admin →
    Existing functionality  ·  AdminPaul Hodges (Admin, Xero) responded

    Hi Jamie

    You can include the customer's account number in your quotes if you use an advanced template for them (also known as a Custom DOCX branding theme).

    Our sample quote template includes the «ContactAccountNumber» merge field that adds this onto the quote for you.

    We have a bit if help around this in Xero Central Create an advanced invoice template and: Fields you can insert into an advanced invoice template (it's the same process for quotes), but if you need an extra hand, you can raise a case with our Xero Support specialists. 😊

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