3 results found
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Bank Rules - Tab key navigation to select suggested account code in bank rule creation
When creating a bank rule you previously were able to click 'tab' as you were working through the boxes.
It works on the contact box - if you start typing a contact name it pops up below if you click tab it'll select that contact without typing the whole name
It just doesn't work on the 'description' section of bank rules if you were to type 'rep' repairs & renewals comes up below but then if you click tab it says 'select an account and you have to manually click repairs.
It's a small thing but it takes extra time…1 voteThanks for bringing this to the community. Just to clarify, Xero already supports keyboard selection for suggested accounts when creating Bank Rules.
Once you’ve typed the account name and the matching suggestion appears, press Enter to confirm it before using Tab to continue through the form.
I’ve updated the status to Existing Functionality and closed the idea for voting.
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Update User roles to apply to Files
Right now we can restrict access to certain parts of Xero for users who only need access to AP, AR, read only etc. But our understanding is that these users still can view Files. Can the manage users screen include settings tha restrict which users can see documents in the Files? That would allow our clients to add additional users without concern about exposing their team to information they are not privy to.
1 voteHi Jessica, right now users with Sales or Purchase roles only have limited access to Files. For example they can attach files to transactions they have access to and attach and view files from the files inbox that other users have uploaded. However as soon as a file is shifted to a folder (out of the inbox) these users will not be able to view and select these files on transactions.
You can find out more detail about the access to Files on Xero Central.
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Homepage - Add a widget for invoices due and overdue
I would like the option to add a widget for "Invoices Owed to You" under "Sales Overview" since this is the information I need to view most often.
1 voteThanks for sharing this idea. We understand the request for an easier way to view invoices that are currently due and overdue from the dashboard.
This functionality is already available through the Invoices owed to you widget. From the dashboard, you can view the breakdown of invoices Awaiting Payment and Overdue by hovering on the chart.
As this functionality is already available, we’ve updated the status of this idea to Existing Functionality. If we've misunderstood your idea, feel free to reach out again.
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