3 results found
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Go back to how it was
The new xero files screen is awful and it takes me double the time to do anything.
I enter the invoice red in file screen and it doesn’t pull through to the draft so I need to do it again, I have to catergorise every line on a small bill whereas previously it would have been block entered if it was for the same nominal, no option to copy from purchase order so that now has to be manually marked as billed, having to go through the additional step of approving a draft takes longer and no option to code…2 votesWe'll need some more detail for your post to be considered as an idea here, Sarah. This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration. Additionally, it looks like the details you have mentioned can be looked at by a Xero support specialist as it doesn't look like it has been raised with the team yet.
If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.
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Increase number of supporting files that can be attached to a loan account
Could Xero please consider increasing the number of supporting files that can be attached to a loan account? Currently a maximum of 50 supporting documents can be attached. However, we are now exceeding the 50 document limit, with initial loan setup docs, monthly statements, plus bank letters regarding interest rate changes. It is important to have a full set of supporting documents attached to the loan account, so they are available for the accountant to review if required.
We are looking at the Chart of Accounts, finding the loan account, clicking on the balance on the right (to open the…
1 voteSorry to hear the troubles you're running into here, Amanda, you should be able to attach more than 50 files, so this may be an issue or it may be where and how you are attaching the files. It's best looked into with a closer lens. Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Ability to send xero file receipts directly to new xero forwarding area
The new forwarding area for bills is great, but is only good for those receipts you haven't already got a repeating bill for. I wish though you could send xero file receipts straight to this new area as often the team send in their receipts and it would be easier from there to determine if these can be created automatically or need to be attached to an existing bill.
Would also love the function of saving in Xero files and saying attach to "x" bill in Xero Awaiting bills!
1 voteThanks for raising this with us Clare, we are just not sure which area you are referring to when you say 'forwarding area'. AT this point it would be best if you raised a case with Xero Support and then you could go through this with the team and they could direct you as to whether this is actually possible or not. If its not possible they will also be able to share the nest way to convey this in Product Ideas.Thanks again for raising this.
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