Settings and activity
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10 votes
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Steph Beeston-Clarke
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1 voteSteph Beeston-Clarke
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5 votesSteph Beeston-Clarke
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6 votes
Appreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.
Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like 🙂
Steph Beeston-Clarke
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9 votesSteph Beeston-Clarke
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11 votesSteph Beeston-Clarke
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459 votes
An error occurred while saving the comment Steph Beeston-Clarke
commented
I cannot believe that this is not in the plans for Xero to develop - this is a business critical feature both on sales and purchase invoices.
I need to be able to flag individual bills or invoices, not using credit limits.
Xero, this is poor 😕
An error occurred while saving the comment Steph Beeston-Clarke
commented
I desperately need this on both Invoices and Bills. Also on the summary page if a manual note has been added. There is a column that appears to be for notes, but doesn't 'do' anything other than take you into the bill.
Steph Beeston-Clarke
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15 votes
An error occurred while saving the comment Steph Beeston-Clarke
commented
When you are in the status tabs - All / draft / awaiting approval / awaiting payment / paid / repeating.
The columns are fixed width and no choice of which columns you want to see or not. For example, if there are notes added to a bill or an invoice it would be useful to have a flag. Also, a flag/column for disputed items would be amazing.
An error occurred while saving the comment Steph Beeston-Clarke
commented
It would be really useful to be able to add or remove columns that are visible in the Bills and Invoices screens - there is a column in the Bills screen that looks like a 'note' but literally shows nothing and does nothing. It would be great to have a column that shows if a manual note has been added to a transaction, as well as having a column or a tick box for invoices/bills that are in query
Steph Beeston-Clarke
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15 votesSteph Beeston-Clarke
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100% agree. I work with Charities and every single one of them needs to split out salaries between the 2 tracking categories for Activity and Funding, and individual salary splits between different activities as well.
The ability to turn off posting the journal would really help so that only the manual journal needs to be posted. Of course, allowing it in the payroll functions would work, but just the ability to switch the journals off would be great for now.