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49 results found
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29 votes
Hey team, thanks for sharing how we can improve Invoice reminders and make these more powerful for use in your business.
Our product team has kicked off some research around Invoice reminders. It'd be great to get your input - We've got a quick form here where you can sign up to be part of the process.
As we do our research, the team might reach out with surveys or even chat with some of you directly. We'd be super grateful for your involvement in shaping the future of Invoice Reminders at Xero!
An error occurred while saving the comment 
Lorraine Adams
supported this idea
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300 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
An error occurred while saving the comment Lorraine Adams
commented
Me too.
First brought this to Xero’s attention some 12 years ago……they have made it clear that it is not a priority. Too difficult & unable to justify the cost involved.
GDPR? What’s wrong with a purchase or sales ledger clerk having access to ALL reports and data about their co-workers, boss, company performance etc? As bosses, we love having to run and provide appropriate basic reports for our teams. They love waiting for us to do this because as it happens, we aren’t tapping our fingers wondering what to do next!Was and still is, an unbelievable floor in this ‘approved’ software.
An error occurred while saving the comment Lorraine Adams
commented
You'd like to think so, but seemingly not.
We just get to air our needs and views with each other in some kind of cathartic therapy session.
An error occurred while saving the comment Lorraine Adams
commented
Would it not be possible to set up mini / duplicate modules for each function eg. purchase ledger, with an appropriate selection of billing, aged creditors, day book reports etc? Surely this approach wouldn't interfere with the existing structure and it's clear inability to adapt. (Granted, I'm not a programmer on any level).
An error occurred while saving the comment Lorraine Adams
commented
Xero said years ago in the original forum, that this would not change 'in the forseable future', that it was a massive thing to do, as below...
....I understand the platform is set is stone, and the current structure of the reporting module is so far embedded that it would require a major overhaul to allow pick 'n' mix type access....
An error occurred while saving the comment Lorraine Adams
commented
"Purpose: Because in some organisation, only some people can only see the information for some reports."
Who wrote the above exactly?....My version, and more to the point would be .......
Purpose: Most accounting (& personal) information is confidential, and shouldn't be seen by all staff, at all levels, irrespective of their job rolls. Data protection even says data should only be available on a 'need to see' basis.
It's unfathomable that this access to 'all reports or no reports' concept made it off the cutting room floor in the first place. But I understand the platform is set is stone, and the current structure of the reporting module is so far embedded that it would require a major overhaul to allow pick 'n' mix type access.
Would it not be possible to set up mini / duplicate modules for each function eg. purchase ledger, with an appropriate selection of billing, aged creditors, day book reports etc? Surely this approach wouldn't interfere with the existing structure and it's clear inability to adapt. (Granted, I'm not a programmer on any level).
Our staff could then get on with their jobs, whilst managers & business owners get on with theirs, and the company would remain compliant with data protection laws.......Isn't it obvious?..
Xero has increased subscriptions considerably twice in the last two years, but with no genuinely useful improvements to the basic accounting functionality. But a lot more add-ons via partners that do all the legwork and all too often oversell lacking products in order to fund building something that might one day in the future actually deliver, if they make it in the overcrowded market place at all.
Ah yes - the effort of improving report access wouldn't directly generate any further income would it? But...I think Xero would get more clients. I am compelled to warn clients about this short falling in the software and at least half of them choose other software, with only 'one man band' type clients proceeding as they don't have other people accessing the software anyway. They eventually move away from it when they start employing staff / admin support etc. Shooting yourself in the foot Xero..
I will jump for joy if Xero resolves this issue properly. But I'm not holding my breath....
An error occurred while saving the comment Lorraine Adams
commented
Strangely, only management, directors, accountants etc should have access to payroll figures, personal staff & client info, sensitive transactions, directors loan account's, profit figs etc, but as access to an aged creditors report means access to ALL reports - there's no privacy afforded to anyone in this business. All staff see everything or have to be frozen out of the reporting module & ask management, who have nothing else to do anyway (?!) for simple sales & purchase reports etc.
UNBELIEVABLE that that Xero was ever set up like this.
Do staff at Xero see the payroll figures & the director's remuneration, company profits etc on a day to day basis I wonder?...
Lorraine Adams
supported this idea
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68 votes
Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
An error occurred while saving the comment Lorraine Adams
commented
Speechless - we have the same issue with allocating items across year end / lock date periods and the faffing required to ‘work around’ this & similar short fallings in Xero is a joke.
A basic normal functionality that Xero deprives us of but that is available in any other software that I’ve ever used.
Just ridiculous & unlikely to change anytime soon as with all the other items I’ve voted for over the years……
Lorraine Adams
supported this idea
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220 votes
Hi everyone, thank you for your continued passion, and sharing how having the ability to group or combine line items within an invoice would give you the control to present information to your clients in the best way for your business.
In lieu of a direct feature, while I appreciate it won’t fit all needs here, the inbuilt calculator may help in some cases to combine costs of multiple lines to one, and we appreciate there are some customers that have explored third-party apps with more extensive functionality for the time being to full-fill their needs.
We’re updating the status of this idea to Accepted - While this isn’t on our roadmap atm, we see the value in this suggestion and it’ll be considered as we plan our future roadmap. We’ll update this thread if we have any more news to share.
An error occurred while saving the comment Lorraine Adams
commented
Long term / short term? I’ve been waiting for more than 10 years.
Having reset the voting clocks some time ago / the number of votes shown doesn’t truly represent the need for this.
Without it - management reporting / sales analysis is painfully limited.
No doubt as with other topics, there are also many other vote headers essentially for the same thing - diluting the number of votes seen for this item.An error occurred while saving the comment Lorraine Adams
commented
I've been using Xero for nearly 10 years and it was a requested item from before my time.....none of my 10 original (now washed away..) votes have been satisfied.
I still can't let my purchase ledger clerk run her own aged creditors etc reports as she'll also have access other reports showing staff payroll, company profit, director's accounts etc. So much for progress. So much for privacy & data protection.
The only things that change at Xero are the things that bring in more money.
More recently the software has gone backwards even, removing the feature that automatically update email contact info on repeating invoices if a contact info was changed.....we now have to do this ourselves manually and EVEN TICK A BOX CONFIRMING THAT WE HAVE DONE THIS before the changed record will save!!!!!! what???!!! Where's the efficiency in this? Didn't ask us if we wanted this either did they?..
I rant. Back to tax work...
An error occurred while saving the comment Lorraine Adams
commented
For allbut the simplest of businesses, Xero’s ability to provide meaningful sales reporting falls totally short of it’s ability to market & sell it’s software.
This issue has been around for YEARS, & like many other ‘ideas’, Xero has shown no interest, investing instead in other more profitable revenue streams & partner integrations. Some features (auto updating of repeating invoices when contact email addresses are updated), have even been ‘stealthily’ removed!
To say only 43 people support this idea is ludicrous & inaccurate after 8 yrs or so (I kid not) of receiving updates & comments on this.
Quickbooks do it - but the market leader can’t?!!! Or won’t.An error occurred while saving the comment Lorraine Adams
commented
No & no surprise.
An error occurred while saving the comment Lorraine Adams
commented
Nope - nothing I've ver voted for has been implemented. Waste of time - people I know don't give this 'voting' etc etc the time of day. Too busy implementing workarounds....
An error occurred while saving the comment Lorraine Adams
commented
This is second to top of my desperately wished for , for many YEARS now, along with access options in the reporting module reporting for our practice & client data sets. (Oddly, I don't need/want our sales ledger or purchase ledger clerk to see what other staff, directors etc etc earn or what the company's profit is/isn't this month....)
Back to the issue - yes, I need granular structure in my invoices for internal reporting, but a simple subtotalled for example invoice to issue to clients. I need both, from the same invoice, with no faffing or trendy 'workarounds'.
Ever more apps, good revenue stream for Xero, but the product stays fundamentally the same.
But at least we can see 10 instead of 8 items in the bank feed screen now. That was jaw dropping disappointment after all the hype.Lorraine Adams
supported this idea
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41 votes
Thanks for the added detail here, Samantha.
@Ben and others that are supporting the idea here - would this be the same scenario for your business in this idea? If so, we have a larger idea embodying this that I'd suggest I merge your idea too.
An error occurred while saving the comment Lorraine Adams
commented
PS. There are multiple, requests for 'pick n mix' user access options, all spread out, and the record was reset to NIL some years ago. There are/have been thousands of votes & my clients (& me) need this to be sorted out, but Xero have made it clear in the past it's not easy, and there fore not even a remote priority. Hence, I point his out to new clients nowadays, and they frequently don't choose Xero, oddly.
An error occurred while saving the comment Lorraine Adams
commented
Don't hold your breath.
Been waiting on this since Xero was (badly) conceived. Just share everything, with everyone, ignoring GDPR etc or be prepared to drop everything you do as a business owner/manager to login & run & print reports for your staff at their bequest. ;-)Lorraine Adams
supported this idea
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486 votes
Hi Community! 👋
Thank you for sharing your feedback and engaging with us on this important capability. I’m excited to share that we’re now moving into the next stage as development gets underway.
I look forward to updating you as we make progress 🙂 🙏
An error occurred while saving the comment Lorraine Adams
commented
........ho hum. I've lost track of how many times I've voted on a 'new stream' for this kind of feature that all other leading accounting softwares have.
This has been on the menu for more than 10 years now, from before I started using Xero. It's an unbelievable & fundamental hole right in the middle of this platform that compromises GDPR and prevents business departments functioning separately/efficiently. I don't think Xero can do anything about it as the current set up is totally embedded in the very original platform, and to even introduce separate 'mini' reporting access modules or areas as add on isn't on the table. And besides, they'd get no extra income for all that effort. Rather produce something new & 'buzzy', to justify year on year price increases.
Said with intended sarcasm - why shouldn't every staff member have access to every bank payment that the business makes? Including payments of all kinds to directors, wage payments to the guy sitting opposite, their manager, HMRC, .....I wonder if staff at Xero have the same access to the whole companies C of A, reports and banking information...suppliers and client information.......loans, taxes, debts, liabilities, assets.....I doubt it.
It's an unbelievable situation & a sad reflection of many big businesses run today. Allowing us to vent our frustration here is as good as it gets.
Xero have commented on very rare occasion in the past, but only to say 'not happening now or in the forseeable future'. I'd love to be corrected on that.There are several different voting opportunities covering this issue - and a revamp & resetting of the system a few years ago cleared a lot of vote history out, on this & other issues. I feel sure the number of people needing this or blissfully unaware of what their staff can see, is far higher than this counter would indicate.
Don't hold your breath.
At least it's beautiful.
Lorraine Adams
supported this idea
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46 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
Lorraine Adams
supported this idea
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158 votes
An error occurred while saving the comment Lorraine Adams
commented
Yes - I am scrolling in my sleep.
Can't abide the amount of scrolling that is necessary when using Xero - losing headers, looking for navigation buttons. What will happen when we can't use Xero anymore for (amongst other reasons) we all start suffering with early onset arthritis?!
Lorraine Adams
supported this idea
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62 votes
Thanks for your feedback on the thread. Though not useful for all, we did bring attention to the reports that could help some people in the forums here.
We'll continue to consider this and other ideas for customer statements as the platform evolves.
Again not a full resolve but another option that could be handy for some is the inclusion of the Outstanding bills link when sending individual invoices to your customers. Through this, persons of a contact will be able to view and get detail of the invoices they have outstanding with you at any given time.
An error occurred while saving the comment Lorraine Adams
commented
Here here!!
We want functional over beautiful.
Lorraine Adams
supported this idea
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136 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
An error occurred while saving the comment Lorraine Adams
commented
GDPR issues aside, Xero payroll....?
Try Bright Pay. With employee & employer portal. Integrates with all main softwares Including Xero (bar employment allowance figs oddly), and MODULR if needed. Good for small practices & bureaus, otherwise SAGE.....Lorraine Adams
supported this idea
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11 votes
This is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.
An error occurred while saving the comment Lorraine Adams
commented
Xero - Isn't it pretty obvious? Anything would be better than access to pretty much EVERYTHING, as things have stood since Xero was invented.
Sorry to be rude, but you do understand accounting right? & GDPR yeah?
Let me help - Purchase ledger clerk needs access to supplier contacts, bill processing, supplier reports, aged creditor reports, bills reports, purchase day book reports, bill production, quotes, purchase orders, bank supplier payments, refunds, credit notes and .........
Purchase ledger clerk DOESN'T NEED and NOR SHOULD SHOULD HAVE ACCESS to staff pay & personal information, the director's dividends & tax information, the companies balance sheet, staff bonuses, HMRC arrears (or otherwise), investments, how much the company spent on the last client event, or the christmas party, or the computers, Joe's redundancy payment (oh, did I let the cat out of the bag or should I call it something else in Xero so no one knows, HMRC won't mind....)..........do you really need me to go on?......
Perhaps some one else could be kind enough to waste some of their time explaining what the sales ledger clerk needs. or what the treasurer or in house accountant needs - which surprisingly is where the 'access all areas' should sit.
A waterfall access level approach with a tickbox list (just like staff access in MY XERO - (miss that - it was good and clear)....I've seen this before, oh yes, in SAGE. Works a treat. Easy. Clear. Transparent.
I have to give some staff access to EVERYTHING and freeze out others which not only causes causes offence, but also inconvenience to those that have to be disrupted in their own work to provide reports to other staff.
If the current reporting structure/platform can't be changed, why not build a suite of smaller reporting modules - task or job role specific??
It's stunning that this FLOOR exists in the first place, and beyond belief that in more than 10 years, and despite GDPR, and many many requests in the old & new voting system, NOTHING, EVER, has changed in this regard, or other items I've voted for.....Lorraine Adams
supported this idea
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46 votes
An error occurred while saving the comment Lorraine Adams
commented
Xero - Isn't it pretty obvious? Anything would be better than access to pretty much EVERYTHING, as things have stood since Xero was invented.
Sorry to be rude, but you do understand accounting right? & GDPR yeah?
Let me help - Purchase ledger clerk needs access to supplier contacts, bill processing, supplier reports, aged creditor reports, bills reports, purchase day book reports, bill production, quotes, purchase orders, bank supplier payments, refunds, credit notes and .........
Purchase ledger clerk DOESN'T NEED and NOR SHOULD SHOULD HAVE ACCESS to staff pay & personal information, the director's dividends & tax information, the companies balance sheet, staff bonuses, HMRC arrears (or otherwise), investments, how much the company spent on the last client event, or the christmas party, or the computers, Joe's redundancy payment (oh, did I let the cat out of the bag or should I call it something else in Xero so no one knows, HMRC won't mind....)..........do you really need me to go on?......
Perhaps some one else could be kind enough to waste some of their time explaining what the sales ledger clerk needs. or what the treasurer or in house accountant needs - which surprisingly is where the 'access all areas' should sit.
A waterfall access level approach with a tickbox list (just like staff access in MY XERO - (miss that - it was good and clear)....I've seen this before, oh yes, in SAGE. Works a treat. Easy. Clear. Transparent.
I have to give some staff access to EVERYTHING and freeze out others which not only causes causes offence, but also inconvenience to those that have to be disrupted in their own work to provide reports to other staff.
If the current reporting structure/platform can't be changed, why not build a suite of smaller reporting modules - task or job role specific??
It's stunning that this FLOOR exists in the first place, and beyond belief that in more than 10 years, and despite GDPR, and many many requests in the old & new voting system, NOTHING, EVER, has changed in this regard, or other items I've voted for.....Lorraine Adams
supported this idea
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33 votes
An error occurred while saving the comment Lorraine Adams
commented
Xero - Isn't it pretty obvious? Anything would be better than access to pretty much EVERYTHING, as things have stood since Xero was invented.
Sorry to be rude, but you do understand accounting right? & GDPR yeah?
Let me help - Purchase ledger clerk needs access to supplier contacts, bill processing, supplier reports, aged creditor reports, bills reports, purchase day book reports, bill production, quotes, purchase orders, bank supplier payments, refunds, credit notes and .........
Purchase ledger clerk DOESN'T NEED and NOR SHOULD SHOULD HAVE ACCESS to staff pay & personal information, the director's dividends & tax information, the companies balance sheet, staff bonuses, HMRC arrears (or otherwise), investments, how much the company spent on the last client event, or the christmas party, or the computers, Joe's redundancy payment (oh, did I let the cat out of the bag or should I call it something else in Xero so no one knows, HMRC won't mind....)..........do you really need me to go on?......
Perhaps some one else could be kind enough to waste some of their time explaining what the sales ledger clerk needs. or what the treasurer or in house accountant needs - which surprisingly is where the 'access all areas' should sit.
A waterfall access level approach with a tickbox list (just like staff access in MY XERO - (miss that - it was good and clear)....I've seen this before, oh yes, in SAGE. Works a treat. Easy. Clear. Transparent.
I have to give some staff access to EVERYTHING and freeze out others which not only causes causes offence, but also inconvenience to those that have to be disrupted in their own work to provide reports to other staff.
If the current reporting structure/platform can't be changed, why not build a suite of smaller reporting modules - task or job role specific??
It's stunning that this FLOOR exists in the first place, and beyond belief that in more than 10 years, and despite GDPR, and many many requests in the old & new voting system, NOTHING, EVER, has changed in this regard, or other items I've voted for.....Lorraine Adams
supported this idea
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114 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more flexible user permissions are for your businesses. We understand having granular control over who can create, submit, and approve quotes and purchase orders could help many of you implement better internal controls and protect sensitive financial information.
This idea is now moving to In Discovery, which means our product team are reviewing the viability of the idea as part of wider development of the permissions/user role functionality in Xero. We'll keep you updated here as we learn more.
An error occurred while saving the comment Lorraine Adams
commented
Xero - Isn't it pretty obvious? Anything would be better than access to pretty much EVERYTHING, as things have stood since Xero was invented.
Sorry to be rude, but you do understand accounting right? & GDPR yeah?
Let me help - Purchase ledger clerk needs access to supplier contacts, bill processing, supplier reports, aged creditor reports, bills reports, purchase day book reports, bill production, quotes, purchase orders, bank supplier payments, refunds, credit notes and .........
Purchase ledger clerk DOESN'T NEED and NOR SHOULD SHOULD HAVE ACCESS to staff pay & personal information, the director's dividends & tax information, the companies balance sheet, staff bonuses, HMRC arrears (or otherwise), investments, how much the company spent on the last client event, or the christmas party, or the computers, Joe's redundancy payment (oh, did I let the cat out of the bag or should I call it something else in Xero so no one knows, HMRC won't mind....)..........do you really need me to go on?......
Perhaps some one else could be kind enough to waste some of their time explaining what the sales ledger clerk needs. or what the treasurer or in house accountant needs - which surprisingly is where the 'access all areas' should sit.
A waterfall access level approach with a tickbox list (just like staff access in MY XERO - (miss that - it was good and clear)....I've seen this before, oh yes, in SAGE. Works a treat. Easy. Clear. Transparent.
I have to give some staff access to EVERYTHING and freeze out others which not only causes causes offence, but also inconvenience to those that have to be disrupted in their own work to provide reports to other staff.
If the current reporting structure/platform can't be changed, why not build a suite of smaller reporting modules - task or job role specific??
It's stunning that this FLOOR exists in the first place, and beyond belief that in more than 10 years, and despite GDPR, and many many requests in the old & new voting system, NOTHING, EVER, has changed in this regard, or other items I've voted for.....Lorraine Adams
supported this idea
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23 votes
Appreciate your looking through the forums and existing ideas, Tracy.
Although it might seem quite specific it does help to have detail of the specific permission sets and what is missing in the existing roles shared for each idea, and get a sense of the users that are interested in these differing permissions.
As you can likely imagine, with the number of features and different roles & responsibilities staff may have across businesses a matrices of options for every single permissions across every feature in Xero would be quite complex and cumbersome when trying to assign what a user can or can't do in your organisation.
While we don't have direct plans for this level of incremental control, our product teams are definitely interested to consider the makeup of permissions within a given area or feature of Xero. I'd urge you and others here to add your support to…
An error occurred while saving the comment Lorraine Adams
commented
Xero - Isn't it pretty obvious? Anything would be better than access to pretty much EVERYTHING, as things have stood since Xero was invented.
Sorry to be rude, but you do understand accounting right? & GDPR yeah?
Let me help - Purchase ledger clerk needs access to supplier contacts, bill processing, supplier reports, aged creditor reports, bills reports, purchase day book reports, bill production, quotes, purchase orders, bank supplier payments, refunds, credit notes and .........
Purchase ledger clerk DOESN'T NEED and NOR SHOULD SHOULD HAVE ACCESS to staff pay & personal information, the director's dividends & tax information, the companies balance sheet, staff bonuses, HMRC arrears (or otherwise), investments, how much the company spent on the last client event, or the christmas party, or the computers, Joe's redundancy payment (oh, did I let the cat out of the bag or should I call it something else in Xero so no one knows, HMRC won't mind....)..........do you really need me to go on?......
Perhaps some one else could be kind enough to waste some of their time explaining what the sales ledger clerk needs. or what the treasurer or in house accountant needs - which surprisingly is where the 'access all areas' should sit.
A waterfall access level approach with a tickbox list (just like staff access in MY XERO - (miss that - it was good and clear)....I've seen this before, oh yes, in SAGE. Works a treat. Easy. Clear. Transparent.
I have to give some staff access to EVERYTHING and freeze out others which not only causes causes offence, but also inconvenience to those that have to be disrupted in their own work to provide reports to other staff.
If the current reporting structure/platform can't be changed, why not build a suite of smaller reporting modules - task or job role specific??
It's stunning that this FLOOR exists in the first place, and beyond belief that in more than 10 years, and despite GDPR, and many many requests in the old & new voting system, NOTHING, EVER, has changed in this regard, or other items I've voted for.....Lorraine Adams
supported this idea
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210 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
An error occurred while saving the comment Lorraine Adams
commented
Client is used to using & needs Balance Sheet Budget. Another fail. I wonder how many years this will take.....back to the spreadsheets.
Lorraine Adams
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41 votesLorraine Adams
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26 votes
Hi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
Lorraine Adams
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5 votesLorraine Adams
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92 votes
Hi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
Lorraine Adams
supported this idea
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I am exasperated by the time it is going to take me to arduously click through every idividual client to ascertain an overview (I wish) of current reminder status.
Some clients don't need reminders for occasional oversights whilst others need strict chasing & I risk causing offence if I can't readily view & manage the 'status' across all clients.