Settings and activity
12 results found
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2 votes
Paula Leggatt
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97 votes
An error occurred while saving the comment Paula Leggatt
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130 votes
Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
An error occurred while saving the comment Paula Leggatt
commented
Such an urgent requirement, with all these apps being connected by clients because of your terrible advertising suggesting that xero can do everything it's self for your business, they connect their apps and it imports all the historic invoices. To have to now manually go through and delete every imported invoice individually for prior periods is crazy, who's paying for this task to be processed to correct the connection issue to Xero?. Xero has created the necessity for Bulk Deletes due to these app connections, but wont provide the ability, Crazy!
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28 votes
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
Paula Leggatt
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41 votesPaula Leggatt
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291 votesPaula Leggatt
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165 votesPaula Leggatt
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132 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
Paula Leggatt
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191 votesPaula Leggatt
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4 votes
Hi Lauren, this isn't possible at present. Thanks for starting the idea here where we can start to gather interest in others that'd like to see this too 🙂
An error occurred while saving the comment Paula Leggatt
commented
Not being able to rename these cover letters, is causing the incorrect letters to go out to clients, not only making our practice look incompetent, but also the xero product it's self being questioned again..
IAS statement for signing do not have GST on them, why would the same letter be set up for this?Paula Leggatt
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24 votes
Hi everyone, we’ve made an update to reminders so you can now send multiple reminders at once - you can find out more about it 👉 here. We are hoping that this will reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
An error occurred while saving the comment Paula Leggatt
commented
Notification/reminder notices should be sent out when your pack is finishing soon either by time or signatures used.
This will help cash flow, to know if you are purchasing the right size package for your business.Paula Leggatt
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215 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Paula Leggatt
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Because we are not advised there is an error, there are now late lodgments due Xero failing to set this up with any urgency.