Settings and activity
14 results found
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71 votes
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MoGio Bookkeeping and Admin
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53 votes
Hi everyone, a few different asks within the idea here and I'd like to confirm what is currently possible to help clarify.
We have recently released a new send modal with new invoicing - with this update you now have the ability to cc and Bcc emails when sending individual invoices from Xero with new invoicing.
While it's not possible to set default cc and Bcc email at the email template level at present this may be something we look into further down the line and we will keep you updated of any planned improvements through this idea.
For the time being, if there are other people for a contact that you'd like to ensure also receive emails you can add them as additional people to the Contact record and select to 'Include this person in emails sent to this contact'
On the other hand, if you'd like to ensure…
MoGio Bookkeeping and Admin
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7 votesMoGio Bookkeeping and Admin
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15 votes
For filter by action - would you be after similar to the idea here where you could filter by the date a change was made?
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30 votesMoGio Bookkeeping and Admin
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391 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
MoGio Bookkeeping and Admin
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43 votes
An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
I completely agree. Having to manually select each tracking category individually isn’t an efficient use of time when it is required to have visibility for all the categories month on month.
Although it is possible to edit the layout of the profit and loss report to include columns for monthly tracking categories, this approach would result in a report that is overly complex and difficult to understand. Therefore, the only other option is to create a separate report for each month. However, this defeats the purpose of having a single report that includes all categories for any selected number of months.
Surely I can't be that difficult to fix this Xero?
MoGio Bookkeeping and Admin
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303 votes
An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
Alex, is about marking the the Bills as paid which are expressed in multi currency not GBP and in batches within Xero nothing to do with individual's banks batch payments. In my case anyway.
An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
Alex, I watch the video too. Informative but does not resolve the issue most people have expressed in this thread. Xero please listened to this customer request, it is business critical nowadays with businesses dealing with multi currency! Thank you!
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An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
Would save so much time avoiding manual payment of individual transactions!
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8 votes
Appreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods.
You'll just need to make sure to format the dates in your import file - more on this here.
If you'd like a practice run, try it in the demo company before importing into your own org 🙂
An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
I agree with the importance of this option being available asap, not only for the movie/film industry but also for international galleries, architectural studios and so on with budgeting needs beyond the12 months.
MoGio Bookkeeping and Admin
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192 votesMoGio Bookkeeping and Admin
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An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
... also it would make it much easier with generating sequential numbers when creating invoices, POs, etc.
An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
I echo the previous requests/comments for this feature to be up and running in XERO asap. Consolidating financial reports for different entities is really time-consuming if done manually through Excel. Please could you look into this at your earliest? Thank you!
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37 votesMoGio Bookkeeping and Admin
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57 votesMoGio Bookkeeping and Admin
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An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
After all these years, has Xero found a solution for this? Should have been an option available from the moment the branding feature was introduced.
It is very time-consuming having to keep a list of sequential numbers for each branding noted externally from Xero so to keep track of the last number used and avoid errors or duplications of invoice numbers in the process.
This should be looked at as a priority at this point in Xero product updates.
Thank you
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6 votesMoGio Bookkeeping and Admin
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71 votes
An error occurred while saving the comment MoGio Bookkeeping and Admin
commented
Currently, there is not a report which will show all companies in one report with their address, name and opening balances.
It is frustrating having to individually display/export each contact and then add the balances to the exported document.
It would be great if this feature could be made available as soon as possible.
Thank you
MoGio Bookkeeping and Admin
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Agree. I'm surprised this isn't already included with such a versatile report.