Settings and activity
30 results found
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493 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
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Maggie Kavanagh
supported this idea
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86 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Agree Valentino, that makes no sense. There are so many missed opportunities on Xero for the user to choose export fields.
Maggie Kavanagh
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19 votesMaggie Kavanagh
shared this idea
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96 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Bills list - needs more useful fields so that we can find all bills for a specific project/tracking category for example. Allow the user to select the fields they want to see on the Bills list, rather than having fixed columns.
Maggie Kavanagh
supported this idea
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51 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Accounting - Employee Contact Details Report - need to allow user to select more columns/fields. Why is it so basic? Can't even include DOB.
Maggie Kavanagh
supported this idea
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25 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Payroll Employee details export - allow the user to select the required fields (as you can on any database system) and export all selected employees' data. The current set up of downloading one employee at a time is useless. (Accounting Employee details report is not an alternative, only a basic list of addresses with very few fields/columns to choose from - not even DOB)
Maggie Kavanagh
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42 votesMaggie Kavanagh
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9 votesMaggie Kavanagh
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7 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Totally agree with Korene. The accounts have no numbers and there is not even the option to sort by alpha order. I think they might be in number order without the number being displayed. This error is poor and should not have been released for customers to have to feed it back.
If this is a new development then why not have the number field and name field so that people can select by either. But to remove the numbers and leave a random list of many many accounts in no order at all is a major error.
Obviously many of these 'new' layouts have not been tested at all by Xero - basic functions being lost. Leaving the testing to customers is lazy and bad business.Maggie Kavanagh
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115 votes
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
An error occurred while saving the comment Maggie Kavanagh
commented
Customers should not be directed to the Product Ideas section when raising this issue. This is not a new wishlist - Xero have broken an existing process and should immediately reinstate the ability to enter an IBAN. When designing updates why on earth would you not consult with customers who actually use Xero on a daily basis. Pointless having in house designers who do not even run their own business!
Maggie Kavanagh
supported this idea
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Agree with Alison Walker completely. I hope Xero will soon allow approval reversals for purchase ledger invoices (Xero BILLS), as we need to be able to maintain the history of each Bill across our systems. And every action is detailed within the Bill's log anyway.