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25 results found

  1. Invoice Only Access - View Contact History

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Jordana Gray supported this idea  · 

  2. Audit Trail Report

    387 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jordana Gray supported this idea  · 

  3. History & Notes - Audit trail for all transactions and user activity

    175 votes

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    submitted  ·  53 comments  ·  For small businesses » Business features  ·  Admin →
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    Jordana Gray supported this idea  · 

  4. Reporting - Edit file name when exporting

    74 votes

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    35 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jordana Gray commented  · 

    Yes, for invoice file attachments this would be very helpful. Instead of 'Invoice INV-XXXX' we could customise it to have our company name in it.

    Jordana Gray supported this idea  · 

  5. Repeating Invoices - Don't revert to Draft when the template owner is removed

    21 votes

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    submitted  ·  8 comments  ·  For small businesses » Business features  ·  Admin →
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    Jordana Gray commented  · 

    Other systems we use have this option when a user is deleted: you can allocate all their tasks to another employee. Very useful! See image for an example.

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    Jordana Gray commented  · 

    YES! This is very frustrating, especially for a company that uses repeating invoices frequently. We recently had an employee leave and now all their repeating invoices are showing up as drafts. Manual fixing them all is going to require a lot of work. If I had of known, I would not have deleted their Xero account just to save all the time and energy.

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