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24 results found

  1. Invoice Only Access - View Contact History

    5 votes

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    submitted  ·  1 comment  ·  Users & setup » User permissions  ·  Admin →
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    Jordana Gray supported this idea  · 

  2. Audit Trail Report

    575 votes

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    85 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.

    Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.

    Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.

    That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…

    Jordana Gray supported this idea  · 

  3. Reporting - Edit file name when exporting

    90 votes

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    40 comments  ·  Reports & tax » Reporting  ·  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  · 

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

    27 votes

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    submitted  ·  11 comments  ·  Invoices & quotes » Invoicing  ·  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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