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Settings and activity

167 results found

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

    163 votes

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    submitted  ·  50 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett supported this idea  · 

  2. New Invoicing | Files - Ability to attach files before adding contact

    49 votes

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    submitted  ·  21 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett supported this idea  · 

  3. Bank reconciliation - Import spend & receive money transactions

    26 votes

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    submitted  ·  17 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

  4. Xero HQ - Transfer/copy reports between practices & organisations

    190 votes

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    submitted  ·  53 comments  ·  For accountants & bookkeepers  ·  Admin →
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    Paul Howlett supported this idea  · 

  5. XPM - Job Manager design

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett supported this idea  · 

  6. Access lost to all Xero tax reports if Xero sub cancelled

    7 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Howlett supported this idea  · 

  7. XPM: closing jobs

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett supported this idea  · 

  8. New invoicing - "Add billable expenses" not available

    5 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett supported this idea  · 

  9. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    426 votes

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    75 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Paul Howlett supported this idea  · 

  10. New Invoicing -Option to Add Multiple New Lines at once (5, 10, 15 or 20)

    8 votes

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett supported this idea  · 

  11. Fixed Assets - Attach a file

    681 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're pleased to share an update for attaching files to Fixed Assets as we near the cusp of the year! We have just started rolling out this capability to users. 😊

    While this'll slowly be released to all organisations using new Fixed Assets over the next few weeks, see a peek of what this looks like below - Once available, you'll find the 'Attach files' button at the top right when editing an individual asset. You can either select to Upload files from your device or files library, or simply drag & drop files to the upload modal.

    I'll be back to confirm when it's out to all organisations with our new Fixed Assets experience.

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    Paul Howlett commented  · 

    @Peter

    Nope, still not fixed. Has been an open 'product idea' since 2013.

    https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/44960515-fixed-assets-partial-allocation-of-depreciation

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    Paul Howlett commented  · 

    @Zoe Minto - that's a big assumption you're making.

    I'm assuming it won't be better, just different... more "beautiful" but with many more clicks and slower to load than the current system.

    i.e. something that looks pretty for the shareholders, but is objectively worse to use as a paying customer.

    Paul Howlett supported this idea  · 

  12. New Invoicing - Option to switch Autosave off

    318 votes

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    submitted  ·  116 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett commented  · 

    EDIT: I stand corrected, Jim deleted his own post.

    Ha! I also have an email containing a post from Jim Morris which, suspiciously, doesn't appear here.

    Paul Howlett supported this idea  · 

  13. Practice Manager - Sorting Draft Invoices by Job Type

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett commented  · 

    There are SO MANY places in XPM where information is displayed in a table with column headings, but NO ability to change the sort order.

    It's a complete crapshoot whether you can or not.

    Paul Howlett supported this idea  · 

  14. New Invoicing – invoice copied from locked period mess

    26 votes

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    11 comments  ·  For accountants & bookkeepers  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Olga, really appreciate all the detail in your steps and the screenshots you provided.

    I tried testing this myself with a Chrome browser and did get the same errors and behaviour you described, so have raised this with our product team. I'll keep you updated of any information I get back from them on this, here.

    Paul Howlett supported this idea  · 

  15. CONSISTENCY in the default naming convention for DATES in Xero

    6 votes

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    0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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  16. Login - Move 'Trust device' option above Login button

    3 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Paul Howlett supported this idea  · 

  17. Rental Property Schedules sharing

    7 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Howlett supported this idea  · 

  18. Reporting - Create folders to manage reports (Custom, Published and Archived)

    31 votes

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    18 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the example, Shellee! That's a good few departments 😮


    There's no facility to create folders in the Reports Centre for this sort of categorisation atm. 


    We'll begin tracking support in this here. 

    Paul Howlett supported this idea  · 

  19. Document Packs - Ability to include Audit Certificate for E-signing

    7 votes

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    submitted  ·  3 comments  ·  For small businesses » Business features  ·  Admin →
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  20. Xero Tax - Reporting name vs Account name

    10 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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