Settings and activity
8 results found
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100 votes
Hi everyone, while this is an idea that our team would like to explore, there are other pieces of work priortised for the time being. We'll shift the status of this idea back to submitted. When there is more news to share around this we'll be back to update you all, here.
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Erica - Omokoroa Accounting
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5 votes
HI Sally, jumping back on your idea here our team are working on providing more flexibility to the info you view from Job Manager.
Right now, we're developing columns for Staff, Manager and Partners. Around the same time we expect to deliver these additions, we'll also enable you to hide detail you'd prefer not to view. So, you can decide and only see the information relevant for you when viewing Jobs.
We'll return to share more when this is available🙂
Erica - Omokoroa Accounting
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4 votesErica - Omokoroa Accounting
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5 votesErica - Omokoroa Accounting
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15 votesErica - Omokoroa Accounting
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53 votesErica - Omokoroa Accounting
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5 votesErica - Omokoroa Accounting
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279 votes
Hey everyone, thanks for your feedback on having the ability to run a File Attachment report in Xero.
We know it's a bit of a manual process right now, but to confirm there are currently some places within Xero that'll help provide a view of the files attached to transactions, such as the account transactions page in the bank reconciliation screen, or the list pages like on Invoices or Bills.
Though we really appreciate you highlighting how this feature would be useful to you, we want to be transparent that we don't have any plans for building a report of this nature right now.
Though the idea has been updated to Not in pipeline it will remain open for votes. If there are any changes that change this state we'll make sure to share with you all, here.
An error occurred while saving the comment Erica - Omokoroa Accounting
commented
Yes, this is totally what I am looking for too. I often look for files / invoices from clients but don't always know if they have attached the receipt or not and waste a lot of time searching for them. This would be a great time saver, so I can easily see what clients have provided. (I notice there are few other ideas submitted with the same request - so in total a lot more votes than what is just on this idea).
Yes please put in a notes column, or extra customisable column on the Job manager - would be VERY helpful.