Settings and activity
31 results found
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32 votes
An error occurred while saving the comment 
Cath Lamb
supported this idea
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166 votes
Thank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
Cath Lamb
supported this idea
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23 votesCath Lamb
supported this idea
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265 votes
An error occurred while saving the comment Cath Lamb
commented
I've just been trying to do this. Would be useful to add a bank statement to the report
Cath Lamb
supported this idea
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4 votes
An error occurred while saving the comment Cath Lamb
commented
Agree, we have hundreds of pages on some customers and the only way to search or to jump to another box is to export it to excel but that's not always practical
Cath Lamb
supported this idea
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25 votes
Hi everyone, appreciate the feedback of the layout of detail in the Billable expenses modal of new invoicing. I've made sure to share your feedback here with the team.
To confirm, right now the date column is still included in this view however if you have a few billable expenses to assign you'll need to scroll down and then will see a horizontal scroll bar so you can scroll across to the date. Understand this isn't the most obvious atm, and I'll keep you updated here of any planned change.
Cath Lamb
supported this idea
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12 votes
Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
An error occurred while saving the comment Cath Lamb
commented
Hi, I'm using the same login for both companies.
Thanks for the tip on the incognito mode, that seems to be working! I've tried using a different browser before but it still seems to switch companies after a while. This is working much better
Cath Lamb
shared this idea
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9 votesCath Lamb
supported this idea
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343 votesCath Lamb
supported this idea
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An error occurred while saving the comment Cath Lamb
commented
Also find a way to turn off expense notifications for the rest of us who have absolutely nothing to do with expense claims but get a notification every times one is uploaded
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25 votesCath Lamb
supported this idea
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62 votesCath Lamb
supported this idea
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11 votesCath Lamb
supported this idea
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41 votesCath Lamb
supported this idea
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51 votes
Thanks for all your engagement on this idea. We understand that the option to post receive money transactions from Hubdoc is important to all who've supported this, however we want to be transparent that this isn't a feature we're currently working on.
Please continue to add your support to this idea and if there are any changes around this we'll share with you all, here.
An error occurred while saving the comment Cath Lamb
commented
Or at least allow a negative spend?
Cath Lamb
supported this idea
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9 votesCath Lamb
supported this idea
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24 votes
An error occurred while saving the comment Cath Lamb
commented
I'm here again, this shouldn't be a product idea, I should be able to report a problem with the software. Search isn't working. If I type in Chesterfield, it tells me there is only one contact containing Chesterfield. This is rubbish, we have at least 3... Come on Xero, Quickbooks has its limitations but its search facility actually works.
An error occurred while saving the comment Cath Lamb
commented
This drives me mad on a daily basis. Has anyone ever worked out how the results are sorted? Things from years ago. 99% of the time I know the date, I just need to find the transaction. Let us filter or sort by date
Cath Lamb
supported this idea
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312 votes
Thanks everyone for your feedback on the invoice print option. We know how much our customers value efficient workflows, and appreciate you sharing your thoughts on how the current "Print PDF" button works.
For those of you looking for a smoother printing experience, a helpful workaround is to set your browser to automatically open PDFs in your preferred viewer after downloading. This can save you a few clicks in the process.
In the interest of transparency, a direct print PDF functionality that go through the download step isn't in our development plans.
You can continue to vote on this idea so if our position changes in the future we will update you all, here.
Cath Lamb
supported this idea
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769 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Cath Lamb
supported this idea
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414 votes
Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options.
There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;
- Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
- Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
- Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
- Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)
While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.
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Cath Lamb
supported this idea
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232 votes
Hi team, while we don't have immediate plans to change the placement of buttons on new invoicing we're interested in staying close to this feedback and I'll move the idea to Under review for the time being. We'll return to confirm any outcomes.
Cath Lamb
supported this idea
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I run the accounts for a small charity, the pricing plan for the grow is just too much. Would appreciate an extra few bills a month!