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Settings and activity

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  1. History & Notes - Expand User access History, time tracking duration, and date filtering

    1 vote

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    0 comments  ·  Users & setup » Settings  ·  Admin →
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    Gaining Support  ·  AdminAnis Anuar (Admin, Xero) responded

    Thanks for sharing your feedback here. We appreciate the request for a more comprehensive way to review user activity across an organisation.

    At present, History & Notes report can show recorded actions and timestamps, with the ability to search for specific date. However, this report does not show duration of when a user is active in Xero.

    We’ve moved this idea to Gaining Support so we can continue gathering feedback. If this would be useful for your organisation, add your vote and tell us what information or filters you’d expect from an improved User Access History view.

    Frank Admin shared this idea  · 

  2. Contact - Add Receipt Template option

    2 votes

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    0 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Gaining Support  ·  AdminDavina Roper (Admin, Xero) responded

    Thanks you for adding this idea Frank, its appreciated you explaining that being able to add a template for receipts as well as invoices is something you would like to see in the contact file. This idea is now open to votes and comments and you can share this with your friends and colleagues so we can get a gauge of community support. We will update the idea here if there are any changes.

    Frank Admin shared this idea  · 

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

    571 votes

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    99 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

    Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

    To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

    • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax…
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    Frank Admin commented  · 

    Need to have a Description ONLY Option in Product and Service which has no Account , Gst & Qty etc.

    Just a description - this would speed up invoicing a customer so much quicker and keep invoice looking tidy