Settings and activity
9 results found
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57 votes
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Olly Evans
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2 votes
An error occurred while saving the comment Olly Evans
commented
It is possible to raise multi-job Final Invoices from the Invoice Manager tab. But when raising these invoices from the Client record they are only Progress Invoices. this leaves the job on the invoice list.
Why can't we raise multi-job Final invoices from the Client record? Surely this fits better with client or job centric workflow?
Olly Evans
supported this idea
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193 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Olly Evans
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27 votesOlly Evans
supported this idea
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62 votes
Thanks for your engagement and feedback through the idea here, community. Appreciate the examples provided of the needs in being able to add relationship types to your clients. While this is an idea our team have their eyes on, we want to be upfront that it's not something we have planned atm. We'll keep you informed if there's any progress to share on this, here.
Olly Evans
supported this idea
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77 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Olly Evans
supported this idea
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290 votes
An error occurred while saving the comment Olly Evans
commented
We do need to be able to store multiple email addresses against clients/contacts. However, as Salutation and Addressee are only held at Contact level, Xero need to sort out whether the multiple email is held against the Client or Contact.
Olly Evans
supported this idea
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119 votes
An error occurred while saving the comment Olly Evans
commented
Come on Xero, this is simple reporting, if you don't want to design the reports yourselves, then give us the tools to do this.
Olly Evans
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158 votesOlly Evans
supported this idea
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Please fix this Xero. We need to be able to identify within our data a primary contact for reporting, CRM, mail merge etc etc etc.