Settings and activity
31 results found
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43 votes
Anthony Rohan
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64 votes
Appreciate raising the idea here, Mona
With improvements to XeroMe our intention is to make it simpler for employees to self enter this sort of information.
Is there a particular reason why you'd prefer not to use this function? Would be good to be able to share this back with our team or perhaps there's another idea I could be connecting you in with here
Anthony Rohan
supported this idea
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620 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.
Anthony Rohan
supported this idea
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36 votes
An error occurred while saving the comment Anthony Rohan
shared this idea
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34 votes
An error occurred while saving the comment Anthony Rohan
commented
Also support this idea 100% and echo the comments below.
I can't understand why is Xero taking active steps to remove functionality that used to make it one of the most progressive accounting systems available.
We converted a client to Xero with the promise of tidying up everything and preparing their missed GST returns - now we're left with an Account Transactions report....
At the very least if you're going to turn off the functionality for all users, have the option to turn it back on is cases where the feature is requested.
Anthony Rohan
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8 votesAnthony Rohan
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14 votesAnthony Rohan
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16 votesAnthony Rohan
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39 votesAnthony Rohan
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36 votesAnthony Rohan
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17 votesAnthony Rohan
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26 votesAnthony Rohan
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3 votesAnthony Rohan
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20 votes
Hi everyone, we appreciate everyone who signed up and participated in the teams discovery here. Right now, focus has needed to shift to other high priority work.
We value all the input and feedback we've received from the teams discovery, and based on this they found that there is more work needed in solving this for our customers.
We have good foundations to build from when we are able to bring attention back to this. For now we will move back to submitted and let you know when there is progression to share.
Anthony Rohan
supported this idea
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9 votesAnthony Rohan
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56 votes
Hi everyone, appreciate the interest in the idea here.
We do want to highlight the ability to bulk recode transactions from one tracking option to another through Find & Recode - while only available to those with the Adviser role this will allow you to accomplish what's being asked here.
We'd recommend having a try in the demo co. if this is a new tools for you. 🙂
Anthony Rohan
supported this idea
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26 votes
An error occurred while saving the comment Anthony Rohan
commented
Or initiate a signature field by clicking on the document
Anthony Rohan
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50 votesAnthony Rohan
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36 votesAnthony Rohan
supported this idea
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100 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Anthony Rohan
supported this idea
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@wayne - Although voted by many others, Xero confirm that they have made the "difficult decision" to retire it...
>> https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47266976-bills-direct-payment-link-asb-or-kiwibank