Settings and activity
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3 votes
Freya Pieroz
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5 votesFreya Pieroz
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10 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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3 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
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@Kelly I just opened, from the email link, a bill that is scheduled to be paid by the client that I am currently logged into with Advisor privileges. When I click the link in the top left to go to a list of outstanding bills, it requires me to log in (to the client I am logged into in the next tab over, but that's another problem) and then tells me I don't have permission to view it. I've attached screenshots.
Freya Pieroz
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2 votesFreya Pieroz
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12 votesFreya Pieroz
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39 votesFreya Pieroz
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8 votes
Hi everyone, appreciate the feedback here. As you may have noticed we have made some changes to the Contact field within new invoicing over the past few months to improve the experience.
When entering a contacts name, the contact's shown are results from your existing contact record.
As a start to help with cleaning up contacts that have been created in error you can either edit contact records, or merge contacts that may have been created as duplicates in error. This will help limit the number of contacts that are appearing in results when you type a contacts name on an invoice.
Freya Pieroz
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2 votes
Just trying to get a better understanding of your idea here, when you say you want to add extra fields and rubics could you share a little more of what you'd want to add in?
Atm, with an advanced invoice template you can customise the template using the DocX template where you'll find there are extra fields that you can choose to include. If you want a permanent message that will show on all invoices you could add this as static text.
It sounds like advanced invoice templates could possible meet your needs here.
Freya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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16 votesFreya Pieroz
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3 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votes
Hi Christine, just making sure I understand what you'd like to see here. Would this be to sort all organisations you have access to from your My Xero page ordered by the # of unreconciled items ?
Freya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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I still can't see the outstanding supplier invoices either - all my clients get their bills sent to a generic accounts email address, to ensure their bus quotient is >1. That means that ONLY someone logged in to Xero under that generic email address can view the list of outstanding bills that the supplier sends the link to - but NONE of us are logged in with that generic address, because it's generic, and basic information security and the audit trail require us to log in using our own individual log ins with MFA using our own devices.
(Bus quotient or bus factor is the number of people who need to get hit by a bus before the business can no longer function properly. At the moment, for example, the superannuation authorisation limits give us a bus quotient of 1)