Settings and activity
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120 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Freya Pieroz
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7 votesFreya Pieroz
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54 votesFreya Pieroz
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9 votesFreya Pieroz
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2 votesFreya Pieroz
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7 votesFreya Pieroz
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7 votesFreya Pieroz
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22 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
Freya Pieroz
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294 votesFreya Pieroz
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121 votesFreya Pieroz
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3 votes
An error occurred while saving the comment Freya Pieroz
commented
Xero currently fails the Web Content Accessibility Guidelines (WCAG). This means that people with accessibility needs are locked out of being able to use Xero effectively.
https://www.w3.org/WAI/WCAG21/quickref/
A quick scroll through shows that Xero fails a number of criteria, such as:
- 2.1 Keyboard Accessible (for example, on the new bills page, tabbing through the page includes tabbing through the search bar, and when you tab through the date fields this causes today's date to be included as a filter, which cannot be immediately undone using the keyboard without tabbing through to another field)
- 2.4.7 Focus visible (if you tab through the page, can you see what you've tabbed to? Xero fails on the invoices page)
- 1.4.12 Text spacing (I'd really like to reduce the spacing between columns in tables, to increase the readability, but I can't figure out how. Compact view helps with the distance between lines, but not enough, and I can't figure out how to change that)
- 1.4.8 Visual presentation (the ability to switch between compact and regular view is not available on all pages)I can't say that the WCAG cover all situations, and there's certainly a bunch of best practices with regards to presentation that aren't specified in the Guidelines, but they are the bare minimum to ensure Xero is not in breach of the Disability Discrimination Act and to ensure that people like me can use the product they're paying for.
Freya Pieroz
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8 votes
An error occurred while saving the comment Freya Pieroz
commented
In the new contacts view, bills and invoices have an icon on the far right that is a shortcut button for "copy to a new draft". This icon is in the same place and is similar to the icon that indicates files are attached to the bill on the new bills page (files attached is one rectangle, draft a copy is two piled squares).
If I can only have one, I would prefer to have an icon for files attached, since I would want to check the details of an invoice or bill before I copy it, and it's a tedious process to check whether I've attached files to the relevant bill or invoice before I delete the file off my computer. But if the duplicate button is useful to someone, then we should have both.
Freya Pieroz
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33 votesFreya Pieroz
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81 votesFreya Pieroz
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37 votesFreya Pieroz
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270 votesFreya Pieroz
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302 votesFreya Pieroz
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320 votesFreya Pieroz
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411 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Freya Pieroz
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2 votesFreya Pieroz
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This would make things more Accessible for people who can't use a mouse - when I had wrist surgery (and beforehand, when I needed it but hadn't had it yet), it was a constant pain having to shift my one working hand from keyboard to mouse and back again, just to do basic things.