Settings and activity
1222 results found
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11 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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9 votesFreya Pieroz
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21 votesFreya Pieroz
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4 votes
Thanks for sharing this idea with the community. We can understand why being able to add specific wording to the client declaration would be useful.
This idea is open for voting and comments from the community, and we'll be keeping an eye on its progress to gauge interest.
In the meantime, while it's not possible to edit the declaration on the return itself, you can add your own custom text and disclaimers to a cover letter that you send with the tax return. This might help you manage the risk you mentioned.
You can learn how to create your own templates for this here: Customise the cover letter for a tax return.
Freya 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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4 votes
Hi team, we understand wanting more of an indicator when you're entering data in the demo org, and with our new navigation experience you'll now have a banner at the top of the screen to let you know that you're in the demo company to avoid wasting time of data entry that should be in your actual org.
We want to be upfront that this banner is only applicable for the demo company, so not exactly what is being asked in this idea but hope it goes some way to helping in scenarios like has been shared here.🙏
Freya Pieroz
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7 votesFreya Pieroz
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12 votesFreya Pieroz
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32 votesFreya Pieroz
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15 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Freya Pieroz
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3 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We can see that being able to generate a list of employees who are authorised to approve leave may be useful. It's up to the community to get behind and support it. It might be useful to note that when selecting a leave approver, employees can see a list of leave approvers and payroll admin.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
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41 votesFreya Pieroz
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An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
I admit I wouldn't use this myself - I don't have FaceID on my phone because my mum could accidentally unlock my phone if it were enabled - but other people should have this ability.
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9 votes
An error occurred while saving the comment Freya Pieroz
commented
This would be incredibly useful - there's accounts that I keep an eye on as a bookkeeper that are completely different to the ones that my clients want to actively watch, and so my clients' dash watchlist is clogged with my watched accounts and mine is clogged with theirs!
(As long as we don't remove the capability to have organisation-wide watchlists, since I also have clients who want to keep an eye on various accounts, but need me to set that up for them)
Freya Pieroz
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13 votesFreya Pieroz
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18 votesFreya Pieroz
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33 votes
Hi everyone, we're excited to share that we are in the process of releasing a new experience for branding with the new Invoice template editor!
Eventually replacing the Standard branding experience, the new editor allows you to customise and personalise the look of your invoices in a simple form, with a side by side view so you can instantly see how changes will look on invoices sent to your customers. This is in the process of rolling out to all regions, already readily available in AU, NZ, US and the UK. 😊
I'll be back to share once the roll out is complete.
Freya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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6 votesFreya Pieroz
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Possibly having the ability to use whatever biometrics are set up on your device would be better? I don't have FaceID set up, because I can open my mother's phone (and that's a security risk with regards to client data), but I do have fingerprint log in set up.