Settings and activity
1314 results found
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45 votes
Freya Pieroz
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5 votesFreya Pieroz
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2 votesFreya Pieroz
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6 votesFreya Pieroz
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10 votes
Appreciate how you'd like to do this within Xero, however just to confirm it's currently possible to import budgets with more periods.
You'll just need to make sure to format the dates in your import file - more on this here.
If you'd like a practice run, try it in the demo company before importing into your own org 🙂
Freya Pieroz
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3 votesFreya Pieroz
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4 votes
An error occurred while saving the comment Freya Pieroz
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67 votes
Thanks for sharing this here, Olga. Appreciate the needs in being able to approve these sort of 0.00 invoices in your Xero organisation. I can confirm this is something our team are looking at so I'll keep you updated of any change of this, here.
For the meantime, though I appreciate it may slightly change your flow you should find you can approve these type of invoices from the Draft list of your invoices. If you have a few of these waiting you'll be able to Approve these all at once to save a little time.
An error occurred while saving the comment Freya Pieroz
commented
I've had to use a workaround of using a bill, but of course you can't send that to a client!
Freya Pieroz
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7 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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11 votesFreya Pieroz
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6 votes
Thanks for getting back to me on your needs here, Janet. I'll move the idea back to submitted as we don't have direct plans around this atm. We'll get a sense of the interest from the community here and will keep you updated if any progress is planned.
Freya Pieroz
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3 votesFreya Pieroz
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2 votesFreya Pieroz
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82 votes
An error occurred while saving the comment Freya Pieroz
commented
A workaround that a friend recently put me onto is using multiple profiles in Chrome - I can have one separate instance of Xero open in each profile, each logged into separately
https://support.google.com/chrome/answer/2364824?hl=en&co=GENIE.Platform%3DDesktop
Freya Pieroz
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An error occurred while saving the comment Freya Pieroz
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The workaround I use for this is to open each entity in a different browser. Unfortunately, there aren't enough browsers installed by IT on my computer to open all the inter-related entities at the same time, but I can at least get one open in Chrome and one open in Firefox!
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5 votes
Appreciate your feedback on search in Xero, Laura. When you say you'd like more options for search are than any specific fields of transactions that you and your clients might commonly search - this'll help when sharing back with the team.
If say, you'd search text generally in the description field of a transaction I'll merge your idea here in with this one where we can keep you all updated of any change all together.
An error occurred while saving the comment Freya Pieroz
commented
Here's a screenshot of a search I did within a client's accounts today. I was trying to open the contact, and no matter how much of the contact's name I entered, it wouldn't give me the contact (only bills and transactions), and then after I had entered a significant portion of the contact's name, it refused to give me any results at all. So I opened up one of those bills so I could show you just how ridiculous it is.
Freya Pieroz
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126 votesFreya Pieroz
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3 votesFreya Pieroz
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3 votes
An error occurred while saving the comment Freya Pieroz
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I REALLY don't need to be sent copies of all the timesheets for approval for all my clients, particularly since I can't attest to the employee's timeliness since I'm not there, I'm an offsite advisor.
Freya Pieroz
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I have a couple of clients who both employ from the same pool of tradespeople on short-term contracts - the employee will switch from one to the other based on who is doing work in their area in a given month. Leave requests and timesheets are an absolute dogs breakfast for those clients!