Settings and activity
1259 results found
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3 votes
Hi Shane, we're grateful for your engagement and for sharing this idea to improve the login experience.
We've reviewed your suggestion to move the 'Trust this device' option, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how this change could improve their daily workflow in Xero.
Freya Pieroz
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18 votesFreya Pieroz
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3 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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30 votesFreya Pieroz
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3 votesFreya Pieroz
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2 votes
Have you heard of Find and recode, Wade? This could possibly assist with what you're asking here. As the changes made using this tools aren't reversible it is restricted to users with the Adviser role, and we highly recommend trying it out in the demo company before using in your own.
Alternatively the best way to make changes to the bill would be to remove the payment, Edit, then reapply.
An error occurred while saving the comment Freya Pieroz
commented
Or my favourite: the client bought a bulk lot of materials to be used on several different jobs. I can't allocate portions of the bulk lot to separate jobs, they HAVE to be separate line items.
An error occurred while saving the comment Freya Pieroz
commented
I often run into this issue when a client enters a bill as one line and pays it, but it's much better done as multiple lines with multiple account codes.
For example, a supermarket receipt with both cleaning-related items and restocking the office lolly jar. If the client attributes it all to 'office expenses', I can find and recode the whole thing to other accounts, but I cannot recode part of it to 'cleaning' and part of it to 'staff amenities' without undoing the payment first.
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4 votesFreya Pieroz
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3 votesFreya Pieroz
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11 votesFreya Pieroz
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24 votesFreya Pieroz
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97 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
An error occurred while saving the comment Freya Pieroz
commented
Now that CC and BCC are working, I'd also like the CC'd email address to be added to the invoice's history. I've attached two screenshots. One is from my email client showing that four email addresses were recipients of the invoice, three in the to: field and one in the CC: field. The other is from the history of the invoice in question, which shows that only the three addresses in the to: field are showing up in the history.
Basically, the audit trail of recipients is erased if the recipient was CC'd.
Freya Pieroz
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20 votesFreya Pieroz
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2 votes
Appreciate you sharing your idea here, Dylan. I've shared this back with our team. While this isn't something we have direct plans for atm, it's great to have this understanding how a change could have an impact on your work. If there are any changes I'll be sure to share with you here.
Freya Pieroz
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8 votesFreya Pieroz
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5 votesFreya Pieroz
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2 votesFreya Pieroz
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7 votesFreya Pieroz
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5 votesFreya Pieroz
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7 votesFreya Pieroz
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6 votes
Appreciate your feedback here, Helen. We already have existing idea that we've added your vote to for the first 3 points you've shared. You'll receive any updates of progress for these separately. I'll just adjust the title for your idea here to reflect your last point around the formatting of a contact name. We'll let you know if there is any change planned for this, here.
Freya Pieroz
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This is for the UK, yes?