Settings and activity
1210 results found
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22 votes
Freya Pieroz
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50 votesFreya Pieroz
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19 votes
Hi team, rounding back to the idea here we are continuing to track interest but want to be upfront that we don't have any plans for changing the behaviour of viewing the PDF of a bill /purchase invoice at present.
Freya Pieroz
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169 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Freya Pieroz
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6 votesFreya Pieroz
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13 votes
An error occurred while saving the comment Freya Pieroz
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2 votesFreya Pieroz
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8 votes
Perhaps the Receivable Invoice Summary or Detail reports would accommodate your needs here? Omitting the aging periods this report can be filtered to only show the Status and Source(Receivable Prepayment, Receivable Invoice etc.) of transactions you'd like to see.
Freya Pieroz
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84 votesFreya Pieroz
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6 votesFreya Pieroz
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27 votesFreya Pieroz
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2 votes
Aaah I see, thanks for the extra detail, Freya. Appreciate where you're coming from. With a few other items of focus for the team in this space atm, I do want to be open that there aren't any plans atm, but we'll track the interest here, I'll make sure this extra detail gets back to the team, and can share if there is any change to update you on, here.
An error occurred while saving the comment Freya Pieroz
commented
(please note that I do not want the ability to add files to the invoice to be removed, I would merely like to be able to add files to the email when sending the invoice as well)
An error occurred while saving the comment Freya Pieroz
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Hi Kelly, yes, I'd like to be able to add the extra files while in the "Send email" screen. I often start the process of sending invoices and only _then_ realise when I'm reviewing the email that I haven't attached everything that needs to be attached to the invoice - and you can only attach files to the email if they've been attached to the invoice, before you start the process of emailing.
Freya Pieroz
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10 votesFreya Pieroz
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5 votes
✨ Hi everyone, thanks for sharing your feedback on having a dedicated account number field on sales invoices.
We understand why having this as a clear field on the invoice would be helpful, especially for businesses that use account numbers as an important customer identifier.
We’ve reviewed this idea and moved it to Gaining Support, so others in the community can vote and add their comments.
If this would make a difference to your workflow, it’d be really helpful to share more detail on how you’d expect this to work in practice — for example, whether you’d want the account number to appear as a dedicated field while creating the invoice, carry through to the online invoice and PDF by default, or be available without needing template customisation.
The more detail and support we see here, the better we can understand the demand and the best way to assess the idea.
Freya Pieroz
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56 votesFreya Pieroz
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61 votes
Hi everyone, thanks for sharing your feedback on having timesheets displayed in order from newest to oldest, by default. We appreciate you taking the time to explain how this impacts your workflow.
We know some of you have been filtering date ranges as a workaround, though this adds extra steps.
We're updating this idea to Accepted as part of wider timesheet updates which are currently being investigated by our product team. We'll keep you updated as we learn more.
Freya Pieroz
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9 votes
Thanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.
If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).
Being upfront this is not behavior that we're looking to change in the near future.
Freya Pieroz
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12 votesFreya Pieroz
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164 votes
Thanks for your support and joining in this idea. We get the challenges involved in manually chasing up employees to complete timesheets each pay period.
Although it's not the integrated solution you’re looking for, you could look to set up recurring calendar events or using external communication tools to prompt your team members.
We want to be transparent that we don't have any plans for adjusting the existing notifications for timesheets.
We'll continue to monitor this idea, and should our priorities shift in the future we'll let everyone know here.
Freya Pieroz
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14 votesFreya Pieroz
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@Melvyn Simonson - actually, I use YYYYMMDD all the time for file naming, because then sorting by name gets a chronological order. It's not common, but the ISO 8601 standard is YYYY-MM-DD or YYYYMMDD for international communication of date-related data, because it removes ambiguity.