Settings and activity
1195 results found
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228 votes
Freya Pieroz
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23 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
Freya Pieroz
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198 votesFreya Pieroz
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5 votesFreya Pieroz
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76 votesFreya Pieroz
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4 votes
Really appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
Freya Pieroz
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2 votesFreya Pieroz
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2 votes
Hi Betty, would this be for more options within a Tracking category? If so I do want to be open that we don't have plans for extending this and you can find out more on this from the idea here.
Alternatively if it's something different that you're after would you be able to share a bit more detail?
Freya Pieroz
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10 votesFreya Pieroz
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6 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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9 votes
Hi Andrew, have you come into our Xero Support team about this? This setting is at a user level so should be based on the last organisation you were in.
It would be good for our specialists to take a deeper look into this with you to determine what's going on. If not already could you please raise a case through Xero Central.
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22 votesFreya Pieroz
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2 votesFreya Pieroz
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17 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Freya Pieroz
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4 votesFreya Pieroz
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6 votesFreya Pieroz
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2 votesFreya Pieroz
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11 votesFreya Pieroz
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I have found this too - when I log in for the day, I start in the datafile that was the most recently opened of all the datafiles in the business that I have access to. I am often baffled that a co-worker is listed as the person most recently in a particular datafile when they have no reason to access that datafile as it's not currently one of their clients (although it has been in the past, and they still have access so that I have backup if necessary in an emergency). Fortunately my boss is diligent about restricting access only to people with a need to have it (so people actively working with datafiles and their emergency backup people), so it's not every day that I find I'm in a datafile that I wasn't in the previous day and is not on my schedule for working in that day, but it does throw the audit trail off to have people showing as accessing the datafile when they aren't intending to do work in that file.