Settings and activity
11 results found
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10 votes
An error occurred while saving the comment 
Sylvia Atkins
supported this idea
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8 votes
An error occurred while saving the comment Sylvia Atkins
commented
Practice Manager - Audit trail for staff history
It would be helpful to see when a staff member was deleted (and if so by whom) etc, also who updated staff rates etc, also would be better if we could archive staff rather then either having them forever or deleting them - after which you cannot see them in many reports
Sylvia Atkins
supported this idea
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15 votesSylvia Atkins
supported this idea
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An error occurred while saving the comment Sylvia Atkins
commented
Agreed - but additionally - can the arrows be given a tolerance - ie no arrow if budget within 10% - the sheer amount of arrows is far to busy and messy - we would prefer only to focus on the outliers
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141 votes
Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.
While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.
To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.
An error occurred while saving the comment Sylvia Atkins
commented
Would save so much time!
Sylvia Atkins
supported this idea
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181 votes
An error occurred while saving the comment Sylvia Atkins
commented
Ability to "Un-void" is vitially important - we have an instance where a staff voided a bill as it had come through from thier payroll package with staff names and amounts. However - once voided - no one can now delete that data. If we could "un-void" then edit all names out, then re-void it would be great. Now the voided invoice with sensitive info is there forever....
An error occurred while saving the comment Sylvia Atkins
commented
We have had an invoice created accidentally with sensitive info, it was accidentally voided without thinking and now that info is permanently in the xero file - we need to at LEAST be able to edit voided invoices (as you can at any other stage - ie maybe a "reinstate" so we can edit to remove this sensitive data, then re-void??!!
Sylvia Atkins
supported this idea
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83 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
Sylvia Atkins
supported this idea
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141 votes
Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
Sylvia Atkins
supported this idea
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121 votes
Thank you for all sharing and adding your vote for the idea, here. We know our customers find great use in Xero Files and developing the ability to create sub folders in Xero Files is something the team are planning to take a deeper dive into in the coming months. For now, we'll move the idea to Under review and I'll come back with more news when this picks up. 😊
Sylvia Atkins
supported this idea
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183 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
An error occurred while saving the comment Sylvia Atkins
commented
This would be great - please add importing to quotes
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4 votesSylvia Atkins
shared this idea
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19 votesSylvia Atkins
shared this idea
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This is hugely important, when there are multiple invoices being paid, it prevents the creditors from allocating our clients payments to the wrong places, which would result in massive unnessecary admin to untangle when realised (ususally only when the next statement comes and the payment is not showing)