Settings and activity
4 results found
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49 votes
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
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Emma Harrison
supported this idea
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215 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
An error occurred while saving the comment Emma Harrison
commented
Response from Xero is unsatisfactory.
"may look at with finer lens down the line" is a joke!
This needs to be rectified ASAP, pleaseAn error occurred while saving the comment Emma Harrison
commented
It is ridiculous this has not yet been rectified. Matter was first raised in 2016.
I agree with all previous commentsEmma Harrison
supported this idea
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201 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Emma Harrison
supported this idea
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39 votesEmma Harrison
supported this idea
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I agree, need to be able to setup email templates for document packs.
It is annoying and time wasting to have to change every time.
It also provides scope for errors.
This function is available in Xero Practice Manager so one would assume same could be adopted.