Settings and activity
124 results found
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36 votes
Barbara Mundell
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495 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
An error occurred while saving the comment Barbara Mundell
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68 votesBarbara Mundell
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8 votesBarbara Mundell
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15 votesBarbara Mundell
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5 votesBarbara Mundell
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29 votesBarbara Mundell
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10 votesBarbara Mundell
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9 votesBarbara Mundell
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22 votesBarbara Mundell
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85 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Barbara Mundell
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95 votesBarbara Mundell
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90 votes
Really appreciate those who’ve taken the time to share how this’d help in your day-to-day. We know being able to filter a Profit & Loss report by project would make it easier to understand how your jobs are performing.
Right now, the best workaround is to export your data and make adjustments for this in Excel, but we get that it adds extra steps.
There’s also the Profitability dashboard feature in Xero Projects, which gives a quick view of how each job is tracking, and may be helpful.
We’ll keep an active eye on the interest this idea continues to build through votes, but do want to be transparent that this is not in our roadmap for the foreseeable future. Thanks again for your input through Xero product ideas.
Barbara Mundell
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167 votesBarbara Mundell
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180 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
Barbara Mundell
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15 votesBarbara Mundell
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18 votesBarbara Mundell
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6 votes
Hi Simon, are you making use of Tracking at present? If not I'd recommend looking into this for your teams in conjunction with using projects which have a finite date or life of a job.
Barbara Mundell
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9 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
Barbara Mundell
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55 votesBarbara Mundell
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This is so crucial, im having to give staff access to bank balances only to add products...