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5 results found

  1. New Invoicing - Option to switch Autosave off

    309 votes

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    submitted  ·  109 comments  ·  For small businesses » Business features  ·  Admin →
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    Amanda Gregg supported this idea  · 
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    Amanda Gregg commented  · 

    The user should have the rights to save a DRAFT invoice it shouldnt be done automatically based on the examples listed here. If Xero are intent on keeping this new feature can you please at least have an option to revert back to previous. Thank you.

  2. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    350 votes

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    160 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.

    While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.

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    Amanda Gregg commented  · 

    Critical. Quite often the creator has steps to follow before emailing. It's not up to the manager to send invoices. Its not their core function. Please fix this.

    Amanda Gregg supported this idea  · 

  3. Projects - Different staff cost rate per project

    19 votes

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    5 comments  ·  For small businesses » Business features  ·  Admin →
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    Amanda Gregg commented  · 

    This is so fundamental, there must be many companies out there that could have more than one cost rate for a staff member. Impossible to use the project reporting without this functionality.

    Amanda Gregg supported this idea  · 

  4. Projects - Assign repeating invoice to a project

    150 votes

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    submitted  ·  56 comments  ·  For small businesses » Business features  ·  Admin →
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    Amanda Gregg commented  · 

    We've decided to abandon projects, unfortunately wasn't an option for us so going back to Xero without the Projects module.

    Amanda Gregg supported this idea  · 

  5. Project: Task list - Ability to change the order in the list.

    69 votes

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    submitted  ·  36 comments  ·  For small businesses » Business features  ·  Admin →
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    Amanda Gregg commented  · 

    I cannot understand why this 'idea' has not been implemented. Very disappointing. Oddly the Practice Management module not for 'us' seems to have all the features we ask for!

    Amanda Gregg supported this idea  ·