Settings and activity
7 results found
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74 votes
Appreciate your feedback on how you use invoicing and the benefit you find in being able to approve and view the next invoice in sequential invoice number order. As we continue to plan further developments within this space, our product teams would like to engage you all here to get a better sense of our invoicing users for future improvements. We’d find your feedback invaluable and if you’d be interested in sharing with us, please fill in our survey here.
Sara Foster
supported this idea
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52 votes
An error occurred while saving the comment An error occurred while saving the comment Sara Foster
commented
I'd like to see a tickbox that prevents users from creating a new contact, much like the tick box that restricts the adding of a new bank account.
An error occurred while saving the comment Sara Foster
commented
I've got a massive tidy-up going on because somebody junior within the accountant's office creates a new contact every time a payment comes in, AND my client can't spell, so it doesn't flag that the contact should not be there. I have to go through the entire file and merge up to 7 names per contact. Junior people should not be able to set up a new contact in my opinion.
Sara Foster
supported this idea
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149 votes
Hi everyone, there’s been a lot of thoughtful input shared on this idea, and we understand the efficiency and value this could bring for teams working with large or fast-changing contact lists.
While this request is not in the pipeline, that does not mean the need has gone unnoticed.
Your feedback continues to shape how we look at these gaps, and we appreciate you taking the time to explain what this would mean for your workflows.
We know this might not be the outcome many of you were hoping for. This idea will remain open for votes so we can continue to capture support, and we'll make sure to post here if the status changes in future.
An error occurred while saving the comment Sara Foster
commented
We also used to be able to sort by Account number, so at least we could figure out what the next number was. This was removed so that now the only way to sort by Account number is to export all contacts, a time consuming and fiddly process.
An error occurred while saving the comment Sara Foster
commented
Also we used to be able to sort by Account number and we no longer can. Please bring this feature back ! Thanks Xero
Sara Foster
supported this idea
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5 votes
An error occurred while saving the comment Sara Foster
commented
My client has employees who are taking the mickey with unpaid leave requests so he wants to turn off the ability to apply for it. We should be able to do this.
Sara Foster
supported this idea
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2 votesSara Foster
supported this idea
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75 votes
An error occurred while saving the comment Sara Foster
commented
As a Xero Partner and trainer, I am aware that clients need a quick way to see their upcoming committed costs. Please give us the option to put this on our Dashboard.
Sara Foster
supported this idea
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8 votesSara Foster
supported this idea
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It's very hard to do a full report on the Activity for a contact when sometimes they exist multiple times due to staff changes. New contact should be restricted to high level staff.