Settings and activity
10 results found
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117 votes
Gary Fox
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157 votes
Hi Sarah, when importing invoices to Xero, these should come in as drafts. You can Delete draft invoices in bulk from the Draft List view. 🙂
Would be good to better understand the way invoices are coming into your organisation if there's a step I'm missing here?
Gary Fox
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98 votes
Appreciate the feedback and interest through the idea here. Being open this isn't something we have plans for at this stage. Current focus is on new invoicing and improving the experience for our users as we edge closer to the retirement of classic invoicing.
We'll continue to keep our eyes on all sales flow ideas in the forums here and will let you know if there's any updates to share on this idea.
Gary Fox
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161 votesGary Fox
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3 votes
Hi Jo-Ann - when you say you'd like to view the date the bank account was manually reconciled would this be on the org's Dashboard?
As a means of viewing this information at present - you could run the History & notes and view only Bank transaction items where you'll see the name of the user and date that the last transaction in the org was reconciled. 🙂
Gary Fox
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5 votes
Good to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
Gary Fox
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2 votesGary Fox
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20 votesGary Fox
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26 votesGary Fox
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90 votes
An error occurred while saving the comment Gary Fox
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We need a (simple) filter "description" "contains" and it would solve just about all of my find tasks alone!