Settings and activity
15 results found
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4 votes
Jenny Fung
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3 votesJenny Fung
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46 votes
An error occurred while saving the comment Jenny Fung
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8 votesJenny Fung
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42 votes
Appreciate wanting this within the individual bill and through creation, Ruth. We'll track interest of this here,
As a solve for right now, you can jump across to the Awaiting Payment tab and select the Bills you'd like to assign a planned date too you'll see the Action for 'Add planned date' turn blue and you can use this to bulk assign a plan to date to multiple bills at once 🙂
If you're not sure which bills you've assigned a planned date too, you can click the plan Planned date header to sort all bills without a date assigned.
Jenny Fung
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4 votesJenny Fung
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17 votesJenny Fung
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2 votesJenny Fung
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350 votesJenny Fung
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2 votesJenny Fung
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3 votesJenny Fung
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9 votes
Hi Nur Fatini, it'd be good to get more understanding from you here as it sounds like the Account Transactions report could serve the purpose or perhaps simply creating a receipt of the spend money?
Jenny Fung
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58 votesJenny Fung
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191 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Jenny Fung
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1 voteJenny Fung
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I agree with all of the above comments. There should be a report that lists out ALL the settings for both employees and pay items (including employee pay template & default pay item, employee notes, expense accounts etc). It is impossible to review settings for all employees without clicking into each employee' record.