Settings and activity
74 results found
-
2 votes
Ana Labosky
shared this idea
·
-
155 votesAna Labosky
supported this idea
·
-
299 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Ana Labosky
supported this idea
·
-
38 votesAna Labosky
supported this idea
·
-
97 votes
Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard.
At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.
If there is any change planned in this space we'll be sure to update you on this.
Ana Labosky
supported this idea
·
-
6 votesAna Labosky
supported this idea
·
-
12 votes
Hi Mark, as cost price of items can change over time, if you often associate specific items you're selling to sales you make to your customers perhaps Billable expenses?
When you add the expenses to your customers invoice this will bring across the cost price of the items you've assigned.
Ana Labosky
supported this idea
·
-
5 votesAna Labosky
supported this idea
·
-
11 votesAna Labosky
supported this idea
·
-
29 votesAna Labosky
supported this idea
·
-
9 votesAna Labosky
supported this idea
·
-
4 votes
Thanks for posting, Gordana. To better understand your idea here, would this be when using Copy to?
Or, are there scenarios where you'd expect a link between transactions?
Ana Labosky
supported this idea
·
-
82 votesAna Labosky
supported this idea
·
-
18 votesAna Labosky
supported this idea
·
-
31 votesAna Labosky
supported this idea
·
-
14 votesAna Labosky
supported this idea
·
-
3 votesAna Labosky
supported this idea
·
-
329 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Ana Labosky
supported this idea
·
-
29 votes
Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.
Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.
Once you've customised the report as you like, you can save as Custom to easily access that view anytime.
Ana Labosky
supported this idea
·
-
38 votesAna Labosky
supported this idea
·
.png){kind=link}
