Settings and activity
31 results found
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345 votes
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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Jennifer Tryggvason
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2 votesJennifer Tryggvason
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21 votesJennifer Tryggvason
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An error occurred while saving the comment Jennifer Tryggvason
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I am here looking because my cash basis p&l is full of non-cash deferred revenue reports. As far as I can tell I can't even pull an actual cash basis report.
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9 votes
An error occurred while saving the comment Jennifer Tryggvason
commented
Yes! As it stands I can't see item by tracking category, but if the item code were on the transaction list, I could filter the transactions report by tracking category, then export and sort by item.
It's a major shortcoming that I can't find any way to sort the item report by tracking category.Jennifer Tryggvason
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9 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Jennifer Tryggvason
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20 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
Jennifer Tryggvason
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31 votes
Hi team, while not available in the Inventory reports directly you could run the Receivable or Payable Invoice Detail reports where you'll find your can group and filter by Item and Tracking which should help you get a picture of quantities purchased and sold by category 🙂
An error occurred while saving the comment Jennifer Tryggvason
commented
The payable invoice detail reports as suggested above don't include anything entered as a spend money. So the reports would be incomplete or take considerably more data entry time to get entered in a way that can be reported.
Jennifer Tryggvason
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66 votes
An error occurred while saving the comment Jennifer Tryggvason
commented
Default tracking for items AND reports that pull items by tracking category, PLEASE
Jennifer Tryggvason
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7 votes
An error occurred while saving the comment Jennifer Tryggvason
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This seems so fundamental I can't believe it's not already there!
Jennifer Tryggvason
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7 votes
An error occurred while saving the comment Jennifer Tryggvason
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Yes, I find not being able to generate formulas for individual accounts very limiting. Would love to see this developed.
Jennifer Tryggvason
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147 votes
An error occurred while saving the comment Jennifer Tryggvason
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YES! There are many circumstances this would be a real time saver. I'm surprised there isn't a way to do it.
Jennifer Tryggvason
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115 votes
An error occurred while saving the comment Jennifer Tryggvason
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Yes! A simple thing but can be a real time saver.
Jennifer Tryggvason
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27 votesJennifer Tryggvason
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15 votesJennifer Tryggvason
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47 votesJennifer Tryggvason
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21 votes
Hi all, appreciate how this suggestion would make life easier 😊 This is a feature that our team are looking to improve, and they have plans to enable a quick link to go to the COA (similar to quotes today). They do hope to enable the ability to add a new account directly within the Invoices screen however there are a few other pieces of work lined up before they can tackle that.
We'll shift to Under review and I'll keep you updated of any progress!
Jennifer Tryggvason
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69 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Jennifer Tryggvason
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25 votes
Aaah I see, thanks for the clarification, Emma. Understand the difference between what you can get with the existing reports and what you're in need of.
I've shared with our Projects team. We're continuing to add Projects and while there's no plans at present I'll let you know if anything surrounding this is explored we'll share with you here. 🙂
Jennifer Tryggvason
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30 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
Jennifer Tryggvason
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149 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
Jennifer Tryggvason
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Annoying and time wasting on a daily basis - use should be able to choose the default for the approve button or have it default to just "approve". It makes more sense to have to click more to do more, not click more to do less.