Settings and activity
106 results found
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4 votes
An error occurred while saving the comment 
Elisa Harris
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3 votes
An error occurred while saving the comment Elisa Harris
commented
Yes! When we first onboarded with Xero our implementation consultant advised that you would be able to choose which you wanted to bill under, if there was a billing entity assigned. We very quickly discovered this is not the case! I can't tell you how many times I have drafted an invoice only to discover it is under a different entity because I didn't know there was a billing entity already set up. Having to then delete the draft and reraise it is inefficient to say the least!
Elisa Harris
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2 votes
An error occurred while saving the comment Elisa Harris
commented
100%. It wastes a lot of time when you think you entered it but now can't find it and have to go scrolling through every timesheet entry (which could be dozens in a day) to confirm if it has been entered. Double entering the same entry is therefore quite common unfortunately.
Elisa Harris
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4 votesElisa Harris
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1 voteElisa Harris
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4 votesElisa Harris
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An error occurred while saving the comment Elisa Harris
commented
I have been saying for a long time that the Financial Permissions need to be updated. There are a vast number of functions which are restricted in 'Financial Permissions,' and yet to provide this permission opens up a broad range of access that the average staff member shouldn't have. Help please!
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15 votesElisa Harris
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5 votesElisa Harris
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3 votesElisa Harris
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3 votesElisa Harris
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3 votes
An error occurred while saving the comment Elisa Harris
commented
I disagree, we need this option to archive a job with WIP still on it, to keep staff from accidentally posting to a job/task that is complete but not yet billed.
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7 votesElisa Harris
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2 votesElisa Harris
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8 votesElisa Harris
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6 votesElisa Harris
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31 votesElisa Harris
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91 votes
An error occurred while saving the comment Elisa Harris
commented
Even if it's just a custom relationship, so I can fill in what I want (eg sibling of, grandchild of)
Elisa Harris
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28 votesElisa Harris
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32 votesElisa Harris
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7 votesElisa Harris
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Great idea! But you would need to have the option so that people aren't receiving emails they don't want! (eg it's a newer manager so the partner is still reviewing all invoices that go out in the interim. In this case they need the option to be able to turn this off)