Settings and activity
153 results found
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4 votes
Appreciate why you'd like to be able to group some users that are logging into client organisations to perform admin under a single login, however from an audit pov would also need to make sure that actions could be traced back to the individual user.
Being upfront this isn't something we have plans for atm.
It would be good to get a wider interest through this idea, so make sure to share this with others colleagues that would find this useful.
Elisa Harris
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19 votes
An error occurred while saving the comment Elisa Harris
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6 votesElisa Harris
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7 votes
Hey team thanks for raising this Idea around sorting order of client names. We are moving this to Gaining Support, but we want to let you know that in the Client list you can still search for clients using the last name, this will pull all the clients wiht that particular last name in the search results. You can now share this idea wiht friends and colleagues and encourage them to vote and comment. Thanks again for bringing this to our attention.
Elisa Harris
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8 votesElisa Harris
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6 votes
An error occurred while saving the comment Elisa Harris
commented
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)
Elisa Harris
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4 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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12 votesElisa Harris
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2 votesElisa Harris
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7 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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10 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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15 votesElisa Harris
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30 votesElisa Harris
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11 votesElisa Harris
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10 votesElisa Harris
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34 votesElisa Harris
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Absolutely critical! Can't believe this isn't a thing yet! Definitely need to be able to bulk delete jobs, especially because you can bulk add them and there is therefore a much higher likelihood something goes wrong or get imported incorrectly.