Settings and activity
14 results found
-
105 votes
An error occurred while saving the comment 
RaLynda Lee
supported this idea
·
-
1 voteRaLynda Lee
shared this idea
·
-
4 votes
We've just released a recent improvement to searching contacts where you can now search a contact by any phone, direct dial, mobile or fax number saved in their contact record.
While you won't be able to see a contacts mobile number from the screen, you'll be able to search for a contact by a mobile number that's been saved for them.
We don't have further change planned to add more detail to this screen atm but we'll continue to track the support of the idea here.
RaLynda Lee
supported this idea
·
-
87 votesRaLynda Lee
supported this idea
·
-
11 votesRaLynda Lee
supported this idea
·
-
32 votesRaLynda Lee
supported this idea
·
-
23 votesRaLynda Lee
supported this idea
·
-
22 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?
RaLynda Lee
supported this idea
·
-
71 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
RaLynda Lee
supported this idea
·
-
77 votesRaLynda Lee
supported this idea
·
-
246 votesRaLynda Lee
supported this idea
·
-
402 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
RaLynda Lee
supported this idea
·
-
259 votes
Hi everyone, we wanted to return and give a little more information with the update of this idea's status.
Our product team are currently looking into the development of adding the Pay now button to Customer statements which would enable your customers to pay for multiple invoices at once.
Though it's early days at present we'll keep you updated of their progress, here.
RaLynda Lee
supported this idea
·
-
460 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
RaLynda Lee
supported this idea
·
It would be great to edit a client payment instead of remove and redo.
Also, be able to apply receive payment to an invoice.