Settings and activity
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49 votes
Appreciate the feedback and including a screenshot of the notifications you're getting on the invoice, Andrew. Just to make sure I fully understand your idea here - Are you saying that rather than seeing the pop up you'd like to have these added as history events to the invoice?
Tracy Piper
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133 votes
Appreciate wanting an update from us here, everyone. We know that having more visibility of when a supplier’s bank account details change is important to you and understand that there are some security concerns around this. This is something our product teams are aware of the appetite for, however we want to be upfront that this feature is not planned in the near future.
While not a direct solution to what you’re asking here, it’s worth noting that the ability to change supplier’s bank account details is limited by the bank account admin permission. Advisors will have access to the Assurance dashboard where you’ll be able to get an easy view of any Contacts whose bank account details have been edited, and you can also view this information running the History and Notes report.
Tracy Piper
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8 votesTracy Piper
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We have today tested emailing a copy invoice created in a period that is now locked.
We emailed it to ourselves to see if if does send as the records on the invoice no longer update
The invoice was delivered, however there is no longer any record on xero that the invoice was emailed and we are unable to track that it opened
This is a function we previously had. Please could this be reinstated as we are no longer able to track automatically when reminders and copy invoices are issued direct from the system