Settings and activity
5 results found
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274 votes
Thank you for your on-going input and attention to the idea here, everyone.
We will keep you updated on change for being able to add new tracking options when using new invoicing here, however if there are other items that you'd like to see developed please do make sure you've joined and are following updates for these too.
I can confirm our team have work underway to improve the line item grid where you enter detail of your invoice. Part of this work includes the ability to add new tracking options without navigating away from the invoice.
For now we'll move this idea to working on it and I'll be back to share when there's more news of this going live for you all.
Samantha Thun
supported this idea
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11 votes
Is there a specific report or reports you'd like to do this with, Suveera.
Xero analytics is one way of getting more of a visual view of an organisations performance, or alternatively you'll find there are a couple of reports like the Income and Expense by Contact reports that enable you to show a chart of your top 10 customers or suppliers.
Samantha Thun
supported this idea
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5 votes
We appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).
When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.
Samantha Thun
supported this idea
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37 votes
An error occurred while saving the comment Samantha Thun
supported this idea
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94 votesSamantha Thun
supported this idea
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Often I need to make changes to an already paid invoice and if this was paid as part of a batch payment, it makes the process of deleting the payment, changing the invoice and then redoing the payment extremely lengthy. I'm aware you can edit certain fields on a paid invoice, however I would suggest we should be able to add / remove lines. For example, if I sold 128 of something at a price, but then it turns out it was 64 of one and 64 of another, I cannot change this without doing the above.