Settings and activity
21 results found
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107 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
Emelie Poirier Bankston
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1 voteEmelie Poirier Bankston
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2 votesEmelie Poirier Bankston
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3 votesEmelie Poirier Bankston
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2 votesEmelie Poirier Bankston
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3 votesEmelie Poirier Bankston
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86 votesEmelie Poirier Bankston
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43 votes
An error occurred while saving the comment -
4 votes
An error occurred while saving the comment Emelie Poirier Bankston
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Have the ability to see a bank statements and credit card statement while in Xero like QBO has it set up. Now I have to log into each bank acct to print out the bank statements whereas if it were aleady in pdf form in the orginaztion I would just have to print it out. This feature is so nice to have in QBO, would be great too in Xero.
Emelie Poirier Bankston
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104 votesEmelie Poirier Bankston
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55 votesEmelie Poirier Bankston
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7 votesEmelie Poirier Bankston
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2 votesEmelie Poirier Bankston
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3 votesEmelie Poirier Bankston
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29 votesEmelie Poirier Bankston
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4 votes
Hi Vashte, appreciate change can take a little getting used to.
However, we can help you out here! While the Save and exit is always available when adding or editing a contact you can simply click through each section.
The detail you enter between section will hold until you leave the page - So, you can enter in all your details before selecting Save and exit.
Emelie Poirier Bankston
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135 votes
Hey community, thank you for your continued interest in this idea.
Wanted to provide an update here as it's been a while since we last spoke to duplicate contacts.
I do understand that, at face value, this seems like a quick fix. However, as the contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect support for duplicate contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and I will update you here as soon as there's more work to share.
Emelie Poirier Bankston
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49 votesEmelie Poirier Bankston
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113 votesEmelie Poirier Bankston
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14 votesEmelie Poirier Bankston
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Same problem here as above. We should be able to edit all components on the layout.