Settings and activity
12 results found
-
113 votes
An error occurred while saving the comment 
AIM Admin4
supported this idea
·
-
39 votesAIM Admin4
supported this idea
·
-
30 votesAIM Admin4
supported this idea
·
-
1 voteAIM Admin4
shared this idea
·
-
80 votes
Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.
Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.
We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.
AIM Admin4
supported this idea
·
-
10 votes
An error occurred while saving the comment AIM Admin4
commented
This would be amazing to have this, as it is so timeconsuming scrolling through until to reach a total. Even if you just see the totals for each GST type (not rounded) with an option to expand if need be, would save so much time. You can do this in QBO (one of the few things I love about QBO compared to Xero).
AIM Admin4
supported this idea
·
-
28 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
An error occurred while saving the comment AIM Admin4
commented
Yes this would be a great option, especially to exclude a contact group or contact would be invaluable. Because if you use the include and take out the contacts you want, you get a big list at the top of the report, which doesn't look good and no way to hide it.
AIM Admin4
supported this idea
·
-
85 votesAIM Admin4
supported this idea
·
-
68 votesAIM Admin4
supported this idea
·
-
498 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
An error occurred while saving the comment AIM Admin4
commented
There appears to be no correlation between what the user needs and what the developers think we want. Please instigate this as a priority.
AIM Admin4
supported this idea
·
-
219 votesAIM Admin4
supported this idea
·
-
617 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
AIM Admin4
supported this idea
·
Like others have said I am surprised this is not available already. I need to run custom payroll reports with added company information for each Apprentice to claim subsidies. I have to compile from scratch at least 4 times as year. The fact I can't save this is crazy. The same applies to Super reports. I would be great to save that you can group by employee.