Settings and activity
2 results found
-
423 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment 
Christine Royce
supported this idea
·
-
69 votes
Thanks for your feedback on this idea, community. We appreciate you sharing how important consistent Profit & Loss formatting is for your workflows.
As noted by some, currently you can export the report to Excel in order to make adjustments outside Xero as needed.
To confirm, currently, if a tracking option doesn't have transactions in the period, there won't be a column for that option and there isn’t a way to show it on the report.
Being open, we don’t have any plans for changing the current behaviour and capabilities of tracking columns within the Profit & Loss report. We value your feedback and will keep this in mind as we evaluate future reporting enhancements.
That said, there are a few comments within the thread that reference the ability to show accounts that have a nil balance - Earlier this year we released an option within multiple reports to enable…
An error occurred while saving the comment Christine Royce
commented
This original post was posted over 2 years ago and this feature still hasn't been put into place. Why? Not applying these ideas is a good way to get people to change to QBO. This makes a big difference when a client requests it. The time and money spent having to add this in manually adds up.
Christine Royce
supported this idea
·
I'm very confused as to why when updating the platform, Xero didn't pull over the settings/defaults we were allowed to select and instead removed several of these. It seems to be that Xero downgraded the system rather than upgrading it. They've also taken away the ability to connect with other Xero accounts when emailing an invoice. The network key between Xero accounts doesn't show as an option anymore. We found a work around, but it's an extra few steps. We used to be able to select send the invoice where you had the option to check off whether the network should be connected or not. Now, in order to sync an invoice into another Xero login, you have to approve the invoice, go back to invoices, awaiting payments, check the box next to the invoice, then send it. This is crazy. And with this updated platform, why didn't Xero make the update so we can use a cash account when creating a journal entry. QuickBooks allows it.