Settings and activity
86 results found
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8 votes
Hi Heiko, even if you were to hide the bank account from the dashboard, if the user has permissions that enable them to access bank accounts they would be able to view this information somewhere else.
It sounds like you'd be interested in the idea across here asking for the ability to restrict access to bank accounts. Would this be correct?
If so, I'll merge to keep this feedback altogether.
Kelly Mansell
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21 votesKelly Mansell
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8 votesKelly Mansell
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48 votesKelly Mansell
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46 votesKelly Mansell
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1 vote
Hi Kelly, thanks for the screenshots. Seeing as this email is sent by ApprovalMax we'd recommend connecting with their support to see if this is something they can change or would consider extending their integration for. Many of our app partners designed and built their integrations with Xero themselves and are best placed to confirm how this works and make changes to it.
Kelly Mansell
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129 votes
Hey everyone, a big thank you to everyone who's voted and shared feedback on this idea overtime. We've heard your desire for changes to expense notifications.
Great news! Our team is currently working on this, and we anticipate rolling out an update very soon. Once live, every user with an expenses approver or admin role will get an email notification when an expense is submitted and ready for approval.
Also, once an expense is approved the user who submitted it will receive an 'expense was approved' email notification.
I'll keep you posted and confirm here once the changes are live.🙂
Kelly Mansell
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57 votesKelly Mansell
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16 votesKelly Mansell
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3 votesKelly Mansell
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85 votes
An error occurred while saving the comment Kelly Mansell
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10 votesKelly Mansell
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13 votesKelly Mansell
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20 votesKelly Mansell
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44 votesKelly Mansell
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An error occurred while saving the comment Kelly Mansell
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Please allow the ability to copy text from an invoice when uploading to Hubdoc. I have to have a PDF open as well, so I can copy/paste information from the invoice into Hubdoc.
Not being able to copy/paste means there is more room for error, as you have to type out each detail.
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3 votesKelly Mansell
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2 votesKelly Mansell
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240 votesKelly Mansell
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75 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Kelly Mansell
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3 votesKelly Mansell
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Please allow the ability to click invoices you want to change, and then bulk edit. You should be able to change date, expenditure codes, project codes, description, etc as a bulk edit . This would save a lot of time if you are repeating the same details on each invoice.