Settings and activity
94 results found
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47 votes
Kelly Mansell
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69 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
An error occurred while saving the comment Kelly Mansell
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3 votesKelly Mansell
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10 votesKelly Mansell
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10 votes
Hi community - There are a few shortcuts that can help you get around and create transactions from many screens in Xero.
The '+' icon next to Search in the blue banner enables you to create a range of different document types, similarly there are shortcuts that can be entered in Search from the blue navigation bar that will take you to different features for example entering 'r' you can quickly select and be taken to 'All reports'
Are there other specific shortcuts you'd want to see here?
Kelly Mansell
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149 votesKelly Mansell
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5 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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19 votesKelly Mansell
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4 votesKelly Mansell
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20 votesKelly Mansell
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33 votesKelly Mansell
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1 voteKelly Mansell
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119 votesKelly Mansell
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41 votesKelly Mansell
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3 votesKelly Mansell
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14 votesKelly Mansell
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3 votesKelly Mansell
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72 votes
An error occurred while saving the comment Kelly 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.
Kelly Mansell
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3 votesKelly Mansell
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11 votesKelly Mansell
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Please allow the ability to add individual project P&L information to the web dashboard and mobile dashboard. We have project managers who look after specific projects that need to be tracked monthly/quarterly. The ability to save specific project information onto the dashboard would allow PM's to view this information at a quick glance