Settings and activity
5 results found
-
34 votes
An error occurred while saving the comment
Keana Taylor
supported this idea
·
-
19 votes
Hi everyone, thank you for continuing to share how being able to set a default account for Projects would be useful to you.
Being upfront this isn't something that we have in the pipeline at present, however the additional feedback here is useful for our teams and we are continuing to track support through this idea.
While not a direct solve, a few months ago we introduced a new feature in reports where you can now drag and drop up or down a column within your invoices - so if you are updating all accounts of your invoices you could update the first cell and then drag from the blue dot in the bottom right corner down the column.
We will share if there are any further updates.
Keana Taylor
supported this idea
·
-
20 votes
Thank you for submitting your idea and highlighting the changes that matter most!
We've completed our review, and now it’s time for the community to show its support. You idea can now be shared with any colleagues who would benefit, encouraging them to cast their vote.
Other members can also add comments to share more detail about how this change would improve their experience with Xero. Keep sharing and tracking its progress!
An error occurred while saving the comment
Keana Taylor
commented
Under the plus sign for things that can be quickly added, please include a link to a time entry in projects
Keana Taylor
supported this idea
·
-
15 votes
Keana Taylor
supported this idea
·
-
130 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
An error occurred while saving the comment
Keana Taylor
commented
Xero - I see Kelly's comment from April. Could I, as a new customer, push back and ask the question this way: What do you need to see from your customers - other than them leaving you for a competitor - as to the criticality of this in order to get the feature added?
I desperately need a way to annotate a project to identify the rainmaker. That is not a function of a transaction, but rather of the entirety of the project.
Keana Taylor
supported this idea
·
What can we do as a customer base to get this seemingly simple sorting feature implemented?