Settings and activity
5 results found
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25 votes
You can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
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Anita (BLETCHLEY TURF CO LTD)
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9 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
An error occurred while saving the comment Anita (BLETCHLEY TURF CO LTD)
commented
Definitely agree - I previously used QuickBooks which has this functionality so by clicking on contacts you can just start typing rather than having to do another click before you start. It's a really useful function and I miss it now that the company I work for uses Xero
Anita (BLETCHLEY TURF CO LTD)
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20 votesAnita (BLETCHLEY TURF CO LTD)
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77 votesAnita (BLETCHLEY TURF CO LTD)
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664 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Anita (BLETCHLEY TURF CO LTD)
commented
I agree - tick boxes for invoices, statements, remittances for each contact as many companies have separate email addresses for their accounts payables and remittances
I've attached the email (redacted) which I received this morning requesting that my remittances were sent to a different email address.
Anita (BLETCHLEY TURF CO LTD)
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I am almost never going to want to view the oldest transactions first - but the default option is set to oldest to newest. So means I always have to click the date in order for it to show most recent items - not sure why this isn't the default?
It would be so much more useful - please change default for all reports to newest to oldest.
Or at least give me the option to make that the default for my Xero account. Thanks