Settings and activity
7 results found
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19 votes
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Tracey Lindsay
supported this idea
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An error occurred while saving the comment Tracey Lindsay
commented
Would like to be able to have a column to show where the money was spent (bank statement info) as we find if clients choose a generic name in the Description, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
We have clients that will often use a generic name in the "who" box and we cannot tell where the money was spent when reviewing without going into each one. We have suggested they use where the money was spent in the "who" box, but they don't always comply. -
13 votes
An error occurred while saving the comment Tracey Lindsay
commented
If updating a client address or email address, have this automatically update EVERYWHERE for the client from one place, including Repeating Invoices and Statements. We have had issues where we update the email address for a client in blue Xero and in XPM but this has not updated for the repeating invoices, so these have continued to go to the old email address. Same with Statements.
Tracey Lindsay
supported this idea
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22 votesTracey Lindsay
supported this idea
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35 votesTracey Lindsay
supported this idea
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65 votesTracey Lindsay
supported this idea
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250 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Tracey Lindsay
supported this idea
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38 votesTracey Lindsay
supported this idea
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Would like to be able to have a column to show where the money was spent (bank statement info) as we find if clients choose a generic name in the Description, eg "Travel" when you are trying to review their coding, you have to click into each transaction to see where the money was spent.
We have clients that will often use a generic name in the "who" box and we cannot tell where the money was spent when reviewing without going into each one. We have suggested they use where the money was spent in the "who" box, but they don't always comply.