Settings and activity
4 results found
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2 votes
Hi Jariska, while it's not possible to add attachments within the History & notes section of a transaction, you can simply upload/attach the document within the transaction. This will not be available to the customer unless you select to include the document with the invoice. See more on this here.
Does this solve the needs you're after?
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Jariska Van Der Berg
shared this idea
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254 votes
Hi community, thanks for sharing the challenges you face around deleting invoices.
Right now in Xero, invoices with a Draft status can be deleted in bulk from the list view - simply select the invoices and you’ll see an option to Delete at the top of the list.
We understand that for many in the thread here you’re referring to the ability to bulk remove invoices that have an approved status(bulk void) and I have just updated the title of this idea to better reflect this.
This isn’t a feature we have planned at this stage, but maybe something we explore longer term as a possible enhancement to the list view. For the time being, while not within the product for those with more technical resources there’s capability via our API that you may like to consider.
An error occurred while saving the comment Jariska Van Der Berg
commented
Sales Invoices: Would it be possible to select and void multiple sales invoices at once, rather than having to void them individually? This can be quite time-consuming when there are several invoices to void.
Jariska Van Der Berg
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jariska Van Der Berg
shared this idea
·
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Jariska Van Der Berg
shared this idea
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I was thinking more specifically about the Payroll section for each employee. It would be helpful if we could attach emails and any supporting documents provided by employees, such as updated employee details or new documents they send through.
This would allow us to keep all payroll-related employee documents together in their profile and upload a new version whenever an employee provides updated information.