Settings and activity
7 results found
-
5 votes
An error occurred while saving the comment 
Selina Owen
supported this idea
·
-
46 votesSelina Owen
supported this idea
·
An error occurred while saving the comment Selina Owen
commented
Could you add the option to change the supplier/customer name on the Costs inbox and Sales inbox pages, rather than having to open each individual invoice to change it?
-
2 votesSelina Owen
supported this idea
·
-
6 votes
An error occurred while saving the comment Selina Owen
commented
This really needs to happen - I have customers who have been spelt incorrectly and need merging or deleting as the wrong spelling (on the imported document by client!) keeps being picked up and then makes another record on Xero!
Selina Owen
supported this idea
·
An error occurred while saving the comment Selina Owen
commented
As the wrong spelling of a customer is in Xero and merged, the customer cannot be deleted. The name is generally spelt wrongly on the sales invoices sent to Dext, so it would just keep creating a new customer if the wrong spelling was deleted. Merge would hopefully avoid this.
-
2 votesSelina Owen
supported this idea
·
-
4 votesSelina Owen
supported this idea
·
-
6 votesSelina Owen
supported this idea
·
Can you change back to when a rule is changed, it updates everything for that supplier or customer in the inbox, or at least if you change a rule when you have the next invoice if you press Apply, that change will apply to that invoice?
I have done a split rule for a customer who charges annual fees, I have uploaded all their sales invoices, only to then realise that they have increased all their prices. I now have to go into each invoice to change each line on the split. Not sure why this was changed to only new items in the inbox?