Select multiple records - bulk delete / edit
I can see how to select multiple records, e.g. customers or vendors, but then there is no functionality available with that selection e.g.
- delete the selected records
- edit the selected records (give them all a location code)
or have I missed something?!
VAT Reverse Charging
When we sell to another company in Europe, in Xero we select the VAT category '20% Expenses Reverse Charge. This shows as no VAT charged on the invoice but posts VAT and then takes it off again in the background (I'm sure there is a financial speak term for that process).
This the...
Global User Personalisation
The default personalisation is currently set to 1033 which is English (US) rather than English (UK) and in particular displays the date in MM/DD/YYY rather than the usual display option for the UK of DD/MM/YYY
To change the display requires going to:
Users Personalisation Card | ...
Change pop-up description
When you change a field in the User Permissions Sets (for example, I think it happens elsewhere too), when you tab out of the field a pop-up displays saying:
Do you want to rename the record?
It would possibly make more sense if this said something like:
Do you wan...
Security set:
When I try to edit the display name for a company I get the error:
You do not have the following permissions on TableData Company: Modify
I have SUPER permission set which supposedly gives all permissions
I cannot find the security set TableDate Company to add to my per...
TableData Account: modify
Trying to change the name of a bank account and remove an account but get the error:
You do not have the following permission on TableData Bank Account: Modify
This is despite having SUPER premissions
Refresh Button
There are times when you want to see if there have been additions made by other team members, e.g. a new authorisation request come in in the Request to Approve view. To get an update you have to close the view and reopen it.
A 'refresh' button would be very useful in this case.