IAN BOURNE Cloud2020

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?!

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 then builds the figures for the VAT return.

Sage Line 50 goes one step further I believe and also has a report that shows the quarterly transactions with companies in other EU countries to support completion of a form that has to be returned showing the total value to the named company and their VAT number.

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 | General then click the show more, and in the Locale ID box change 1033 for 2057.

It would be really useful to have a global set up screen so this can be set as the default (or whatever is required as the default) rather than have to change each user.

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 want to save the changes to this record?

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 permissions set.

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

When I click to add an employee there are two compulsory fields:

First Name

Last Name

If I complete these two fields and try to exit the form I get an error message:

The page has an error.  Correct the error or try to revert the change

but there is no indication what the error is.

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.

I am trying to create an order from a vendor to enable payment.

I have brought in the invoice using the OCR mail service, all looking good.

I am trying now to create a PO but an error comes up saying the VAT number is not valid.  The formats allowed are GBXXXXXXXXX, etc.  The Belgium VAT numbers seem to have one too many numbers.

Or am I missing something?!

Without being able to add the VAT number the vendor cannot be validated for payment.