4587 results found
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Business Activity Statement - To automatically calculate Fuel Tax Credits
Ability to automatically calculate Fuel Tax Credits in the Business Activity Statement.
Purpose: It can save user’s time when calculating fuel tax credit, rather than doing it manually.
58 votesHi community, we appreciate the interest this idea has received. Sorry we haven't engaged with you on this idea sooner.
We understand being able to efficiently track and calculate fuel tax credits is important to you all who've supported this, however we want to be transparent that this isn't a feature we're looking to develop in the near future.
If you haven't already found a means to track this I wanted to share a method that could help. In Xero you could create untracked Inventory Items for each fuel type. When you enter purchases for fuel, you'd select the appropriate item, entering the number of litres into the Qty field, and the price per litre into the Unit Price field.
You could then use the Inventory Summary report to view the quantity of the fuel purchased during a date range.
If there are any changes around this we'll share with you…
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Payment services - Auto Calculate Credit Card Fee or online payment fee and show on Invoice
To make the credit card fee or online payment fee visible in the invoice.
Purpose: Vendor/customer will be able to see how much exactly they’re being charged.
34 votesThanks everyone, we understand the interest for being able to pass on credit card and payment service fees to your customers.
Atm, as some of you have noted - if you're using or set up Stripe as a payment service for your organisation you'll have the ability to pass processing fees onto your customers. This'll be included in the Invoice total when the customer clicks on the Pay now button in your invoice - you can read up on and follow steps on this here.
- You can also use an advanced invoice template to show this on the invoice to your customer.
Outside this service, while not automated there are ways to represent and pass on fees to your customers;
- Add detail to your invoice payment terms so this is clear to your customer
- If there is a default fee that'd be charged you might like to set this up…
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Files - Control/edit the name of PDF files sent from Xero
Ability to edit the PDF name when sending PDF attachment from Xero.
Purpose: Users’ can name their attachment with their business name.
74 votesHi everyone, appreciate and why you'd like to rename files. Our teams are aware of the interest in this and will consider for future enhancements, however we want to upfront that there are no immediate plans just yet. If there is any progress around this we will be sure to share with you on the idea, here.
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Expense claims - Recurring expenses
Ability to create recurring expenses in expense claims area in Xero.
Purpose: To save users’ time from entering their regular expenses in Xero manually.
54 votesThanks for the detail and support shared for this idea, everyone. We understand how recurring expenses would enable efficiencies when you frequently have expenses of a similar nature (like subscriptions). Currently there is work needed within expenses to enable us to develop future capabilities. We're keen to continue tracking the interest in this through the idea here, and as soon as we're in a better position to be able to dive deeper this work we'll share any progress with you all here. So, while not in the plans at present, please keep sharing detail of your needs and supporting in the idea here.
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Navigation - More keyboard shortcuts in Xero
Creating more Keyboard shortcuts in Xero.
Purpose: Save time and create efficiencies.
47 votesHi community, as many will have seen in our updates about new invoicing we’ve been releasing many improvements to the new experience including keyboard shortcuts that will also interest many in the idea here.
At the end of 2024, we made an update so all date entry shortcuts will now also work within new invoicing. Along with this and listening closely to our customers feedback, we’ve most recently delivered some new keyboard shortcuts specifically for new invoicing. These shortcuts help users quickly perform common actions while invoicing to save the need of using your mouse and clicking around. Shortcuts include things like; different options when Approving or updating your invoice, being able to Preview, or Print your invoice, through to sending your invoice to a customer. You can view the full list of shortcuts that can be used in Windows and Mac, as well as all other shortcuts available across…
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Organisation settings - Remember my settings preferences in Xero
Ability to save and remember users’ settings in Xero (e.g. view of chart of accounts).
Purpose: Each users’ in Xero org have their own settings preference, and by enabling this feature, it’ll improve their workflow.
27 votesHi team, while not relevant to all areas of Xero atm. As we continue to develop the product you'll find there are many places where teams are beginning to add improvements to behaviours such as Xero remembering your last selection.
For example, in the Products and Services page(Inventory items) if you make a change to the number of items shown, and navigate away from the page when you return this selection is remembered. A couple of exceptions to this is when you change browsers, or if you're using incognito mode or a private browsing page.
We appreciate there are more places across Xero you'd like to see these behaviours and we'll keep you updated of more improvements here.
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Dashboard - Watchlist for Tracking categories
Ability to see tracking watchlist on the Xero dashboard.
Purpose: To save users’ time from clicking and going through multiple pages.
18 votesHi everyone, unfortunately while we started work that would impact this feature, this has had to be put on the back burner for now with a few other pieces of work taking priority. We'll shift back to submitted for now and be sure to update you of any movement surrounding the idea, here.
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