4 results found
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ATO Account/s link for reconciliation purposes
Have an ATO account link to be able to reconcile the Xero account for the ATO Activity Acount and respective ATO Income Tax Account - and if relevant FBT account, etc.
13 votesWhile the idea is clear and well-articulated, the request for a direct "link" to the ATO constitutes a request for a third-party integration, which is explicitly listed as a quality that disqualifies an idea from proceeding to the "Existing Functionality" or "Gaining Support" classifications.
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Fix Journal Balancing Bug
When preparing Journals, I've repeatedly found a bug where it gives the warning that "Debit and Credit totals must match", and won't let you save the draft journal even though the debit and credit totals do match. I have to then cancel the journal and start again, which is especially frustrating when preparing large journals.
3 votesSorry to hear the troubles you're running into here, Wesley . If you're experiencing performance issues, or some thing isn't working as you'd expect it to, it's best looked into with a closer lens.
Please raise a case with our Xero Support team on Xero Central and our specialists can investigate with you 1-1. Thanks!
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Refreshing the data causing more work
We need the ability to be able to see which accounts have changed when we refresh the data as the work flow at the moment makes it more cumbersome for example:
- preparer drafts manual journals > marks as ready for review
- reviewer reviews and says everything looks good ok to post manual journals
- preparer posts manual journals and updates the status of everything to ready to review as they go and then when they refresh everything goes back to rework required
3 votesHi Natalie
Thanks for sharing your idea with us.
The scenario you’ve described—where refreshing the data causes items to revert to “Rework Required” after they’ve already been posted and reviewed—suggests that something in the workflow isn’t behaving as intended.
Because this appears to be unexpected product behavior (rather than a feature request), it doesn’t meet the criteria for a new idea and is instead classified as Feedback.
Next Steps
Since the issue directly affects your workflow and may indicate a bug or design flaw, it should be raised with Xero Support so they can investigate.
Please contact Support and include:
- The specific report you’re using
- The exact steps taken by both the preparer and reviewer
- When the “Refresh” action is triggered and how the status changes
- Details of the manual journals involved, if possible
This will help the support team review the refresh/status behaviour and ensure everything is working as designed.
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URL linking doesn't always work
We link to workpapers in Sharepoint but as we are using the new workpapers we have noticed that some URL links work fine while others show a "404 Not Found" error despite it being correct.
Not sure but it may be due to the link being a PDF.
1 voteAppreciate you feeding back on new Workpapers, Stephen. Checking in with our product team this isn't the expected behaviour and something that would be best investigated by our Xero Support team so we can get the right details to escalate to product.
If not already, please do raise a case about this through Xero Central. Thanks!
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