Settings and activity
79 results found
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5 votes
An error occurred while saving the comment 
Vicki Carlisle
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5 votes
An error occurred while saving the comment Vicki Carlisle
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Kelly said it was delivered in this previous Product Idea but it wasn't: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/45728917-xero-tax-au-distribution-from-managed-funds-wo#{toggle_previous_statuses}
An error occurred while saving the comment Vicki Carlisle
commented
And it would be good to have an update from Xero Tax (AU) staff on this???
An error occurred while saving the comment Vicki Carlisle
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Oh finally I have found confirmation that this is affecting others. I don't understand why foreign income flows through and capital gains don't???
Surely if this can work in an individual return it can work in a trust return as well.Vicki Carlisle
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3 votesVicki Carlisle
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17 votes
An error occurred while saving the comment Vicki Carlisle
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Just bumping this, this return looks like no care at all has been taken, and I'm embarrassed to have to give it to a client.
The prefill reports we get from the ATO is in alphabetical order!
Can you please fix this?Vicki Carlisle
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21 votes
Hi everyone, we're pleased to share that we have some work underway atm that will provide what you'd like to see here. Right now, along with work for managing duplicate bills, and providing a quick view of bills we're developing a bills upload feature where you'll be able to upload or drag & drop a file from your device to create a bill in your Xero organisation. You can read more of the detail on our blog and I'll round back to share once this is released for you all.
Vicki Carlisle
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130 votes
An error occurred while saving the comment Vicki Carlisle
commented
I've struck this with the new Tap to Pay -when an invoice has been previously part paid and the customer wants to pay the balance showing - not allowed.
Vicki Carlisle
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38 votes
Hi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.
An error occurred while saving the comment Vicki Carlisle
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We still need the ability to add/edit in the Chart of Accounts screen, otherwise we are still flicking backwards and forwards?
Vicki Carlisle
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16 votesVicki Carlisle
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111 votes
Hi community, I'm pleased to share with you that the Product team are investigating the first part of this idea - to copy invoice data to a purchase order in new invoicing. There's a few other bits of work lined up before they get to this but we'll be sure to return with an update on progress once there's more news 📰
As for the second function raised here, when you raise an invoice from Projects that includes tasks, time entries or expenses, if you change the project field on new invoicing the connection with Projects will be removed. To correct this, you can either void/delete the invoice and recreate it from the project or manually mark the time entry/task/cost as invoiced.
Vicki Carlisle
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65 votes
An error occurred while saving the comment Vicki Carlisle
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Apart from sending a copy to yourself (or being able to review what was actually sent), it would be good to be able to send a cc to anyone so they are aware where the return is at.
Vicki Carlisle
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An error occurred while saving the comment Vicki Carlisle
commented
Have the ability to send a copy of the actual message/links sent to a client to our own email when we we send something for e-signing via Xero Sign. Adobe sign has this option.
This would help us because:
1. It is a professional requirement to keep a copy of all correspondence sent to clients.
2. It also would help when they call and have a question about what to do if you could have the exact copy in front of you to step it through with them.
3. When they dispute what was written in the text part of the email (eg we told them to make a payment), we have no copy and can't access or retrieve what was sent. -
90 votesVicki Carlisle
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26 votes
An error occurred while saving the comment Vicki Carlisle
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There's so much blank space on the Contact screen - use it to show groups, and/or allow us to choose what columns to show (group, phone number, ABN etc).
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159 votesVicki Carlisle
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3 votesVicki Carlisle
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608 votes
Hi team, thank you to those that engaged our team through the research of the new invoicing layout. With help and input from you all we have released improvements to the layout of new invoicing that involves shifting the placement of some fields and buttons which has also helped to reduce white space and condense the view.
Hearing about the differing flows and how many customers enter data when invoicing has helped inform where fields and buttons are now placed, and in many cases helps speed up the entry of your invoicing data.
We’re continuing to explore improvements such as default options, keyboard entry of fields and pathways when adding additional options within the invoicing grid (such as Tracking, or Accounts), and we have individual ideas for these elements that we’d encourage you to join and support, which I’ve listed below.Vicki Carlisle
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7 votesVicki Carlisle
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1 voteVicki Carlisle
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1 vote
Hi Vicki, while Xero acquired Hubdoc, these are still two quite separate products. We don't have any plans for renaming tags in Hubdoc, or vice versa for Tracking in Xero. We'll get a sense of the interest for this here, however I do want just want to be open from the get go that this isn't in our plans.
Vicki Carlisle
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35 votes
An error occurred while saving the comment Vicki Carlisle
commented
When we are logged into Xero and we come over to Product Ideas, we need to log in again for some reason. Can we have this so when we are signed into Xero that login transfers over and we don't need to sign in again?
Vicki Carlisle
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An error occurred while saving the comment Vicki Carlisle
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When we are signed in to Xero and go to access Product ideas we need to log in again, why don't we just have a single sign on process?
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9 votesVicki Carlisle
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![IMG_3071[1].JPG 7902 KB](/assets/241730993/IMG_3071%5B1%5D.JPG){kind=link}
![IMG_3071[1].JPG 7902 KB](/assets/241730954/IMG_3071%5B1%5D.JPG){kind=link}
I have the same problem, please put a warning message!