Settings and activity
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165 votes
Hi everyone, we appreciate the interest in being able to add dates to individual lines of an invoice. Currently our team are focused on improvements to new invoicing and we want to be upfront we don't have any plans for adding a date column to the details grid within an invoice atm.
Right now if you do require dates for individual line items we'd recommend adding these within the Description field of the line.
We will continue to review this as we continue to evolve the product. If there are any updates or changes, we'll share this all with you through the idea here. Thanks
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Vicki Carlisle
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6 votesVicki Carlisle
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3 votesVicki Carlisle
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7 votesVicki Carlisle
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122 votesVicki Carlisle
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6 votes
An error occurred while saving the comment Vicki Carlisle
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I have the same problem, please put a warning message!
Vicki Carlisle
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7 votes
Appreciate the conversations here. The other idea linked in this conversation that we delivered on was for the ability for information to flow from the Trust Return(TRT) to Individual Returns(ITR) which is facilitated with the Trust Income Schedule,
This is slightly different in that you're wanting information from the CGT worksheet to flow through to a TRT.
Right now non ITR's will need to create a CGT worksheet after the Trust Income Schedule, we appreciate wanting to see further improvement in this space for non ITR's to create a CGT event in a worksheet. It's something we looking to implement in the future but don't have a timeframe on atm. I'll let you know here if there are any changes. Thanks
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
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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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4 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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22 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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137 votes
An error occurred while saving the comment Vicki Carlisle
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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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39 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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17 votesVicki Carlisle
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125 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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67 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
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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. -
91 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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3 votesVicki Carlisle
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713 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Vicki Carlisle
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7 votesVicki Carlisle
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19 Nov 2024 - Adding dates IS an improvement, and one that users are requesting!
Maybe Xero developers could tell us which improvements they are 'focused on' and the USERS can decide what is important to them?