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91 results found
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35 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
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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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5 votesVicki Carlisle
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18 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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27 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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175 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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23 votesVicki Carlisle
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162 votes
Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.
Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.
We'll keep you in the know here of any progress or updates for this feature.
Vicki Carlisle
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124 votesVicki Carlisle
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33 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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4 votesVicki Carlisle
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13 votesVicki Carlisle
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4 votes
An error occurred while saving the comment Vicki Carlisle
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In the Hubdoc app, to add a tag/tracking category requires opening to a new screen, selecting the tag, then going back to the original screen to Save the tag.
1. Can we have the Tags available to select on the first screen as soon as we add the image;
2. Can we have tags autosaving;
3. Failing that, add a Save button on the Tags screen so we don't need to go through three screens just to add a tag?Vicki Carlisle
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43 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
An error occurred while saving the comment Vicki Carlisle
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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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11 votesVicki Carlisle
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14 votesVicki Carlisle
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Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
514 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Vicki Carlisle
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72 votes
Hi Lilly, with Xero expenses you can upload a copy of a receipt and have it auto capture the contents to create an expense through the app - See more on this here
Is there a reason you'd prefer to email receipts to your org over the existing method? Will help when sharing back with the team.
Vicki Carlisle
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38 votesVicki Carlisle
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49 votes
An error occurred while saving the comment Vicki Carlisle
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We really need a date restriction in Hubdoc to stop it posting into 100 years earlier. How it even interprets 20/10/23 as being 1923 is crazy. Ideally the lock period in Xero would link through and limit what can be done in Hubdoc, but in the absence of that functionality it should be able to be set in HubDoc
Vicki Carlisle
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20 votesVicki 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}