Settings and activity
99 results found
-
324 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Vicki Carlisle
supported this idea
·
-
81 votes
An error occurred while saving the comment Vicki Carlisle
shared this idea
·
-
1,327 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
-
30 votes
Hi team, while we intend to explore more controls of notifications long term I want to be upfront that we don't have any plans for changing the existing invoice notifications in the near term.
There are also factors on the recipients email providers end that could make this notification difficult to provide with certainty.
Right now, you'll see an event in the history of an invoice when an invoice is sent from Xero, and you could also choose to send a copy to self as a measure to ensure the invoice can be received in your own email inbox. If you'd prefer these not appear in your direct inbox you could set up a filter to route these to a folder.
We appreciate the interest here but want to be honest and open with you here.
An error occurred while saving the comment Vicki Carlisle
commented
Just adding that this should be a NOTIFICATION to make it obvious it hasn't been sent, the existing system requires a few clicks by the user to go searching for that information in the invoice listing - and why would you search for it when as far as you know the invoice and the reminder/s were sent?
An error occurred while saving the comment Vicki Carlisle
commented
Invoice Reminders - if a reminder is not sent because an email address is missing, please send a notification so the user is aware nothing has been sent.
Vicki Carlisle
supported this idea
·
-
30 votesVicki Carlisle
supported this idea
·
-
29 votes
Thanks for your patience whilst your idea is gaining traction.
We've reviewed your idea and can see that it's been steadily gaining community support.
Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will update you if there are any changes.
An error occurred while saving the comment Vicki Carlisle
commented
Commonsense to put the related date on the report!
Vicki Carlisle
supported this idea
·
-
90 votesVicki Carlisle
supported this idea
·
An error occurred while saving the comment Vicki Carlisle
commented
Allow complete flexibility in setting user roles and permissions, rather than the limited pre-set roles.
-
118 votes
Totally understand how notifications of errors can improve efficiency and handling of returns in Xero Tax (AU). Thanks for all your input and sharing on this idea, everyone.
While we have a few pieces of work underway atm, this is something our team are looking to develop. We're going to move this to Under Review and as we have more info and progress we'll return to share this with you all, here. 🙂
Vicki Carlisle
shared this idea
·
-
46 votes
-
38 votesVicki Carlisle
supported this idea
·
-
267 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Vicki Carlisle
supported this idea
·
-
633 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Vicki Carlisle
supported this idea
·
-
109 votesVicki Carlisle
supported this idea
·
-
14 votesVicki Carlisle
supported this idea
·
-
17 votes
Thanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
Vicki Carlisle
supported this idea
·
-
157 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Vicki Carlisle
supported this idea
·
-
158 votesVicki Carlisle
supported this idea
·
-
24 votesVicki Carlisle
supported this idea
·
-
28 votesVicki Carlisle
supported this idea
·
Just to clarify, I'm referring to invoices from Xero Australia to partners and subscribers.