Settings and activity
17 results found
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2 votes
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Jen Heath
shared this idea
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3 votes
Thanks for the detail in your last message, Carlo. We appreciate some users may expect this to work differently, however as you have noted the files preview for PDF's is driven by the browser settings.
If you're finding your PDF's download rather than being able to view them in your browser we would recommend looking at your browser settings to make sure the option to view in browser has been selected (as per the screenshot you shared).
Being upfront this is not behavior that we're looking to change in the near future.
An error occurred while saving the comment Jen Heath
commented
I note this issue also occurs in Firefox. Xero has advised that the issue has to be solved at the browser level so we may be hard out of luck, but perhaps Xero's dev team could ensure the PDF preview process is operating as efficiently as possible, or find a way to 'work around' these browser issues.
Jen Heath
supported this idea
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2 votes
An error occurred while saving the comment Jen Heath
commented
Surprised this doesn't have more votes - every time I enter a rental schedule on an AU individual tax return, I'm left opening last year's PDF tax return to review exactly which line-items I entered last year. For eg 'council rates' where I'm entering a single total, I shouldn't need to add a schedule line just so I can guarantee I'll catch it and compare to it next year.
Jen Heath
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204 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
An error occurred while saving the comment Jen Heath
commented
I can only further agree with the existing comments. As a start, I cannot believe that the Organisation Settings even have a field that is called 'legal / trading name' given that legal name and trading name are two completely separate things.
Someone in the Dev team has decided to draw on this thinking it's a 'trading name' when for various requirements, the entity's legal name does have to be in this field, and as a result this is causing major issues.
Surely the simple fix, which is required immediately, would just be deleting this legal name header from the top of the e-mail template entirely (given we can't edit it in any way) and only reinstating it when it is either editable or when the organisation settings are flexible enough to allow for multiple trading names.
Jen Heath
supported this idea
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297 votes
Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better.
We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ.
Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.
We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit…
Jen Heath
supported this idea
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23 votes
An error occurred while saving the comment Jen Heath
commented
This option would be fantastic, and I'm always amazed when it turns out 'contains' is not matched with 'does not contain'.
As an example, many tradies often buy fuel from 'BP' in various suburbs. However, many tradies also make payments labelled 'BPay'. Being able to set up a rule that 'contains "BP" and does not contain "BPay"' would be amazing.
Jen Heath
supported this idea
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3 votes
Thank you for your contribution and support on the idea. We understand that the ability to easily save and close in one click would benefit your workflows, however to be upfront we don't have direct plans for making this change within the payslip in the foreseeable future.
We appreciate this is not the news you’d hope to hear, but we'd like to be open and transparent with you on this, here.
Jen Heath
shared this idea
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22 votesJen Heath
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102 votesJen Heath
supported this idea
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An error occurred while saving the comment Jen Heath
commented
Allow a practice-wide setting to default postal address to client's postal address/main address, rather than agent address. Same applies to phone number and e-mail address.
I'll admit I'm brand new to Xero Tax, but the returns I have created so far default to Agent Postal Address, whereas all of my returns always use client postal address. Instead of having to toggle/switch this for every return (and in due course no doubt missing one at some point), it would be great to have a practice wide setting. "On Tax Return forms, postal address should default to [client address]/[agent address]".
Similarly, my agent mobile number is flowing through to the return, instead of the client's mobile number (which is what the ATO actually wants to have shown). The client's e-mail address similarly does not flow through from their client listing to their return.
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33 votesJen Heath
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28 votesJen Heath
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34 votesJen Heath
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27 votesJen Heath
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44 votesJen Heath
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121 votesJen Heath
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3 votesJen Heath
shared this idea
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309 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
Jen Heath
supported this idea
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I accidentally claimed 0% of my clients five-figure investment management fees and had to amend the next year, feeling like a peanut!