Settings and activity
17 results found
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1 vote
Jen Heath
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3 votes
Understanding wanting a resolve to help you keep moving efficiently while you work in Xero. Having just tested this myself I was able to preview PDF's from the files library in my browser (Chrome and Firefox). Is it possible you have a browser extension such as AdBlock that could be preventing you from viewing files?
An error occurred while saving the comment Jen Heath
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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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190 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
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297 votesJen Heath
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21 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
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22 votesJen Heath
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7 votesJen Heath
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30 votesJen Heath
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28 votesJen Heath
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32 votesJen Heath
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26 votesJen Heath
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44 votesJen Heath
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114 votesJen Heath
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3 votesJen Heath
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291 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
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78 votesJen Heath
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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.