Settings and activity
35 results found
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38 votes
Thanks for sharing, Jose. While not a complete solve for what you're asking here - atm, once you add a line you can then move this to wherever you'd like it to sit in the invoice.
Just drag & drop from the 6 dots in far left column ij the new invoice experience. 🙂
Luke Abbott
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189 votesLuke Abbott
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28 votesLuke Abbott
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46 votesLuke Abbott
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31 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.
Luke Abbott
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38 votesLuke Abbott
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45 votesLuke Abbott
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495 votes
Hi Community! 👋 we're progressing well with our inventory permissions development, with plans to progressively roll this out early in the new year. We'll be providing a Products & services permissions set for the Invoice only role.
You'll have the ability to choose;
- No access
- View
- View and create/edit
- View, create/edit and adjust stock
I'll round back again as this begins to rollout. 🙏
Luke Abbott
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77 votes
Hi everyone, thanks for sharing your feedback on this idea. We appreciate you explaining how important more control over lock dates is for protecting your data integrity and supporting your workflows.
As part of our wider review of roles and permissions across Xero, we’re pleased to let you know that this is a feature that we’re exploring controls in and reviewing the viability of. We'll keep you updated here as our plans shape up further.
Luke Abbott
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An error occurred while saving the comment Luke Abbott
commented
Lock dates are helpful to restrict general user access after a month has passed and trying to prepare month end management accounts. However with multiple different roles and the need to pair up Xero with a standalone sales system a wider range of options on lock dates would be really useful.
Example options being:
1) Ability to lock by more specific user roles (sales/purchases etc. not just adviser/not adviser)
2) Ability to lock by specific users (e.g. restrict sales staff so no further invoices can be created, but still allow accounts staff in order to continue month end reconciliations) -
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…
An error occurred while saving the comment Luke Abbott
commented
Come on Xero, I think you need to rethink as this is a standard accounts package function!
Unfortunately the suggestion of using the Account transaction report is just as unhelpful as exporting to Excel as it stops the whole flow of accounting as it can only be done at month end after all transactions are uploaded rather than matching items ongoing throughout the month - which is the benefit of a proper control account like in Sage!
Russ makes some good points as well about those who would benefit but have not voted as they are probably unaware of the possibilities unless they have previously used a competitor system.
An error occurred while saving the comment Luke Abbott
commented
This is such a useful function of so many accounting systems and I've never understood why this wasn't there in Xero from day one!
The ability to fully reconcile transactions within a control account (not a dummy bank account that you can't import journals into) should definitely be high up the list. We find ourselves reconciling multiple control accounts each month by exporting to Excel at month end and laboriously working through to match things off. (Some accounts contain 3,500-4,000 lines!!) If we could reliably match throughout the month as we go it would save hours at month end.
Luke Abbott
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497 votesLuke Abbott
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21 votesLuke Abbott
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21 votesLuke Abbott
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An error occurred while saving the comment Luke Abbott
commented
Would certainly be useful in regards to suppliers who are always paid by direct debit to be able to filter them out in some way on the bills to pay page before selecting those for bank transfer etc. At the minute we have to select all and then go through and untick the DD suppliers.
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28 votes
An error occurred while saving the comment Luke Abbott
commented
We've just started using Hubdoc to manage our purchase ledger but are running into problems due to the fact that Hubdoc does not seamlessly integrate with Xero like promised. We nearly always enter invoices in "Tax exclusive" so that you can manually adjust a tax line if required by a few pence due to rounding issues commonly found on supplier invoices.
However selecting "Tax exclusive" when entering the data in Hubdoc does not show the tax field to be able to make these minor adjustments. Even adding a line to round the invoice total does not work as the tax must agree exactly. The only very laborious work around appears to be to select tax extracted, change the tax amount to match the invoice then fudge a No VAT line to agree the overall total. This feels completely out of sync with Xero (let alone accepted accounting practice).
We need to see the tax field in Hubdoc when you have selected "Tax Exclusive" (just like Xero currently does).
Luke Abbott
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32 votesLuke Abbott
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Would value this change in relation to manual journals as well as I always believe it is good practice to have well organised and structured journals.