Settings and activity
4 results found
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541 votes
Appreciate the momentum behind this idea everyone, and we very much understand wanting an update on this idea.
With a refreshed purchase orders experience currently being rolled out to customers this is a feature being considered by product, considering the new technology that purchase orders is built on.
I can't provide confirmation just yet but want you to all know that your support and feedback for being able to assign a purchase order to a project is heard and as soon as I have an update will share this with our community here. Thanks
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Lynsey Thomson
supported this idea
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269 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Lynsey Thomson
supported this idea
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74 votes
Hi everyone, we appreciate why you’d like a report that provides visibility of VAT late claims to streamline your reconciliation processes, especially around year-end and for monthly VAT returns.
Currently, it's possible to use the Account Transactions report to manually reconcile against filed VAT returns, although we get the desire for a more automated solution.
This isn’t on the team’s roadmap at present, however this is something we'll continue to consider how we accommodate these needs in future planning for tax reports in Xero. I'll be sure to let you know if there is any movement to share, here.
An error occurred while saving the comment Lynsey Thomson
commented
Perhaps also to have a column available from the TB transactions which shows what VAT return each item has been on or due to be on if VAT return not run. I think both this and the Late VAT claims report would be a great help.
Lynsey Thomson
supported this idea
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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Lynsey Thomson
supported this idea
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I must say this is disappointing as it is a feature that many of our clients want to utilise. This is a crucial part of any job costing analysis, which, having projects function in the system, would suggest you are able to achieve.