Settings and activity
16 results found
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5 votes
An error occurred while saving the comment 
Debbie Savill
supported this idea
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7 votes
An error occurred while saving the comment Debbie Savill
commented
Agree, Freya.
Then you can also see what the changes have been between the older reports published and the revised GST Return.An error occurred while saving the comment Debbie Savill
commented
Agree, Arran.
We usually publish and then attach to a document pack from published reports also.Debbie Savill
shared this idea
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5 votesDebbie Savill
supported this idea
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77 votesDebbie Savill
supported this idea
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497 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
An error occurred while saving the comment Debbie Savill
commented
Yes, please much needed feature!
Debbie Savill
supported this idea
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90 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
An error occurred while saving the comment Debbie Savill
commented
Also, the ability to be able to add and save contact details like you do in Xero ask - so that you are not typing in the email address for the individuals who sign each time. Particularly when sending documents to an organisation, the person signing may be different to the main contact which is on the client record i.e. a general email vs a personal email that they sign into Xero with. These are very often different emails.
Adding documents to a pack is less confusing for everyone, as there is only one pack in the system. Setting up a new pack means there is an additional canceled pack in the system. The whole setting up process can take longer than adding a document as well, if you have to enter all the client details for signing again (can be multiple people) and the cover email etc.
Also, please can we have a custom cover email for different situations - ie. GST, Income Tax, Minutes etc. There is the ability to set up custom templates in Xero ask, so why can't we have this feature in document sign?
An error occurred while saving the comment Debbie Savill
commented
Yes this. Also, to be able to have a customisable template for the covering email. And being able to set up and save contacts, that sign documents often. These features are both available under Xero Ask.
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121 votes
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36 votes
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19 votes
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9 votes
Thanks for the image, Julie.
Not possible atm - Appreciate this detail might be useful, however considering a single invoice can have a different tax rate and account per line it would be quite hard to represent this in the screen.
Perhaps the Payable Invoice Detail report could be useful instead?
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178 votes
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149 votes
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103 votes
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126 votes
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347 votes
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224 votes
Yes, this is critical to workflow. Especially when you need pdf or photos to accompany quotes.