Settings and activity
38 results found
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13 votes
Christopher Le
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238 votesChristopher Le
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97 votesChristopher Le
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28 votes
An error occurred while saving the comment Christopher Le
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6 votes
HI Jill, appreciate you posting here, not knowing where else to go.
For something that appears to not be working as it should or where you're having performance issues in Xero - these are best to raise with our specialists at Xero Support where we have tools to investigate, triage any issues and escalate with our team if needed.
When it comes to new invoicing we've communicated a lot of the changes and what's coming up through our Xero central page here. Otherwise, you'll also find many ideas for changes across product ideas here that I'd recommend joining for updates where you're interested. Searching 'New invoicing' on the main page of the site should help you find a list of the different features.
An error occurred while saving the comment Christopher Le
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see CX0015377165. I was informed on 5/8/24 that the HELP repayments on green xero tax estimate is being calculated incorrectly.
It would help if xero has a dedicated errors page to notify users of potential bugs/mistakes so that when we do advise our clients, we can provide them accurate information and disclaimers - such as telling them that the tax estimate on xero is currently not working, so we will have to prepare you a separate but correct tax estimate.
Christopher Le
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5 votes
An error occurred while saving the comment Christopher Le
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I refer to CX0015391762
I notice this feature has been released https://www.xero.com/au/accounting-software/accept-payments/tap-to-pay-android/However, just some notes its missing:
- invoices > $100
- surcharging to clients
- integration with apple devicesAn error occurred while saving the comment Christopher Le
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see https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46087309-payment-services-square-payment-terminal-integra
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https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/47418152-stripe-stripe-terminal-integrationEssentially the most time-consuming matter for me is marking invoices that were paid in-person over the eftpos terminal.
I want a terminal integration (square, tripe, zeller, etc) where the terminal can pull invoices number from xero, and we can automatically mark said invoices as paid once a customer taps and pays on the terminal + to easily select the paid invoices during bank rec when we have to match up the pos receive money bank transactions
these programs can already achieve this via the virtual terminal. I want the same thing for the physical terminal for in-person payments.
Christopher Le
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633 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Christopher Le
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2 votesChristopher Le
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Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
12 votesChristopher Le
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12 votesChristopher Le
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23 votesChristopher Le
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18 votesChristopher Le
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53 votesChristopher Le
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24 votes
An error occurred while saving the comment Christopher Le
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to add a column to your reports with blank fields to enter figures of my choosing
Christopher Le
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80 votesChristopher Le
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1 voteChristopher Le
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1 vote
Hi Christopher, few ideas rolled up in the one here. We ask that each idea be separate on the product ideas forum so others in the community know exactly what they're voting for and we can share with the correct product teams, and keep you updated on any progress on the site.
Also appreciate you referencing your case numbers with Xero Support however they don't really help others in the community.
For your idea on adding more fields to the report - we have another here that you may like to also join and vote on.
I'll update your idea here to reflect your second request for being able to open a clients tax return form within Practice Manager.
I welcome you to create individual posts for your other 2 ideas here also.
Christopher Le
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2 votesChristopher Le
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Christopher Le
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8 votesChristopher Le
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An error occurred while saving the comment Christopher Le
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and to add a filter setting so we can filter out the payables vs the refundables
Also the same idea was posted here https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/47507228-xpm-xero-tax-show-refund-payable-amount-in-clien
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3 votesChristopher Le
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I refer to CX0015125030 CX0015456777
I need some staff to have INVOICE ONLY permissions where
- they can send receipts and invoices
- they cannot see the bank balance
- they can only see selected bank accounts to apply payment to