Settings and activity
50 results found
-
290 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Christopher Le
supported this idea
·
-
118 votesChristopher Le
supported this idea
·
-
30 votes
An error occurred while saving the comment Christopher Le
supported this idea
·
-
8 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
commented
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
supported this idea
·
-
763 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
supported this idea
·
-
Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job
17 votesChristopher Le
supported this idea
·
-
13 votes
Hi team, we appreciate your input to product ideas. While we don't have plans for bulk update of Job names right now, I wanted to share some work we've recently released for other bulk actions.
You can now update the Priority, State, Start date, Due date, Staff, Manager or Partner for multiple jobs at once. Select the jobs from the Job Manager page, click 'Bulk actions' and choose the action you'd like to make.
We'll continue to track the interest for other bulk actions for jobs and share if there is any news for you, here. Thanks
Christopher Le
supported this idea
·
-
28 votesChristopher Le
supported this idea
·
-
20 votesChristopher Le
supported this idea
·
-
66 votesChristopher Le
supported this idea
·
-
24 votes
An error occurred while saving the comment Christopher Le
commented
to add a column to your reports with blank fields to enter figures of my choosing
Christopher Le
supported this idea
·
-
94 votesChristopher Le
supported this idea
·
-
29 votes
Hi everyone, thanks for the continued engagement and support in this idea.
While this is something we'll keep reviewing for Xero Tax(UK) there are no plans for adding spouse links right now.
If there's any development planned for this in Xero Tax(UK) we'll be sure to share an update with you all, on this idea.
An error occurred while saving the comment Christopher Le
commented
Please improve the spouse link as there has been several times where the spouse income details are not populated in the tab CX0015092095
Christopher Le
supported this idea
·
-
2 votesChristopher Le
supported this idea
·
Christopher Le
shared this idea
·
-
4 votesChristopher Le
shared this idea
·
-
5 votesChristopher Le
shared this idea
·
-
36 votes
An error occurred while saving the comment Christopher Le
commented
An error occurred while saving the comment Christopher Le
commented
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
Christopher Le
supported this idea
·
-
60 votes
Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.
I'll keep you in the loop of this feature and when you can start making use of it, here!
Christopher Le
supported this idea
·
-
3 votesChristopher Le
shared this idea
·
-
12 votesChristopher Le
supported this idea
·
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