Settings and activity
57 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.
Jean Sutherland
supported this idea
·
-
3 votesJean Sutherland
shared this idea
·
-
327 votes
Hi everyone, thanks so much for sharing your comments and support for this idea. We really get why you'd like a central report, so you can check each customer's payment history just to see who's paying late.
Currently as mentioned in the discussion here, you can see a customer's average days to pay on their individual contact record, but we know this isn't the same as having a single report for all your customers.
While we can see there's a lot of interest in this, it's not on our current roadmap for development. Community members will still be able to vote - So we'll continue to keep a close eye here and will let you know if anything changes.
Jean Sutherland
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.
Jean Sutherland
supported this idea
·
-
46 votesJean Sutherland
supported this idea
·
-
65 votes
Hi community, thanks for your interest on this. While being able to move a Tax Return to another job is something we may look to do later, it's not in the near term plans. For now, we'll continue to collect and monitor your feedback, and share if there's any progress.
Jean Sutherland
supported this idea
·
-
46 votes
Appreciate the interest and hearing the use you have in seeing integrated apps your clients have connected.
As some will have received communication of some time back - we made the hard decision to retire Explorer in Xero HQ from 12 April, 2023.
Right now, if you'd like to see the apps a client has connected you can open the Xero organisation, go to settings and select Connected apps.
While this is something we may consider developing elsewhere in Xero HQ down the road, it isn't in the teams plans right now. We'll continue to track interest here, and let you know if there is any change surrounding this to share. Thanks
An error occurred while saving the comment Jean Sutherland
supported this idea
·
-
109 votes
Thanks so much for your continued feedback and for casting your votes for automating losses carried forward in Xero Tax NZ. We genuinely appreciate you highlighting the challenges you face with the current process, and understand that manually re-entering these figures is a significant pain point for many of you.
I wanted to let you know that this idea is currently In discovery - Meaning our product team is actively researching and exploring the best ways to address the need for automated loss carry-forwards, including how different loss types behave and how to ensure a seamless flow of data within Xero Tax.
We'll be sure to provide another update as soon as we have more information to share on our progress.🙂
An error occurred while saving the comment Jean Sutherland
commented
If the losses are entered into XPM into the Losses tab under Tax Statements Summary then they do carry forward into the following year's tax return. However it seems ridiculous that these have to be manually entered to a separate table - every other software I have used has picked these up automatically from the prior year tax return keypoints.
Then, to make matters worse, the losses tab also has a section for excess residential rental losses and excess imputation credits but these do not carry forward into the following year's tax return.
This manual process risks these losses being overlooked.
Jean Sutherland
supported this idea
·
-
26 votes
Hi everyone, coming back across the idea here we wanted to clarify existing behaviour.
When you remove a staff member from HQ this automatically removes all org access, as long as those orgs are linked to client records, and as long as the client records are active (not archived) - Meaning you don't need to manually remove access to each org one by one.
The few cases where you would need to manually remove one by one would be if a client is archived or an org is not linked to a client record at the time of staff removal.
We intend to improve this experience and provide better visibility of staff access in the longer term, so when there is more progress on this I'll return to update you here.
Jean Sutherland
supported this idea
·
-
20 votesJean Sutherland
supported this idea
·
-
27 votesJean Sutherland
supported this idea
·
-
4 votesJean Sutherland
shared this idea
·
-
10 votesJean Sutherland
supported this idea
·
-
5 votesJean Sutherland
supported this idea
·
-
2 votesJean Sutherland
supported this idea
·
-
19 votesJean Sutherland
supported this idea
·
-
67 votesJean Sutherland
shared this idea
·
-
14 votes
An error occurred while saving the comment Jean Sutherland
commented
I recently spoke to a client who was scammed when an invoice emailed from a new supplier was intercepted and the bank account details changed on the pdf.
I tested a pdf Xero invoice and it is possible to do this.
Has any consideration been given to pdfs being able to be secured before sending? Or (and I don't know if this is possible) being able to secure certain fields e.g. the bank account appears in our template footer so can that area be secured?
Jean Sutherland
supported this idea
·
-
42 votesJean Sutherland
supported this idea
·
-
65 votes
An error occurred while saving the comment Jean Sutherland
commented
When the reusable contacts was implemented Xero advised there would be a tool released to merge the existing duplicates. When is this likely to be released?
Jean Sutherland
supported this idea
·
Have just found that this has gone. It was so useful to see what apps our clients are using. Please reinstate.