Settings and activity

6 results found

1. Quotes - Make tax rate and account code mandatory

   17 votes

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   10 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too. 

   Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here. 

   Rowena Maynard supported this idea  ·  04 June, 2025

2. NZ Tax - edit bulk email addresses

   23 votes

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Rowena Maynard supported this idea  ·  17 March, 2025

3. NZ GST return - Late claims, Publish & incognito mode

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   submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Rowena Maynard commented  ·  14 August, 2024  ·  Edit…  ·  delete…

   This should be standard!

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   Rowena Maynard supported this idea  ·  14 August, 2024

4. NZ GST - Keep separate Late Claims tab

   86 votes

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   27 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.

   Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.

   We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.

   Rowena Maynard supported this idea  ·  22 April, 2024

5. Custom report - Add formula rows for % percentages (e.g Gross/Net profit)

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   94 votes

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   29 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi all, thank you for staying tuned in with us through this idea. Wanting to keep you looped in on updates for this feature - our product team have now been able to pick the work they'd explored back up in this space and I'm pleased to share this is now in active development! I'll be back to share again when this starts rolling out. 😊

   Rowena Maynard supported this idea  ·  19 October, 2023

6. Sales Invoices - Combine and hide line items for customers

   212 votes

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   99 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open as it’s something we may be able to revisit in the longer term. We’ll be sure to let you know if there’s any change around this, here.

   Hi all, appreciate the interest and rationale for wanting to be able to combine and hide line items on an invoice for sending to your clients, while having your usual detail tracked on the invoice in Xero.

   While this may be a function we look to explore in the long-term we want to be upfront that this is not something we’ll be developing in the near term. Our team is focussed on other key priorities right now such as improvements to invoice branding and getting paid.

   If you want to hide all line item details, you can create a custom invoice theme where you can decide which data fields appear on the PDF invoice. For example to print only the Subtotal and no line items.

   However we’re aware that in other cases you want to be able to show some line items and not others. We’ll leave this idea open… more

   Rowena Maynard supported this idea  ·  29 April, 2022