Settings and activity

5 results found

1. Xero Tax (UK) - Allow accounts to be signed by current directors rather than those in place during the year.

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   1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for raising this, please do look out for the sharks! Atm, Xero Tax pulls the information at the date the filing is created so providing they're directors at that date, they should be included in the company information we receive back.

   This'll include all active directors, whether they're appointed in the year of afterwards.

   However, we're planning to improve this to offer more flexibility around the Directors information, including improving the format of the names themselves. We'll be in touch when we have more detail to share.

   Neil Barnes shared this idea  ·  26 September, 2024

2. Xero Files - Attach files to Bank or Nominal Accounts

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Neil Barnes shared this idea  ·  06 September, 2023

3. Bank reconciliation - summary of multiple accounts

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Neil Barnes shared this idea  ·  08 July, 2023

4. Practice Manager - Ability to merge contacts (not clients)

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   submitted  ·  14 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Neil Barnes commented  ·  30 June, 2023  ·  Edit…  ·  delete…

   This would be incredibly useful, and I'm amazed it's not a basic bit of functionality.

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   Neil Barnes supported this idea  ·  30 June, 2023

5. Invoices - Unapprove option

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

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more