Settings and activity
18 results found
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Murray Thompson
shared this idea
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28 votes
Hi everyone, we appreciate your feedback, and have been monitoring this change closely.
We appreciate the differing needs of our customers our product team have temporarily removed the notification changes mentioned in my previous update - This means this'll reduce the amount of email notification you're receiving from expenses.
We're looking into enabling more controls for expense notifications and I'll come back to share any further news around this with you here.
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10 votesMurray Thompson
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48 votesMurray Thompson
supported this idea
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19 votesMurray Thompson
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54 votesMurray Thompson
supported this idea
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88 votes
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.
Murray Thompson
supported this idea
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42 votes
Hi everyone, we appreciate all your feedback on the new GST return and while I've made sure your feedback has been shared with product, we're going to close this idea being too broad to focus in on a particular change.
We've created individual ideas for the following points raised as it'd be good to track the interest in each separately. Please do add your vote to each that you'd like to see.
- NZ GST - Export customised return
- NZ GST - Compact export (landscape v portrait)
- NZ GST - Move File with IR to top of page
- NZ GST - Styling PDF export
I'd also encourage raising a case with our specialists at Xero Support if you're having any issues with performance or usability as it'd be good to get more detail and our team can investigate.
Murray Thompson
supported this idea
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232 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
An error occurred while saving the comment Murray Thompson
commented
In the meantime, you can use the "Find and Recode" tool (Adviser level). This can give you the search functions you are after (and track down that transaction over all bank accounts, invoices, or bills to pay).
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185 votes
Hi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
Murray Thompson
supported this idea
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9 votesMurray Thompson
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2 votesMurray Thompson
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22 votes
Hi everyone, thank you for feeding back and sharing with us through the idea here. We appreciate why you'd like to see automated mileage tracking developed within Xero expenses.
While our team have a keen eye on the idea and interest in exploring this in the future we want to be open that resources are across other important work atm and there are no plans to develop this, this year.
We'll continue to track the interest and keep you updated of any change for this through the idea, here.
Murray Thompson
supported this idea
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11 votes
An error occurred while saving the comment Murray Thompson
commented
So, with the old Depreciation Schedule disappearing, the new Depreciation Schedule is our go-to report. However, there are some columns that I wish were selected by default that were present in the "old" report that contain the details we need. Because these are not the default, I am having to set these columns to be present in EVERY client that I manage (and then save as a Custom Report).
I would like to see these columns added by default:
Asset Number
Purchased (ie: Purchase Date)
Method
Rate
Closing Accum DepAlso, do we really need the "Private Use Amount" column to appear by default? If the entity is a company or trust, this will normally be not applicable (as this is usually dealt with in NZ via FBT unless the company elects to use a Private Use Percentage), so it is normally only for Sole Traders or Partnerships.
What do others think?
Murray Thompson
supported this idea
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34 votesMurray Thompson
supported this idea
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117 votes
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
Murray Thompson
supported this idea
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An error occurred while saving the comment Murray Thompson
commented
Can I add also - adding Batch Payment Banking Details in the updated contacts - you can add the 3 banking fields that are limited in NZ to 3 x 12 characters. In the old version of contacts, this was a hard limit of 12 characters per field. However, in this updated version, you keep on typing, and only when you tab to the next field does it inform you that you have exceeded 12 characters (in red).
Well Xero, just limit the input length like it was (which would be super helpful rather than counting the number of digits entered all the time.
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175 votes
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623 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
I agree. As accountant, we need access to Xero Expenses (Admin) to make fixes, but don't need the Email Notifications. If there was a setting to:
- Opt in / Out of Xero Expense Emails
- Opt in / Out of Other Notifications in app. I keep getting them in that bell icon for Xero Expenses and Xero Files failed to upload (neither of which I actually need to action). I wish I could opt in / opt out of these notifications as well!