Settings and activity
11 results found
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59 votes
Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
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Pauline Smith
supported this idea
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10 votes
Appreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
Pauline Smith
supported this idea
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43 votesPauline Smith
supported this idea
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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.
An error occurred while saving the comment Pauline Smith
commented
In My Xero staff I could quickly review all clients and see which staff had which level of access and could update multiple client access for a staff member in seconds.
Now I have to click into each client , click staff and then change each staff member's access. A ten second job could now take hours!!
It is essential Xero HQ staff has the same functionality or switch My Xero staff BACK ON!
Pauline Smith
supported this idea
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30 votes
An error occurred while saving the comment Pauline Smith
commented
In My Xero staff I could quickly review all clients and see which staff had which level of access and could update multiple client access for a staff member in seconds.
Now I have to click into each client , click staff and then change each staff member's access. A ten second job could now take hours!!
It is essential Xero HQ staff has the same functionality or switch My Xero staff BACK ON!
Pauline Smith
supported this idea
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6 votes
An error occurred while saving the comment Pauline Smith
commented
In My Xero staff I could quickly review all clients and see which staff had which level of access and could update multiple client access for a staff member in seconds.
Now I have to click into each client , click staff and then change each staff member's access. A ten second job could now take hours!!
It is essential Xero HQ staff has the same functionality or switch My Xero staff BACK ON!
Pauline Smith
supported this idea
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9 votes
An error occurred while saving the comment Pauline Smith
commented
In My Xero staff I could quickly review all clients and see which staff had which level of access and could update multiple client access for a staff member in seconds.
Now I have to click into each client , click staff and then change each staff member's access. A ten second job could now take hours!!
It is essential Xero HQ staff has the same functionality or switch My Xero staff BACK ON!
Pauline Smith
supported this idea
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12 votesPauline Smith
supported this idea
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An error occurred while saving the comment Pauline Smith
commented
This is essential for company tax - at the moment there is no clear way to see outstanding company tax returns.
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59 votes
Hi everyone, thanks for your interest in this idea.
For now, I wanted to share that we're aware some users have the following process to record their transactions. The example uses a vehicle with a purchase price of £1500, and a sale price of £2000.
- Record the purchase of the vehicle on a purchase Bill for the full purchase price of £1500 with a tax rate of VAT Exempt. So the purchase is recorded in box 7 on the VAT return.
- Record the sale of the vehicle on an Invoice for the full £2000 - using the Tax Exclusive option, and then manually changing the VAT calculated to the required amount - £83.33 (i.e. 20% on the profit of £416.87 or 1/6 of £500) by clicking the small plus box above the Tax Rate.
This will mean that you only charge £83.33 VAT for the overall profit figure, and ensuring the correct amounts are reflected in boxes 1, 3, 5 and 6.
You could…
Pauline Smith
supported this idea
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973 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Pauline Smith
supported this idea
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An error occurred while saving the comment Pauline Smith
commented
Clients are flagging this an important issue
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117 votes
This is super important missing feature for larger international clients.