Settings and activity
42 results found
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15 votes
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Jessica Salmon
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5 votesJessica Salmon
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11 votesJessica Salmon
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4 votes
An error occurred while saving the comment Jessica Salmon
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Having used Quickbooks Online, which allows users to add this column to their reports, I can say that this feature is exceptionally useful for reconciliations.
Hoping to see this in Xero.Jessica Salmon
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4 votes
Appreciate the feedback on invoice import notifications. Hearing how a prompt for new contacts could help keep your monthly utility billing clean and avoid unintentional duplicates is really useful.
We’ve moved this idea to Gaining support, so the community can now vote and share their own experiences. Any extra context about how this impacts your workflow would be helpful for others reading along.
We’ll share any updates here as the idea progresses.
Jessica Salmon
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2 votes
It’s great to see ideas around attachment previews, especially how support for .eml and .msg files could make audit workflows smoother.
This idea is now open for the community to vote on and discuss. Adding a few details about how it would fit into your workflow can help others understand why it matters and give the product team extra context.
We’ll keep this thread updated as things develop.
Jessica Salmon
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2 votes
Appreciate you highlighting this, Gemma - Understand what you mean with the .eml file upload within new invoicing.
I see you recently connected with our specialists at Xero Support on this who directed you here, however this would be best for us to investigate deeper with you. I've re-opened your case and our team will be in touch directly soon so we can get more insight into this one.
So, while I'll move the idea here to Not planned we're definitely interested to explore this further but best done 1-on-1. 🙂 Thanks
Jessica Salmon
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13 votes
An error occurred while saving the comment Jessica Salmon
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We've just had a client publish a large volume of documents incorrectly and the only means to find out what they've done is to go through the archive one by one.
There is no option to sort by publish date or user and the docs they published included historical proforma invoices that were intentionally held back for good reasons.
Hubdoc cannot have more than one org per email address, so their email was entered as the owner and we cannot restrict their access to prevent the error in future.An Audit trail is vital on systems such as these where multiple users can initiate irreversible actions that affect numerous integrated systems.
Jessica Salmon
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29 votesJessica Salmon
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2 votes
Thanks for sharing your feedback on a VAT reconciliation report for South African organisations. We appreciate you explaining how this could support your VAT processes.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Jessica Salmon
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74 votes
Hi everyone, we appreciate why you’d like a report that provides visibility of VAT late claims to streamline your reconciliation processes, especially around year-end and for monthly VAT returns.
Currently, it's possible to use the Account Transactions report to manually reconcile against filed VAT returns, although we get the desire for a more automated solution.
This isn’t on the team’s roadmap at present, however this is something we'll continue to consider how we accommodate these needs in future planning for tax reports in Xero. I'll be sure to let you know if there is any movement to share, here.
Jessica Salmon
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30 votesJessica Salmon
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3 votesJessica Salmon
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45 votesJessica Salmon
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8 votesJessica Salmon
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9 votesJessica Salmon
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19 votesJessica Salmon
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9 votesJessica Salmon
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25 votesJessica Salmon
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51 votesJessica Salmon
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SA has an audit requirement for journal authorization, our client needs to approve our journals before we post.
The Journal report cannot show, or filter for, drafts.
Without journal authorization procedures in Xero this would be the next best thing as a workaround for us to send them a copy of the entries so they can approve.
Ideally for us: the export/print should use the checkboxes next to each journal that are currently only for "Void/Archive" for posted journals or "Post/Delete" for drafts.
(Yes I'm aware of addons that integrate journal authorization. No we can't justify the added cost to the client for a feature that should be built into Xero. It is a standard audit requirement and the feature already exists for invoices/bills)