Settings and activity
5 results found
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231 votes
Madihah Safdar
supported this idea
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112 votes
Hi everyone, thanks for sharing your thoughts on this idea.
We want to highlight some existing functionality that could help streamline this process: on the Cover page of a return, there's a toggle that allows you to switch between the Agent’s details and Client’s details.
Additionally, within the address section of the return, you can toggle to the client's address. Once you've successfully filed a tax return with the client's details selected - Xero remembers this preference. The next time you create a return for that specific client, their details will automatically be the default, saving you from having to manually change it again.
Though we'll continue to monitor popularity of this idea, we want to be upfront that we don't have any direct plans around the pre-fill behaviour at this time. We'll share if there's any change in status surrounding this idea.
Madihah Safdar
supported this idea
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12 votesMadihah Safdar
supported this idea
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692 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. 🙂
In early stages right now, but I'll share more news as this progresses. Thanks!
An error occurred while saving the comment Madihah Safdar
supported this idea
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146 votes
Appreciate the feedback from everyone here, and hearing the value you'd find in being able to add a clients logo to reports and make them look more professional.
Being upfront, this isn't somethign we have plans for developing right now, but I can assure you your feedback is heard by our product teams and they are keeping a watchful eye on the idea.
We'll continue to get a sense of community support in this here, and if there are any updates I'll be sure to share with you all on this idea. Thanks
Madihah Safdar
supported this idea
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The ability to send a future dated invoice, in current time i.e. if an invoice is dated in the future, to have an option for it to automatically be emailed to the client on that date of the invoice, rather than the date you are raising the invoice.
An additional button should be created, saying 'send in future' and selecting the date you want it to be sent out on.
This would help save time, as you can pre-record invoices, which you want to be sent out on a particular date.
This is different from using the template, as this would be useful, for invoices that are constantly changing, but need to be sent on a particular date.