Settings and activity
18 results found
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37 votes
An error occurred while saving the comment 
Lara Crowdey
supported this idea
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81 votes
An error occurred while saving the comment Lara Crowdey
commented
A standard P&L the client runs in their Xero Business File should not include dividends paid and income tax expense, nor should the client (or their Accountant) have to customise this for them. Surely this is an easy fix. You add a category that sits below the profit before tax. Come on Xero, this is basic stuff.
Lara Crowdey
supported this idea
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3 votesLara Crowdey
shared this idea
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8 votes
An error occurred while saving the comment Lara Crowdey
commented
We have found this too. I feel Xero must already have a solution for this, if anyone is able to share?
Lara Crowdey
supported this idea
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418 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Lara Crowdey
commented
This feature is a basic requirement of Customer Statements. Why would you not have a direct plan for making this change in customer statements? The idea has alot of interest for a reason.
The Vote button isn't available for me to select it. Could Xero please correct this so you can see a true representation of how in demand this request would be.
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451 votesLara Crowdey
supported this idea
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19 votes
An error occurred while saving the comment Lara Crowdey
commented
This is critical. An earnings category for commission paid within a single pay period that attaches to the standard PAYG Withholding tables is a must for basic tax compliance. Manually calculating this to override Xero's calculation every week is time consuming and costly to our business. This is a basic payroll matter that should be addressed asap.
Lara Crowdey
supported this idea
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25 votes
An error occurred while saving the comment Lara Crowdey
commented
Also add an Earnings category for commission paid in a single pay period, which per the ATO must use the standard PAYG withholding tax tables.
Lara Crowdey
supported this idea
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162 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Lara Crowdey
supported this idea
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120 votesLara Crowdey
supported this idea
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113 votes
An error occurred while saving the comment Lara Crowdey
commented
Being able to bulk add assets to a pool would be extremely helpful.
Lara Crowdey
supported this idea
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20 votes
An error occurred while saving the comment Lara Crowdey
commented
Should be able to pre-fill like the tax return.
Lara Crowdey
supported this idea
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393 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Lara Crowdey
supported this idea
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103 votesLara Crowdey
shared this idea
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19 votesLara Crowdey
supported this idea
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23 votesLara Crowdey
shared this idea
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631 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Lara Crowdey
supported this idea
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134 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
An error occurred while saving the comment Lara Crowdey
commented
Having payroll admin access should not automatically give a person the right to approve leave and have them automatically appear on the approver list for employees when requesting leave.
Lara Crowdey
supported this idea
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Just as you offer for financial statements, it would be very helpful if we could add a 'draft' watermark on tax returns please.