Settings and activity

186 results found

1. Bank rules - Ability to assign Billable Expense

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

2. Trial Balance - Enable "Edit Layout"

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

3. Job Manager - Ability to adjust column width

   2 votes

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

4. Invoicing - Mandatory contact details

   9 votes

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   submitted  ·  2 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

5. Xero HQ - Add multiple organization to one client record

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

6. Practice Manager - Add new WIP to an existing invoice

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

7. Individual Income Tax Return - Future Year Return - Tax Rate

   39 votes

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

8. Bank Reconciliation - Add calculations into split section of Cash Coding

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   submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

9. Clients search - Business Name/Previous Entity Name Search Capability

   6 votes

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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   Paul Howlett supported this idea  ·  Jan 28, 2025

10. New Fixed Assets - Access for AU organisations that use pooling

    8 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Jan 28, 2025

11. History & Notes - Audit trail for all transactions and user activity

    177 votes

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    submitted  ·  53 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Jan 20, 2025

12. Invoicing | Files - Ability to attach files before adding contact

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    68 votes

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    31 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

    Paul Howlett supported this idea  ·  Dec 12, 2024

13. Bank reconciliation - Import spend & receive money transactions

    103 votes

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    47 comments  ·  For small businesses » Accounting features  ·  Delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate the support we've received through this idea. Without beating around the bush we don't have any short term plans for enabling the import of spend and receive money transactions. This may be something we look into further down the track so we'll continue to track and review the idea here.

    For Xero Partners you could look to use the Conversion toolbox to import bank transactions for your clients.

    Paul Howlett supported this idea  ·  Dec 10, 2024

14. XPM - Job Manager design

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Nov 18, 2024

15. UK | Company Tax - Access lost to all Xero tax reports if Xero sub cancelled

    11 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, appreciate raising this with us.

    Our product team has confirmed that these records are not deleted when an organisation is deleted, but they're moved into a hidden state. We're looking into how we can improve the storing of these within Xero HQ in future. If you need help with this in the meantime please contact our Xero support team via Xero Central.

    Paul Howlett supported this idea  ·  Nov 18, 2024

16. XPM: closing jobs

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Paul Howlett supported this idea  ·  Nov 18, 2024

17. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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    497 votes

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    80 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

    Paul Howlett supported this idea  ·  Nov 18, 2024

18. New Invoicing - Option to switch Autosave off

    436 votes

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    237 comments  ·  For small businesses » Business features  ·  Delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

    With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

    However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

    If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can investigate and escalate directly with our product team if there’s an issue.

    We know this isn’t the response you’re hoping for, but hope that giving more clarity will ease some ambiguity. This does not mean we’d never make a change, and should any plans surrounding autosave be made we’ll gladly update you of this, here. 

    For the time being, as autosave kicks in once you add a contact to your invoice, if you’d really like to prevent your invoice from saving as you're entering data you could avoid adding the Contact until you're ready for Save to kick in.

    Hi everyone, we appreciate and thank you for contributing to product ideas. The implementation of autosave in new invoicing originally came from feedback we received from our community - Many customers entering invoices, where their data could be lost if they closed the window or logged out of Xero accidentally. 

    With the move from classic to new invoicing in the past year we appreciate hearing more feedback on this feature from our community. There are differing points of impact that you’ve shared, and is all highly valuable information to our product teams. 

    However, to set a realistic expectation we want to be honest that we don’t have any planned work for removing auto save.

    If you find something you suspect could be a bug and isn’t working correctly in autosave, we recommend raising this with our Support team via Xero Central and providing details - This way our team can… more

    An error occurred while saving the comment
    Paul Howlett commented  ·  Nov 4, 2024  ·  Edit…  ·  Delete…

    EDIT: I stand corrected, Jim deleted his own post.

    Ha! I also have an email containing a post from Jim Morris which, suspiciously, doesn't appear here.

    Save Submitting...
    Paul Howlett supported this idea  ·  Feb 26, 2024

19. Practice Manager - Sorting Draft Invoices by Job Type

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Delete…  ·  Admin →
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    Paul Howlett commented  ·  Oct 31, 2024  ·  Edit…  ·  Delete…

    There are SO MANY places in XPM where information is displayed in a table with column headings, but NO ability to change the sort order.

    It's a complete crapshoot whether you can or not.

    Save Submitting...
    Paul Howlett supported this idea  ·  Oct 31, 2024

20. New Invoicing – invoice copied from locked period mess

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    32 votes

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    11 comments  ·  For accountants & bookkeepers  ·  Delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Olga, really appreciate all the detail in your steps and the screenshots you provided.

    I tried testing this myself with a Chrome browser and did get the same errors and behaviour you described, so have raised this with our product team. I'll keep you updated of any information I get back from them on this, here.

    Paul Howlett supported this idea  ·  Oct 31, 2024