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Settings and activity

185 results found

  1. Trial Balance - Enable "Edit Layout"

    12 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

  2. Job Manager - Ability to adjust column width

    2 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Howlett supported this idea  · 

  3. Invoicing - Mandatory contact details

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    5 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    11 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    38 votes

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    2 votes

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    6 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    8 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    174 votes

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    submitted  ·  53 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    67 votes

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    31 comments  ·  For small businesses » Business features  ·  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  · 

  12. Bank reconciliation - Import spend & receive money transactions

    102 votes

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    submitted  ·  46 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Paul Howlett supported this idea  · 

  13. XPM - Job Manager design

    3 votes

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett supported this idea  · 

  14. 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  ·  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  · 

  15. XPM: closing jobs

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett supported this idea  · 

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

    494 votes

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    80 comments  ·  For small businesses » Business features  ·  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…

    Paul Howlett supported this idea  · 

  17. Invoicing - Option to Add Multiple New Lines at once (5, 10, 15 or 20)

    36 votes

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    9 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we appreciate detail you've shared on the value to you in being able to add multiple lines to an invoice at a time. 

    As a step toward making this process easier, we've released a new line item grid in invoicing, in which you can now manually add singular rows to your invoice.

    Our team are keen to continue monitoring feedback for adding multiple rows at once here, and while we don't have any plans for this at present, I'll update you if there's any news.

    Paul Howlett supported this idea  · 

  18. New Invoicing - Option to switch Autosave off

    433 votes

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    submitted  ·  201 comments  ·  For small businesses » Business features  ·  Admin →
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    Paul Howlett commented  · 

    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.

    Paul Howlett supported this idea  · 

  19. Practice Manager - Sorting Draft Invoices by Job Type

    3 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Paul Howlett commented  · 

    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.

    Paul Howlett supported this idea  · 

  20. New Invoicing – invoice copied from locked period mess

    32 votes

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    11 comments  ·  For accountants & bookkeepers  ·  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  · 
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