Settings and activity
57 results found
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11 votes
Sasha Nicely
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17 votesSasha Nicely
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44 votes
Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
Sasha Nicely
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31 votes
An error occurred while saving the comment Sasha Nicely
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81 votesSasha Nicely
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122 votesSasha Nicely
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214 votes
Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.Sasha Nicely
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144 votesSasha Nicely
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164 votesSasha Nicely
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405 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'.
It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for.
But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices.
For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central.
We'll continue to track…
Sasha Nicely
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91 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
An error occurred while saving the comment Sasha Nicely
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Additional Update
It would be useful to be able to delete / remove sent doc packs which have not been signed, otherwise when cancelled they just stay there and there are multiple cancelled doc packs for one client.
Being able to edit doc packs would be a significant use to our practise, often clients see their returns, financials, documents and want to make changes. This means, we have to redo all the documents including amendments in PDF etc in order to upload the doc pack again. Sometimes this can occur 1-2 times, which means we have loads of unwanted / cancelled doc packs.
Sometimes the client will sign off half the documents in the doc pack, and not the other half. We then have to cancel the doc pack, although it has signed and completed documents in it. This is no good!
To answer your questions:
A. For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
We are not just adding tax returns to doc packs, we are up to 20 different documents, financials, BAS, TPARs, tax returns for company, trust, multiple individuals, resolutions, other relevant documents and paperwork that the client needs to sign at the same time.
Some doc packs will have multiple email addresses, for different entities, individuals etc. Sometimes clients cannot access the doc pack through the email address we have on file. Often the email address needs to be changed, and this means redoing all the documents from scratch (time consuming for so many documents).B. Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
By adding additional docs to new doc packs, rather than editing the original doc pack, it creates multiple packs for one client and means the documents are not all together (our end). Sometimes this means we can have 3-4 doc packs, where as we just need 1.
Also where a client has signed some of the documents in the doc pack, but one of the documents needs to be amended and added to a new doc pack. The original doc pack with signed docs either needs to be cancelled or remains as 'sent' status. Either way, it never reaches completed although it has documents which are completed in it.
C. Lastly, it'd be good to get more substance of how the ability to rename a pack would be of use. Are there any instances you've needed this and can share?
This would be useful if there was an error made, or if we are changing the docs included we can change the name on the doc pack to reference it. I.e. ABC Financials 2021 to ABC Financials 2021 and 2022.
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56 votesSasha Nicely
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46 votesSasha Nicely
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20 votes
Appreciate the idea and detail you've shared on the needs here, everyone.
As many of your will know - we're developing a more unified client sync, and you can read some of the changes on our Blog
The idea here is intriguing and we'll track the interest of this through the thread here, however this isn't something we're planning to work on at present. We will share if there's any change with you here.
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42 votes
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136 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
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226 votes
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Leave no longer accrues on all pay items unless selected 'Multiple of Employee's Ordinary Earnings Rate'.
Leave needs to be available to accrue on all selected pay items.