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67 results found
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1 vote
Hi Daniel, can you share an example of an error you've recently received that your idea here relates? Or explain what you were doing in Xero when you received the error?
I'd like to take a closer look into this for you but need a bit more detail to be able to share back with the right team. Thanks
Daniel Harcombe
shared this idea
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3 votes
Hi Ali, thanks for putting this forward. We understand the ask to surface ATO error messages more prominently in the return screen, so users can quickly see what needs attention without needing to navigate through logs or other areas of Tax.
For now, ATO lodgement error messages can be viewed in the History section of the tax returns, with option to expand the error message for more details. These areas provide the full error details, although we appreciate this may involve additional navigation depending on your workflow.
To be upfront, we don't have any short term plans to change how this is currently displaying in Xero Tax. However, if this would improve your process, please add your vote and share any specific examples of how you’d expect this to work in your day-to-day filing so we can continue to gauge interest.
Daniel Harcombe
supported this idea
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20 votes
Thanks for raising this, and we appreciate everyone's engagement so far.
We understand the request to have this error resolved rather than needing to use a workaround when lodging. This error typically occurs when the ATO's system incorrectly triggers a validation check for PAYG withholding tax obligations. To be upfront, because the validation is triggered by the ATO's system, there’s limited action we can take within Xero Tax to prevent it from occurring.
We've updated the status of this idea to Not in Pipeline, and will continue to monitor this as we learn more about the issue.
Daniel Harcombe
supported this idea
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80 votes
Hi everyone, thanks for your continued feedback. To be upfront, we do not have any planned work to change how non-reportable allowances are processed at this stage. Currently, you need to use a reimbursement pay item to process these allowances. Our product team has confirmed that this remains a compliant solution with the ATO.
However, we hear you. We know that relying on reimbursements involves workflow challenges. While it's not on our immediate roadmap, we will continue to monitor your feedback and will update this thread if anything changes.
An error occurred while saving the comment Daniel Harcombe
supported this idea
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23 votesDaniel Harcombe
supported this idea
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72 votes
An error occurred while saving the comment Daniel Harcombe
commented
Have the ability to create a template with default wording on the email sent to client when sending Document Packs
Daniel Harcombe
supported this idea
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49 votesDaniel Harcombe
supported this idea
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127 votes
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
Daniel Harcombe
supported this idea
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3 votes
Hi Alexandra, thanks for sharing your idea about being able to schedule the time to send a document pack.
We can see how having more control over when document packs are sent would be useful in managing your client communications more effectively. While this idea is still new, it’s been reviewed by our community team and is now marked as Gaining Support.
At this stage, we’re keeping the idea open to see how much interest it gathers—so if others would find this helpful too, please feel free to add your vote or leave a comment to share how it would benefit your workflow.
We’ll continue to monitor this idea and will post any updates here if things change.
Daniel Harcombe
supported this idea
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64 votes
Thanks everyone for your feedback here on customising SMS messages for invoices. We understand how a more personal message could provide customers with greater confidence and context when receiving an invoice.
Our product team has explored options for more customised messaging, including the practical constraints around character limits and preventing messages from being treated as spam.
After that review, we want to be transparent that editable SMS templates aren’t part of our plans at this stage.
If this position changes in the future, we'll be sure to share with you, here.
An error occurred while saving the comment Daniel Harcombe
commented
Have the ability to edit the invoice reminder text message. Make it more personable & fitting to your organisation
Daniel Harcombe
supported this idea
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136 votes
Hi everyone, we wanted to share another update here. The ability to schedule and send a one-off invoice at a date and time that works best is now available to all organisations.
You can find this feature in the send window by clicking the dropdown arrow next to the Send email button.
As mentioned in my last update, we understand there’s strong interest in extending this functionality to repeating invoices as well. While this isn’t currently in the pipeline, it’s something our product team will closely consider as they shape the future of repeating invoices in Xero.
I’ll be sure to share any further updates with you here.
Daniel Harcombe
supported this idea
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46 votes
Hi community, to share another update to share around chasing customer invoice payments.
As you may have seen, we have work underway to help with getting paid without chasing.
The intention is that you'll have control of turning this on for your preferred contacts. JAX will create personalised follow-up plans based on each customer’s payment history, using the right channel, timing and tone to help get you paid.
You can register your interest in this feature now through the link above, and we'll keep you updated as this is delivered here.
Daniel Harcombe
supported this idea
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3 votes
Thanks for sharing your idea here Daniel and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero. Cheers
Daniel Harcombe
shared this idea
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20 votesDaniel Harcombe
supported this idea
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26 votes
🌟 Thanks for raising this idea and for taking the time to share how this affects your workflow.
We understand that when logos or images from email signatures are pulled through with documents, it can create extra clean-up, clutter the files that are imported, and make it harder to quickly identify and process the documents you actually need.
We’ve reviewed your idea and moved it to Gaining Support, so other customers can vote and add comments to share how this behaviour impacts their experience and why improving it would be valuable.
The feedback and examples shared here are helpful for our product teams as they build a better understanding of the real-world impact this has on customers using Smart Capture.
We’ll continue to keep an eye on the support and feedback this idea receives, and we’ll share any updates here as we learn more.
Daniel Harcombe
supported this idea
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16 votes
Hi team, apologies for the mismatch in my last update and appreciate the feedback we received on this.
While our new bills upload feature might be handy for some customers in automating their bills process, reviewing the idea here I can totally understand how this does not solve for where you receive an invoice within the body of an email.
We'll open this idea back up, and I want to be transparent that this isn't something we have direct plans for developing atm, however we'll continue to keep eyes on the support here and share if there is any progress surrounding this, here. Thanks
An error occurred while saving the comment Daniel Harcombe
commented
Email to bills without requiring it to be an attachment
Often invoices are emailed without any attachment, the invoice is within the email.
These are not uploaded into Draft in Xero
So you have to print the email as a PDF - then send to Xero Bills.
It would be good if you could just send through the email invoice (no PDF) to Xero Bills and it was processed without being a PDF.Daniel Harcombe
supported this idea
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43 votes
An error occurred while saving the comment Daniel Harcombe
commented
Agree
Daniel Harcombe
supported this idea
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4 votes
Thank you for sharing your idea! 😁
We've reviewed it. Now, it needs community support! Please share it with colleagues so they can vote and comment on how this change would improve their Xero experience.
Daniel Harcombe
shared this idea
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337 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Daniel Harcombe
supported this idea
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5 votes
Hi team, as noted in my last update we have introduced a new feature to upload bills to your organisation - However to confirm this only supports JPG, PNG, or PDF file types.
Currently email to bills supports quite a few different file types however as noted here CSV is not one of them. We want to be upfront that at this point we don't have any plans for extending this feature to support CSV formatted files.
Daniel Harcombe
supported this idea
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What is even more ridiculous is Xero has the option to select 'No' for a [pay item to be Reportable as W1, but then reports to to the ATO as part of W1 irrespective of if No or Yes has been selected, that doesn't make sense!