Settings and activity
64 results found
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185 votes
Thanks for sharing through the idea here, everyone. While we do roll over the losses schedules from prior year into the new year as a losses worksheet for non individual tax returns, we understand there may be more areas which we can roll this over.
It'd be of great help and appreciation from our product team if you could share more detail of the losses you're referring to and the specific tax return you'd like to see this developed for. Thanks!
Daniel Harcombe
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9 votes
An error occurred while saving the comment Daniel Harcombe
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8 votesDaniel Harcombe
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34 votesDaniel Harcombe
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17 votesDaniel Harcombe
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189 votesDaniel Harcombe
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35 votes
HI team, appreciate not directly within the Customer statement at present and being open we don't have immediate change planned for adding this to the customer statement. However, for the time being you could look to run the Customer Invoice Activity report which has a few more options for the columns and detail shown.
Once you've set up as you like you could save as Custom to make this readily available in your org and export to share externally with a customer/client.
Daniel Harcombe
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598 votes
Thanks for your support on the idea, everyone. We thoroughly appreciate your participation, and letting us know where you'd like to see change across Xero.
Customer statements, is an area of Xero that needs upgrades to it's technology in order to make ideas like this one here possible.
Currently, while we have plans for modernising this space soon we cannot commit to any new developments for Statements until this work has been complete. Once this has been done I'll round back to the idea here when we can reset the objectives.
Daniel Harcombe
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389 votes
Hi team, appreciate wanting to hear news from us here and apologies we've not checked back in sooner. Our product team have done initial work to understand the work involved in enabling your customers to pay you through Customer Statements. This is a priority for them and we have plans to develop this capability, however they need to balance this work with other key priorities. While we'll leave the idea Under review for the time being, as soon as there's an update we'll share this all with you, here.
Daniel Harcombe
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297 votesDaniel Harcombe
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5 votesDaniel Harcombe
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613 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
Daniel Harcombe
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12 votesDaniel Harcombe
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An error occurred while saving the comment Daniel Harcombe
commented
Import the tax depreciation schedule into tax return
Quantity Surveyor Reports (QSR) are often provided in Excel format, would be great for these to be able to be imported into a tax return & Xero Blue
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14 votesDaniel Harcombe
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11 votesDaniel Harcombe
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34 votesDaniel Harcombe
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58 votes
Hi community, we appreciate the interest this idea has received. Sorry we haven't engaged with you on this idea sooner.
We understand being able to efficiently track and calculate fuel tax credits is important to you all who've supported this, however we want to be transparent that this isn't a feature we're looking to develop in the near future.
If you haven't already found a means to track this I wanted to share a method that could help. In Xero you could create untracked Inventory Items for each fuel type. When you enter purchases for fuel, you'd select the appropriate item, entering the number of litres into the Qty field, and the price per litre into the Unit Price field.
You could then use the Inventory Summary report to view the quantity of the fuel purchased during a date range.
If there are any changes around this we'll share with you…
Daniel Harcombe
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11 votesDaniel Harcombe
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53 votes
Thanks for starting the idea here, Renee.
Just to clarify, when you say ‘duplicate a contact’ would this be; the ability to duplicate an entire client (including all its contacts), to duplicate a contact within an existing client, or duplicate a contact from one client to another?
If the last, we have a similar idea over here that I can join you in with. 🙂Daniel Harcombe
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42 votesDaniel Harcombe
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Would be great to be able to easily include the Business snapshot in Management Report