Settings and activity
4 results found
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29 votes
Hi Lyn, thanks for adding your feedback on our prototype for the new Xero homepage in regards to running totals for VAT/GST/BAS and Corporation/AU/NZ Tax, this is incredibly valuable to the team as they make the refinements.
We know this addition would help you keep a closer eye on your business's financial health. We appreciate your continued feedback on the prototype homepage and encourage you to leave more feedback for us.
Lynne Huddleston
supported this idea
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1,266 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment Lynne Huddleston
supported this idea
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41 votes
Hi team, we wanted to share an update as we have released Smart Document Capture that can analyse and help auto create transactions(including bills) from the files inbox. Along with the upload bills feature mentioned in my last update, these tools can help reduce the manual data entry for you, saving you valuable time.
Right now, we're currently working on a redesign of the individual bill View and Edit pages, that'll have the ability to add a Planned date directly on the page. When released, if manually entering a bill from scratch, once you add a contact all you'll need to do is click Save to update the page where the option to add a planned date will be available.
I'll come back to share when these pages are released.
An error occurred while saving the comment Lynne Huddleston
commented
Yes, great idea and a time saver
Lynne Huddleston
supported this idea
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27 votes
Hi all, wanted to share a workaround here for those who aren't already aware.
You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.
We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!
An error occurred while saving the comment Lynne Huddleston
commented
Where more than one payment has been received from a customer that has CIS suffered in the reporting month - to be able to drill down and see each transaction CIS suffered applies to.
Lynne Huddleston
supported this idea
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It would be useful if we could mark a bill as disputed/on hold so that it doesn't get added to a payment run and paid when it shouldn't have been. Not everyone using the software will know if a bill is on hold or not.