Settings and activity
15 results found
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17 votes
Emily McCahon
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2 votesEmily McCahon
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2 votes
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17 votes
An error occurred while saving the comment Emily McCahon
commented
Being able to add any report to the advisor level management reports is essential, particularly for those clients using the Budget Manager. At the moment, these types of reports can only be added to the Client Level Management Report rather than the Advisor Level.
Emily McCahon
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20 votes
An error occurred while saving the comment Emily McCahon
commented
I wasn't even aware that this was a problem, as the only client so far that I've used the report for happens to be a Monday to Sunday pay week. This definitely needs to be adjusted for to at least coincide with the weekly calender schedule set up at the individual file level.
Emily McCahon
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51 votes
An error occurred while saving the comment Emily McCahon
commented
Please bring this in - it would make it much easier to have the ability to filter or at least have the column displayed to identify at a glance which bills are paid via credit card, BPAY etc.
Emily McCahon
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31 votesEmily McCahon
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9 votes
An error occurred while saving the comment Emily McCahon
commented
We use an invoice as a template to take up daily sales from the external POS system, and there are a large number of different line items with different account allocations. There is an issue at the moment with the chosen account allocation not saving to the account selected, with a seemingly random default account chosen by the system, which I believe is a known issue that the Product Team is investigating.
As part of solving that problem, it would be great if the account allocation isn't shown on the finalised invoice for any lines with a $0 value.
The ability to have a daily repeating invoice option would also be handy.
Emily McCahon
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21 votes
Hi all, appreciate how this suggestion would make life easier 😊 This is a feature that our team are looking to improve, and they have plans to enable a quick link to go to the COA (similar to quotes today). They do hope to enable the ability to add a new account directly within the Invoices screen however there are a few other pieces of work lined up before they can tackle that.
We'll shift to Under review and I'll keep you updated of any progress!
Emily McCahon
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
411 votesThanks 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…Emily McCahon
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272 votes
Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero. Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology.
However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.
As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.Emily McCahon
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48 votes
An error occurred while saving the comment Emily McCahon
commented
It would be great to also be able to include people in a document pack that don't need to actually sign anything, but do need to see reports e.g. management reports that are sent with the BAS which gets signed by a different person.
Emily McCahon
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10 votesEmily McCahon
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104 votesEmily McCahon
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274 votesEmily McCahon
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Related to this, I've just discovered that if the debit and credit columns are unselected, the opening balance doesn't show - apparently this is because it needs to show in one of these columns. The system needs updating so that the opening balance shows in the running balance column in brackets if a credit balance and positive if a debit balance.