Settings and activity
14 results found
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109 votes
Hi everyone, though appreciative of the idea. This is a function available through the Xero Tax Product with a Xero advisor, and we don’t have plans for developing this capability from within a Xero organisation.
You can find an advisor to suit your full business needs through Advisor Connect.
An error occurred while saving the comment 
Elaine Hardy
supported this idea
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29 votes
An error occurred while saving the comment Elaine Hardy
commented
I'm a digital advisor at an accountancy practice, and this feature was really useful for my position.
Can we have this back, please. :-)Elaine Hardy
supported this idea
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47 votes
An error occurred while saving the comment Elaine Hardy
commented
I agree that it would be useful to share these.
I have a client who has bought a company and wants me to copy their customized reports from the original company over to their new company, but unfortunately that can't be done, and so I'll have to create all 11 reports in the new company, not ideal. :-(
Elaine Hardy
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76 votes
An error occurred while saving the comment Elaine Hardy
commented
This would be a great feature for our clients. I understand that payroll reports contain sensitive data, and therefore probably can't sit in the customized folder, but it would be great if there was a solution.
Elaine Hardy
supported this idea
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154 votes
An error occurred while saving the comment Elaine Hardy
commented
It is disappointing to learn that Xero does not flag up when an employee turns 21. Hope this gets looked at very soon. :-(
Elaine Hardy
supported this idea
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24 votes
Hi everyone, appreciate this idea has been in a state of Under review fro some time. While it was something our teams we're looking into, this work has had to be put down with other priorities that have transcended.
For now, we'll shift back to 'submitted' where we can continue to track appetite. We'll be sure to let you know if there's any change in this space. Thanks
Elaine Hardy
supported this idea
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19 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.
An error occurred while saving the comment Elaine Hardy
commented
Hi
I have had a client requesting the same. It make it easier for the customer to establish the balanace on account at the end of a set period and for the client to establish what has been paid to them.
Elaine Hardy
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27 votesElaine Hardy
supported this idea
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966 votes
Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback.
As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future.
We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on.
One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.…
Elaine Hardy
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127 votesElaine Hardy
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36 votes
An error occurred while saving the comment Elaine Hardy
commented
Having the facility to search by contact code or grouping is essential for our client. They have countless contacts, and some are grouped when payments will be made by one entity for 100's of invoices spread over several different contacts. We haven't been able to find a way to to easily record the remittance as we need we're not able to filter the search in such a way that outstanding invoices for this group can be selected. This is making this job very time consuming.
Elaine Hardy
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40 votesElaine Hardy
supported this idea
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104 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
An error occurred while saving the comment Elaine Hardy
commented
Hi, this would be very useful to our clients who have large supplier payment runs as they are currently having to raise these in several smaller batches.
Elaine Hardy
supported this idea
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184 votesElaine Hardy
supported this idea
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An error occurred while saving the comment Elaine Hardy
commented
this would be a good feature for us, as we have a client who has 100's of repeating invoices which go to draft 1st of each month. These are amended and sent out, but on some occasions we've needed to start the process earlier and we can't do that without amending all the dates on the repeating invoices.
An error occurred while saving the comment Elaine Hardy
commented
Hi, this idea would be useful to us, as we have clients who have 100's of sales invoices on repeating invoice, but these are sent to draft and are amended prior to being sent to the customer on the first day of the month. It would be good if we could send then to draft earlier that the invoice date, without having to amend the date.
I'm a digital advisor at an accountancy practice.
We have a client who has their own in-house accountant who has been using Sage Business Cloud to submit their corporation tax return and companies house return from the software.
Having reviewed Sage Business Cloud, I have found that this software doesn't work as well as as it could and would like to recommend Xero as this has better integration with all their other software. However, Xero not having this feature for business owners could make the difference. :-(
Hopefully Xero will review this decision at some point.