Settings and activity

7 results found

1. NZ Tax - Ability to add multiple default email addresses for tax payment letters

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   James Nell supported this idea  ·  16 December, 2024

2. NZ Tax - edit bulk email addresses

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   submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   James Nell supported this idea  ·  16 December, 2024

3. Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   528 votes

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   94 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

   Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

   To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

   • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax rate.

   Work required to enable inventory only description lines is deeper than the surface of invoicing itself. The teams required to develop this are very much across the idea here, and would like to dive deeper into this but it's not in our pipeline just at this point. We'll be sure to keep you updated if this work is picked up. Thanks for your engagement.

   Hi community, we appreciate the continued traction this idea's received, and do want to provide clarity and set expectation.

   Your feedback has been valuable in understanding the needs of using description only lines to; add subheadings, provide context for grouped charges, and ensure your invoices are easy for your clients to read and understand.

   To reconfirm, atm - You can add one-off description only lines as you enter an invoice. However, if you add detail to any other field the line will be treated as a 'financial' line and you'll need to include Qty, Unit price, Account and Tax rate.

   • We know some users have set up and saved inventory items for description only lines they commonly use, however as the item code field is used for inventory items the line of the invoice is treated as 'financial' meaning you'll then need to include Qty, Unit price, Account and Tax… more
   James Nell supported this idea  ·  27 November, 2024

4. Bank Rules - Add condition for transaction type

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   16 votes

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   1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   James Nell supported this idea  ·  27 November, 2024

5. XPM - Add multiple email addresses for client

   389 votes

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   27 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd really like to track interest and update you through, so please do support and add your feedback for this there. 🙏

   Find out more about the Xero Partner Hub and how to prepare from our website. I'll be back to share more as Xero Partner Hub is released to practices.

   Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.

   As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.

   One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊

   We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd… more

   James Nell supported this idea  ·  11 March, 2024

6. NZ Tax - Include Tax Return Status in the Filters on the Tax Payments Screen

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   James Nell supported this idea  ·  11 March, 2024

7. Practice Manager | Quick Time Entry Job Status option

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   64 votes

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   submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   James Nell commented  ·  16 September, 2022  ·  Edit…  ·  delete…

   I agree with this one. It would save lots of time. Other practice management solutions have this functionality.

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   James Nell supported this idea  ·  16 September, 2022