Settings and activity
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2 votes
Hi team, the organisation name and logo shown on the invoice email is taken from the organisations details page. You can add your organisations logo on this page which will appear on emails sent from your organisation.
Freya Pieroz
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45 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
An error occurred while saving the comment Freya Pieroz
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26 votesFreya Pieroz
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An error occurred while saving the comment Freya Pieroz
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My Windows settings say that the first day of the week is Monday. Pretty standard for Australia.
All the dropdown calendars in Xero should match local system settings. If you don't want to have Xero ask the computer or browser what the settings should be, then there should be the ability for the user to change this themselves - while I never use Sunday as my first day of the week, I know people who like that.
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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10 votesFreya Pieroz
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4 votesFreya Pieroz
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3 votesFreya Pieroz
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3 votes
Appreciate not the exact feature you're looking for here and will be good to get a sense of the interest of this here. In the meantime, I wanted to make sure you can find this information once reconciled. Those with the Standard or Adviser roles can run the Journal report to view recent impacts to accounts and the user that made each change.
Freya Pieroz
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2 votesFreya Pieroz
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7 votesFreya Pieroz
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8 votesFreya Pieroz
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10 votes
An error occurred while saving the comment Freya Pieroz
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Should also add that the delivery instructions section on the purchase order where Xero suggests we put the written agreement that has to go on every RCTI for them to be legal isn't big enough for the written agreement that the ATO has on their template. If I copy and paste the ATO template, it cuts off just over halfway in.
Freya Pieroz
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53 votesFreya Pieroz
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109 votes
An error occurred while saving the comment Freya Pieroz
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I'd like to be able to bulk assign expenses (and income) to Projects using Find and Recode or with tickyboxes on the list of Bills not assigned to Projects.
Currently, you have to edit each separate transaction to assign it to a Project. Separately.
From within a Project, clicking to Add -> Expense from bill opens the list of unassigned bills, but you have to open each one separately and edit each one separately.
It's a waste of time to do each one separately rather than in a bulk lot, especially when the person reconciling the bank doesn't have Projects access or forgets to assign the transactions they're reconciling due to the fact that that's a multi-step process that involves drilling in to Add details.
Freya Pieroz
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2 votes
Thanks for contributing to this idea, everyone. As part of the single client record we've recently made a change so now when you record a client note in Xero HQ or Xero Practice Manager each system are now reflected in the other.
We appreciate there is a second part of the idea here surrounding custom fields. Custom fields are being developed with current work the team have underway, and eventually you'll be able to see custom fields reflected in both systems (Xero HQ and XPM), too. We'll keep you updated of further news for this here.
Freya Pieroz
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30 votesFreya Pieroz
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69 votesFreya Pieroz
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9 votesFreya Pieroz
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3 votesFreya Pieroz
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As a general rule, depreciation on different types of asset has an account number that's the account number for the relevant asset +1 (eg 720 Computer Equipment and 721 Depreciation on Computer Equipment).
The depreciation should therefore always show up on balance sheets immediately after the relevant asset. Not several lines away!
Similarly, we always group expenses by type where possible in the chart of accounts - especially when it comes to employment-related expenses, it's useful to have them show up together on the profit and loss report.