Settings and activity
1292 results found
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4 votes
Freya Pieroz
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4 votes
Hi Troy, when you say do the GST are there any specific actions that you'd find most handy to be able to do from the app? E.g publish or export a return, file GST with IR, edit GST Details
While we don't have any plans for this atm, it'd be good to get more detail to be able to share back with our team on this.
Freya Pieroz
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10 votesFreya Pieroz
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3 votesFreya Pieroz
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8 votesFreya Pieroz
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5 votesFreya Pieroz
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14 votesFreya Pieroz
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34 votesFreya Pieroz
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114 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Freya Pieroz
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3 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
@Jenny Draper I've had a client do this. I made them sign off on Every Single Thing I had to amend, and pay me for the privilege, and they've chosen to ask me to do anything even slightly out of the ordinary with regards to payroll ever since. Apparently I got a bit scary?
Freya Pieroz
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7 votes
An error occurred while saving the comment Freya Pieroz
commented
As a side note, although the product idea regarding the Payroll Activity Detail report has been merged into this one regarding the Payroll Activity Summary report, they are two different reports.
Similar issues, though - the line items showing 0.00 x $n = $n is bad mathematics, no matter which report it's in, and the headings for the subtables only being at the top of the page instead of with each subtable makes the report unusable for anyone using a screenreader as well as not fit for purpose.
An error occurred while saving the comment Freya Pieroz
commented
In addition, the report now shows 0.00 units against payroll items which are not per-unit but instead are flat rate per pay. This is misleading - it either needs to show the number of times it's been used or be blank.
The two screenshots I've attached to this comment show the same client for two different periods. As you can see, the newer one is much less readable, with headings and totals fading into the mass of text and a giant white wasteland in the middle. The older one has line items that wrap, but the data has readable headings and the columns appear more evenly spaced (the activity statement code, units, and amount columns are approximately evenly spaced before you export, save for the left alignment of activity statement and the right alignment of units combining to give that white wasteland on the screen, but when you export, activity statement category has been given the same left aligned column width as pay item, with units and amount given much smaller matching columns squished over on the right aligned right.)
Freya Pieroz
shared this idea
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66 votes
Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.
Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.
When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals…
Freya Pieroz
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18 votesFreya Pieroz
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9 votes
We appreciate for many small businesses having more information about connected apps pricing is important when making and choosing solutions for your business.
While this isn't currently available, it's something our team are looking into surfacing through the Xero App store.
There's a bit of work to go into it, but we'll keep you updated of any progress for this here. 😊
Freya Pieroz
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9 votes
An error occurred while saving the comment Freya Pieroz
commented
Having problems again with the same contract. A delivery receipt (or rather the lack of the expected delivery receipt) would mean I would have followed up earlier on an invoice worth rather a lot of money which probably would have been paid by now. Instead, the earliest it will get paid is over a month after the original due date.
An error occurred while saving the comment Freya Pieroz
commented
I'd use e-invoicing, but that's not an option for the particular contract with which I've had problems. Other contracts with the same client do not have the same issue with emails reportedly not arriving at the destination, so it's not an issue with Xero. It is, however, an issue that Xero having email delivery receipts would assist greatly with.
An error occurred while saving the comment Freya Pieroz
commented
When sending an email from an email client, you have the ability to ask for a delivery receipt - for notification when the email arrives at the destination server. I'd like the same ability when I send an invoice by email from Xero.
Currently, in order to get an email delivery receipt, I have to send the invoice to myself via Xero (so that I have the links in the email correct) and then forward using an email client to the customer. Obviously, from an audit trail point of view, this is suboptimal.
Freya Pieroz
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6 votes
Hi team, this is unexpected behaviour and something we'd need to take a closer look into. If not already I'd recommend raising a case with our team at Xero Support where our specialists can get more detail and access to your org to investigate.
While we'll move the idea here to Not planned this is something we'd like to help you with so please do come into our Xero Support team, who can escalate if required.
Freya Pieroz
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24 votesFreya Pieroz
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91 votes
Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
Freya Pieroz
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79 votesFreya Pieroz
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12 votesFreya Pieroz
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Given we're about to have EOFY here in Australia, it would be useful to lock the payroll after we've finalised STP, so that anyone who unlocks it to do anything has that extra step to remind them that they have to lodge an amended STP finalisation and notify the employee(s).