Settings and activity
1289 results found
-
11 votes
Freya Pieroz
supported this idea
·
-
4 votesFreya Pieroz
supported this idea
·
-
135 votesFreya Pieroz
supported this idea
·
-
27 votesFreya Pieroz
supported this idea
·
-
18 votesFreya Pieroz
supported this idea
·
-
9 votesFreya Pieroz
supported this idea
·
-
66 votes
An error occurred while saving the comment -
4 votes
Hi Dylan, the team have looked into your idea here and the behaviour you're describing isn't expected and does appear to be more of an issue than idea.
If possible could you please raise a case with our team of specialists at Support and we can take a deeper dive into this with you to work out what's going on. Thanks!
Freya Pieroz
supported this idea
·
-
6 votesFreya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
12 votesFreya Pieroz
supported this idea
·
-
4 votesFreya Pieroz
supported this idea
·
-
245 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Freya Pieroz
supported this idea
·
-
14 votesFreya Pieroz
supported this idea
·
-
10 votes
Thanks for your feedback, Carolyn. Appreciate the different use case and why you may not want information from a singular invoice to update the contact. We'll get an understanding of the demand for this here.
In the meantime, it'd be good to understand if recording as Receive money could help your flow here for cash sales so you don't have to enter contact details?
An error occurred while saving the comment Freya Pieroz
commented
@Kelly, in response to your message, a receipt is not the same as a tax invoice. Customers request copies of tax invoices so that they can legally claim the GST on their BAS. A branding theme does not legally create a tax invoice, even if it looks like one.
The Australian Tax Office has a list of the requirements for tax invoices on their website: https://www.ato.gov.au/businesses-and-organisations/gst-excise-and-indirect-taxes/gst/tax-invoices
An error occurred while saving the comment Freya Pieroz
commented
@Kelly can you easily print a Receive Money so that the customer has the copy of the tax invoice they're entitled to?
Freya Pieroz
supported this idea
·
-
19 votesFreya Pieroz
supported this idea
·
-
29 votesFreya Pieroz
supported this idea
·
-
87 votes
Hi 👋 everyone, we appreciate all the feedback. We understand if you're in and out of many different client orgs each day why you'd like to be able to increase this drop down.
We're keeping a close eye on the interest for this here and will share if there are any plans made.
Freya Pieroz
supported this idea
·
-
2 votes
Hi Mariaan, while not possible to restore the statement lines from the report, you can run the Statement Exceptions report which shows deleted or duplicated statement lines.
Freya Pieroz
supported this idea
·
-
10 votesFreya Pieroz
supported this idea
·
Part of the reason this has historically not been available is because the definition of a day isn't standardised - I have clients whose work week is standardised to 38 hours (7.6 hours x 5 days) and clients whose work week is standardised to 40 hours (8 hours x 5 days), and they have slightly different rates of hours accrued per week worked.
Me, my minimum/standard day at work is currently 6 hours. When that changes to 8 hours, my accrued leave hours won't change, but if I had 4 x 6hr days banked leave, I would have 3 x 8hr days until I accrued more.