Settings and activity
1292 results found
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126 votes
Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;
- There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
- The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below
Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync
- Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
- This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
Freya Pieroz
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171 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Freya Pieroz
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11 votesFreya Pieroz
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22 votesFreya Pieroz
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3 votesFreya Pieroz
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18 votesFreya Pieroz
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14 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
I'd also really like (in the short term, while payday super functionality is still being implemented) to set a system-wide default payment frequency for super, so I don't have to keep changing the settings individually on each new employee that a client has entered into the system - by default, Xero uses quarterly super; for cashflow purposes, I and my clients prefer paying it monthly.
Freya Pieroz
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4 votes
Is there a specific field of an item that you'd generally search for, Janie?
Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero.
However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero.
An error occurred while saving the comment Freya Pieroz
commented
I often like to search for Contacts using the global search bar. Frequently, the Contact cannot be found - see screenshot for a particularly egregious example today, when I wanted to open this new contact to add the details that cannot be added when a new Contact is created as part of creating a purchase order, bill, invoice, spend money, or receive money.
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107 votes
Hi everyone, we wanted to return and give you an update here. As mentioned in our last post - we want to be forth right that we don't have any plans to remove 'Powered by Xero' from emails sent from Xero, with intentional purpose and based on findings from interactions we can see having true benefit to customers in getting paid faster.
That said, we appreciate the feedback we've received and have made changes since this was initially raised to reduce the size of the footer where this is shown and have removed the hyperlink to xero.com. We will continue to develop the invoice email to continue to drive improvements for our customers and the ways you receive payments.
An error occurred while saving the comment Freya Pieroz
commented
I'd like to pre-emptively opt out of ever getting the V2 email experience, on behalf of all my clients, if the V2 experience comes with non-client advertising embedded in it.
Freya Pieroz
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53 votesFreya Pieroz
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7 votesFreya Pieroz
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5 votesFreya Pieroz
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7 votes
An error occurred while saving the comment Freya Pieroz
commented
When creating a new invoice, you currently have the ability to add some of the details of a new contact to whom you are sending the invoice, when you are creating that invoice. For details not in this quick-add box, you have to open the newly created contact and edit the details, a rather more lengthy process.
I'd like to be able to add the ABN when quick-adding a customer, so I can quickly ensure that the tax invoice fulfils all the ATO requirements for an invoice worth >$1000.
Freya Pieroz
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25 votesFreya Pieroz
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7 votesFreya Pieroz
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34 votesFreya Pieroz
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6 votesFreya Pieroz
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6 votesFreya Pieroz
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13 votesFreya Pieroz
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2 votesFreya Pieroz
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@Neeta you can always pay it more frequently than the default, it's just sorted/filtered by the pay-before date, which is set by the payment frequency.
I like to be able to double check that the payment amount matches the super accrual report (which gets attached to the bill I create for the monthly super for audit trail purposes), so being able to filter out payruns from this month when paying last month's super means I can tick all instead of ticking each line individually.