Settings and activity
1314 results found
-
19 votes
An error occurred while saving the comment An error occurred while saving the comment 
Freya Pieroz
commented
When I'm searching for a particular bill or transaction, I'm usually looking for a recent one. Using the global search seems to give a random selection, including having a bill from four years ago as the first result. This basically makes search functionally useless to me.
It's great that we can filter the search by type of result, but when I'm looking through search results, I like them ordered so I can scan through to find what I want QUICKLY instead of having to waste time looking carefully at every single one.
Freya Pieroz
supported this idea
·
-
11 votesFreya Pieroz
supported this idea
·
-
4 votesFreya Pieroz
supported this idea
·
-
2 votesFreya Pieroz
supported this idea
·
-
48 votes
Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.
So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.
What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.
We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…
Freya Pieroz
supported this idea
·
-
9 votesFreya Pieroz
supported this idea
·
-
4 votesFreya Pieroz
supported this idea
·
-
4 votesFreya Pieroz
supported this idea
·
-
2 votesFreya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
7 votesFreya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
7 votes
An error occurred while saving the comment Freya Pieroz
commented
Would you be able to explain how MACRS (as defined by the IRS), differs from the straight line depreciation and reducing balance depreciation methods used in the rest of the world? A quick read through tells me that MACRS:GDS is basically reducing balance, and MACRS:ADS is basically straight line depreciation, it's just the effective life that changes (eg the Australian Tax Office says that the effective life of a tractor is 12 years and it looks like the IRS defines it as 3 years when using MACRS?)
-
2 votesFreya Pieroz
supported this idea
·
-
30 votesFreya Pieroz
supported this idea
·
-
2 votes
An error occurred while saving the comment Freya Pieroz
commented
If you need to alter the accounts payable on your balance sheet to make it look like you have less owing than your bills payable would suggest, the easiest way to do this is with a bill credit note. Increasing accounts payable is done with a bill. Altering accounts receivable is likewise done with invoices and invoice credit notes.
I would assume for the accounts receivable, you want to journal something like a provision for doubtful debts. I usually get around this by creating a credit note for the debt that is doubtful but not applying it. This reduces the accounts receivable balance without removing the potential for the invoice to be paid, and ensures that everyone with access to the accounts can see that you are aware of and following up on it. Before it actually gets applied to the unpaid invoice, the line item Provision for Doubtful Debts gets changed to a Bad Debts Expense, but nothing else needs to be. If it actually gets paid, you edit the credit note to have zero value so that there is a record that you considered this debt doubtful but that it got paid (customers who cause you to doubt them are not good customers).
-
2 votesFreya Pieroz
supported this idea
·
-
149 votesFreya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
5 votesFreya Pieroz
supported this idea
·
Today, I'm searching for the most recent Xero bill so I can attach a copy of the paperwork to it. The most recent one the global search results could find was from 7 months ago, and it didn't find the contact at all.
Same thing when I want to attach paperwork to tax office transactions, I search for "ATO" and get other contacts with that string, but less than half of my clients get the contact called "ATO - Australian Tax Office" in the search results dropdown. In the client whose accounts I'm in right now, the most recent tax office transaction/bill in the dropdown of results is from 2019!