Settings and activity
1223 results found
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11 votes
Freya Pieroz
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26 votesFreya Pieroz
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27 votesFreya Pieroz
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9 votesFreya Pieroz
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50 votes
Hi community, in lieu of having a direct feature for this I wanted to highlight the option shared earlier on in this thread (Thanks Peter!) for those it may help.
As mentioned, currently you could enter a separate line on the invoice, with a negative amount for the retention value, and code this to a 'customer retentions' account in the Balance Sheet. You could also add a comment in the Description field, indicating the cumulative retention value.
The Account Transactions Report can then be used to manage the values being carried forward.
Being open, this isn't something we have planned for development at this time, however we'll continue to gather the interest here, and if there's any changes we'll let you know.
An error occurred while saving the comment Freya Pieroz
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184 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
Freya Pieroz
supported this idea
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42 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed your comments and can see the that this idea has been gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
Freya Pieroz
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52 votes
Hi team, we appreciate the interest in this idea and how having a record of changes to a users permissions would be helpful as an audit in your Xero organisation.
While this history event isn't in our immediate plans, we are closely considering how and what changes we record history for as we continue to develop parts of Xero.
For the time being we are continuing to keep a watchful eye on the support in this here, and I will make sure to share if there is any news of this for you all here.
An error occurred while saving the comment Freya Pieroz
commented
I can see that a particular (now ex-)user made changes to transactions, but I cannot see when their access was removed, nor can I see what email address they were using to log in - this means that I can't differentiate easily between work done by users with similar, generic names.
Freya Pieroz
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47 votes
Hi everyone, thanks for your feedback on Schedule 5 calculations for commissions and bonuses. We appreciate you explaining how important this is for commission-based industries where commission is often the primary income.
Currently Xero payroll requires regular earnings to calculate Schedule 5 tax. We understand the current setup requires manual workarounds when employees have commission-only income.
Our product team has reviewed this idea and moved it to Accepted so it can be formally considered in future planning cycles. We'll keep you updated as things progress.
An error occurred while saving the comment Freya Pieroz
commented
Clarification: you're asking for the ability to tax commissions paid every pay period using the regular tax table instead of table 5. They still need to be reported as commissions under STP2, so they can't be reported as an ordinary hours pay item.
That is: if an employee is paid their regular pay monthly, and received commissions relating only to that month, then it is currently being taxed as if they were being paid their regular pay weekly with commissions paid monthly, which is not as per ATO guidelines and therefore can potentially lead to withholding the incorrect amount of tax.
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105 votes
Hi community, we appreciate the comments about your needs in this idea.
We get the importance of being able to set a delivery address for an individual invoice and have that address remain tied to that invoice, without overwriting the delivery details on past invoices or changing the default details for the contact.
With a clear understanding of the risks in altering historical invoice delivery details and delving into the wide range of workflows this feature would support, we want you to know this is something we’re looking to solve.
We have a larger project around being able to support multiple addresses per contact in invoicing, and as part of this we’ll be enabling the ability to update delivery address details on an invoice-by-invoice basis.
There are few steps for us to get through before we can deliver and get this in your hands but I’ll be sure to share…
Freya Pieroz
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13 votesFreya Pieroz
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6 votes
Hi team, we appreciate the interest for this idea and improvoing the product ideas forums for your use.
As noted in my last response currently when logged into Xero Product ideas there is the option to go to Settings & activity from your initials in the top right of the screen Within this page you select the option to 'Export my data'. This'll email you a few files, one of which is a CSV of all the ideas you've started and the URL to be able to view these online.
We appreciate wanting a simpler in product view of this and will continue to consider how we could solve for this as we develop this space. I'll share if there is any progress here.
Freya Pieroz
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70 votesFreya Pieroz
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19 votes
Hi team, we'd like to jump into this thread with an update for you all. We have made a recent update to simplify bill creation and further automation in Xero. Bill's created from email, web or mobile, will automatically apply defaults that have been pre-set in your organisation such as account codes, tax rates, and tracking categories.
We appreciate this idea has been raised in relation to eInvoicing and third-party app creation which this functionality doesn't extend to at this time, but wanted to share for those using email to bills, or uploads.
We will continue to track the interest in these other creation types and share if there are any further improvements.
Freya Pieroz
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101 votes
Hi everyone, we appreciate that as eInvoicing is adopted by more regions and businesses the appetite for supporting eInvoicing across more of Xero’s features is growing.
Over the coming months our product team will be looking into updates to Xero’s repeat invoices templates and support for eInvoicing within these is something that's on our teams radar. When we get to picking this up and being able to explore this deeper, we’ll keep you updated and share if there are any opportunities to bring you into our discovery.
Freya Pieroz
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12 votes
An error occurred while saving the comment Freya Pieroz
commented
The lack of this function is really annoying. Redoing it every time instead of only when it changes leaves us more vulnerable to human error.
Freya Pieroz
supported this idea
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34 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed this idea and have updated it's status to Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
An error occurred while saving the comment Freya Pieroz
commented
It would be really great to be able to pay payroll (and associated costs) direct from the correct cost centre, instead of having to calculate every pay how much needs to be transferred from each cost centre to the account from which payroll is being paid
Freya Pieroz
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35 votes
Hi everyone, thank you for sharing how your businesses manage salary packages. We understand those using a Super inclusive salary model require manual recalculations with annual SGC increases.
Xero is designed primarily to support small businesses, the vast majority operate on an exclusive salary model. This is largely driven by the award system, where SGC is paid on top of base rate.
Our product team has let us know we don’t have plans on our foreseeable roadmap to change how these calculations are handled in Xero.
We truly appreciate you taking the time to share your workflows with us, as it helps us understand the diverse needs of the Australian business community. We’ll let you know if our priorities change.
Freya Pieroz
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15 votesFreya Pieroz
shared this idea
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14 votesFreya Pieroz
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My clients do use credit notes and a retentions receivable asset account or other similar workarounds. Unfortunately, this means creating a separate retentions receivable account for each of their customers and given that there's multiple projects and contracts for each of those customers and the retentions receivable can only be reconciled with the customer's statement on a per-project basis, it's still something that needs my clients to maintain a manual spreadsheet OR create a separate receivables account for each project (which gets very unwieldy very quickly).