Settings and activity
6 results found
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4 votes
Penny Rowden
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31 votes
An error occurred while saving the comment Penny Rowden
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37 votes
An error occurred while saving the comment Penny Rowden
commented
We have had a client kick back re the detailed P&L in the Xero Tax accounts as it lists every relevant account as in the COA and can be meaningless without groupings. Please could we have the ability to format the detailed P&L to suit the client rather than it being just a random collection of income and expenses as they might appear in the TB.
He wants us to go back to IRIS where obviously the income and expenses could be posted to meaningful account headings.
Penny Rowden
supported this idea
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42 votesPenny Rowden
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An error occurred while saving the comment Penny Rowden
commented
I'd like to support this as the button colours are coming out green for me which makes it look as if I'm using Sage or QBO!!! Not the look I want to go for! I would love to use our brand colours but Xero blue is fine too for me. Just please not green!!!!
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1 vote
Thanks for raising this, Penny. We've checked the SA100 and can see that there's only a box for stating that provisional figures have been used and this is why we only included this box.
It'd be great to understand your expectations on what a separate estimates box would do and what you have experienced in the other software you reference. Is this for an internal note, a note to HMRC or does it create a note on the report to the client? Thanks
Penny Rowden
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137 votes
An error occurred while saving the comment Penny Rowden
commented
We've just had this request from a client whose customer wants to partially pay an invoice. Obviously, the same would apply to all integrated payment services for customers paying online. Eg Crezco etc.
Penny Rowden
supported this idea
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This would be so helpful. eg we have GoCardless invoice and email templates which we've set as the default. However, for those clients who need a different invoice template, every time we send out an invoice, the team have to ensure that they choose a different email template. An unnecessary friction!
If it isn't possible to link the two together, how about at least being able to set a default email template on the customer record in the same way that you can choose the branding theme?