Settings and activity

9 results found

1. Xero Tax (NZ) - Allow nil FIF amount in IR3

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   1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, though we appreciate your feedback here there are limitations on what combinations of data can be submitted via gateway services and these are set by IR and Xero tax must conform to these rules.

   
   

   We'd recommend contacting your IR account manager on the best way to file this return data.

   Luke McLeay supported this idea  ·  17 May, 2023

2. Batch Payments - Include Line separators in CSV export

   21 votes

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   submitted  ·  8 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Luke McLeay supported this idea  ·  17 May, 2023

3. Workpapers - Rearrange support documents in workpaper

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Luke McLeay supported this idea  ·  17 May, 2023

4. Workpapers - Ability to set period that workpaper is run across

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Luke McLeay supported this idea  ·  10 May, 2023

5. Workpapers - Ability to add more users

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   3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Luke McLeay supported this idea  ·  10 May, 2023

6. Workpapers - Ability to use Custom Excel Templates

   160 votes

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   3 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Luke McLeay supported this idea  ·  10 May, 2023

7. Report Templates - Livestock trading statement

   112 votes

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Luke McLeay supported this idea  ·  10 May, 2023
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   Luke McLeay commented  ·  10 May, 2023  ·  Edit…  ·  delete…

   As a work around our office imports these numbers into a budget created just for the livestock schedule. The result being you can load that budget column into the reports and have other formulas driven from it. Not perfect but better than using manual data fields in the report.

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8. Report Templates - Ability to add any report

   297 votes

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   43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit in report templates. We have a couple that I've linked below, or if there's another report you're really wanting to use please start a new idea for these and we can track the interest in these separately.

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports 
   • Report Templates - Add Tracking summary report

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit… more

   Luke McLeay supported this idea  ·  10 May, 2023

9. Invoice reminders - Ability to change invoice reminder to different email address

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   submitted  ·  18 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Luke McLeay commented  ·  08 November, 2022  ·  Edit…  ·  delete…

   Invoice reminders - the "Send replies to..." option under invoice reminders needs to be customisable so that replies are sent to a chosen email address rather than the address of the person who setup the reminders. The existing email settings screen would seem like the logical place for these email addresses to be created it just needs a link between the invoice reminders feature (pick list) and this email settings section.

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   Luke McLeay supported this idea  ·  08 November, 2022