Settings and activity
23 results found
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8 votes
Thanks for starting this conversation, Mihir..
We can see how automatic notifications when a job is assigned could help Job Managers stay on top of new work and reduce the need to manually check their job lists.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how notifications would fit into your team's workflow.
Judy Diamond
supported this idea
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4 votes
Hi Jess, thanks for highlighting this improvement.
We can see how a monthly breakdown (or comparison) within payroll reports could make it easier to review trends, compare payroll costs across reporting periods, and support management reporting.
I've updated the status of this idea to Gaining Support. If this is a feature you'd like to see, please keep voting and share how a monthly breakdown would support your reporting workflow.
Judy Diamond
supported this idea
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116 votes
Hi everyone, we appreciate why you’d like a report that provides visibility of VAT late claims to streamline your reconciliation processes, especially around year-end and for monthly VAT returns.
Currently, it's possible to use the Account Transactions report to manually reconcile against filed VAT returns, although we get the desire for a more automated solution.
This isn’t on the team’s roadmap at present, however this is something we'll continue to consider how we accommodate these needs in future planning for tax reports in Xero. I'll be sure to let you know if there is any movement to share, here.
An error occurred while saving the comment An error occurred while saving the comment Judy Diamond
commented
would like to see a marker on each bill or sales invoice that you go into, to show whether it already appears on a vat return that has been finalised
An error occurred while saving the comment Judy Diamond
commented
Having to run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return is very long winded. We need this kind of info all the time eg when we do a movemybooks conversion. all other systems seem to have it.
Judy Diamond
supported this idea
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6 votes
Hi Claire, you can add an expected payment date from the Awaiting payments list in Sales. Appreciate it's not quite possible from the individual invoice itself atm so have slightly updated the title of your idea here. If there's any plans of adding this here we'll let you know.
Judy Diamond
supported this idea
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43 votes
Hi everyone, thanks for raising and supporting this idea of having more visibility or an alert when turnover is reaching the VAT threshold. This is something our team have picked up and taking a deeper dive into. No promises at this point but we'll keep you updated of any news here.
Judy Diamond
supported this idea
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2 votes
Good to know you're aware of how you can get a view of your credit notes for now. This isn't something we have direct plans for at this stage, but we'll track the interest from community here and share if there's any progress.
Judy Diamond
shared this idea
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53 votes
Thanks so much for sharing this idea, and to everyone who’s added their support and feedback here.
We’re moving this idea to Accepted as we can see the value in improving the experience for Group VAT workflows, particularly where customers are currently relying on manual import and export steps.
While this isn’t something we have scheduled right now, it is something we expect to consider as part of future planning. This would require a significant amount of work to build well, which means we’re not able to share a timeframe or delivery details at this stage. We’ll keep this idea updated as things progress.
Thanks again for helping us highlight the need here 🙂
Judy Diamond
supported this idea
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23 votes
Thanks for sharing this idea about choosing a default landing organisation, for when you first log into Xero.
We've reviewed this suggestion, and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit, so they can add their votes and comments about how this would help them, too!
Judy Diamond
supported this idea
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52 votesJudy Diamond
supported this idea
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46 votes
Hi everyone, we appreciate why some customers would like to have bills that are still in a draft or awaiting approval status included in reporting results.
These transaction types do not impact the general ledger until they are approved within your organisation, which is why they cannot be included in the Profit & Loss report.
Understand that is not within the report that you're asking here, however the Payable Invoice reports (Summary and Detail) can be run to include these transaction types, so you could get a view of the amounts related to these type of transactions.
We want to be upfront that this isn't something we have intentions of developing financial reports to accommodate for in Xero.
Judy Diamond
supported this idea
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81 votes
Hi team, thanks for the support and interest this idea has gained. Though we appreciate the value auto calculating VAT using the marginal scheme would be for those that need it, we want to be transparent here that this isn't in our roadmap.
Currently, it's possible to adjust VAT on invoices and credit notes - If you set the transaction to Amounts are 'Tax exclusive' and make sure the Tax Amount column is shown you'll be able to click into this field and edit the amount as needed for each line of your invoice - we have more detail on this in Xero Central.
Judy Diamond
supported this idea
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145 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
An error occurred while saving the comment Judy Diamond
commented
My request would be the ability to use an existing bank rule as the base for a new rule - copy then edit . Often you have similar rules that need setting up with just minor changes to one part of the rule. --same point as Judy Meyer below- (This is different than the idea described in the heading of this thread - which can already be attained to an extent by selecting to apply the rule to all bank accounts - using the last drop down on the rule creation page)
Judy Diamond
supported this idea
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288 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
Judy Diamond
supported this idea
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163 votes
Appreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
Judy Diamond
supported this idea
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46 votesJudy Diamond
supported this idea
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125 votes
Hi everyone, thanks again for continuing to share your feedback and examples on this idea.
We’ve now done some initial discovery on this and can see the value it could provide for businesses needing assembly or bundled inventory capability in Xero.
This is something we’re interested in solving longer term, however there is a bit of complexity involved in the work and it hasn’t been roadmapped at this stage.
When we are able to get this planned in the pipeline, we’ll be sure to update you here and keep you informed on progress.
Judy Diamond
supported this idea
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917 votes
Thanks everyone, for continuing to share your experiences and examples here. We’ve been following the recent comments and really appreciate the added detail around the challenges this creates in real payment runs, particularly where credits need to be reflected alongside bills so supplier statements and remittances stay aligned.
This March, we released the ability to find and match credit notes when reconciling, which was another highly requested idea on Xero Product Ideas.
We recognise this is an end-of-process solution and doesn’t address the core need raised in this idea. As a quick update from my last post, we’ve done some early exploration into the technical requirements needed to solve the pain points mentioned. This is a complex area to get right, as it touches multiple parts of the bill payments and credit note experience.
At this stage, our focus remains on continuing to develop our bank-agnostic payments solutions across regions,…
Judy Diamond
supported this idea
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6 votes
Appreciate how enabling your customers to update their own contact information would be helpful and save steps to keep accurate information and interact with your customers.
We don't have any direct plans around this atm, however we'll continue to track the interest this idea builds through the community and share if there are any updates.
Judy Diamond
shared this idea
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30 votesJudy Diamond
supported this idea
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257 votesJudy Diamond
supported this idea
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Given the recent announcement of Xero's partnership with Anthropic, perhaps Xero anticipates that clients will setup a Claude.ai workflow to automate searching for VAT errors and missing transactions or other custom analyses not available natively in Xero ?