Settings and activity

121 results found

1. Contacts- Edit a file name

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   submitted  ·  0 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Barbara Mundell shared this idea  ·  04 August, 2023

2. VAT Returns: Submit for client approval through Xero

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

3. VAT returns - Filter 'Transaction by VAT' and 'Transactions by tax rate' pages

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

4. South Africa Tax - Domestic Reverse Charge Vat SA

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   submitted  ·  6 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

5. Reports | VAT201 report - View total per transaction

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   submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

6. South Africa Tax - VAT report

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  21 July, 2023

7. VAT Reconciliation Report - Auto-populate and drill down into figures

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   4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Barbara Mundell supported this idea  ·  21 July, 2023

8. One Click Delivery Notes

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   13 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices. 

   
   

   Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once. 

   Barbara Mundell supported this idea  ·  10 July, 2023

9. Xero Projects - Add separate field for Project Number

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   submitted  ·  11 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Barbara Mundell supported this idea  ·  10 July, 2023

10. Profit & Loss report - Filter by project

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    14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your feedback, Karen. 🙏

    
    

    So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss. 

    
    

    History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂

    Barbara Mundell supported this idea  ·  10 July, 2023

11. Dashboard - Ability to add sticky notes/notes

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    submitted  ·  37 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

12. Projects - Assign repeating invoice to a project

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    submitted  ·  56 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

13. Xero Projects - Time & Expense Approval

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

14. Projects: Show total uninvoiced amount

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    submitted  ·  4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

15. Projects: create different teams

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    1 comment  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Simon, are you making use of Tracking at present? If not I'd recommend looking into this for your teams in conjunction with using projects which have a finite date or life of a job. 

    Barbara Mundell supported this idea  ·  10 July, 2023

16. Projects - Default account for invoice raised from projects

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    1 comment  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here? 

    Barbara Mundell supported this idea  ·  10 July, 2023

17. Projects - ability to set a project currency

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    submitted  ·  13 comments  ·  For small businesses  ·  delete…  ·  Admin →
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    Barbara Mundell supported this idea  ·  10 July, 2023

18. Xero Projects - Create project from accepted quote

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    19 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Barbara Mundell supported this idea  ·  10 July, 2023

19. Projects - Ability to attach Files to a Project

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    36 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here. 

    
    

    To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i

    Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference. 

    Understand this isn't the ideal solution, but may help some for now 🙂

    Barbara Mundell supported this idea  ·  10 July, 2023

20. Projects - Ability to add Project Stages

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    4 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Kevin, we'll get a sense of your idea for multiple project stages here, welcome to add another for start  & end dates that we can track too. 🙂

    Barbara Mundell supported this idea  ·  10 July, 2023