Settings and activity

12 results found

1. Workpapers - Roll forward to the next years workpapers

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   6 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminDana A (Admin, Xero) responded

   Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.

   Terance Lioulios supported this idea  ·  29 October, 2024

2. Workpapers - Carry existing packs forward when creating new ones

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   Terance Lioulios supported this idea  ·  29 October, 2024

3. XPM - Create a registered office field on contact details for companies

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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   Terance Lioulios supported this idea  ·  14 August, 2024

4. AU Tax- Ability to calculate the number of days not liable for the medicare levy surcharge

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   submitted  ·  6 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Terance Lioulios supported this idea  ·  14 August, 2024

5. AU Tax - Losses carried forward - Tax (AUS)

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   submitted  ·  12 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Terance Lioulios supported this idea  ·  14 August, 2024

6. Manual Journals - Ability to post journal entries to bank/cash accounts

   63 votes

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

   Thanks for the added detail, everyone. It's good to be able to share this detail back with our teams.

   Appreciate why Bank Rules won't help for cash accounts and where you don't have a bank feed coming into the account.

   Being open, this isn't something we have plans for changing in the short-term. We'll leave the idea open for our product team to continue considering how we could improve efficiency in some of the situations you've described. If there are any updates we'll share this with you all here.

   Terance Lioulios supported this idea  ·  14 August, 2024

7. New Invoicing - Allow fields to be populated in any order

   35 votes

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   submitted  ·  3 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Terance Lioulios supported this idea  ·  14 August, 2024

8. Chart of Accounts - Assign a Tracking category

   102 votes

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   submitted  ·  9 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Terance Lioulios supported this idea  ·  14 August, 2024

9. Bank reconciliation - Add attachment to Find & Match (multiple match) transactions

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   submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Terance Lioulios supported this idea  ·  14 August, 2024

10. New invoicing - Auto adjust the column width when additional columns are added

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    192 votes

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    23 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.

    For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.

    I'll return to let you know when we're closer to release and can share more of the changes.

    Terance Lioulios supported this idea  ·  14 August, 2024

11. New Invoicing - Reduce number of steps and clicks

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    714 votes

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    261 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

    We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop down, and we’ll be bringing back the ability to view the number of stock on hand.

    As mentioned in my last post, our team is developing shortcuts for the drop down actions like Approve and Save so you have more ease of selecting the option that's best for you.

    We also have some updates coming to;

    • The Contact card, so you’ll be able to add more details without having to go to the contact record, like more address lines, ability to look up addresses, and entering an Attention to all items we’ve heard lots of feedback on
    • Issue and Due date picking where we’ll make it quicker to simply select a calendar date and we’ll be adding more keyboard shortcuts such as the ability to enter +0 for today’s date
    • Ability to drag & drop files that we’re enhancing so you’ll be able to do this anywhere on the invoice rather than a specific area

    Again, thank you all for sharing and continuing to let us know the improvements that make a difference for you when working with new invoicing. We'll update you as items I've mentioned above are released.

    Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.

    We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop… more

    Terance Lioulios supported this idea  ·  14 August, 2024

12. Xero Practice Manager - Ability to delete client

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Terance Lioulios commented  ·  22 December, 2022  ·  Edit…  ·  delete…

    Ability to delete a client in Xero HQ before linking them to a file.

    Currently I am only able to archive the client.

    Save Submitting...
    Terance Lioulios supported this idea  ·  22 December, 2022