Settings and activity
4 results found
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185 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
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Freedom Biz Solutions
supported this idea
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231 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Freedom Biz Solutions
supported this idea
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284 votes
Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience in the US, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
This is currently available in the US only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
An error occurred while saving the comment Freedom Biz Solutions
commented
This feautre needs to be activated ASAP, it should be a function in the background settings where we can choose for GJ to be Accrual and Cash.
I have a client that their booking platform integrates with Xero as a MJ, I am having to go in every single daily GJ edit it to Cash so I can get the GST lodgements correct. Its crazy considering how expenses Xero is now. Its costing my client more money in paying me to do such a simple task while paying high end subscription fees.
An error occurred while saving the comment Freedom Biz Solutions
commented
This is a critical feature with so many different applications integrating into Xero, they all seem to integrate in different ways. This feature will save alot of time. Crazy how I have to go into a GJ every single day and tick a box. It is a big time waster.
Freedom Biz Solutions
supported this idea
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1,034 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
An error occurred while saving the comment Freedom Biz Solutions
commented
It would be extremly beneficial to save employee documents in files so clients can see what their advisors have done or vise versa. It will prevent advisors always having to chase up documentation.
An even better option have an employee detail form, tax dec form and super form in the employee me up so employees can complete electronically and automatically saves to employee card.
Freedom Biz Solutions
supported this idea
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This will save time and efficiency,