Settings and activity
4 results found
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325 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
An error occurred while saving the comment -
12 votes
Is there a specific element / field of the transactions that you're trying to search by?
Currently there are a range of details that you can search by and Xero will return results for transactions that have been entered in your org (reconciled or unreconciled)
Ann Daniels
supported this idea
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An error occurred while saving the comment Ann Daniels
commented
I agree with this option being looked at as we have a client that has 6 bank accounts and we need to search in each of these bank accounts for transactions and it would be great to be able to utilise the universal search for the unreconciled items. Would be a major assistance. The current universal search assists us with general items and is fantastic to use....just would be better if the uncoded items also appeared in the results.
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21 votes
An error occurred while saving the comment Ann Daniels
commented
Client requires this for tax invoices allocated to government offices to align with their accounts payable. Without this it will mean manually having to scan the 2 items and amalgamate rather then just having the automatic option. This will save them time and be more efficient.
Ann Daniels
supported this idea
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1,047 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
An error occurred while saving the comment Ann Daniels
commented
Client's are asking for this facility to be set up within their subscription and should be an option to be looked at.
Ann Daniels
supported this idea
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Could you prioritise this one so that we are not having to manually add to both spouses as this is so time consuming. Have been able to do this automatically in other software.
Basic function that should be there.