Settings and activity
9 results found
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62 votes
Hi community, we appreciate the interest this idea has received. Sorry we haven't engaged with you on this idea sooner.
We understand being able to efficiently track and calculate fuel tax credits is important to you all who've supported this, however we want to be transparent that this isn't a feature we're looking to develop in the near future.
If you haven't already found a means to track this I wanted to share a method that could help. In Xero you could create untracked Inventory Items for each fuel type. When you enter purchases for fuel, you'd select the appropriate item, entering the number of litres into the Qty field, and the price per litre into the Unit Price field.
You could then use the Inventory Summary report to view the quantity of the fuel purchased during a date range.
If there are any changes around this we'll share with you…
An error occurred while saving the comment -
5 votes
Jodie Lee
supported this idea
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23 votes
An error occurred while saving the comment Jodie Lee
commented
Yes, please, this would be a huge timesaver!!!!
Jodie Lee
supported this idea
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418 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
An error occurred while saving the comment Jodie Lee
commented
How on earth is this not a direct plan by Xero... are you seriously suggesting we should run over 100 'aged receivables' reports and manually email them to clients at the end of every month?! Have you not ever used or looked at any other accounting software that all seem to be able to do this without question or difficulty. This baffles me that it's not even on your radar?!
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71 votes
An error occurred while saving the comment Jodie Lee
commented
This is really vital... we have large quotes but once accepted they are often billed in stages, not all at once and it's fiddly having to constantly check back and forth to see what has/hasn't been billed and how much is left to bill. Please update this urgently.
Jodie Lee
supported this idea
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An error occurred while saving the comment Jodie Lee
commented
This is really vital... we have large quotes but once accepted they are often billed in stages, not all at once and it's fiddly having to constantly check back and forth to see what has/hasn't been billed and how much is left to bill. Please update this urgently.
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51 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
Jodie Lee
supported this idea
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94 votes
Hi everyone, thanks for feeding back to us here. Understand the rationale for wanting to be able to apply discounts on bills in Xero, similar to how you can with Sales invoices. This is something our team would like to develop into bills, however there are a few other important pieces of work that need attention first. So, for the time being we'll leave this as Submitted but as soon as there's movement we'll update you of any change through the idea here. Thanks!
Jodie Lee
supported this idea
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392 votesJodie Lee
supported this idea
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13 votesJodie Lee
shared this idea
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The fact that we can't even get a 'quantity' to appear in the account transactions, doesn't hold out much hope that Xero will implement anything at all to make our lives easier :)... NOT IMPRESSED XERO