Settings and activity
7 results found
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10 votes
Beth Clarke
supported this idea
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38 votes
An error occurred while saving the comment Beth Clarke
supported this idea
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4 votes
Hi Sarah, there is a limit of including 50 invoices in a single batch deposit atm. Is there any commonality between invoices that you pay that could possibly be searched and bring them into the one page?
An error occurred while saving the comment Beth Clarke
commented
I would like to be able to see more than 200 invoices in the invoice tab so I can search and add to batch deposit
Beth Clarke
supported this idea
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88 votes
An error occurred while saving the comment Beth Clarke
commented
If we make a batch payment from our trust account to our working account for client fees I will send the clients a receipt. In some instances one of these client amounts will be an overpayment (as they have already paid their invoice) and once allocated to overpayments I loose the ability for the whole batch to send a receipt. Please add the functionality for sending overpayment receipts.
Beth Clarke
supported this idea
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34 votes
Hi everyone, as noted in the comments here with Single Client record and client lists now being the same across XPM and Xero HQ you could export your client list from Xero HQ and you'll in the export file there is a column for Organisation name.
Appreciate this isn't directly within Xero atm, so we'll leave the idea open. We don't have any direct plans for developing this view in Xero right now, but we'll continue to track the appetite here and share if there's any change planned.
Beth Clarke
shared this idea
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83 votes
Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.
It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft
After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…
An error occurred while saving the comment Beth Clarke
commented
I am loving the Business snapshot report, I would love to include it in our monthly report pack BUT when I print the quality is poor. Can we please look at adding an option to export to PDF like the other reports?
Beth Clarke
supported this idea
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728 votes
Hi community, we appreciate this idea has collected a fair amount of votes and commentary. This has all been feedback and taken seriously by our product teams.
Currently, there are ways to record a bad debt in Xero, depending on your tax registration status and how you want the transactions to be recorded in your reports - We have help for this on Xero Central you can draw into.
We don’t have any plans in the near term to expand functionality to develop a button to write off invoices or bills as 'bad debt'. If anything changes in this space, we’ll update you on this idea!
Beth Clarke
supported this idea
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It would significantly improve efficiency if the Tax Returns tab in the client record displayed the payable or refundable amount alongside the existing details (such as return type, year, and status).
Currently, users need to open each individual return to check whether a client has a payable or refundable amount. This is time-consuming, especially when reviewing multiple returns across the client base. Including this information at a glance would streamline workflows, assist in faster client queries, and improve visibility for the team.
It would also be useful for this information to appear in the ‘All Returns’ view, allowing for better management and tracking across the practice.