Settings and activity

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1. Invoice - Ability to have recall/undo sent invoices

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   26 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we totally get that mistakes happen, and the ability to recall an invoice sent in error would be handy. Hearing how this affects your workflow gives us important context as we review the idea.

   At this point, this idea isn’t on our roadmap. Part of the reason is technical: implementing a true recall feature would require extensive work. Once an email leaves Xero, it travels through external email servers outside of our control. Most email providers don’t allow messages to be retracted after delivery, so reliably recalling an invoice isn’t possible in the same way it’d be within an internal system.

   We’ll be sure to update this thread if anything changes.

   Jessica Abrahams supported this idea  ·  06 December, 2024

2. UK Payroll - Link payroll with expenses

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   submitted  ·  1 comment  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   Jessica Abrahams shared this idea  ·  27 September, 2024

3. Invoices | Statements: Highlight overdue in PDF

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   submitted  ·  3 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Jessica Abrahams supported this idea  ·  27 September, 2024

4. Xero Tax (UK) | Prepare sole trader accounts on cash basis

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   0 comments  ·  Practice tools  ·  delete…  ·  Admin →
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   under review  ·  AdminHannah G (Admin, Xero) responded

   Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

   Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the account code mappings and click through from the personal tax return to see the breakdown of the transactions which have been included. This workflow still fits in perfectly with our in-built e-Sign solution, Document Packs, also as the report generated within Xero can simply be published and included with the tax return to go out together for signature.

   There will be further enhancements to our direct integration from Xero to Personal Tax too, so watch this space

   Hi Claire, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.

   Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the… more

   Jessica Abrahams supported this idea  ·  12 August, 2024