Settings and activity
5 results found
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117 votes
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
Suzanne Jewry
supported this idea
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43 votes
An error occurred while saving the comment Suzanne Jewry
supported this idea
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37 votes
Hi everyone, we value your input and sharing with us on your needs here.
While not a direct preview button we have provided the ability to 'Get link' from the 3 dot menu in quotes - in the same manner as invoices this will provide you a unique link that you can use to share externally, or open in a new browser tab to preview the quote.
Though not a direct solve for what has been asked in this idea, this was another highly sought after request raised by community.
We believe this option will meet the needs of some on this idea too, but will also continue to track the interest for a Preview option for future consideration. 🙏
Suzanne Jewry
supported this idea
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883 votes
Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.
As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.
Suzanne Jewry
supported this idea
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46 votes
Hi everyone, thanks for your feedback on Schedule 5 calculations for commissions and bonuses. We appreciate you explaining how important this is for commission-based industries where commission is often the primary income.
Currently Xero payroll requires regular earnings to calculate Schedule 5 tax. We understand the current setup requires manual workarounds when employees have commission-only income.
Our product team has reviewed this idea and moved it to Accepted so it can be formally considered in future planning cycles. We'll keep you updated as things progress.
Suzanne Jewry
supported this idea
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An error occurred while saving the comment Suzanne Jewry
commented
I tolerated having to amend PAYG WH every pay with the hope that the problem would be resolved but the problem continues. I know that others have complained about this multiple times in the Xero Bookkeepers Facebook Group.
We need this changed so that employees that receive commission for a single pay period can be taxed at regular rates rather than Schedule 5 as per ATO advice.
Often a contactor will need multiple contacts with the majority of the same details - for example different apartments/units in a complex.
It is extremely tedious duplicating the details.
The option to save and update the (often) one field that needs to differ would be extremely beneficial.