Settings and activity
3 results found
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25 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
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Malcolm Elliot
supported this idea
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198 votes
Hi everyone, thank you for your continued input and feedback through this idea. Since my last update as some may have seen we have announced a new plan Xero Simple designed to support non VAT registered sole traders and landlords, as they prepare for the next phase of Making Tax Digital. And, that MTD IT will be available for all Xero business plans - see more on my update here.
While we understand the desire from small businesses in Xero Tax for the UK, our intention is for this to remain a Partner only feature. We'd highly recommend connecting with a Xero adviser if this is a tool you'd like to make use of.
An error occurred while saving the comment Malcolm Elliot
commented
Xero, there are many things that you have gotten right, but there are a few areas you have completely wrong. This is one of them.
Please make it a priority to sort out Corporation Tax - it is quite unbelievable because it means small businesses have to pay extra money and spend extra time getting filing done.
What I find annoying is that I cannot compare my official Company House accounts with my Xero P&L as standard. I don't have time as suggested by Xero Help to make a custom P&L report, why should I, when the concept of taxable and non-taxable income / expenses is a core accounting principle.
@Xero leadership, make this a priority and get this fixed asap!
PS Separately Xero has completely messed up Fixed Assets. After all my complaining one year ago, Xero finally made an attempt to make Fixed Assets better, but there is along way to go. So it appears that Xero will actually put attention to issues where customers complain alot and loudly. So I would recommend to all small businesses, complain as loud as you can on this issue, and we might actually get this done.
Malcolm Elliot
supported this idea
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16 votes
Hi all, we wanted to round back here to share for those in the UK that we've now added the ability for you to create a short transition period (between 1 month and 12 months long) when changing the Financial Year End date.
To recap for anyone new coming across the idea - Aligning with the UK basis period reforms we've made a change to Financial settings so you can add start and end dates to different periods. This change impacts multiple areas of Xero.
- Fixed assets will draw on this information, to prevent any loss of historic information when your year end changes. Everything will automatically be calculated for you based on the period start and end dates you set in Financial Settings.
- The same applies in Reporting. All historic reports will be protected. And you’ll have accurate comparison periods even across varied financial years.
- In Xero Tax,…
An error occurred while saving the comment Malcolm Elliot
commented
Please get this done immediately. Xero cannot possibly have such a brutal approach to change of year end dates. The rework required for small businesses is unacceptable. There are much more important reasons to change the year end date than a major software flaw by Xero.
I consider this as a major design issue that needs immediate fixing. At the very least, depreciation should not be reversed beyond the last financial year.
Malcolm Elliot
supported this idea
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Hey Xero, this is so basic that it is criminal this is not available. Having a switch on a contact to enable both Invoice + Delivery address on a invoice is critical. A switch is critical because some customers will always have the same delivery and invoicing address. However, some don't, and some customers want additional information in the invoicing area for their own accounting reasons. Xero please get this sorted - it cannot be hard.