Settings and activity
67 results found
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32 votes
Elisa Harris
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67 votesElisa Harris
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63 votesElisa Harris
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428 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Elisa Harris
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42 votesElisa Harris
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63 votesElisa Harris
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24 votes
Thanks for the example, Shellee! That's a good few departments 😮
There's no facility to create folders in the Reports Centre for this sort of categorisation atm.
We'll begin tracking support in this here.
An error occurred while saving the comment Elisa Harris
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26 votes
An error occurred while saving the comment Elisa Harris
commented
Definitely - seems silly to be able to move one but not the other
Elisa Harris
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26 votesElisa Harris
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5 votes
Hi Vanish, to confirm what you're asking here - Are you saying you'd like the ability to print a tax return excluding bank details and date of birth?
Elisa Harris
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87 votesElisa Harris
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17 votes
An error occurred while saving the comment Elisa Harris
commented
Further to Janet's comment, not only is it highly unprofessional, but also highly inefficient. Defeats the purpose of the quick and easy cover letter if you have to PDF edit every time you download. Leaves a wide margin for error.
Elisa Harris
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135 votes
Hi community, thanks for all your inputs and support in this idea so far.
💡Our product team have a keen interest to understand more around the purpose this field would have to each of your business.
If you can a share any detail through your feedback to this idea this will be valuable to the teams discovery. Thanks and we'll keep you updated here.
An error occurred while saving the comment Elisa Harris
commented
Yes, this is important to us. We had this in our last software, Handi, and it really helped in speaking to a client to be aware of what age bracket they fall into, whether they are the father or son in a relationship (if they have the same name), whether they are still a minor or have now become an adult etc without having to do the math calculations. I can't tell you how helpful I found this function in our old system, and how much I miss it already in XPM. I assure you it can be very important for tax purposes, where so much is dependent on a client's age!
Thanks!Elisa Harris
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2 votesElisa Harris
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13 votesElisa Harris
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10 votesElisa Harris
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10 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Elisa Harris
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22 votesElisa Harris
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22 votesElisa Harris
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3 votes
An error occurred while saving the comment Elisa Harris
commented
Absolutely critical...can we have this for AU tax as well? We have found that the cover letters are so much of a time saver in certain instances - but if their capabilities were expanded we could do so much more!
Elisa Harris
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Please make it possible to further categorise our reports under different headings (similiar to notes under a client, where you can make your own headings/folders for them to fall under). When you have hundreds of reports created over the months or years, it helps to be able to categorise them, for example, into 'Single Use Only' (reports for a specific task, not likely to need again, but no point in deleting them), 'Payroll,' 'Managers Reports' or 'Partners Reports' (how else can I keep track of what reports to add to a staff member when they first start, when there are hundreds of options of what they might need in their new position).