Settings and activity
22 results found
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25 votes
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Jana Dunnet
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6 votesJana Dunnet
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83 votesJana Dunnet
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7 votesJana Dunnet
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23 votesJana Dunnet
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42 votes
Hi everyone, we appreciate all your feedback on the new GST return and while I've made sure your feedback has been shared with product, we're going to close this idea being too broad to focus in on a particular change.
We've created individual ideas for the following points raised as it'd be good to track the interest in each separately. Please do add your vote to each that you'd like to see.
- NZ GST - Export customised return
- NZ GST - Compact export (landscape v portrait)
- NZ GST - Move File with IR to top of page
- NZ GST - Styling PDF export
I'd also encourage raising a case with our specialists at Xero Support if you're having any issues with performance or usability as it'd be good to get more detail and our team can investigate.
Jana Dunnet
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302 votesJana Dunnet
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349 votesJana Dunnet
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436 votesJana Dunnet
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622 votes
Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.Jana Dunnet
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708 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Jana Dunnet
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1,264 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Jana Dunnet
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8 votesJana Dunnet
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5 votesJana Dunnet
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16 votes
An error occurred while saving the comment Jana Dunnet
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Also having the ability to filter Projects by 'Assigned to' would be helpful
Jana Dunnet
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3 votesJana Dunnet
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102 votes
An error occurred while saving the comment Jana Dunnet
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Yes, creating a project before a quote is so backwards!
Jana Dunnet
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101 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.
Jana Dunnet
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154 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Jana Dunnet
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5 votes
Hi Stephen, not at a Projects level atm, but perhaps the ability to set default sales accounts for your contacts could solve you needs here?
An error occurred while saving the comment Jana Dunnet
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Adding to this, the default due date when raising invoices from projects, based on customers settings, is not automatically created! A basic feature that should have been thought about as one can't always dig around and go back to find those specific terms!
This also helps if employees need to have access to projects with their company email but want their payslips to their personal email address