Settings and activity

12 results found

1. UK Payroll - Add a tracking category to employment allowance

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   submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Sophie King shared this idea  ·  17 April, 2025

2. VAT Return report - Transactions not included

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   7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   HI team, our article here will likely help you identify transactions that have not been included in your VAT return. 

   You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return. 

   Sophie King supported this idea  ·  08 March, 2024

3. Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sophie King supported this idea  ·  08 March, 2024

4. Lock dates - Ability to add password protection

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   10 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   We appreciate the interest gathered on this idea, everyone. At this time we don't have any immediate changes planned for lock dates, but as we continue to develop parts of Xero this is something we'll consider as a possible enhancement for lock dates. If there's any news I'll be sure to update you here.

   Sophie King supported this idea  ·  08 March, 2024

5. Files - Bulk export/print attached files

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   243 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
   We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
   While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
   However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for right now.

   Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
   We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
   While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
   However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for… more

   Sophie King supported this idea  ·  08 March, 2024

6. Fixed Asset - Report Customisation

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Sophie King supported this idea  ·  08 March, 2024

7. Reporting - File Attachment Report

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   submitted  ·  91 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sophie King supported this idea  ·  08 March, 2024

8. Credit notes- bulk allocation

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   submitted  ·  159 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sophie King supported this idea  ·  08 March, 2024

9. Conversion Date Mid-Month

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   9 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   
   

   Sophie King supported this idea  ·  08 March, 2024

10. Bank Reconciliation - Recording refund through bank reconciliation tab

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    5 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Sophie King supported this idea  ·  08 March, 2024

11. Lock Dates - Allocate Credit Notes to Invoices/Bills before a Lock Date

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    62 votes

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    23 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.

    Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.

    When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals can change important reports like the Balance Sheet and the P&L(Income Statement), as well as impacting your local sales tax.

    So to be clear

    • An invoice in a locked period can be settled with a credit note which is not dated in the locked period because we are able to build the correct journals on the date of the credit note
    • A credit note in a locked period can be allocated to an invoice which is not dated in the locked period because we are able to build the correct journals on the date of the invoice
    • If both credit note and invoice exist in the locked period then they can’t be allocated against each other because we can’t build journals in the locked period

    Xero prompts you to allocate credit as soon as there is both credit and something which it could be allocated to. If you skip that prompt and have both documents entered but unallocated before you locked the period, then to allocate them you need to allow new journals to be created in that period, meaning you will need to unlock the period.

    Lock dates provide a lot of security and comfort for people who set them once they've filed with tax authorities, ensuring that neither deliberate nor unintended changes end up altering their tax position and making them no longer compliant. We therefore have no plans to change how lock dates work.

    Hi everyone, we understand why people would want to be able to apply a credit note within a locked period however we wanted to provide more context on the purpose of lock dates and reasons for the way they work at present.

    Basically put lock dates prevent users making changes to the accounting records prior to the lock date. Their role is to prevent unintended changes which would alter reporting outcomes be they financial reports, VAT/GST/Sales Tax reports etc. Lock dates ensure financial data is accurate and trustworthy.

    When a credit note is allocated to an invoice the allocation date is dated the later of the two documents, the first day where both exist. Credit note allocations require creating journals on both a cash and accrual basis, which is why if both the invoice and the credit note are in a locked period, the allocation can’t be done. Those journals… more

    Sophie King supported this idea  ·  08 March, 2024

12. UK Payroll - New Starters and Leavers payroll report

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    6 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    An error occurred while saving the comment
    Sophie King commented  ·  08 March, 2024  ·  Edit…  ·  delete…

    This would be really useful for our audit team

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    Sophie King supported this idea  ·  08 March, 2024