Settings and activity
43 results found
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213 votes
Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.
We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.
We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.
As many of you have noted, right now you'll need to manually untick the box for each journal entry.
If any change is planned for this we'll be sure to share with you all, here.
An error occurred while saving the comment An error occurred while saving the comment 
Sam Gray
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Great idea Nick! I bet Xero say it's too hard or that it's working as designed/based on the feedback they've received from customers
An error occurred while saving the comment Sam Gray
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They won't fix it, because they don't think it's a bug... someone at Xero set it that way intentionally (incorrectly) 😢
An error occurred while saving the comment Sam Gray
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Correct Edwin. It's not really a feature request - it's more like a bug that Rod Drury or someone put in Xero in the early days 😅
An error occurred while saving the comment Sam Gray
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Ludicrous that journals are set to Show journal on cash basis reports by default 🥴
That's why we do journals, to ACCRUE things that don't hit the bank account.Sam Gray
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15 votesSam Gray
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25 votes
An error occurred while saving the comment Sam Gray
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Seriously ridiculous to have the hodge podge of different columns and fields displaying differently. Add commas as any decent program with thousands does.
Maybe not the worst part of new invoicing - but certainly low hanging fruit that could make a difference!Sam Gray
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6 votesSam Gray
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8 votes
Hi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
Sam Gray
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65 votesSam Gray
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1 voteSam Gray
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7 votesSam Gray
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An error occurred while saving the comment Sam Gray
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Says it all..
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80 votesSam Gray
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11 votesSam Gray
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An error occurred while saving the comment Sam Gray
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At the moment if you go to an Archived Xero Workpaper pack, you can't click the Xero hotlink button nor the Documents button next to an account. I understand preventing people from clicking the Done (tick), Manager and Principal approval buttons (and delete button of individual documents) - but there is no point to deactivate the Xero hotlink button so that I can't use that, and the click the documents button to see the documents linked to that specific account. Straight up lazy..
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34 votes
An error occurred while saving the comment Sam Gray
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Ludicrous that the files option exists in the repeating template but doesn't attach to the repeating invoice/bill 😅
Sam Gray
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346 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
An error occurred while saving the comment Sam Gray
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More clicks and/or keystrokes to achieve the same thing is never, ever, an improvement.
Don't pretend it is. Own it. Admit it's too hard to fix (fix being the key word). Beg our forgiveness.
And stop making date fields that you can't type in!Sam Gray
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84 votesSam Gray
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5 votes
Aah I see what you mean now, and appreciate you sharing more detail, Anna.
In terms of the original idea, you can reply directly to the email update you received about the status if there is extra detail you'd like to share with the team - In this case I've merged your original idea with this one to keep the information all together.
We don't have immediate plans for this, but will keep considering how we improve their efficiency when engaging and sharing feedback. We'll track the support here and share if there are any updates. Thanks
Sam Gray
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5 votes
Really appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
Sam Gray
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40 votesSam Gray
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160 votes
Hi everyone, we appreciate the continued interest in the timer in Practice Manager. As mentioned in my last update, work for a Pause option would require a lot of work, and it's not something we have plans for right now.
However, we understand this is important to our customers and when our team have more capacity we'll explore how we might develop solution for this.
We will keep let you know if there is any progression to share here.
Sam Gray
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6 votes
An error occurred while saving the comment Sam Gray
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Page responsiveness is horrific now. Adding an extra line or two to a receive/spend money takes soooo long.
Sam Gray
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205 votes
An error occurred while saving the comment Sam Gray
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Good idea, except that already exists (generating the invoice earlier without changing the due date), it's not keeping the due date that's our issue, it's keeping invoice date the same, but having the invoice create itself before that invoice date 🙂
An error occurred while saving the comment Sam Gray
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Hi Graeme, I've not heard any update that it has been...
Sam Gray
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104 votes
Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
Sam Gray
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An error occurred while saving the comment Sam Gray
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@Dana A, ridiculous to call a workpaper Permanent when it isn't permanent 😂
That's why we don't use Xero's Permanent workpaper
I'm not sure what's more concerning - that the original developers who wrote Xero didn't know that manual journals should be non-cash by default - or that 15 years and 208 votes later, Xero still doesn't know...