Settings and activity
10 results found
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17 votes
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Helen Hardegen
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3 votes
Hi Lucy, to make sure I understand your idea here. When you say an affiliate would that be an affiliate to make use of AU Tax as a product or more broadly the Partner Program that Xero has for Practice users ?
Helen Hardegen
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7 votesHelen Hardegen
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6 votes
An error occurred while saving the comment Helen Hardegen
commented
Any chance we could get a Comparative Report for BASs in XeroTax? I think it would be very useful to be able to compare current BAS with a previous few to easily highlight amounts that are out of ordinary expectations in PAYGW, PAYGI or GST. I envisage a report similar to income tax comparison but across more periods. Thanks.
Helen Hardegen
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286 votes
Hi everyone, we appreciate your involvement and sharing the different aspects of activity on clients history that'd be useful, and how this'd help your workflows. While we do believe this to be a valuable feature, that we may look to develop in the future, this isn't something we've been able to prioritise against other work right now. We'll continue to keep tracking and review this idea. If there is any change that'll impact you here we'll let you know.
Helen Hardegen
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93 votesHelen Hardegen
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94 votesHelen Hardegen
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201 votes
Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.
We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.
As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting.
To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it.
We see the value in providing more customisation in reporting. Right now we have some more codes…
Helen Hardegen
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116 votesHelen Hardegen
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18 votes
An error occurred while saving the comment Helen Hardegen
commented
Clients are very unhappy when a cost is charged twice as it is copied over with a job when we are unaware it is being copied. Please Xero, you need to fix this.
This makes a lot of sense, so that the items can be marked Completed. Otherwise if staff leave or are on holiday, the returned items may not be dealt with.