Settings and activity

22 results found

1. Sales Invoices - Add interest to late invoices (including paid/part-paid Invoices)

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

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this today;

   • Include detail of any charges for late payments to your invoice template Payment terms & details, and
   • Edit and add a new line to your invoice to add the late fee - you could make use of Xero's inbuilt calculator for this, or
   • Edit and add a 'mark up' to each line of your invoice - again Xero's inbuilt calculator could help with calculating the amounts
   • Explore Xero's app store to see if you can find an integration that works for your business needs
   • In an effort to prevent late payment of invoices Credit limits may help in being able to prevent customers raising too much debt with your business

   We appreciate the options above don't automate the full process of what you're asking here, and we will share if there's any news. Thanks

   Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.

   As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).

   We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.

   That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.

   In the meantime, as has been shared by others over time there are a few ways you could accomplish this… more

   Anna Harrison supported this idea  ·  14 October, 2024

2. NZ GST - GST return note

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   submitted  ·  4 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Anna Harrison supported this idea  ·  02 August, 2024

3. NZ GST - Add Publish Function to new style GST report

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

   Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.

   Anna Harrison supported this idea  ·  02 August, 2024

4. Xero Tax(NZ) - Change Reply to email address

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   submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Anna Harrison supported this idea  ·  15 February, 2024

5. NZ Tax - Edit the name of PDF attached in tax payment letter emails

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Anna Harrison supported this idea  ·  15 February, 2024

6. Xero Tax (NZ) | Allocation of Provisional Tax Payments

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Anna Harrison supported this idea  ·  15 February, 2024

7. NZ Tax - Support for adding manual tax payments made outside Xero

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Anna Harrison supported this idea  ·  15 February, 2024

8. NZ Tax: Customise style on tax return PDFs

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   submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Anna Harrison supported this idea  ·  15 February, 2024

9. NZ Tax - List view of all open Client Tax Returns

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   Anna Harrison supported this idea  ·  15 February, 2024

10. Xero Tax - List of payments made to IRD

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Anna Harrison supported this idea  ·  15 February, 2024

11. NZ Tax - Option to toggle between client display name and legal name on ITR

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Anna Harrison supported this idea  ·  15 February, 2024

12. NZ Tax - Ability to copy rental schedule to new tax return

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Anna Harrison supported this idea  ·  31 October, 2023

13. NZ Tax | Trust IR6 Return - Add Appointors

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Anna Harrison supported this idea  ·  31 October, 2023

14. NZ Tax - Add barcode/link to barcode in client tax letters

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    2 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate the meaning behind this idea to you all. 

    This is something we'd like to continue to track on the site here, however to upfront in order to generate the barcode there's work that'd need to be done on IRD's end to enable this. 

    We've reached out to engage them on this, but there is no immediate plans from our end, at this time. 

    Anna Harrison supported this idea  ·  31 October, 2023

15. NZ Tax - Auto assessments

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    1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Anna Harrison supported this idea  ·  31 October, 2023

16. NZ Tax Letters - Notification when Tax Letter email fails to send

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    4 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    under review  ·  AdminHannah G (Admin, Xero) responded

    Our team is looking into this idea, however, they don't have any dates planned on when they’ll develop a notification to let you know whether a tax letter has failed to send. We understand that this feature is important so that you can be certain your clients have received their tax payment reminder letters.

    We are monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status, and if there's any movement, we'll make sure to come back and update you here.

    Anna Harrison supported this idea  ·  31 October, 2023

17. NZ Tax - Automatically select 'Split Provisional 50/50' for clients.

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    submitted  ·  3 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Anna Harrison supported this idea  ·  31 October, 2023

18. NZ Tax - Remove 901D sample templates from dropdown menu

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Anna Harrison supported this idea  ·  31 October, 2023

19. NZ Tax return - Refresh refund bank account from IRD data

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    0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

    Anna Harrison supported this idea  ·  31 October, 2023

20. NZ Tax - Excess Residential Rental Deductions Carried Forward to auto populate

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    submitted  ·  0 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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    Anna Harrison supported this idea  ·  31 October, 2023