Settings and activity
11 results found
-
340 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Rebecca Schaab
supported this idea
·
-
79 votes
Hi team, we appreciate the interest surrounding this idea and how having the ability to identify assets that investment boost has been applied to would be useful from the Depreciation schedule.
Right now, IR10 in NZ tax will import Investment Boost directly from Fixed Assets if there is an organisation.
Being upfront, adding this to reports within an organisation isn't currently on our roadmap, but we understand how this would be useful in this reporting and will continue to consider this in future product planning. I'll share if there are any updates for you here.
Rebecca Schaab
supported this idea
·
-
40 votes
Hi everyone, sorry we've not engaged here sooner. We want to share an update to provide some detail here.
Currently, if no payment is made on the first provisional date, then the amount owing moves to the second provisional date. The payment schedule is optimised to show payments in the future and will not reflect missed payments - There are no plans to make a change to how the payment schedule works.
On this basis, if you feel the schedule is incorrect we highly encourage you connect with our Xero Support team via Xero Central so we can take a closer look to investigate based on your specific case. Thanks
Rebecca Schaab
supported this idea
·
-
26 votes
Hi team, thank you for engaging with us about this idea here.
Being upfront we don't have any plans for making the account code and tax rate mandatory on quotes at this time.
That said, we're exploring how payments may occur at earlier points in the sales cycle, such as from a quote. Our team will consider the idea here closely as part of this.
If there is any updates to share on this I'll come back to update you here.
An error occurred while saving the comment Rebecca Schaab
supported this idea
·
-
34 votesRebecca Schaab
supported this idea
·
-
217 votesRebecca Schaab
supported this idea
·
-
95 votesRebecca Schaab
supported this idea
·
-
17 votesRebecca Schaab
shared this idea
·
-
188 votes
Hi team, thanks for continuing to share and support in this idea.
While our team has continued to consider this idea since our last update, being upfront with you all here we want to share that this isn't in our current roadmap and unlikely to be developed in the near term.
For this reason, we'll move this to Not in pipeline however should anything change this we'll certainly share an update with you all here.
An error occurred while saving the comment Rebecca Schaab
commented
This is just absolutely ridiculous. Xero didn't listen to us when we said we didn't like the new format of the GST return and we had to beg to get the late claims on a separate tab in the report (which still hasn't happened by the way), the least they could do is listen to us when we say we need the publish function.
Rebecca Schaab
supported this idea
·
-
90 votes
Thank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
An error occurred while saving the comment Rebecca Schaab
commented
Xero - This is the worst news. Please do not retire the old version until you have improved the functionality of the new version
An error occurred while saving the comment Rebecca Schaab
commented
Fully agree. The new "update" is not user friendly at all.
Rebecca Schaab
supported this idea
·
-
10 votes
Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
Rebecca Schaab
supported this idea
·
An error occurred while saving the comment Rebecca Schaab
commented
Further to this. Just wondering, instead of having the tick box option permanently set to "show archived" - if it could be permanently set to not being ticked, because we have to untick it every time we go to run the report. If we want to search by an account name then all the archived ones are included unless we untick it, which is painful.
It might be beneficial for the option to be the other way around? - In the off chance people want to see archived account transactions then they can choose this option instead of it being the standard option.
Thanks
Hi team, it would be really great when using quotes in Xero that it would send up a warning message when an account code has not been entered before being able to send out the quote to a customer (like it does in the invoices).
Or if the account code could pre-populate (based on the history of coding) also like it does in invoices. I have had a client used to doing the quoting in the old version where they could keep a place holder for the sales account, but this function has since gone in the latest invoicing update.
The warning message would be really helpful as it would stop quotes being sent out without the GST component on it (due to the lack of an account code). Thanks