Settings and activity
7 results found
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17 votes
Appreciate different businesses operate differently when setting up and approving deals. Some businesses specifically leave off detail from quotes for their own circumstance too.
Imagine this'd need to be an optional org setting, and not something we have plans for right now but we'll get a sense of the interest here.
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Rebecca Schaab
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23 votesRebecca Schaab
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189 votesRebecca Schaab
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76 votesRebecca Schaab
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17 votesRebecca Schaab
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180 votes
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.
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
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8 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
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An error occurred while saving the comment Rebecca Schaab
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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