Settings and activity
7 results found
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26 votes
Matt Tyler
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16 votes
An error occurred while saving the comment Matt Tyler
supported this idea
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56 votes
Hi team, we appreciate the interest in being able to manage part year returns through Xero Tax for NZ. This isn't something we have in our plans at present.
I can assure you our team are aware of the interest on this idea and if there's any progress we'll let you know through the idea here.
An error occurred while saving the comment Matt Tyler
commented
+1 This would be great
Matt Tyler
supported this idea
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244 votes
An error occurred while saving the comment Matt Tyler
commented
This would massively increase functionality and lower workload for bookkeepers & accountants
Matt Tyler
supported this idea
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207 votes
Thanks for all your feedback around being able to issue progress payments on sales invoices.
Right now as noted by others in the idea, one option for processing progress payments in Xero could be to use a draft invoice to keep track of the total amount, and using Copy to create new invoices for each progress payment, linking them back to the original project or quote in the description. It’s not a perfect solution, but may help manage the process.
We've been listening to your feedback and know there are multiple ways businesses operate - and we're exploring solutions for these workflows such as progress payments, and additionally, the ability to accept a deposit from a single invoice.
While we're unable to provide timeframes around this just yet, please know that this is a priority to us and we'll keep you updated on the progress through this idea.
An error occurred while saving the comment Matt Tyler
commented
I've had multiple clients approach me about this issue now. They would really like to see the ability to either bill a percentage or at least a lump sum of a task in Projects as a progress invoice.
Matt Tyler
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236 votes
Thanks for the feedback and great to hear the use you find in repeat templates in Xero.
While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?
You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import.
This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂
Matt Tyler
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169 votes
An error occurred while saving the comment Matt Tyler
commented
This would be huge, and save hours of time every month.
Matt Tyler
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100% agree. We can't be going back and changing comparatives in prior periods when the accounts have already been completed