Settings and activity
135 results found
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16 votes
Tammy Fleming
supported this idea
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7 votes
Thanks for sharing this Idea with us, there is a lot of interest in this area. We are moving this to Gaining Support so you can share wiht friends and colleagues so they can vote and comment!
This is really helpful for the Product team who are able to gauge the community interest. Any updates to this will be posted here.
Tammy Fleming
supported this idea
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4 votes
Hi Rozane, thanks for raising this idea. We can see how being able to export contacts with Invoice Only permissions could help businesses delegate tasks to team members without giving extra permission.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand the workflows where this level of access would be valuable.
Tammy Fleming
supported this idea
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12 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you. Currently the History and notes Assurance dashboard shows the date and time for the year. We can appreciate that the Users - login history should show a period longer than 60 days, We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Tammy Fleming
supported this idea
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20 votesTammy Fleming
supported this idea
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193 votesTammy Fleming
supported this idea
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25 votes
"Thanks for the suggestion! We’ve reviewed your idea, and it is now ready for community voting. To help move this forward, please share it with your colleagues so they can add their support. The comments section is also open for other users to share specifically how this feature would help them."
Tammy Fleming
supported this idea
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9 votes
An error occurred while saving the comment An error occurred while saving the comment Tammy Fleming
commented
To add we run two different VAT registrations (one in Ireland and one in the UK) our companys currency is euro but we need to get the sterling value for UK VAT returns
Tammy Fleming
supported this idea
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30 votes
Hi everyone, thanks for engaging us on the idea here.
As previously shared - right now, the transactions report on the VAT return can be exported, fro which you can sort, search or filter transactions.
However we appreciate the improvements this could have if available in Xero.
This is something our product team have picked up and are working through. For now, we'll move to In development and I'll keep you updated on it's delivery here. 🙂
Tammy Fleming
supported this idea
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7 votes
Just to check, when you say Transaction number would this be the journal ID or the transactions reference number, Archie?
Tammy Fleming
supported this idea
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590 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Tammy Fleming
supported this idea
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12 votes
Thanks for submitting your idea on a payroll history report, or a audit trail to track changes made to payroll.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Tammy Fleming
supported this idea
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8 votes
Hi community, thanks for your engagement and sharing your feedback on assigning billable expenses with us here.
We're in the process of developing a new experience for the individual bill Edit page, that'll make this process much simpler! Rather than a separate action Assigning to a customer or project will be an additional column within the table of your bills from which you can simply click, search and select.
Recently we also rolled. out an update to the Table so you can now drag contents of one cell up or down the a column, meaning if multiple rows of your bill need to be assigned to the same customer you can quickly fill this detail in without having to select in each row.
These features are already available when working with bills using the quick view(eye icon) on the list, but I'll return to confirm once the individual bills page…
An error occurred while saving the comment Tammy Fleming
commented
This is very frustrating, the number of times you think its been assigned and find you added the customer next to each item and clicked ok and not assign first, it seems to be an extra step that really has no sense in it being there!
Tammy Fleming
supported this idea
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5 votes
Appreciate the feedback here team. We'll track the interest for this here, however not something we have direct plans of right now.
Perhaps, right now the Contact Account Number could be used for this?
Tammy Fleming
supported this idea
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2 votesTammy Fleming
supported this idea
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801 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Tammy Fleming
supported this idea
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1,273 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Tammy Fleming
supported this idea
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536 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Tammy Fleming
supported this idea
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30 votes
Thanks so much for sharing this idea, and to everyone who’s added their thoughts and votes.
We can see why having a clearer view of which VAT return a transaction was included in would be helpful, especially when reviewing bills, invoices, and adjustments.
We’ve moved this idea to Gaining Support so we can keep listening and better understand the demand for this improvement. If this would make a difference to your workflow, please keep the votes and examples coming — they really help our product team understand the impact.
We’ll continue to share updates here as we learn more.
Tammy Fleming
supported this idea
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10 votes
Thanks to you all for sharing and supporting this idea. We understand how helpful it'd be to identify unreconciled statement lines within the VAT period before completing a return, reducing the risk of missed transactions.
This is being considered as part of a wider piece of work to help identify and resolve outstanding items at the right point in the tax-filing process. While it's not in development as yet, we'll keep you updated as work gets picked up.
Tammy Fleming
supported this idea
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We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types.