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  1. 1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

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    Sam Gray commented  · 

    @System, you don't need an apostrophe in Xero Product Idea's. It should be Xero Product Ideas.

    Sam Gray shared this idea  · 
  2. 1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Idea's. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

    Sam Gray shared this idea  · 
  3. 38 votes

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    Sam Gray supported this idea  · 
  4. 3 votes

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    Sam Gray commented  · 

    There is and always has been?

  5. 2 votes

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    Sam Gray shared this idea  · 
  6. 38 votes

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    Thanks for sharing with us through product ideas here, everyone. Our team are currently doing some work in this space which once released will accomplish what you're after here. I'll shift to working on it and will be back to share once the changes are live.

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    Sam Gray commented  · 

    Omg Xero, why don't you understand requests properly???! 😂

    Previously:
    You want the option to print PAYGI? Too bad, you didn't change it on the estimates page from No to Yes. So you can't print it unless you unlock the return.

    Xero:
    We've not only given you the option to print PAYG Instalments - we're forcing you to 🙄

    Leave it available in the print settings but default it to No! We don't want to print it every time, we just want to be able to print it sometimes and not need to unlock the return to do so! Seriously...

    Why does Xero make changes that affect everyone on requests with only 38 votes..?

  7. 2 votes

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    Sam Gray shared this idea  · 
  8. 4 votes

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    Sam Gray commented  · 

    I have an Individual Client (in XPM and XeroHQ). XeroHQ created a duplicate Client, but a Company, in both XeroHQ and XPM. I can't delete the duplicate that XeroHQ created. Absolutely ridiculous...

    Sam Gray supported this idea  · 
  9. 128 votes

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    Appreciate your feedback on the idea here. As a grounds to start from we thought it would help to confirm;

    • There is a two way sync of your clients between Practice Manager and your practice Xero organisation Contacts
    • The sync between XPM and your practice Xero organisation contacts is different - we’ve explained this more below


    Differences between Xero Practice Manager(XPM) and your practice Xero organisation sync

    • Client will sync with your organisation’s Contacts depending on your Xero connection setup - more on Xero Central
      • This is controlled by users with the Administrator role and can be set to ‘Never’, ‘Only when uploading invoices’ or ‘Every time client or supplier details are updated’
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    Sam Gray commented  · 

    The admin response here is very confusing. What a strange jumble of dot points.
    The article linked says you can choose the option: "Every time client details are updated – Each time you update the details for a client in Practice Manager, the changes are sent to Xero automatically. Select this option if you want both systems to be in sync at all times."
    I have that option selected. When I create a Client in XPM, it creates a Contact in Xero Blue. But it does not add the email address to the Xero Blue Contact. Why does the help article and admin response here, suggest it does?

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    Sam Gray commented  · 

    Xero Tax should sync the client email address (from Xero Tax/XPM) to the Practice's Blue Xero Organisation.
    So simple.
    Why does it not?

    Sam Gray supported this idea  · 
  10. 40 votes

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    Sam Gray commented  · 

    Wild that the email that is sent to clients with documents for signing is lost forever... wild.

    Sam Gray supported this idea  · 
  11. 23 votes

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    Sam Gray commented  · 

    It's wild that Xero and Stripe can't just surcharge exactly what it would cost to process. The maths isn't even hard at all.
    Read this as well if you haven't already: https://central.xero.com/s/question/0D58V00008uqRguSAE/gst-on-stripe-fees
    And my comment:
    This is wild. Interesting to finally have the context around Xero Inc and how they dodge GST.

    This causes a plethora of issues, that Xero will say is not their problem, including:

    - businesses incorrectly claiming GST on the fees. You only know you're not being charged GST because of a tiny fineprint under the Payment Services section. Then Xero gives you the option to automate my fees, and all you have to do is select an account (so you select Merchant Fees - which it is). Now Xero automatically creates the transactions for the fees, incorrectly, using GST on Expenses. Lol. Xero will say "it's up to the business and their accountant to determine the GST treatment". Yeah, but Xero says would you like us to automatically create the fee transactions for you? Yeah, cool, we'll do that but won't take any responsibility that it's correct, nor let you know how we decide on the tax rate we use ;) hehe
    - businesses losing money when surcharging their customers or being non-compliant with ACCC. If I want to surcharge and my original invoice had GST on Income, my surcharge should be GST on income. Now my surcharge is $10.00 and the Xero/Stripe fee was $10.00. I pay my $1.81 GST to the ATO and I don't get a $1.81 GST credit, so I lose out. Alternatively, I make my surcharge $11.00 and now I'm break even, but the surcharge is more than the cost to the business, so I am not compliant with ACCC

    Sam Gray supported this idea  · 
  12. 4 votes

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    Sam Gray supported this idea  ·