Settings and activity
50 results found
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35 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
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123 votes
Thanks for everyone’s feedback and detail on how important this feature is for your businesses.
To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill. This’ll copy the contents of the invoice/bill into a Draft Credit note where you can edit if needed. To save many users time, once approved the credit is auto applied to the related invoice or bill, but you can remove this if not applicable.
We appreciate this feature is not available for a Paid Invoice or Bill and we understand the importance of this for some organisations.
To help our product teams get a better view of the interest for the feature in Bills and Invoices it would help to track these through separate ideas - I’ll change the title of this idea to reflect Bills and we have an existing idea…
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Sam Gray
commented
The absolute gall to say "To provide a little more clarity here, it’s currently possible to create a Credit note within an individual awaiting payment invoice or bill." when the product request is clearly for a PAID bill AND the complete disregard and lack of understanding for how the real world works, is out of this world.
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23 votes
"Thank you for submitting your feedback and highlighting the improvements that are important to you. We have reviewed your suggestion, and it is open for community support.
To help your idea gain traction, we encourage you to share it with colleagues who would also benefit so they can cast their votes. Additionally, other members can leave comments to provide further context on how this change would enhance their experience with Xero."
An error occurred while saving the comment Sam Gray
commented
@Belinda, what silly person at Xero combined my idea about Xero WORKPAPERS:
Workpapers - Fix Income Tax workpaper that incorrectly shows current year June PAYG installmentWith this idea, about Xero TAX:
Xero Tax (AU) - PAYG Instalment Estimate Worksheet improvementsHonestly. It's embarrassing.
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1 vote
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Sam Gray
shared this idea
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1 vote
Thanks for sharing your feedback on the ATO Activity Statement settings.
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.
Sam Gray
shared this idea
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30 votes
Hi, thanks for sharing this idea, about how a Search on these drop-downs would speed things up for you.
We've reviewed your idea and now you can share it with any colleagues that this could benefit, so they can add their votes and comments to support it.
Sam Gray
shared this idea
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12 votes
Hi everyone, thanks for sharing back here. We released a change a few months back that we hope has solved your needs here and are very keen on your feedback.
Now, when clicking the Attach document or file button in the account line or in the supporting documents section you get both the option to attach a document and link an URL.
Let us know if this meets your needs in this idea.
An error occurred while saving the comment Sam Gray
commented
This was also helpful, as if there was just one supporting document to access (small workpaper), I was one-click away from opening the document... now I am a minimum of three clicks (the account, the document, the warning). Yay!
An error occurred while saving the comment Sam Gray
commented
In old workpapers, I could see all supporting documents in the workpaper in the supporting documents section at the bottom of the workpaper (and could see all of the Queries in the workpaper, in the queries section at the bottom of the workpaper).
Now I have supporting documents, linked to accounts in the workpaper and not only are the icons tiny and they don't show up when you click on the paperclip, they don't show in the supporting documents section at the bottom of the workpaper! Why?!
An error occurred while saving the comment Sam Gray
commented
I know I can click the account.. but it already worked fine, why change it?
Before I had one place to go to attach either of document or URL AND see everything already attached.
Now I have three places to go.. one to see what's attached (but can't attach any more), one to attach documents, and one to attach URLs.
Talk about efficiencies!
An error occurred while saving the comment Sam Gray
commented
In old workpapers, if there was an attachment, the documents icon was blue, if I clicked it, I could add more or see what is attached.
In new workpapers, if there is an attachment, the paperclip is the same and there is a little number to indicate the attachments. If I click it, it opens the Attach document/URL window and I can't see/click on the already attached documents/URLs.
Whyyyyyyy?
An error occurred while saving the comment Sam Gray
commented
In old workpapers, if there was an attachment, the documents icon was blue, if I clicked it, I could add more or see what is attached.
In new workpapers, if there is an attachment, the paperclip is the same and there is a little number to indicate the attachments. If I click it, it opens the Attach document/URL window and I can't see/click on the already attached documents/URLs.
Whyyyyyyy?
An error occurred while saving the comment Sam Gray
commented
After I click the paperclip icon to open the Attach document/URL popup window, I want to take my hand off my mouse and use my keyboard. I want it to show Attach URL by default (as I have requested in a separate product idea), but short of that I want to be able to tab through to where I need to go.
After I click the paperclip icon to open the Attach document/URL popup window, I click tab and it selects buttons and fields behind the popup window... it should be offering options within the popup window.
Sam Gray
shared this idea
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14 votes
Hi everyone, we appreciate the interest in the idea here.
We get how separating categories such as Revenue, COGS and Expenses could better support your practices review process.
This capability is now available in Workpapers Plus which is currently in early access. You can find out more and register your interest through our Xero Central page.
With Workpapers Plus you can create or edit a template, group relevant report codes into the categories your firm uses, and apply the template to new workpaper packs. Existing packs can be refreshed to apply updated mappings - See more on this here.
I'll round back to confirm once Workpapers Plus is fully released to all practices.
Sam Gray
shared this idea
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5 votes
Thanks for continuing to share back on new Workpapers and how further improvements would help in your experiencing using this feature.
We'll let you know here if there are any plans to introduce a singular workpaper for the Profit & Loss.
Sam Gray
shared this idea
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11 votes
Appreciate the feedback, Adam. Our product team are staying close to the feedback we're receiving on the new workpapers solution so I'll keep you updated hear if there is any change planned. For now we'll get a sense of others in community that support this too. Thanks
An error occurred while saving the comment Sam Gray
commented
The width of EVERY workpaper is an issue.
Using the whole screen is great.. but not by moving space from the edges into the middle. Lol.
Sam Gray
supported this idea
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8 votes
Hi Sam, thanks for sharing your thoughts on adding document linking to Income Tax workpapers.
We’ve taken a look and moved your idea into Gaining support, so it’s now open for others in the community to vote on and weigh in. If you’re able to share a bit more about how you’d use this, it could really help others see the value - and give the product team a clearer picture too.
We’ll keep you updated as things progress.
Sam Gray
shared this idea
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10 votes
Hi Sam, thanks for highlighting the other related idea. We don't have any plans for further improvements to classic workpapers which is why that has now been merged into this idea as an opportunity to improve within new Workpapers.
I've made sure your feedback here has been shared with the team and will provide an update here if any plans are made to change which PAYG instalments are included in this workpaper.
Sam Gray
shared this idea
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6 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sam Gray
shared this idea
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5 votes
Hi Sam, thanks for sharing your idea here. I want to confirm that this is something the team would like to implement however hasn't been scheduled just yet.
I'll round back to share when this gets picked up.
Sam Gray
shared this idea
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10 votes
Hi team, appreciate this idea is specifically around how you can process Manual Journals within new Xero Workpapers.
Right now the selection of whether to show a journal on cash basis reports is only available when posting Manual journals within an organisation at present.
Our product team are still making improvements within the new Workpapers experience and using feedback from the forums here to inform their roadmap.
This isn't planned at present, but I'll be sure to let you know if there are any plans made around enabling this selection within our new Xero Workpapers solution, here.
Sam Gray
shared this idea
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2 votes
Thank you for sharing your feedback and highlighting the inconsistency between Workpapers and Xero Blue regarding the requirement for descriptions on manual journal lines. We recognize that in Xero Blue, descriptions are not required for every line of a manual journal, while in Workpapers, this field is currently mandatory. We are moving this idea to “Gaining Support.” as we are actively monitoring interest and feedback from our community to help us prioritize future improvements.
We appreciate your input and encourage you to continue sharing your experiences. We’ll provide updates here as we review this idea further.
Thank you for helping us improve Xero Workpapers!
Sam Gray
shared this idea
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11 votes
Thanks for sharing your feedback, Bradley. Our product team are watching the feedback for new Workpapers here closely.
We'll keep a keen eye on the interest for this and let you know if there are any updates.
Sam Gray
supported this idea
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7 votes
Really good to get this sort of feedback in terms of how different actions are represented and shown in the new Workpapers experience.
This has been shared back with the team and we'll update here if we make plans to change where this action is taken or how it's shown.
Sam Gray
shared this idea
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18 votes
Hi Chris, thanks for sharing your thoughts on workpaper variance displays. It’s helpful to understand how seeing the difference between approved workpapers and updated account balances could support your workflow.
The community team has reviewed your idea and moved it into Gaining support, so it’s now open for votes and comments. If you’re able to add a bit more detail about your use case, it may help others understand the value and give the product team clearer context.
We’ll let you know if anything changes as the idea progresses.
An error occurred while saving the comment Sam Gray
commented
Vote for this too Chris. It would somewhat solve our issues if Xero/BGL didn't confuse Variance and Movement.
An error occurred while saving the comment Sam Gray
commented
The workpaper variance not being a variance of any sort and instead being change from last year is an absolute PITA. WTF.
Sam Gray
supported this idea
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2 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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.
Sam Gray
shared this idea
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"you can now send multiple reminders at once. This'll reduce the time spent sending reminders for document packs."
Time we shouldn't need to spend! The amount of time I spend sending reminders for Xero e-sign for tax = 0!
"We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!"
I should hope not. Xero would be pretty daft to rule it out. My thoughts are that this is years and years overdue.
Such a quick and obvious win. Fix it.