Settings and activity
8 results found
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230 votes
Hi community, we appreciate the strong support for making budgets work like your existing reports. Our new Budgets experience introduces a modern, spreadsheet-style layout with filters. We're currently working on an enhancement to reorder account lines, however we recognise this still doesn't mirror custom Profit & Loss layouts end to end. We’ll continue to share progress as the experience develops.
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Telemall Accounts
commented
I see it's over 3 years since this rather elementary suggestion was first posted, yet nothing has changed to improve the functionality of Xero in this respect... or so many other respects. Another tick in the MYOB column.
Telemall Accounts
supported this idea
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24 votes
Hi everyone, thanks for continued engagement here. We understand the needs expressed in being able to accurately reflect the supplier invoice you've received.
We're in the process of releasing a new bills experience for the bill edit and view screens, which is currently being rolled out to organisations.
When entering bills using tax-exclusive amounts, you’ll be able to adjust the GST on individual lines in the Tax amount column to help resolve rounding differences and match your supplier invoice totals.
Thank you for continuing to share your feedback and I'll come back to confirm when this has been released to all NZ organisations.
An error occurred while saving the comment Telemall Accounts
commented
We have customers rejecting invoices for this reason. It is jarring when the GST is not 10% of the subtotal and embarrassing when clients come back to us and point it out. I've attached an example from today that has been rejected for being 18c out.
Perhaps the ability to choose company-wide how to calculate GST would be helpful. Our invoices have lots of lines so can be more than just a few cents out by the end.
Oh, and please extend this to Australia, where I am, but Xero support told me to add my weight here.
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
An error occurred while saving the comment Telemall Accounts
commented
I'm happy to join in. It's about more than just using statements to chase invoices, though it's useful to automate a link between the two, it's the ability to set and forget depending upon a particular customer's requirements.
We invoice up to 500 businesses a month and service almost 2000 businesses in all. Some like a statement at month end whether they owe us money or not. As an automated feature in the contact card (like invoice reminders) you cold tick a box for automatic statements and set when they are sent.
It would be nice to not have these customers having to chase these statements all the time. There is zero value add in the time I spend doing this and it could easily be implemented (and should have been).
All this being said, linking it to overdue receivables is useful.
An error occurred while saving the comment Telemall Accounts
commented
Pretty basic function not provided. Clearly not a priority for Xero to implement as it's been three years since this thread was started.
Telemall Accounts
supported this idea
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270 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Telemall Accounts
supported this idea
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60 votes
An error occurred while saving the comment Telemall Accounts
commented
A no-brainer and so easily fixed. Why bother giving us a box for Account Numbers if we can't search for them?
Functionality is critical.
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58 votes
An error occurred while saving the comment Telemall Accounts
commented
75 columns but 'Group' is not one of them. It would be a 2 minute fix, and then I could create the 'Archive' customer group I need to clear out thousands of obsolete customers, in 5 minutes.
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142 votes
An error occurred while saving the comment Telemall Accounts
commented
This is so easy in MYOB. As are a lot of things it seems Xero does not do to accommodate rather basic business functions.
Telemall Accounts
supported this idea
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187 votes
Thanks for your feedback, everyone. We really appreciate you sharing your thoughts and the needs you've expressed about how auto linking recurring invoices to projects would save time, and give you more insights into project profitability.
The primary way to link repeating invoice line items to a project is to manually assign them to the project once the invoice has been generated, though we know you're looking for ways to streamline this process.
We've carefully reviewed all your comments and the strong desire for this functionality, however after much consideration, we've decided that we won't be developing the ability to assign repeating invoices to projects in the foreseeable future.
We understand this news might be disappointing, especially for those who've been vocal about this need for some time. Decisions like these are always tough. We have to balance a wide range of requests and development priorities across all aspects of…
An error occurred while saving the comment Telemall Accounts
commented
If I raise a one-off invoice, there's a column to assign it to a project. Why on Earth is that option/column not there for a repeating invoice?
Seems I'm not the only one to think so... This is easier in MYOB.
Telemall Accounts
supported this idea
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The Company Directors want to see forward projections in the same format as the P&L and Budget Variance reports (where the layout can be edited). But the Budget Summary report is static and basic with no ability to edit the layout.
The Directors wonder if the software is fit for purpose if they can't look at these reports side by side and compare like for like. It's hard to argue.
It's notable that this "Idea" is 4 years old and has 6 pages of comments. I doubt many users would say it's better as it is now.