Settings and activity
521 results found
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11 votes
Hi Libby, appreciate you bringing this idea forward. We understand the ask for a dedicated Supplier Payment Days report that could be useful for businesses that need to report on payment performance or support Fair Payment Code applications.
The idea is to provide a report that shows how long it takes suppliers to be paid, without needing to export data and perform manual calculations.
We've updated the status of this idea to Gaining Support. If this would be valuable for your reporting needs, please add your vote and share more detail about how you'd use it.
CHRISTOPHER TENG
supported this idea
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15 votes
Hi everyone, thanks for raising this.
We can see how clearer wording in Box 60 of the IR10 could help reduce confusion during year-end filing and support more accurate reporting of Investment Boost assets.
I've updated the status of this idea to Gaining Support, so if this is an update you'd like to see, we encourage the community to vote.
CHRISTOPHER TENG
supported this idea
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17 votes
Hi everyone, thanks for helping us understand your workflow needs.
We can see how having a separate permission for pre-lodgement could help practices manage access more effectively and better align with their internal review and approval processes before information is sent to the ATO.
I've updated the status of this idea to Gaining Support so we can continue gathering feedback and better understand how more granular permission settings in Xero Tax could support different practice workflows.
Please keep sharing your votes and examples of how this could work for your team.
CHRISTOPHER TENG
supported this idea
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106 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
CHRISTOPHER TENG
supported this idea
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24 votes
Thanks for sharing your idea on reports to support tax-year reporting periods, not just financial-year as per the organisations financial 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!
CHRISTOPHER TENG
supported this idea
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79 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 🙂
CHRISTOPHER TENG
supported this idea
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116 votesCHRISTOPHER TENG
supported this idea
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14 votes
Hi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
CHRISTOPHER TENG
supported this idea
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5 votes
Hi Lidiya, 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. Cheers
CHRISTOPHER TENG
supported this idea
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8 votes
Hi team, returning to the idea here I wanted to share an update. While we don't have quick edit for in voices atm, we have made an update to the Make a payment section of the invoice which will reduce a couple of extra clicks here. Rather than clicking a button on the invoice to open the payment section, you'll find that each invoice now has the make a payment section directly beneath an approved invoice.
We appreciate this doesn't fully resole this idea and will continue to keep a watchful eye on the interest, and share if there is any news of this here. Thanks
CHRISTOPHER TENG
supported this idea
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4 votes
Hi Richard, at the moment, recurring invoices requires the "Next Invoice Date" during setup. We understand that being able to set this field to None could introduce more flexibility in the use case.
We'll continue to track interest and help our product teams understand the value of adding a “no fixed date” option or manual trigger for recurring invoice templates.
CHRISTOPHER TENG
supported this idea
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7 votes
Hi Catrina , 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. We'll monitor this space for more traction in the meantime. Cheers
CHRISTOPHER TENG
supported this idea
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38 votesCHRISTOPHER TENG
supported this idea
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10 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.
CHRISTOPHER TENG
supported this idea
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22 votes
Thanks for sharing your interest in being able to send invoices via WhatsApp from Xero.
While this isn't a direct feature available in Xero right now, an option right now for invoices is to use the Xero Accounting app where you can retrieve the link for the invoice to share this via another app on your device, like WhatsApp - we have help on this for iOS and Android in Xero Central.
We're continuing to get a sense of the support for this feature through this idea but want to be open this isn't something we have plans for at this time.
CHRISTOPHER TENG
supported this idea
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5 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.
CHRISTOPHER TENG
supported this idea
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4 votes
Hi everyone, thanks for sharing this suggestion. We understand that when you’re working on the go, being able to send invoices quickly can make a big difference, especially when customers prefer receiving updates by text.
The suggestion here is to add a direct SMS option in the mobile app, so users can send invoice links to customers without needing to switch between apps or copy and paste details manually.
For now, you can use your device’s share options from the invoice to send the link through your preferred messaging app. While this isn’t the same as having a built-in SMS option, it can help make sharing invoices easier in the meantime.
We’ve moved this to Gaining Support so we can continue tracking interest and gather more feedback from businesses using mobile invoicing workflows.
CHRISTOPHER TENG
supported this idea
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182 votesCHRISTOPHER TENG
supported this idea
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53 votes
Hi everyone, we're continuing to keep an eye on the interest this idea's received however at this time want to be upfront that bulk update of Expected dates for invoices isn't on the roadmap.
Just to highlight for those that have more recently joined in here - You can currently bulk add expected dates to invoices within Short-term cash flows, however as noted here you can't add dates to invoices or bills that are partially paid, have credit notes applied or are dated within a locked period.
We'll continue to track the interest for this idea and share if there's any change planned.
CHRISTOPHER TENG
supported this idea
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3 votes
Hi Sal, appreciate you raising a case with our support team about my response and understand where I have misinterpreted your idea (apologies for this).
I'll re-open and have slightly adjusted the title of your idea so we can begin to get a sense of the interest in having more control of the emails that are sent for auto pay invoices and payments.
Being open, right now this isn't something we're looking to support with this being a regulatory obligation in some regions. However we can continue to track interest here and share if there are any changes planned around this flow.
CHRISTOPHER TENG
supported this idea
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