Settings and activity
4 results found
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1 vote
Hi Alex , we appreciate your feedback on how a dedicated CGT Event Summary report could make it easier to review and reconcile complex capital gains activity during tax prep.
Having a single report to view CGT events and supporting calculations could help reduce the need to work across multiple schedules and asset records. We’ve moved this idea to Gaining Support so we can track interest and share the feedback with our product teams.
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4 votes
We've reviewed your idea to allow an item to be selected when creating a bill in the Xero Accounting App and understand that this is important for users to track their inventory. 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!
Supporters of this idea may also be interested in adding their support to the Xero Expenses - Ability to Add Item Code product idea.
Thanks for sharing your idea, and letting us know the changes that matter most for you.
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james bond
commented
A useful consideration when adding products or services to a Xero bill is keeping the item description consistent with how you track the actual job. For service-based work, having clear names, pricing, and units makes invoices much easier to review later. I’ve found this especially important for businesses managing different project sizes and service periods, such as dumpster rentals. https://rentadumpsterasheville.com/
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4 votes
Hi Rebecca, thanks for taking the time to share your idea for adding an invoice directly into a Document Pack. We can see how this would streamline the process and save valuable time, removing the manual steps of downloading and re-uploading invoices when sending documents to your clients.
Our Community team has reviewed your idea, and it can now gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Thanks again for your contribution!
An error occurred while saving the comment james bond
commented
That would definitely make the workflow much smoother, especially for teams handling large volumes of client documents and financial reporting. Direct integration with Xero Business Edition could save time, reduce manual uploads, and help avoid version control issues when preparing document packs. Features like automated syncing and centralized data access are becoming increasingly important as businesses scale operations. I recently saw some useful discussions around business process optimization and workflow management on Business Bog: https://growbusinessmag.com/
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22 votes
An error occurred while saving the comment james bond
commented
Bulk tasks always feel overwhelming if done manually. For instance, when I need to save multiple Pinterest videos for marketing campaigns, doing it one by one is frustrating. I use an online downloader that lets you simply paste the video or story link and get it saved on your device instantly-works on iPhone, Android, and PC. Makes managing content much faster: https://pinterestdownloader.com.br/
For an AU Tax CGT Event Summary Report, keeping transaction records organized by date, event type, proceeds, and relevant calculations can make the final reporting much easier to review. A clear summary is especially useful when there are many entries to reconcile. I use the same approach when tracking detailed information for ongoing projects, such as the live game data available at https://littleleagueworldbaseball.com/.