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  1. Email to bills - Ability to add note that's included in History & Notes of the bill

    12 votes

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    submitted  ·  5 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Pamela Isham supported this idea  · 

  2. Email to bills > Email forwarding directly into Xero as draft bills

    8 votes

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    1 comment  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Gaining Support  ·  AdminKelly Middleton (Admin, Xero) responded

    Thanks for sharing your idea on setting up auto-forwarding to the bills inbox, 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.

    Pamela Isham supported this idea  · 

  3. US Sales tax - 1099s: W9 submissions should create an actual document

    16 votes

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    5 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hi there

    While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.

    In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊

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    Pamela Isham commented  · 

    Please share a sample of what the support team would provide so we can determine if it would meet our needs.

    Also, how long would it take to receive once we submitted a support request?

    Pamela Isham supported this idea  · 

  4. US - Send W-9 request from Organization email rather than Bookkeeper/Accountant email

    3 votes

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    2 comments  ·  Reports & tax » Fixed Assets  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Lara, while not a complete solution for what you're after as you still need to send from an external email provider - I wanted to share a recent update we've made so you can now link directly to your email client from the W-9 in both Contacts and 1099. We've also provided an email template which you can easily edit to adjust any details you'd prefer such as adding the organisation title. See more on this in our help.

    Pamela Isham supported this idea  ·