Search found 15 matches

by UXFadmin
Tue Apr 14, 2026 12:19 pm
Forum: Tax
Topic: Making Tax Digital (MTD)
Replies: 0
Views: 4

Making Tax Digital (MTD)

MTD is here. If your turnover from self-employment and/or property income is more than £50,000, you need to start using it now.

Staging dates:

turnover above £50,000 p/a: 6 April 2026
turnover above £30,000 p/a: 6 April 2027
turnover above £20,000 p/a: 6 April 2028

What is it?
MTD is a ...
by UXFadmin
Tue Apr 14, 2026 10:56 am
Forum: Sales
Topic: Sales Orders
Replies: 0
Views: 7

Sales Orders

A function crucial to some businesses that Xero lacks is the ability to create a sales order. We found a couple of workarounds that are not ideal, but they might do the job for you.

1. Use draft/unsent invoices
If you only need to keep track of orders for your own records, saving to draft ...
by UXFadmin
Tue Apr 14, 2026 10:17 am
Forum: Sales
Topic: Proforma invoicing
Replies: 2
Views: 204

Re: Proforma invoicing

Thanks, gewii. It is a bit of a pain to do, but at least it works!

by UXFadmin
Tue Feb 24, 2026 12:06 pm
Forum: General
Topic: New branding theme editor
Replies: 0
Views: 232

New branding theme editor

If you have tried the new branding editor, what do you think? Personally, it doesn't suit me (yet, it's still in Beta mode as of February 2026) but it's good to see potential for moving on from docx templates. And, at the moment, it's only available for invoices so not much use if you want branding ...
by UXFadmin
Tue Feb 17, 2026 1:13 pm
Forum: Xero Product Ideas
Topic: Customer statements - Allow customers to view live statements online
Replies: 1
Views: 102

Re: Customer statements - Allow customers to view live statements online

Partly resolved January 2026.
However, only available if you have setup Stripe payments and customer opts to pay through Stripe.

by UXFadmin
Tue Feb 17, 2026 12:15 pm
Forum: Sales
Topic: Proforma invoicing
Replies: 2
Views: 204

Proforma invoicing

How to create a proforma in Xero is a recurring question. The short answer is, there is no way to do it directly.

The workaround is to make creative use of quotes and custom advanced invoice templates.

At the time of writing, you need to remember that you won't be able to email a proforma to your ...
by UXFadmin
Wed Dec 17, 2025 3:32 pm
Forum: For new members
Topic: Xero's not working. Is it down?
Replies: 0
Views: 229

Xero's not working. Is it down?

Xero runs on Amazon Web Services (AWS) which is a pretty robust solution and it's unlikely to just 'go down'.

If you have any issues, the first place to check is the service status, which should tell you if there are any platform issues.

For issues with bank feeds, you can check the 'Disruptions ...