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348 results found
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Notes - Ability to Tag users
It would be really useful to be able to tag users in the notes of documents, like to create a task or ticket so they are aware of whatever is needed to be changed/be aware of regarding a certain bill.
Otherwise an internal communication/ ticket/email needs to be sent, this would simplify all the daily work and make the notes actually useful11 votes -
NZ Payroll: Notes on Time Sheets
We have just moved onto Xero Payroll and it would be very helpful if employees could add notes to their timesheet each day.
19 votesHi everyone, an update to my earlier message:
This change was specific to users of the Australian payroll.
Apologies, and we'll shift this idea back to 'Submitted' so we can continue to track and share if there are developments in New Zealand Payroll.
However, at the moment this is not in the team's plans.
- If you operate across multiple regions, and are interested in reading more, I've updated this idea. which is specific to AU.
Thanks for your understanding.
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Timesheet detail report - Include timesheet notes
When clients use Xero Me they use the notes section on the timesheet to communicate and for some staff advise their managers what tasks they have completed on that day. Xero help confirmed today these notes are no longer visible once the timesheet is approved meaning we have lost visibility of this information. My client is very unhappy that I did not advise them of this issue, unfortunately as this is a new way of completing the timesheets I wasn't aware this was going to happen, previously my clients were sending me a spreadsheet each fortnight and I was manually…
14 votes -
New Invoicing | History - record when invoice has been copied
History needs to show when an invoice has been copied and which invoice it has been copied from and to.
9 votes -
Bank Reconciliation - Discuss Tab - Change to a chat module to show User and date
The Discuss Tab should have a history trail showing the user and date that a comment was submitted.
Also registered comments should not be editable or removed once submitted. The ideal situation would be if the tab took on the functionality of a chat system also allowing to tag a user of that particular company in a discussion prompting a notification to the user.
Once a transaction is processed, the notes should be attached to the transaction in the history and notes section for future reference.
9 votes -
AU Payroll: Track who approves leave requests and timesheets
As with the financial side in Xero and their history and notes section, it would be very useful to be able to track who has approved leave or timesheets in Xero Payroll. We need site on which manager has approved the leave application or timesheet to mitigate any risk of the wrong people approving these.
14 votes -
Receivable - Ability to add notes for debt collection
Add a Colum to aged debtors to view notes added re debt collection
15 votes -
Sales Invoices | Awaiting payment list - View Invoice Notes
When on the awaiting payment tab for invoices - having a small notes section visible so you don't have to go in and view each invoice to see if there are any notes. For example if an invoice is dispute and the payment expected date isn't known it would ideal just to see it at a quick glance.
17 votes -
UK Payroll - Option to view leavers in History by leaving date
After the recent Xero upgrade, the ability to view leave dates disappeared from the employees' History. Instead, a column titled "Next pay day" was added, which does not seem useful because the employees have left the company.
18 votes -
AU Payroll - History of leave requests
REQUESTING LEAVE
Firstly, when an employee is submitting a leave application, they are unable to adjust the number of hours they are taking when submitting this leave when the leave period is for more than one day. This is problematic for part-time employees that may work different hours on different days of their working week.
RECORD/HISTORY OF LEAVE REQUESTS
Also, employees used to be able to see the number of hours taken but this is no longer the case - why is this?
LEAVE APPROVER ACCESS
And finally, my client has multiple entities that use Xero for payroll processing…39 votesHi everyone, appreciate we haven't engaged directly in this idea sooner and reading through the detail of the original post here we do want to break this down a little to provide more clarity.
It's correct that currently it's not possible to enter a number of hours leave if the request spans more than a day. We have another idea that's gathering support around this and we'd urge those interested in this to join.
Similarly, we have another idea based around the permission to approve or decline leave request and provide read-only access to Payroll reports that you can support, here.
Understanding the importance around being able to see history of events in payroll, you may have noticed we've rolled out payroll history to the employee record-level and most recently you can now see a history of user activity in the Organisation, Calendars, Pay Items, Superannuation & STP Settings…
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Invoice Only Access - View Contact History
Users with the Invoice Only (Approve and Pay) role should be able to view historic invoices/credite notes/bills for a customer or supplier within their contact page.
5 votes -
Reconciliation - Allow credit notes to show and be selected on the find & match screen
Ability to show and can select credit notes on the find & match screen.
Purpose: To save time rather than having to go in and allocate the credit note against an invoice then going back to the bank reconciliation screen.
716 votesHi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
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Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
45 votes -
UK Payroll - Bring back leave dates in employee history screen
Bring back leave date function in employee history list, it made running P45s much easier when there is a team that run payroll.
7 votes -
AU Payroll - Reporting - Make Payroll History Report customisable
The Payroll History Report needs to be available as a customizable report for which you can choose the reporting period and include all employees in one report. Currently only available for one employee at a time.
7 votes -
Contacts: See a contact's full spend history
I am a relatively new user to Xero but have over 35 years MYOB experience as an Accountant. While I enjoy many of the Xero features there is a fundamental one that is missing and frustrates me endlessly. In MYOB under contacts there is a history tab where you can easily see spend history by month for several years for customers and suppliers. This is such a simple but powerful screen that is completely missing in Xero. Running reports is slow and un-necessary.
Have you considered offering this simple enhancement to Xero?
5 votes -
New Invoicing | Send - Copy & paste multiple emails into the To field
When sending a new invoice to a client with multiple contacts, I find the most recent invoice relevant to the current project and copy the email details from the History and Notes entry for the action Invoice Sent.
If there is more than one email address, the old invoicing used to recognise that a comma separated the email addresses. I could paste that into the 'To' box without issue.
BUT IN THE NEW INVOICING, I get an error message when pasting multiple emails into the 'To' box: "One or more email addresses are invalid."
This means that I have to…19 votes -
UK Payroll - Option to view terminated Employees in History/Past dropdown
When viewing historic employees, being able to view the next historic employee would be great, rather than having to come back out of history employees, which only shows the historic employee you have selected, with a drop down list of current employees only, then you have to go back in again to employees/history again to look up the next historic employee
7 votes -
eInvoicing - Ability to create Credit Notes (or negative invoices)
Currently we can send invoices using eInvoicing through the PEPPOL network, however we can't send credit notes for any changes to these invoices. It would be good if credit notes (or at least negative invoices) would be enabled in Xero so any invoice changes could also be sent through the eInvoice system.
11 votes -
AU Payroll - Employee Notes Report
It would be great to be able to export a report of all notes on employees contact. We use the notes section to record notes about attendance issues, conversations, warnings given.
2 votesHi Kylie, while there's not a specific employee notes report, you can run the Payroll History with a few filters to get what you need here.
When you run the report you can either run it for all employees, or select the specific employees from the drop down. Set the Type to 'Employees' and Apply.
Once run you can then enter 'Notes' in the search to further filter and only show employees notes added to their records in the set date range. If needed you'll also be able to export the report to Excel or PDF.
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