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1343 results found

  1. Practice Manager | Invoicing - Ability to code based on job

    When we link XPM to Xero, we have to set up a code for Income. This is set to a default code (200 Sales) however we also use codes to differentiate income between Company Accounts, Personal Tax Returns, VAT work etc. Would it be possible to add something that allows us to select the code per job? Or alternatively to allow adding of tracking categories?

    1 vote

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    submitted  ·  0 comments  ·  Xero Practice Manager  ·  Admin →
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  2. Payroll: Quick add employees from + menu

    Could we please have a quick add for employees - as in create new employee like invoice, bill, contact?

    1 vote

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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the idea and support here, all. We appreciate the valuable feedback on this idea. While we understand that the ability to easily add employees to the + menu would be beneficial to your workflows, we don't have direct plans for making this change within the create new menu in the foreseeable future.

    We appreciate this is not the news you’d like around this but we do want to be upfront with you here to help you make the best decisions as needed for your businesses.

  3. Invoice templates: Descriptions for advanced invoice fields

    Currently the only way to view form fields for Xero Blue invoicing and email templates is in the editor, without an in-depth explanation as to what field actually does. More detail into which field does what would be appreciated, as some are a bit confusing just based off the name.

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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing in the community here, Evangeline. Although not in the template itself, as Ethan shared earlier our Xero Central article outlines and provides description of the merge fields that are available and what these relate to.

    Being open, we don't have intentions of surfacing this directly inside Xero, however we have integrated our content from Xero Central with the help menu in the product and you should be able to look up and find this sort of detail from relevant pages in the product (such as Invoice Settings). Depending what you type, Xero maybe also able to generate an answer for you to save you even having to click through to the content 😊

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