Settings and activity
48 results found
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81 votes
Hi team, thanks for the additional insights to those that have shared via the poll in my last update - You can still rank the importance of stats with us anonymously through the link here. 😊
It's truly valuable to get this feedback from customers to understand what insights would be most valuable for our customers to see and action on quickly.
Right now we don't have immediate plans, but we'll take these learnings into future planning to continue to develop automated bank rec, and I'll share if there are any updates with you all here.
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AdminKelly M
(Community Manager, Xero)
shared this idea
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178 votes
Hi everyone, these are the sort of updates I like sharing! This idea has remained top of mind for our product teams - We appreciate all your feedback and how we could improve managing and reviewing employee timesheets in Xero Payroll.
With that I'd like to let you know that we're updating the timesheet admin experience, including a new timesheet list and a redesigned details view to help you find what you need faster.
Join our early access program ✨
We’d love your help to shape these improvements. We’re looking for customers who manage or approve employee timesheets to join an early access program. You’ll try the new interface and give feedback directly to our team.
What you can expect:
- Easier admin tasks: Navigate your list and details views faster (this only impacts admins, so there’s no change for employees)
- Early access: Try these updates before they’re available…
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Thanks for the feedback and appreciate wanting to ensure this will address your needs, Jim - I can confirm as part of this work we will enable Payroll admin users to open and complete an existing timesheet entry that has been created by an employee. 🙂
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5 votes
It’s clear that manually checking each client organisation to see if a bank feed has dropped out can take up valuable time.
We hear you that a central view or alert on the Practice Homepage would make it easier to spot connection issues across your client base and address them before they affect month-end work.
As mentioned, surfacing this in a homepage widget would reduce the need to check individual files and make it easier to stay on top of feed status.
I’ve added this to Gaining Support so we can track interest and share with our product team how this at-a-glance visibility could improve day-to-day practice management.
AdminKelly M
(Community Manager, Xero)
shared this idea
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5 votes
Hi team, we recognise that staying on top of disconnected or expiring bank feeds is important for keeping workflows running smoothly.
We hear that having a dedicated view or alert on the Practice Homepage would make it easier to manage bank feed refresh across clients, rather than only picking up issues when working in a specific file.
This is now in Gaining Support so we can gather interest and share how this could make day-to-day practice management easier.
AdminKelly M
(Community Manager, Xero)
shared this idea
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22 votes
Hi team, we appreciate the needs some customers have to be able to better manage and keep record of bills and bad debts related to these transactions.
This idea has been created off the back of this original idea so we can get a clear sense of interest in managing bad debts in Bills versus Sales invoices.
This isn't something we have planned at this point, but will continue to review this idea as the team plan their roadmaps. We will share if there are any updates around this.
AdminKelly M
(Community Manager, Xero)
shared this idea
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14 votes
Hi Kim, thanks for your feedback here.
I want to be open that we don't have any intentions of reverting back to the old experience - new purchase orders are built on updated technology and allow us to better maintain and release further developments to this feature.
Our product team have been listening closely and are making iterative changes taking on board feedback from our customers.
An examples of this is that, since released we have updated purchase orders to reduce the max width and pixels making it slightly smaller.
We also have plans to reduce this further, so I will keep you updated on this here.
We've also made an update so now when you Approve a purchase order you will remain on the same page where you can then take other actions as needed. We hope these changes help improve your use of purchase orders.
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Also I did just want to touch on the saving that you mentioned. Right now to Save a purchase order, all it needs is a Contact. Once added you'll find you can save and carry on as needed. If you are experiencing different behaviour to this please do come into our Xero Support team(https://central.xero.com/s/article/Get-help-from-Xero-Support) via Xero Central who can get more details to take a closer look at what's going on.
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6 votes
Thanks for sharing images, Fiona.
Taking a look into your communications with our support team it does appear there was a bit of confusion and oversight by our team when you first got in touch. We apologise for this and I'd like to provide some clarification around the idea you've raised here.
What is currently possible within the Xero Accounting app does differ between Sales and Purchases.
While it's possible to view Sales credit notes that are awaiting approval, this hasn't yet been built into the Purchases side. To approve a Supplier credit note, you'll currently need to log into the web version of Xero.
We're working to develop the Xero Accounting app to add more functionality with growing needs from our customers in what they need to do on the go. We'll start to get a sense of interest from the community in this here, and I'll update if…
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Definitely a real person here, Fiona. My update was trying to clearly state what's currently possible versus the missing functionality you'd like to see. Not just for yourself but others in the community that may like to see this and vote for your idea.
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17 votes
Hi team, this idea has been created off the back of this idea to get a good understanding of the interest in specifically providing temporary Client access to a staff member.
While this isn't somethign we have planned atm, our product team would like to get insight to consider in future planning. Thanks!
AdminKelly M
(Community Manager, Xero)
shared this idea
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12 votes
Hi community, we've started this request to gauge specific interest in enabling staff to request access to a Client within the unified experience.
Stemming from this original idea, this isn't something we have direct plans of at this time, but our product teams are staying close to the ground on what our practices would like to see developed and will consider this in future planning. 🙏
AdminKelly M
(Community Manager, Xero)
shared this idea
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518 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
AdminKelly M
(Community Manager, Xero)
shared this idea
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52 votes
Thanks for sharing your idea, 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.
AdminKelly M
(Community Manager, Xero)
shared this idea
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105 votes
We're interested to understand the interest in being able to add multiple emails to a clients record, for the purposes of setting these up for different purposes.
It would be great to hear more detailed feedback from our partners on the particular purposes you'd want to set up emails for and how this would help you through Xero's practice tools. Thanks!
AdminKelly M
(Community Manager, Xero)
shared this idea
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9 votes
Thanks for sharing your idea, 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!
AdminKelly M
(Community Manager, Xero)
supported this idea
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An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
It would be great to be able to bulk export bills from Xero with attachments, or enable the ability for Xero to check the contact financial bank details with what has been entered in the original bill /invoice received.
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5 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
It would be great to be able to create and publish an invoice from Hubdoc and automatically add a new currency within Xero. This would increase efficiency and save from having to set up manually
AdminKelly M
(Community Manager, Xero)
supported this idea
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12 votes
Thanks for sharing this idea about the onboarding for new clients.
It's now up to the community to get behind and support your idea. 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 and Practice Manager.
AdminKelly M
(Community Manager, Xero)
shared this idea
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42 votes
Thanks for sharing this idea, and letting us know the changes that matter most for you.
Now, it's up to the community to get behind and support this idea. 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 the sending of invoices etc from Xero.
AdminKelly M
(Community Manager, Xero)
shared this idea
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5 votes
Hi, thanks for sharing this idea.
We've reviewed it, 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 generation of customer statements.
AdminKelly M
(Community Manager, Xero)
shared this idea
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127 votes
Hey team, me again. Apologies, getting a little ahead of ourselves with the status of this idea.
I can confirm that self onboarding of new employees is live for Xero Payroll in AU, however this feature does not extend to NZ organisations right now.
This will be something we continue to consider as we keep developing Payroll for NZ and I'll share any further updates with you all here. Thanks
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Thanks for sharing, Liane! We've just fixed up the link and this should work now. Apologies this was an issue on our end.
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6 votes
Thanks for sharing this idea, I can see how you'd like to get more control over them, such as removing them for clients where it isn't relevant.
We've reviewed this, and now it's up to the community to get behind and support it.
You might like to share your idea with any colleagues that this could benefit, so they can add their votes and comments too!
AdminKelly M
(Community Manager, Xero)
shared this idea
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2 votes
Hi team, we appreciate this idea being raised with us and would like to gauge interest from the community for auto linking a return that's created form a Job.
Please add your vote if this is something you'd like to see too!
AdminKelly M
(Community Manager, Xero)
shared this idea
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Hi team, to confirm this idea is Accepted as although this feature isn't on the roadmap right now we understand how useful it could be to customers to have more visibility of how auto bank rec is performing for your organisation and it is a feature that we'll continue to consider closely through on-going development planning. Should there be any updates I will share these with everyone on this idea.