Settings and activity
47 results found
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4 votes
We’ve updated the status of this idea to Gaining Support.
Currently, you can hover over a certification to view the expiry date, with colour indicators showing when a certification is close to expiring (yellow) or already expired (red). This idea suggests extending that functionality by including the certification type directly within the Staff tab.
If this change would improve how you work, we encourage you to vote or comment to show your support. Your input helps inform areas of focus for future improvements.
AdminKelly M
(Community Manager, Xero)
shared this idea
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7 votes
Hi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.
Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.
AdminKelly M
(Community Manager, Xero)
shared this idea
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5 votes
Hi everyone, this idea has been created from feedback on this initial idea. We understand why you'd like your exported return to appear with the same columns hidden and would like to get a better view of the overall community interest in this from the idea here.
While we don't have immediate plans, we will keep an eye on this here and share if there are any updates.
AdminKelly M
(Community Manager, Xero)
shared this idea
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3 votes
Thanks for your feedback of how Xero handles sick leave entitlements, Natalee.
I've made sure this is shared back with our product team, and while we can understand the reason for change you'd like to see here, we want to be open that this isn't something we have planned in the immediate future.
Right now, if an employee isn't included in the scheduled pay run when their leave anniversary date falls, you'll need to do a manual leave adjustment to grant the employee the missed entitlement.
If there's any news of change for this, we'll update you here.
An error occurred while saving the comment -
48 votes
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83 votes
Hi everyone, thanks for sharing how important automated holiday pay calculations are for you.
We’re updating the status of this idea to Accepted to show it's formally on our radar.
While we’ve already explored several options to automate holiday pay calculations, for the time being this is not a feature we have planned in our roadmap.
We understand some of you are managing these calculations manually. We’d suggest running the Payroll Activity Summary or Gross to Net report over a 52 week period to assist with these calculations.
We’re grateful for your feedback and will continue to monitor interest here.
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Apologies about the Calendly invite link issues, everyone. We've just updated this in my post and you should now be able to find dates in June to book in. Thanks, and we appreciate your interest in feeding back to the team! 🙂
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636 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Thanks for sharing the Xero Central link, Andy.
@Benjamin, the section on 'Receive your Xero subscription invoices via eInvoicing' has the step by step that should help you set this up 😊
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47 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
@Timea, an organisation is intended for a single business so right now your client would need an organisation for each entity.
We have a similar idea for this sort of functionality that I've linked below and you might be interested in adding your support for, too. 🙂
- https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/45150586-tax-ability-to-calculate-and-report-tax-for-mult -
9 votes
Thanks for the detail in your idea here, Paul. I had a bit of a test of this myself and have checked in with our reporting team.
It doesn't quite appear in the modal once the report's run - this is something that we'll look to improve.
However, it's possible to enter multiple terms which will each be searched and return results for (like OR as an operator) - All you need to do is enter a comma(,) and space between each condition.
For example A0, L0 or A0, A1, A2, 🙂
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Thanks for the feedback, Paul- Yes, this is what was meant when saying it doesn't appear in the modal.
You're totally right on the way you go about clearing the selection completely - You'll need to remove the filter than re-add.
Our team have it on the backlog to improve how this is working. I want to be open this could be some way off, as they have a few things road mapped atm getting out all the functionality from the older to newer version of reports. -
62 votes
Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Hi Naomi, is there a reason you'd rather see it in the Invoice & Bill screens rather than a report?
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24 votes
Hi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Thanks for the added detail, Ella.
I see what you mean, and while this isn't something we have direct plans for right now, we'll start to track the interest here 🙂 -
15 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Appreciate the extra detail, Mark! Being open, this would require work in each area of the product, so good to get that added detail to share back with the team 🙂
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31 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Oh, wait I see you've started one for auto send of receipts here(https://productideas.xero.com/forums/939198/suggestions/45398173) and I'll update the title of your idea here 🙂
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Hi Denise, it looks like you may have 2 separate ideas represented here? - 1 in the title and a different one in the detail
If so, you're welcome to start one for each so we can track them separately here and get for support in each.
For now to bulk edit, you may find our article in Xero Central useful - https://central.xero.com/s/article/Update-or-edit-multiple-contacts
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25 votes
Hi team, we understand how being able to search reference from the Account Transactions screen would create more efficiencies for those who've supported here.
Being open, this isn't something we have plans for extending the search for at present.
Right now, the best option would be to make use of the search within the Account Transactions report, where you can select the bank account you'd like to search and then can add a filter for Reference.
If this is something you'd find yourself commonly using you could make sure the Account Transactions report is favourited, and could even save a custom report of the Account Transactions report filtered by the bank account to save you a step.
For now, we'll continue to watch the interest in this idea grow and share if there are any updates planned. Thanks
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Hi Andrew, just to check would this be in the Bank Accounts > Accounts Transactions page, or the Account Transactions report?
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6 votes
Hi Sandra, could you provide a bit more detail of the idea you have here? Would this be for the ability to automatically reconcile transfer transactions from one bank account to another?
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37 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Thanks for your idea, Gayo. We try to keep one idea per thread so others understand what they're adding their support to and help feedback internally to our teams.
Welcome to start a second idea for the ability to view last date a statement was sent to a customer in the Aged reports, then we can get a sense of the interest in that too. 🙂
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73 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Hi Nicola, sounds like you'd find this useful at a practice level?
We have an idea for client notes (https://productideas.xero.com/forums/939198/suggestions/44961118) or another when in a Xero organisation(https://productideas.xero.com/forums/939198/suggestions/44988703). Let me know your preference here, and I can merge to the most relevant. Welcome to support both though 🙂 -
74 votes
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6 votes
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Hi Tommy, trying to get a better understanding of your idea - would this be when creating an invoice from a bill, or adding billable expenses?
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13 votes
Thanks for the feedback on having a pension file format compatible with NOW: Pensions. Currently, Xero allows you to export a CSV file in the standard PAPDIS format.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comments section is also open for all members to share how this feature would improve their Xero experience.
An error occurred while saving the comment AdminKelly M
(Community Manager, Xero)
commented
Hi Gail, is there particular data or detail that you're looking to include in a payroll report?
While it's unlikely we'll surface every detail in payroll through reports, having a better idea of your needs there maybe something we can suggest that's already in Xero.
Thanks Natalee, appreciate how a warning could also be useful in this scenario. It's also not something we have planned for the time being but we'll begin to get a sense of the overall interest in the community from your idea here, and continue to review as the team plan and prioritise. We'll let you know if there's any progress to share.