Settings and activity
7 results found
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1 vote
Hi Christine, would this be to add this sort of detail straight from the bill? Right now it's possible to enter these details on the Contact's record in Xero.
Christine Genocchio
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9 votes
Hi Cath, when you say you have to log out and then into the other org, are you using 2 separate Xero account logins?
Appreciate not the ideal solution but you could use incognito mode atm, to open the organisation you need to reference?
An error occurred while saving the comment Christine Genocchio
supported this idea
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6 votesChristine Genocchio
supported this idea
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58 votes
An error occurred while saving the comment Christine Genocchio
commented
Cmon Xero - stay up with the times. We need to be able to show the above and not set up an an allowance which would be paid to the employee... Stop focusing on making things pretty - do some work on what we need for legal requirements
Christine Genocchio
supported this idea
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15 votes
Thanks for your support here, everyone. Appreciate there is some interest in this from people emailing bills to their organisation, or importing via a 3rd party application.
We wanted to share a recent change we've made for those using eInvoicing - invoices received via Xero's eInvoicing will apply Contact defaults (such as a set default 'Purchase account) when creating the invoice in Xero. 😁
An error occurred while saving the comment Christine Genocchio
commented
Correct - particularly when it’s a supplier who has the same account code every time, E.g bookkeeping, fuel, motor vehicle etc
An error occurred while saving the comment Christine Genocchio
commented
if a contact has a specific account code assigned - allow the invoices to pull this across when it's emailed to Xero Bills. Otherwise time and productivity are down going into each single invoice to allocate
Christine Genocchio
supported this idea
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926 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
Christine Genocchio
supported this idea
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An error occurred while saving the comment Christine Genocchio
commented
Xero - in employee section and only those with payroll admin rights can upload notes/documents such as medical certificates/TFN forms/super choice forms etc in the notes section to be able to track this better and with relevant payruns as well
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264 votesChristine Genocchio
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I have clients with multiple files and they transfer between each other a lot. Would be great to hvae this option so i can have at least 2 open and crosscheck transactions