Settings and activity
23 results found
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4 votes
Rob Lister
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3 votesRob Lister
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3 votesRob Lister
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1 voteRob Lister
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107 votes
Hi all, we appreciate this idea has picked up a good amount of interest. This has all been shared with and considered by our product teams.
As the Contacts screen interacts with many other parts of Xero, this work can not commence until the modernisation of other, related systems is complete.
Due to this, we do not expect account numbers to be automatically generated for contacts to be delivered in the coming short-term.
In the meantime however, we're keen to continue collecting feedback and votes on this idea, and we will provide an update here when there's more details to share.
Rob Lister
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96 votesRob Lister
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56 votes
Hi everyone, thanks for voting and sharing your feedback here.
From the Contacts page you can already click the quick link to the official ABN lookup page to verify a number yourself. Our product team have reviewed the commentary here and appreciate that the ability to do this from within Xero would enhance the process, however at this stage there are no firm plans or timelines surrounding this. As always we'll be sure to return here if there's more news to share 📢
Rob Lister
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196 votes
Hi everyone, thanks for the interest in this idea.
As you can appreciate, user roles span across the entire Xero product so there’s many combinations of permissions our customers want to see us build. Specifically, our reporting product team is very much aware of the challenges with the current permission sets relating to sharing individual reports with different users and are beginning to look into how we might be able to alleviate some of these reporting challenges.
However, at this stage it’s far too early to anticipate or confirm any direction on where this discovery work will lead, but it will inform our next steps. Additionally, as I'm sure you can appreciate there are sensitivities of data access and security. Creating upgrades to user permissions will need very careful consideration. As most will be across, the reporting team are leading up to retiring older versions of Xero’s reports on 31…
Rob Lister
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400 votes
Hi everyone, we thoroughly appreciate your engagement and sharing how custom fields would be advantageous to you here.
With lots of work for 'building on beautiful' underway atm, we want to be honest that custom fields is not planned in the near term.
Some in the idea here, may find the recent addition of Notes that can be added within the Contact Details section of a contacts record useful in being able to record and view specific detail relative to a contact at present - More on this shared here
We'll continue to evaluate the viability of largely voted ideas such as this when there is resource, however this unlikely in the next 12 months.
Rob Lister
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11 votesRob Lister
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69 votesRob Lister
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12 votesRob Lister
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23 votesRob Lister
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23 votes
Thanks for confirming, Andy - Really appreciate the screenshot. 🙂
I've checked in with our Payroll team where this detail is saved.
We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.Rob Lister
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109 votes
An error occurred while saving the comment Rob Lister
commented
This would make it a lot easier to use.
It just needs to know what a day means in terms of working hours, e.g. 8.5 hours is one day. (Not public holidays or weekends / other non-working days for your shift pattern etc.)
Sometimes people request half a day off, so to request 0.5 days occasionally useful.
Rob Lister
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16 votesRob Lister
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144 votesRob Lister
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201 votesRob Lister
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402 votes
Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business.
Rob Lister
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453 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Rob Lister
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Invoice numbers
Would be useful. Also:-
- Ability to set the current/next number to be allocated, so if Xero gets this feature, then when you add new contacts, it will generate the account number from the current account number, not "1" etc.
- Account number prefix, e.g. in invoices etc you have "INV-" by default. Have an optional prefix would be useful where you need to match it up with other systems (i.e., it indicates where the account comes from if you have multiple systems where accounts could be.) or possibly if you've imported from an old system or taken over another company's customers/accounts, it would let you identify those customers.
It might be useful to have each account prefix/number generated from either the branding theme or group when initially creating the account.
I think it's because the account "number" is not actually a number at all, but a text field to support importing from other systems. We used to be on Sage a few years ago, then Quickbooks for a while. Sage set the account number to some 8 character tag based on the account name, so "Best Company Ltd" would be "BESTCOMP" by default. Once the account was created, Sage didn't allow you to change it if the company ever changed names. The account number was BESTCOMP forever.
Now let's say you import data from a couple of other systems. It would be useful to be able to set a prefix at this point to identify where it came from and to ensure it is unique in Xero (e.g. is account "1038" on one old system, the same as "1038" on another system?)