Settings and activity
9 results found
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584 votes
Hi everyone, we appreciate all the feedback and votes on this idea. We know using Microsoft Entra ID SSO is now common practice for some businesses and being able to access Xero via a native integration with Entra ID would streamline how your teams log in and get set up in Xero, as well as help in managing access for larger teams and keeping things secure.
Our product team have been working with a small limited group of Partners to develop SSO capabilities. Though we can't give any definite timelines yet, we’ll keep this thread updated with news. Thanks
Beau Gaudron
supported this idea
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582 votes
Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.
We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.
In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.
We'll keep you updated on our progress right here. 🙂
An error occurred while saving the comment Beau Gaudron
supported this idea
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An error occurred while saving the comment Beau Gaudron
commented
A while back I shared a way of doing this, have now improved upon it a bit - here is the video for anyone that may find it helpful instead of text instructions
The method here allows you to set how many downloads prior to the most recent to download and will automatically rename them according to the period name.
An error occurred while saving the comment Beau Gaudron
commented
@Paul Skirrow its UK Only so if you are in AU/NZ you will not find it
An error occurred while saving the comment Beau Gaudron
commented
@Mona Heta
Just type allow pasting and press enter in console as it mentions in the error then you should be able to paste the code and it will work i believe
The code is basically just emulating you clicking every download button, the warning is legitimate as you can issue code in that area that can be malicious but in this case its simply logging all instances of a download button and clicking them over and over again
An error occurred while saving the comment Beau Gaudron
commented
This isn't really an official way of doing it but to bulk download you can do the following in Chrome:
- Go the Employee
- Click the "Payslips tab"Right click anywhere in the browser and click "Inspect"
In the window that shows on the right click on "Console"
Copy and paste the below in
// Select all elements with the class 'fa-download' and the data-bind attribute for downloading payslips
const downloadButtons = document.querySelectorAll('i.fa.fa-download[data-bind*="downloadPayslip"]');// Iterate over each button and trigger a click event
downloadButtons.forEach(button => {
button.click();
});Press enter
This will download every payslip on the page. You might initially get a warning saying please allow multiple file downloads
Note it will just download all the files, it wont name them to do with dates or anything like that
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163 votes
Hi everyone, thanks for your contributions to this idea. We appreciate your feedback about the challenges in ensuring all billable costs are recovered, and your desire for an improved experience.
As noted by others in the idea, there are some features that will give some visibility of billable expenses at present.
- You can 'View bills not assigned to projects', and
- there is the Outstanding billable expense report as some have shared which shows outstanding items you've assigned as billable to customers
Understanding the value more visibility of unassigned bills would have for customers, this is something we’ll continue to review in future planning but isn’t in the current roadmap. We'll be sure to update you all if this gets picked up.
Beau Gaudron
supported this idea
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60 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
Beau Gaudron
supported this idea
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78 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
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4 votesBeau Gaudron
supported this idea
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119 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Beau Gaudron
supported this idea
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38 votesBeau Gaudron
shared this idea
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18 votesBeau Gaudron
shared this idea
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For anyone needing to do a bulk download we have a video on it here https://youtu.be/4tlJ0uQdaIE
Noting that this is not a directly accessible feature in Xero, but for anyone wanting to save a few clicks it may help for now