Settings and activity

15 results found

1. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

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   76 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't have any solid plans for changing this right now we will keep the idea under review, and share if there's any change planned.

   Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
   When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
   When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
   We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't… more

   Emily Ward supported this idea  ·  05 March, 2024

2. New Invoicing - Make the History & Notes the same as in Classic Invoicing

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   141 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

   We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

   We still have more enhancements on the way for history and I'll be back again when more updates land. 

   Emily Ward supported this idea  ·  05 March, 2024

3. New Invoicing - Reduce number of steps and clicks

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   301 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items you have on hand to sell. 

   This year we’ve made updates to bring more actions into the body of the invoice, so you can now add tracking options on the fly, or set or edit the exchange rate on foreign currency invoices. And, as of this week we’ve released a whole set of new shortcuts to save clicks and help you quickly perform common actions like being able to Approve an invoice which we know is valuable to our customers! While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central.  

   We have more updates in store like changes to the Contact ‘To’ field that I mentioned in my last update and improvements to the line item grid within the body of your invoice. You can read more of what’s to come on Xero Central. 

   Hi team, now in 2025 and many here will have received our recent communication leading up to the retirement of classic invoicing on 27 Feb this year. 

   We’re continuing to work hard on delivering more features within new invoicing that’ll help most in your workflow. 

   Thanks for staying engaged with us on changes that’ll help you through the idea here.

   To give an update on recent deliveries that positively impact some of you that have shared on the idea here. Late last year we released improvements to the issue and due date fields so you can now use all the date entry shortcuts that were available in classic, and we made it simpler to access the date picker. We also updated the Files attachment modal so you can now drag & drop files anywhere on the page, and when you use tracked inventory you can see the number of items… more

   Emily Ward supported this idea  ·  05 March, 2024

4. NZ Payroll: Process timesheets for future periods

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   submitted  ·  7 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Emily Ward commented  ·  20 June, 2023  ·  Edit…  ·  delete…

   Would be so useful for Christmas time!!!

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   Emily Ward supported this idea  ·  20 June, 2023

5. NZ Payroll - 63 day holiday report

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   2 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate you starting an idea, Paula. It really helps if we can share detail of how or when this idea would help your business. 

   
   

   Come back to let us know 🙂

   Emily Ward supported this idea  ·  20 June, 2023

6. NZ Payroll - View projected leave

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   submitted  ·  2 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Emily Ward supported this idea  ·  20 June, 2023

7. NZ Payroll: Notes on Time Sheets

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   5 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   Hi everyone, an update to my earlier message:

   
   

   This change was specific to users of the Australian payroll.

   
   

   Apologies, and we'll shift this idea back to 'Submitted' so we can continue to track and share if there are developments in New Zealand Payroll.

   
   

   However, at the moment this is not in the team's plans.

   
   

   • If you operate across multiple regions, and are interested in reading more, I've updated this idea. which is specific to AU.

   
   

   Thanks for your understanding.

   Emily Ward supported this idea  ·  20 June, 2023

8. NZ Payroll: Timesheet summary reports

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   submitted  ·  22 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Emily Ward supported this idea  ·  05 December, 2022

9. NZ Payroll - Ability to bulk approve timesheets.

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   submitted  ·  7 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Emily Ward supported this idea  ·  05 December, 2022

10. NZ Payroll: Leave report to show leave balance and total owing

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    submitted  ·  5 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Emily Ward supported this idea  ·  05 December, 2022
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    Emily Ward commented  ·  05 December, 2022  ·  Edit…  ·  delete…

    The leave balances report needs to have another column showing the leave balance including "leave available to be taken in advance". Otherwise the only way to see this information is in every employees record, which takes too long to compile.

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11. NZ Payroll - Pay rate changes report

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    submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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12. Hubdoc - Document Merge

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    21 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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    under review  ·  AdminDana A (Admin, Xero) responded

    Thanks for your input here, everyone. Our team is currently looking into adding a document merge feature into their roadmap. However, no dates are planned for when this will be implemented. 

    
    

    That said, we’ll move the status of the idea into ‘Under review’, so please continue to add your vote and give us your comment on how this feature can improve your workflow. 

    
    

    For now, you can merge your documents outside Hubdoc, then upload/email it into Hubdoc. Feel free to also share some options here on how you merge the documents before you put it into Hubdoc.

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    Emily Ward commented  ·  31 May, 2022  ·  Edit…  ·  delete…

    This feature is super important and will make life a lot easier for users!

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13. Reconciliation: Find and Match - add filters for date ranges

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    submitted  ·  7 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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14. NZ Payroll - Allow timesheet approval for employees with authority

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    14 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Emily Ward shared this idea  ·  26 April, 2022

15. Payroll | Employees - Upload/attach files in notes section

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    submitted  ·  193 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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