Settings and activity
22 results found
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168 votes
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Helen MacGregor
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208 votesHelen MacGregor
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33 votesHelen MacGregor
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232 votes
Appreciate the interest here, everyone. Being open this isn't something we have current plans for.
Thanks for noting the optional paths atm, Paula! Understand it's not the solution being asked here however for those that haven't already we'd recommend looking to connect Hubdoc to help automate the process. 🙂
Helen MacGregor
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
315 votesHi all, appreciate and understand the support in being able to automate processes such as communication of payment received with a customer.
Though seemingly simple there are a few complexities that'd need to be accommodated for when considering the solution here - such as behaviour for re-reconciliations (Remove & redo has been used), split transactions or Mark as reconciled is used.
Our product teams in this area are working on building on beautiful experiences throughout Bank Reconciliation, which you'd have have experienced this first with the Reconcile tab and they are now moving through other pages and features in Bank Rec - This'll take some time and with that at the fore-front right now we want to be upfront that we don't have immediate plans to add an automated email when a transaction line is reconciled.
As we embark work on the Account Transactions tab we'll be able to revisit…
Helen MacGregor
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189 votesHelen MacGregor
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23 votesHelen MacGregor
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163 votes
Hi team, we're pleased to share that this is something our team are working on a solution for atm!
Once available Xero payroll will automatically update the NI categories of employees who are transitioning out of their current category. Ensuring that the calculation of NI contributions in the Pay run is accurate, and the correct amount is paid to HMRC. 🙂
We expect to have this to you in the next few months and I'll be back to share when it's delivered.
Helen MacGregor
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479 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.
Helen MacGregor
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19 votes
An error occurred while saving the comment Helen MacGregor
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Its easy to forget when a new employee that has been postponed will be due to join. If you've had payroll signed off by the client, having to then provide a whole new set of reports AFTER the RTI has been submitted is a big pain the back end.
Helen MacGregor
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422 votes
We appreciate all the feedback received through this idea, everyone. Taking on board all your comments there are two sides of the fence when looking at flagging an invoice as 'in dispute' - Looking at the ability to flag a bill/supplier invoice as 'in dispute', versus the ability to flag a customer invoice as 'in dispute'. It'd be good to get understanding of the interest in each individually so we've started a new idea for bills that you can add your support for. But to give clarity, currently we do not have plans for developing a flag for bills, or sales invoices. For those looking for this feature in sales invoice although not specific to each invoice, you may be able to make use of Credit Limits - Find out more and explore how to set up a limit for your customers through Xero Central. We'll continue to track the…
An error occurred while saving the comment Helen MacGregor
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Yes on both bills and invoices. I'm currently updating the reference with "ON HOLD" before the invoice number etc. Not great as could lead to duplicate entries.
Helen MacGregor
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179 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Helen MacGregor
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100 votes
An error occurred while saving the comment Helen MacGregor
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Part delivery would be awesome. We have so many that come in parts. Amending the PO twice is such a pain!
Helen MacGregor
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193 votesHelen MacGregor
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91 votesHelen MacGregor
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74 votes
Appreciate the idea here - Being transparent, developing granular permissions or roles for every feature and action throughout Xero is not in our plans.
Understanding more of the permission sets majority of users need, will help understand where the biggest impact could be made.
I've slightly adjusted the title to suit the needs of the role you mentioned. We'll get a sense of others that'd like this too.
Helen MacGregor
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28 votes
Hi Melissa, this is essentially what 'Lock dates' enable at an organisational level - Or is there a reason this wouldn't suit for your business here?
Helen MacGregor
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An error occurred while saving the comment Helen MacGregor
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@Kelly Munro Xero: Lock dates wouldn't work as you couldn't enter late bills. The bank should never change, but bills could still come in at a later date.
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225 votesHelen MacGregor
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142 votes
An error occurred while saving the comment Helen MacGregor
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Love a list, so a "To-do List" on the dashboard would be awesome with due dates.
Even a calendar too for recurring dates like PAYE payment dates and beer duty dates and other deadlines.
Helen MacGregor
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107 votes
Thanks for all your feedback everyone, we appreciate the needs here and our team have work underway to incorporate national minimum wage checks, and relieve you from the manual work involved in this process at present.
I'll move to working on it for now and be back to share more news when this is made available to you all.
Helen MacGregor
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This time of year we're all off on our hols. Would be great to schedule payslips to send on the day, or day before, rather than having to send a week or so in advance.