Settings and activity
37 results found
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
335 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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197 votesHelen MacGregor
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25 votesHelen MacGregor
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516 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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20 votes
An error occurred while saving the comment Helen MacGregor
shared this idea
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459 votes
An error occurred while saving the comment Helen MacGregor
commented
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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186 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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101 votes
An error occurred while saving the comment Helen MacGregor
commented
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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199 votesHelen MacGregor
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100 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
commented
@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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250 votesHelen MacGregor
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149 votes
An error occurred while saving the comment Helen MacGregor
commented
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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111 votes
Hi everyone, as part of the work we're doing here, we're looking to engage some small businesses as well as accountants and bookkeepers who use our Payroll functionality to try out our new prototypes and give us feedback.
We'd look to set up a video call over the next 3 weeks which'll take about 60 minutes. If you'd be interested in taking part, please apply by using this form. 😊 Thanks
Helen MacGregor
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10 votes
Hi everyone, returning to the idea here. For UK Payroll, pension fillings can be exported in CSV format and manually updated to be compatible with the different pension providers. We don't have plans for creating other specific file formats in the near term.
Helen MacGregor
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120 votes
Hi community, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, share your details with us through the form here.
There are only a limited numbers of spaces so sign up as soon as you can. 😊
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.