Settings and activity
4 results found
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2 votes
Thanks for raising this idea, Julie. We can understand how automating reminder emails for Workpapers queries could help streamline communication with clients and reduce the need for manual follow-up.
We've updated the status to Gaining Support and will continue to monitor interest from the community.
Your votes and examples of how this could fit into your workflow help us better understand the impact this feature could have.
Julie Findlay
shared this idea
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11 votes
Thanks so much for sharing your idea about being able to schedule payslips to be emailed automatically to employees — love that you’re thinking about ways to save time and streamline payday!
We’ve now reviewed your idea, and from here it’s over to the wider Xero community to get behind it and show their support.
As well as adding votes, other members can now comment to share more detail on how scheduled payslip emails could improve their experience with Xero.
An error occurred while saving the comment Julie Findlay
supported this idea
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349 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
An error occurred while saving the comment Julie Findlay
commented
We have a number of clients who would like their staff to be able to enter receipts - either via the app or full Xero - in spend money transactions BUT they don't want the staff to see their bank account. The current user access parameters doesn't allow this. These clients are on cashbook and starter plans, so can't do as enter bill
We think this would be a great featureJulie Findlay
supported this idea
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236 votes
An error occurred while saving the comment Julie Findlay
commented
I would like to see this happen - as it would streamline the process, and less margin for error, and a big time saver
Deferring emailing of payslips.
We pay fishermen on an adhoc basis, we normally prepare their crew share a few days prior to our fishermen client getting paid for this fish. We don't pay the crew until the client has been paid. It would be good if we could defer emailing of the payslip until the date of payment. this would be a nice function. at the moment, we have to remember to go back into the payrun on the day of payment which just adds time.