Settings and activity
23 results found
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719 votes
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.
An error occurred while saving the comment An error occurred while saving the comment 
Tanya Spence
commented
And yet we still don't have the email address sent to listed in the notes. And it says the invoice is edited when you simply approve it or email it?? Cmon Xero this is rubbish
Tanya Spence
supported this idea
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32 votes
An error occurred while saving the comment Tanya Spence
commented
I can't believe that this is not possible with the current reports. Surely this cannot be difficult!!???!!!
Tanya Spence
supported this idea
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45 votes
An error occurred while saving the comment Tanya Spence
commented
Absolutely crazy that this is an issue in Xero. Why can't xero accrue leave on all "ordinary earnings" category pay items. Simple!!!! Why this was setup the way it is with only one ordinary earnings category to be able to accrue leave is beyond me. Please fix this!!!
Tanya Spence
supported this idea
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285 votesTanya Spence
supported this idea
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287 votes
Hi community, thanks for getting involved here and letting us know the importance around being able to see the details whenever an invoice is sent from Xero. We understand the importance of this to our customers and our product team are beginning to review this idea to solve needs in this space. We'll move to Under review and I'll let you know as there's more progress here. Thanks
Tanya Spence
supported this idea
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18 votes
An error occurred while saving the comment Tanya Spence
commented
This is essential for any sort of audit trail. Just having a note saying "sent" is completely unhelpful. What if the client disputes that it was sent? How do we have any sort of proof where it was sent. We use this feature extensively to ensure we are sending the invoice to the correct address and is this is almost the sole reason we stopped using it.
Tanya Spence
supported this idea
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5 votes
Really appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
Tanya Spence
shared this idea
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89 votesTanya Spence
supported this idea
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45 votesTanya Spence
supported this idea
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An error occurred while saving the comment Tanya Spence
commented
Please show amounts paid against unused leave on termination separately on the payroll reports. Given that super is not calculated on unused leave and with STP2 unused leave payments need to be separated, it would be great to have Xero report these amounts separately on the payroll reports.
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663 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Tanya Spence
supported this idea
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1 voteTanya Spence
shared this idea
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11 votes
An error occurred while saving the comment Tanya Spence
commented
I can't believe we can't have a printable TPAR report (PDF). Come on Xero, please give us some sort of consistency with these things.
Tanya Spence
supported this idea
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789 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Tanya Spence
supported this idea
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37 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
An error occurred while saving the comment Tanya Spence
commented
As a BAS Agent, I don't use report packs at all as they do not allow inclusion of many of the reports we use as part of our working papers. Payroll reports are the main ones that are missing. Please include, it makes no sense that they are not included.
Tanya Spence
supported this idea
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252 votesTanya Spence
supported this idea
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An error occurred while saving the comment Tanya Spence
commented
This would be a great feature. You can attach documents almost everywhere else in Xero. This is just logical to allow attachments to the published Rec Report
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11 votesTanya Spence
supported this idea
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218 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
Tanya Spence
supported this idea
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279 votesTanya Spence
supported this idea
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145 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment Tanya Spence
commented
Hi Alex,
The functionality as you have explained it does not sound like what I am chasing here. I am wanting to be able to tick off, line by line, in many cases in order to reconcile back to $0 so reconciling to a specific balance won't work in these sorts of cases. eg. Merchant clearing account, reconciles to $0 but usually has an "unticked" balance at a specific date that won't come in till a day later.Also, personally I believe that this is a critical element for any decent accounting software and am astounded that Xero has not seen this yet, so your solution SHOULD be short lived if Xero listen to their partners and users and see the relevance and importance of this functionality being in the core software.
An error occurred while saving the comment Tanya Spence
commented
Thank you so much Heather Smith!! I must admit I hadn't seen Dana's comment until you referred to it in your post. I do hope that the powers that be at Xero do understand the importance of this function and how "in the dark ages" not having it makes Xero, which I know is not what they are going for. They cannot be "leading edge" without some way for us to manage this in the software. Surely exporting to excel and reconciling in excel is not a solution but should only be considered a "temporary" work around. Trust me, I have been talking the ears off any Xero person that would listen and I think I spoke to about 5 Xero people at Xerocon about this. We need to make our voices be heard but once again thank you Heather for using your contacts to also fight this one on our behalf.
An error occurred while saving the comment Tanya Spence
commented
Look at the date that this was lodged. 10years and still crickets regarding this feature
Tanya Spence
supported this idea
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22 votes
An error occurred while saving the comment Tanya Spence
commented
Yes please!!!! Seems crazy to have a fantastic feature like scheduling bills but only be able to access it from one location. This makes an extra 4 clicks and a process interruption in order to schedule bills, which could all be done at the same time as scheduling.
Tanya Spence
shared this idea
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Yes Joana, this is the biggest reason that I did not voluntarily move to new invoicing. It is absolutely disgusting that Xero have forced us to move before fixing this critical audit feature that we had on classic. Welcome to the list of very annoyed xero professionals.