Settings and activity
10 results found
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486 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Debra Hall
supported this idea
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40 votes
Thanks for raising the idea here, Maria. Will be good to get a sense of the interest in being able to view invoices as exclusive when entered as inclusive. We don't have any immediate plans for changing this but I'll be sure to let you know if there's any change.
We have a separate idea tracking the ability to view the account number that I'd recommend joining for any information or updates around this.
An error occurred while saving the comment Debra Hall
supported this idea
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519 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
Debra Hall
supported this idea
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70 votesDebra Hall
supported this idea
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33 votes
Hi everyone, we're excited to share that we are in the process of releasing a new experience for branding with the new Invoice template editor!
Eventually replacing the Standard branding experience, the new editor allows you to customise and personalise the look of your invoices in a simple form, with a side by side view so you can instantly see how changes will look on invoices sent to your customers. This is in the process of rolling out to all regions, already readily available in AU, NZ, US and the UK. 😊
I'll be back to share once the roll out is complete.
Debra Hall
supported this idea
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7 votesDebra Hall
shared this idea
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13 votesDebra Hall
supported this idea
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40 votes
It's been a while since we've provided you with an update about this idea, so wanted to touch base
We've reviewed your comments and can see the that this idea has been steadily gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
Debra Hall
supported this idea
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22 votes
An error occurred while saving the comment Debra Hall
commented
the whole process of re-printing a remittance advice is convoluted. I can't see why it can't be printed from an enquiry via contact.
Debra Hall
supported this idea
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29 votes
Thanks for your patience whilst your idea is gaining traction.
We've reviewed your idea and can see that it's been gaining community support.
Whilst this idea isn't currently in the pipeline, we'll keep track of members votes and comments to gain insight about how your idea could improve users experience with Xero.
An error occurred while saving the comment Debra Hall
commented
Its very important that 2 lines are shown. 1. base. 2. casual They cannot be listed as loading built in.
this leaves the employer open to paying on top.Whether in timesheet or payrun, it needs to be taken care of by Xero, not an operator. So many times its not paid as its a manual entry.
An error occurred while saving the comment Debra Hall
commented
Anything in payroll that requires a manual entry allows for human error. I consider this to be a VITAL part of any payroll system. If the setting is in the employees Payroll template I can't see why it doesn't feed into the payroll.
Debra Hall
supported this idea
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New Invoice Layout
The old invoice is much easier. Needs GST ex or Incl to be able to click either way. nothing should be hidden. Needs to be user friendly. Way too large to manage the single screen.