Settings and activity
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270 votes
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Sue Williams
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20 votesSue Williams
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160 votes
An error occurred while saving the comment Sue Williams
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An audit trail is critical - especially for payroll functions. Specifically pension communication sent directly through Xero and the ability to reproduce copies of the letters sent.
One of my clients is currently having a review from their pension provider and they have asked to see copies of the postponement correspondence sent to specific employees when they joined a few years ago. The client sent out the letters using Xero's 'E-mail postponement letter' function and thought nothing more of it.
Now there is no proof the letter was even sent! I've contacted Xero for help to get a copy of the letter or an audit trail and I was pointed to this thread and given no support as to how I can prove this was done or to get a copy of the letter.
Hopefully the staff members retained a copy of the email but I'm not optimistic they would have.An audit trail in the employee record to say which letter was sent out with a date/time stamp and an ability to reproduce the letter is essential.
What a waste of time to email the letter and then download to save outside of Xero - what's the point - you may as well send the letters outside of Xero in the first place.Sue Williams
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605 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.
Sue Williams
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26 votesSue Williams
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Clearly, these "improvements" that Xero keep implementing are designed by people who don't actually use the product for bookkeeping purposes.
The additional time it now takes using this new sales layout is crazy - I would permanently stay on the classic version if it wasn't about to be retired.
Not being able to type dates and having to use the mouse to click through the calendar is ridiculously frustrating. As is the new way we have to 'Add a payment' and not being able to tab and type through it.
Also, I don't want to 'Approve & email' invoices straight away for most of my clients so having to make extra clicks to open up the drop down and click 'Approve' - another waste of time that adds up.
Not being able to drag and drop PDF files - having to open up the files drop down first - again, another impractical "improvement"
Xero - you had a fantastic product please listen to your users - you are ruining it again and again by continuing to make changes that are not functional for the majority of people who actually use this for work..... oh and increasing the prices too much & frequently for what is becoming a less functional product.