Settings and activity
7 results found
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81 votes
Hi everyone, thanks for sharing how important streamlining P45 distribution is for your payroll workflow.
It’s not currently possible to send P45’s directly from Xero. Our product team is actively exploring ways to enhance employee self-service features. While specific plans for this feature are not yet finalised for the immediate roadmap, this area remains a key focus for future development. We've moved this idea to Accepted.
We'll keep you posted if anything changes. In the meantime, you can download P45s from Xero and send them via your usual email software.
An error occurred while saving the comment 
Hannah Barnes
supported this idea
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12 votes
An error occurred while saving the comment Hannah Barnes
commented
Susan,
dext is an alternative to hubdoc from a different company. Not bundled in with xero like hubdoc is.
An error occurred while saving the comment Hannah Barnes
commented
Hi Susan
I don't use hubdoc but do know that dext has the ability to import sales invoices to xero as i do it with one of my clients online sales.
Hannah Barnes
supported this idea
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30 votes
Thanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
An error occurred while saving the comment Hannah Barnes
commented
Hi Xero admin,
I know for my client they won't invoice until the job is complete so being able to do a job sheet / picking sheet from the quote would really help. It could be several days / weeks before the job is ready to go. My client is currently having to manually transfer info from the quote to their job sheets for the team to use to complete the job. Then they use the quote to create an invoice. They don't want to raise an invoice for a job that is not completed and have that sitting on the ledgerAn error occurred while saving the comment Hannah Barnes
commented
This would also be really helpful for us. to use a quote to generate a 'work order' for the team to work to but without pricing on. Just what my client would like to be able to do. It would help get the whole process from quote to invoice in one place.
Hannah Barnes
supported this idea
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245 votes
Hi everyone, we've been tracking this idea for some years now and truly value all the feedback we've heard on the desire and time saving reducing the manual steps in reconciliation
would achieve. We completely get wanting to skip that extra ‘OK’ click when you trust the suggested matches.
We’re excited to share that this idea is now in development. At Xerocon this year we shared automated bank reconciliation - Using JAX to automatically match and categorise your bank transactions with your Xero transactions.😊
It's in beta already and being tested by a small group of users atm, and as soon as we have more to share on this rolling out wider I'll give you another update here. Thanks again for helping us shape the future of Xero!
Hannah Barnes
supported this idea
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279 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Hannah Barnes
supported this idea
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1,161 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
We want to keep you updated as work progresses on this, and I'll be back to share…
Hannah Barnes
supported this idea
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50 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
Hannah Barnes
supported this idea
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this would be really helpful to email P45 straight from Xero. especially if you are an accountant or payroll specialist.