Settings and activity

5 results found

1. UK Payroll - Upload/attach employee files

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   12 comments  ·  Payroll & expenses » Employees  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your recent feedback and reinforcing the importance of attaching documents to employee records in UK Payroll. We understand how the recent capability released in AU would also be valuable to other regions workflows.

   We're in the process of reviewing the full payroll experience for our UK customers, and this idea will be considered as part of that broader piece of work. While it isn’t on our immediate roadmap right now, it is formally on our radar as we plan future payroll updates.

   We’ll share another update here when we have more news on our plans.

2. Projects - Ability to bulk assign bills to Project

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   196 votes

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   submitted  ·  66 comments  ·  Projects & tracking » Projects  ·  delete…  ·  Admin →
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   Wynn Owen supported this idea  ·  15 March, 2024

3. Bills - Filter and view bills by tracking category

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   133 votes

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   submitted  ·  55 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Wynn Owen supported this idea  ·  12 January, 2024

4. Invoices - Unapprove option

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   163 comments  ·  Invoices & quotes » Invoicing  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save & Close which is Alt-Shift-C on Windows or Opt-Shift-C with a Mac device. I get this might be a slight adjustment to your workflow, for some to get used to. 

   We want to be upfront with you all here, that though we understand the high interest for this feature it's not something we have plans to develop in the foreseeable future. We'll share if there are any developments that'd be of interest to you all surrounding this flow.

   Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status. 

   As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice). 

   While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &… more

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   Wynn Owen commented  ·  27 July, 2022  ·  Edit…  ·  delete…

   Although there is a workaround, this option would save many minutes voiding/copying bills.

   Save Submitting...
   Wynn Owen supported this idea  ·  27 July, 2022

5. User Role - Restrict access to individual bank accounts

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   376 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

   We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

   We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

   We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

   As development continues we’ll share further updates as soon as they’re available with you all here.

   Thank you for your involvement in Product Ideas and support in this idea.

   Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.

   We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.

   We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.

   We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.

   As development continues we’ll share further updates as soon as they’re available with you all here.

   Thank you for… more

   Wynn Owen supported this idea  ·  22 July, 2022