Settings and activity
12 results found
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100 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
Rachael Williams
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38 votesRachael Williams
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13 votesRachael Williams
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51 votesRachael Williams
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31 votesRachael Williams
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63 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Rachael Williams
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67 votes
Hi team, appreciate the feedback here and it appears there are 2 differing ideas being bought up here. This idea was originally started relating to the invoice branding theme. Being open, while we will look at improvements to invoice templates down the line this isn't planned just yet.
More recent conversation appears to be related to the new invoicing send modal and formatting of emails sent from Xero. We have a slightly different idea those who are interested in this can join and you'll see I recently updated - While the tool bar has been removed from the send window, you can still use html tags to format and preview how these look in your email.
Rachael Williams
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4 votesRachael Williams
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233 votes
An error occurred while saving the comment Rachael Williams
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226 votesRachael Williams
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55 votes
Hiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
Rachael Williams
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19 votes
An error occurred while saving the comment Rachael Williams
commented
It would be nice to be able to be able to generate seperate ABA files to pay different employees from different bank accounts.
One of our clients has 3 different locations, that each have a different bank account, with several employees at each location and would like to be pay Location A's employees from Location A bank account, etc.
Currently it seems like the payrun ABA files generate useing the bank account set in the payroll organisation settings.
It would be nice to be able to either:
- choose what bank account to use when generating the ABA file, similar to how you can choose which bank account when batch paying bills.
- Set each payroll calendar to use a bank account. Eg Calendar "Weekly Location A" uses Location A Bank account, etc
- Set different bank accounts to different Tracking Catagory employee groupsRachael Williams
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This would be very usefull to have for our Not For Profit clients. Making a list of what reciepts need to be found before audit currently takes so much time.