Settings and activity
8 results found
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5 votes
Hi Sue, coming back round to the idea here, do you mind giving a bit more detail of what you would like to occur to improve your workflow here? Would it be to require a contact to have an email as a mandatory field?
@Lan we have a separate idea for being able to insert additional people placeholders that you may like to join.
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Sue Packer
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46 votes
An error occurred while saving the comment Sue Packer
commented
A report is required listing employee bank account details. Currently we can't compare employee and supplier bank account details.
It would be highly beneficial to be able to run a report which lists all bank account details for employees and suppliers. Another which highlights any bank account details within a supplier and employee -
3 votesSue Packer
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An error occurred while saving the comment Sue Packer
commented
This is a feature that should be available. Employees change employment status. It is confusing to a casual employee to view leave balances which they aren't entitled. Even when it is a 0 balance, questions are raised.
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93 votesSue Packer
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An error occurred while saving the comment Sue Packer
commented
I totally agree with this suggestion. I am assuming that the approve & email has been used as the default due to usage by subscribers. But there are many who don't. Each user should be able to choose the default.
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14 votes
An error occurred while saving the comment Sue Packer
commented
At times deleting a payrun doesn't delete timesheets. Having to delete 80+ individually is extremely time consuming
Sue Packer
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5 votesSue Packer
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294 votesSue Packer
supported this idea
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462 votes
Hi everyone, appreciate there are more regions users would like to see us adopt solutions for and we'll keep you in the know of any progress, here.
In the UK, we have some updates with the bill payments method with Crezco. You now have more control of your cashflows with the ability to schedule bills to be paid at a future date using direct bank transfer. This'll help avoid potential bank charges for same day transactions, and missing due dates. Along with this you'll also be able to stay up to date with your payments with real-time payment status in Xero. Meaning you don't have to log into your bank to check the status of each bill payment. With an overview of all payments made using direct bank transfer, you have an accurate record of which suppliers have been paid, and when.
Hi Kelly - I am referring to the invoice which a business creates. When setting up the template they aren't prompted what information to include in the contact details field eg phone number, email address. Therefore small business are emailing invoices directly from Xero without contact details. Have had to google the business for email etc. Which can be difficult for a sole trader. I believe it would be beneficial for these details to be highlighted to included when setting up an invoice template