Settings and activity
9 results found
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126 votes
Thanks for your engagement here, Charl. While not a complete solution you may find the use of the 'Home' button on your keyboard helps you quickly navigat back up the page 🙂
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Sue Packer
supported this idea
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5 votes
Thanks for the confirmation, Andrew and Sue. While it's possible to add the organisations email in the Contact details field of a Standard branding theme, and could be inserted as Static text on an Advanced template, appreciate there is no specific field for this atm, and why you may like to make this mandatory or a default on the template.
We'll leave your idea for making this mandatory here and you may like to also join this idea for providing as a specific field for this in advanced templates. Being open it's not something we have direct plans for atm, but we'll keep an eye on the interest here and share if there's any plans made.
An error occurred while saving the comment Sue Packer
commented
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
Sue Packer
shared this idea
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63 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
supported this idea
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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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269 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
Sue Packer
supported this idea
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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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16 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
supported this idea
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8 votesSue Packer
shared this idea
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334 votesSue Packer
supported this idea
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478 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.
The blue menu bar at the top of each tab. Can this be frozen at the top of each tab. This will then be easily accessible. For example, the bank reconciliation now has 50 lines to a page. When want to create a bill, invoice, search contact you have too scroll to the top of the page.