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  1. 926 votes

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    Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

    We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

    I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

    We understand your frustration with the timeline and the limited updates, and we're…

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    Nicola French commented  · 

    So our clients have to pay for this new feature? Xero this isn't the answer! We just need a file upload for basic paperwork.

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    Nicola French commented  · 

    This is a very disappointing decision Xero, we are trying to sell your software to a number of clients who also recognise this as a vital function to have available so its not helping us to promote Xero. Working in practice our aim is to transition all of our clients to Xero but your making this very hard. Isn't STP phase 2 a requirement in Australia, users in the UK shouldn't be impacted by other government requirements

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    Nicola French commented  · 

    The ability to add secure documents to an employee record in the NOTES section in the payroll section in Xero.

    Salary emails which a client has sent in, P45 records etc

    Nicola French supported this idea  · 
  2. 378 votes

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    Nicola French supported this idea  · 
  3. 57 votes

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    Hi everyone, understand there are some businesses that have other processes in their sales flows that we don't currently have direct features for. Being open we don't have any plans for developing a Sales Order Acknowledgement atm. 

    In lieu of this, we wanted to share how you might be able to create a new branding theme and edit the Quote template for this atm. 

    You could create a separate branding theme for Order Acknowledgements. Editing the title of the Quote template. 

    Once the quote is accepted and you want to send an acknowledgement, you'll want to edit the quote and select the 'order acknowledgement' branding you've created. 

    Nicola French supported this idea  · 
  4. 359 votes

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    Hi community, first off thank you for contributing and detailing why posting manual journals in a foreign currency is of interest to you all.

    We appreciate our customers would like to see more capability in accounting for and dealing in foreign currencies across Xero.

    In it's current form Manual Journals are a part of Xero that require some upgrade to uplift technology in order to provide capability for ideas like this to be considered. We have intentions of bringing attention to this over the coming year, however getting this done first is necessary before we can even think about adding newer functionality like journaling in another currency to the mix.

    To set the expectation here, there is no work planned over 2023 for this feature. We know it's of high interest and when we're in a place to reassess we will share with you here.

    Nicola French supported this idea  · 
  5. 404 votes

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    Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

    As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

    If you'd be interested in being a part of our early release, please fill out this form.✍️

    While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…

    Nicola French supported this idea  · 
  6. 8 votes

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    Hi Michelle - thank you for raising. We can definitely see how this would help. I've checked with our Product team and this is something that is not currently on our immediate roadmap. However, we will continue to monitor this. In the meantime, we are in the process of adding integration with HMRC to pull employment data for all individuals.

    Nicola French supported this idea  · 
  7. 11 votes

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    Nicola French supported this idea  · 
  8. 11 votes

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    Nicola French shared this idea  ·