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  1. 1,019 votes

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    Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.

    We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.

    I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.

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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. 410 votes

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    Hi everyone, we thoroughly appreciate everyone’s interest and support for enabling the ability to apply a prompt payment discount to invoices.

    We understand how a direct prompt payment discount feature would improve the efficiency and automate manual efforts currently involved for you all here, but would like to be transparent that this isn’t something we’ve been able to roadmap atm.

    Right now, one way to indicate that your business accepts or will apply a discount for prompt payment would be to write this into the invoice payment terms. When acted on there are a few ways you could consider recording this in Xero, such as;

    • Edit the invoice to apply a discount directly
    • Edit the invoice to add a negative line that directly draws down the total amount of the invoice
    • Apply a credit to the invoice for the portion of the discount

    We'd recommend connecting with your Xero advisor…

    Nicola French supported this idea  · 
  3. 81 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. 400 votes

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    Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.

    We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.

    Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.

    As soon as there's movement…

    Nicola French supported this idea  · 
  5. 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  ·