Settings and activity
5 results found
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165 votes
Hi community, this idea's been created from the original suggestion to help us understand the level of interest and continue assessing the need for attaching files to employee records in Xero Payroll for UK organisations.
While this isn’t currently planned, our product team will continue to monitor the feedback and interest in this capability. If there are any updates to share, we’ll post them here.
All UK-based users who voted on the original idea have been added to this one so they can stay informed.
Thanks for continuing to share your feedback.
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1,045 votes
Hi everyone, thank you for your continued support and for sharing how valuable it is to keep employee documents in one place within Xero Payroll.
We’re pleased to share that this feature is now rolling out in Xero Payroll for all AU customers.
We'll be allowing Payroll Admins to upload files directly to an employee profile, securely store them against the relevant employee, and organise them into folders. They’ll also be able to view, rename, move, sort and delete files, with access restricted to Payroll Admins.
Expanding the feature to NZ and the UK isn’t on the roadmap just yet, but it’s something we’ll continue to consider as part of longer-term improvements. We’ve created separate ideas for these regions and added relevant voters from the idea here.
We’ll return to share another update once the Australian release is…
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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
An error occurred while saving the comment 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
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416 votes
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
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152 votes
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
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409 votes
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
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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.