Settings and activity
33 results found
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86 votes
Maggie Kavanagh
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68 votesMaggie Kavanagh
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632 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Maggie Kavanagh
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64 votesMaggie Kavanagh
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503 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
An error occurred while saving the comment Maggie Kavanagh
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89 votes
Thank you all for sharing your feedback on how important consolidated employee details are for your businesses.
In November 2023, we released updated payroll reports which allow greater flexibility, however we understand this doesn't fully meet your needs
While employee’s date of birth and account details are accessible from two separate reports, due to the sensitive nature of TFNs, there’s no plans to include these in exportable reports.
While we truly appreciate your feedback and support in this idea, we want to be upfront that we don’t have intentions of combining all the data requested here into a single report that can be exported from Xero Payroll.
An error occurred while saving the comment Maggie Kavanagh
commented
Agree Valentino, that makes no sense. There are so many missed opportunities on Xero for the user to choose export fields.
Maggie Kavanagh
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21 votesMaggie Kavanagh
shared this idea
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56 votes
Hi everyone, thank you for sharing your feedback on the Employee Contact Details report.
In 2024, this report was updated to include date of birth and age. We’ve noted the suggestions to include start and end dates as well.
Adding further details to this report is not on our current roadmap. As a result, we are moving this request to 'Not in Pipeline.'
We appreciate your continued ideas and feedback, and we will let you know if our priorities change.
An error occurred while saving the comment Maggie Kavanagh
commented
Accounting - Employee Contact Details Report - need to allow user to select more columns/fields. Why is it so basic? Can't even include DOB.
Maggie Kavanagh
supported this idea
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73 votes
Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.
This may be something we consider longer term and we would like to continue to track interest through the idea here.
If there are any plans made we'll share an update with you all on this idea. Thanks
An error occurred while saving the comment Maggie Kavanagh
commented
Payroll Employee details export - allow the user to select the required fields (as you can on any database system) and export all selected employees' data. The current set up of downloading one employee at a time is useless. (Accounting Employee details report is not an alternative, only a basic list of addresses with very few fields/columns to choose from - not even DOB)
Maggie Kavanagh
supported this idea
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52 votes
Hi everyone, thanks for supporting and sharing how enabling employees to update their own bank details in Xero Me would be beneficial to you.
We’ve recently released updates to Xero Me so that employees can view and update certain personal details directly from their app. This is part of our ongoing work to give employees more control over their information and reduce manual work for payroll admins.
However, the ability for employees to update their own payment details in Xero Me is not something we’re currently planning. When it comes to bank account and payment details, there are additional considerations we need to take into account. In many regions, employment legislation as well as fraud-prevention obligations mean we must be especially careful about how payment details are collected, changed and who can authorise those changes.
We really appreciate you taking the time to share how you’re using Xero Me today…
Maggie Kavanagh
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9 votesMaggie Kavanagh
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8 votes
An error occurred while saving the comment Maggie Kavanagh
commented
Totally agree with Korene. The accounts have no numbers and there is not even the option to sort by alpha order. I think they might be in number order without the number being displayed. This error is poor and should not have been released for customers to have to feed it back.
If this is a new development then why not have the number field and name field so that people can select by either. But to remove the numbers and leave a random list of many many accounts in no order at all is a major error.
Obviously many of these 'new' layouts have not been tested at all by Xero - basic functions being lost. Leaving the testing to customers is lazy and bad business.Maggie Kavanagh
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123 votes
Hi everyone, thanks for your on-going involvement in the idea here.
We understand many of our customers are trading internationally. While we haven't been able to deliver a solution as yet, this is still high on our radar.
Right now, depending on the country selected when setting up organisations will have different field options - Sort code in UK, BSB code in AU and Routing number in US. This explains the differences some in the conversation have mentioned. I appreciate it's not a solution but for the time being any extra detail (IBAN or any other banking detail) for the contact could be added as a note to the contacts record that can be looked up before making payments.
For our UK customers that have set up international bill payments - Though not direct from Contacts you can edit and save international payment details for a supplier through the flow…
An error occurred while saving the comment Maggie Kavanagh
commented
Customers should not be directed to the Product Ideas section when raising this issue. This is not a new wishlist - Xero have broken an existing process and should immediately reinstate the ability to enter an IBAN. When designing updates why on earth would you not consult with customers who actually use Xero on a daily basis. Pointless having in house designers who do not even run their own business!
Maggie Kavanagh
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Agree with Alison Walker completely. I hope Xero will soon allow approval reversals for purchase ledger invoices (Xero BILLS), as we need to be able to maintain the history of each Bill across our systems. And every action is detailed within the Bill's log anyway.