Settings and activity

7 results found

1. Permission - Ability to choose either or both Sales, PO, quotes and Invoice for Invoice Only user

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   submitted  ·  6 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Jen Lewin commented  ·  04 July, 2025  ·  Edit…  ·  delete…

   I don't understand how this is not an option! Being able to provide a quote is a totally different role to being able to send an invoice.

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   Jen Lewin supported this idea  ·  04 July, 2025

2. AU Payroll - Reset leave accrual on anniversary date

   9 votes

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   2 comments  ·  Payroll & expenses  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminSophie Lewis (Admin, Xero) responded

   Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

   Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

   Jen Lewin supported this idea  ·  03 July, 2025

3. User - Give users access to specific invoices/quotes

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   submitted  ·  2 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Jen Lewin supported this idea  ·  03 July, 2025

4. Quotes - Restrict users to send quotes but not invoices

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   submitted  ·  0 comments  ·  Users & setup » User permissions  ·  delete…  ·  Admin →
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   Jen Lewin supported this idea  ·  03 July, 2025

5. AU Payroll - Monthly payroll tax report

   96 votes

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   18 comments  ·  Payroll & expenses  ·  delete…  ·  Admin →
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   submitted  ·  AdminHannah G (Admin, Xero) responded

   Hi community 👋

   Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:

   Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

   They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

   The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

   They aim to discover:

   • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
   • Whether this conceptual solution addresses your key struggles during Payroll reconciliation? What enhancements would you like to suggest?

   If that sounds like something you’d like to get involved with, you can book here 👉 form removed since we've received enough interest.

   • Heads up! Participants must be users of Xero AU Payroll, with experience of completing payroll reconciliation for 1 or more clients during EOFY

   Hi community 👋

   Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:

   Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

   They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

   The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

   They aim to discover:

   • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
   • Whether this conceptual… more
   Jen Lewin supported this idea  ·  01 October, 2024

6. Reporting - COInvest report that captures all info required.

   11 votes

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   submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  delete…  ·  Admin →
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   Jen Lewin supported this idea  ·  01 October, 2024

7. Bank Reconciliation - Repeating spend & receive money transactions

   153 votes

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   45 comments  ·  Banking & chart of accounts » Reconciliation  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, we appreciate your engagement in the idea here however we want to be open that we don't have any plans for developing repeat spend or receive money transactions atm.

   If you have the suggest previous entries option turned on in your bank account, you may find that overtime Xero suggests create transactions based on your previous reconciliations.

   Alternatively, you could look to create bank rules for these scenarios where Xero will pick up commonalities in your rules to your statement lines and help with reconciliations.

   Jen Lewin supported this idea  ·  05 July, 2022