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7 results found

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

    42 votes

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    submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jen Lewin commented  · 

    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.

    Jen Lewin supported this idea  · 

  2. AU Payroll - Reset leave accrual on anniversary date

    9 votes

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    submitted  ·  2 comments  ·  For small businesses » Payroll  ·  Admin →
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    Jen Lewin supported this idea  · 

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

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jen Lewin supported this idea  · 

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

    2 votes

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    submitted  ·  0 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Jen Lewin supported this idea  · 

  5. AU Payroll - Custom Fields for Payroll Items

    9 votes

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    0 comments  ·  For small businesses » Payroll  ·  Admin →
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    submitted  ·  AdminEthan M (Admin, Xero) responded

    Hey Jen, thanks for submitting your idea! 

    Just checking if you're referring to Custom Pay Items, which are already available in Xero Payroll.

    If not, could you let us know some examples of custom fields you require, that aren't already available in Xero Payroll?

    Jen Lewin supported this idea  · 

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

    10 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jen Lewin supported this idea  · 

  7. Bank Reconciliation - Repeating spend & receive money transactions

    152 votes

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    44 comments  ·  For small businesses » Accounting features  ·  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  ·