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7 results found

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

    45 votes

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    submitted  ·  6 comments  ·  Users & setup » User permissions  ·  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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    2 comments  ·  Payroll & expenses » Payroll  ·  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  · 

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

    5 votes

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    submitted  ·  2 comments  ·  Users & setup » User permissions  ·  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  ·  Users & setup » User permissions  ·  Admin →
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    Jen Lewin supported this idea  · 

  5. AU Payroll - Monthly payroll tax report

    124 votes

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    29 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Accepted  ·  AdminDavid Reynolds (Admin, Xero) responded

    Hi everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.

    While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.

    We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.

    While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.

    Jen Lewin supported this idea  · 

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

    11 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Jen Lewin supported this idea  · 

  7. Bank Reconciliation - Repeating spend & receive money transactions

    154 votes

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    46 comments  ·  Banking & chart of accounts » Reconciliation  ·  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  ·