Settings and activity
6 results found
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65 votes
Accounts Officer
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34 votes
An error occurred while saving the comment Accounts Officer
supported this idea
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494 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 Accounts Officer
commented
As per Nicolas Corod - really important feature to have on both, Invoice and Bills.
Accounts Officer
supported this idea
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947 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Accounts Officer
commented
as per Lyndell Teale comment - Would be useful to attach medical certificate to the actual leave application.
We used KeyPay in my last role (amazing) and this was a feature..Xero is so close to being amzing - to be able to upload a medical cert when applying for leave would be great. and to be able to upload docs to an employees XERO file...everything in one placeAccounts Officer
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237 votesAccounts Officer
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631 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
An error occurred while saving the comment Accounts Officer
commented
Dext (receipt bank) email/add their invoice. No reason why XERO cant?
Accounts Officer
supported this idea
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Yes! A government customer ours has recently requested E-Invoicing.
Would also be handy to be able to add a default reference to the the invoice