Settings and activity
3 results found
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58 votes
Hi team, thank you for feeding back to us about the selection of reports on the navigation with us here.
For the time being we're continuing to track interest in having reports as a top level menu but this is not something we have direct plans of.
With regards to the favourite of reports in the new Xero Partner Hub. I recently provided an update on this idea - Our team have made an improvement so you can now Favourite reports from your My reports tab of the Practice reports builder and these'll appear within the Favourites section of the Practice drop down menu.
Similarly, if you previously favourited reports in the old experience these should now be showing from the Practice drop down.
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Brett Edmonds
supported this idea
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Navigation - Freeze bar at the top of the page to save scrolling
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240 votesHi team, we appreciate all the feedback this idea has received over time. With our reimagined navigation this is something our product teams considered closely, however there is a bit of work involved to achieve what's being asked and we want to be open it's not in the roadmap right now. However, we're keeping a pulse on the feedback here and will be sure to share if there's any progress. Thanks
An error occurred while saving the comment Brett Edmonds
commented
This is an excellent suggestion and one that should be prioritised sooner rather than later. Having the navigation bar frozen (sticky) at the top of the page while scrolling would save a significant amount of time. Continuously scrolling back up, whether a few lines or hundreds, is an inefficient use of time, especially given the constant focus on reducing clicks and improving workflow efficiency.
Brett Edmonds
supported this idea
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970 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…
Brett Edmonds
supported this idea
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An error occurred while saving the comment Brett Edmonds
commented
Add Documents, such as emails, Employment Contract, etc. to an Employee Card. It is quite often that an employee will send an email with specific instructions, and whilst there is an area to write a note, the space is limited. If the email could be uploaded, it can be referred to at a later time when everyone has long forgotten what the instructions were.
I feel there needs to be a separate tab/heading just for 'reports' on the navigation ribbon in the new XPH (Xero Practice Hub) format. It seems a bit cumbersome to navigate through to what used to be easy to access favoured (starred) reports.