Settings and activity
10 results found
-
285 votes
Hi everyone, we'd like to provide an update as we’ve recently launched the new Manual Journals experience, in which this idea has now been addressed.
From the Manual Journals list, you can toggle the “Show manual journals on a cash basis” setting on or off. This sets the default for all journals you create in that org, and it can also be changed within individual journals.
Updated 24 Sep - This is currently available in US, AU and NZ only, but we’re planning to roll it out to other regions soon. I’ll keep this thread updated as it lands in more places.
An error occurred while saving the comment 
MaryJane Behre
supported this idea
·
-
28 votesMaryJane Behre
supported this idea
·
MaryJane Behre
shared this idea
·
-
9 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
MaryJane Behre
shared this idea
·
-
225 votes
Thanks for keeping the conversation going on this, everyone. It's clear that having the ability to create budgets for Balance Sheet accounts is a really popular idea, and we hear the manual workflows you're having to use when it comes to forecasting.
The go-to option for now (as shared by some in this idea) is to export your data into a spreadsheet to build out your budgeted Balance Sheet and cash flow forecasts.
I know it's not the outcome you're hoping for here, but we want to be upfront about where things stand. Right now, building this feature isn't in our plans. We have to make some tough calls on what to build next, and while this isn't on the current roadmap, the feedback you've all shared here is incredibly valuable for our future planning.
Please keep the ideas and feedback coming to show your support for this idea.
MaryJane Behre
supported this idea
·
-
48 votesMaryJane Behre
supported this idea
·
-
225 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
MaryJane Behre
supported this idea
·
-
236 votesMaryJane Behre
supported this idea
·
-
32 votesMaryJane Behre
supported this idea
·
-
67 votesMaryJane Behre
supported this idea
·
-
1,047 votes
Hi everyone, thank you for your continued support and for sharing how valuable it is to keep employee documents in one place within Xero Payroll.
We’re pleased to share that this feature is now rolling out in Xero Payroll for all AU customers.
We'll be allowing Payroll Admins to upload files directly to an employee profile, securely store them against the relevant employee, and organise them into folders. They’ll also be able to view, rename, move, sort and delete files, with access restricted to Payroll Admins.
Expanding the feature to NZ and the UK isn’t on the roadmap just yet, but it’s something we’ll continue to consider as part of longer-term improvements. We’ve created separate ideas for these regions and added relevant voters from the idea here.
We’ll return to share another update once the Australian release is…
Agree that it would be great if the Xero file had the ability to select a default for manual journals like it does for most other areas.
The dream would be if the power of the Find & Recode Function could be increased to bulk update manual journals to cash or accrual.
Pretty please with sugar on top 😁🤞