Settings and activity
7 results found
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173 votes
Hi everyone, we appreciate your recent feedback and reinforcing the importance of attaching documents to employee records in UK Payroll. We understand how the recent capability released in AU would also be valuable to other regions workflows.
We're in the process of reviewing the full payroll experience for our UK customers, and this idea will be considered as part of that broader piece of work. While it isn’t on our immediate roadmap right now, it is formally on our radar as we plan future payroll updates.
We’ll share another update here when we have more news on our plans.
Jacqui Rickman
supported this idea
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585 votes
Hi everyone, thank you all for your support and engaging to let us know the importance and use you'd have in being able to receive bank feeds for Charities Aid Foundation(CAF) bank.
We're pleased to share that our provider Tink is building this at present and we're currently testing with a small group of users.
We appreciate your interest, and look forward to getting this in your hands soon. I'll be back to share more news as things progress. Thanks
An error occurred while saving the comment Jacqui Rickman
supported this idea
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112 votes
Hi everyone, thanks to everyone that completed and fed back through our earlier survey. We appreciate you sharing needs in sequential invoice numbering and will continue to consider these needs as we evolve invoicing in Xero.
Right now, we want to be upfront that there are no direct changes planned for how invoice numbers are assigned.
We'll keep monitoring interest of this here and will update if there are any developments.
Jacqui Rickman
supported this idea
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284 votes
Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.
Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.
Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.
Jacqui Rickman
supported this idea
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192 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
An error occurred while saving the comment Jacqui Rickman
commented
It would be useful to change bank accounts if a “spend money” is accidentally set up from the wrong bank account, rather than deleting and starting again. ie when setting up a spend money, there could be a dropdown for the bank account.
Jacqui Rickman
supported this idea
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16 votes
Hi Simon, checking in on your idea here. Would this be to be able to view invoices that have been entered (like Find & Match) or to create invoices from cash coding?
Jacqui Rickman
supported this idea
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Navigation - Freeze bar at the top of the page to save scrolling
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273 votesThanks everyone, we want to acknowledge all the feedback about how we can improve your experience by making navigation easier while scrolling.
Our product team are now exploring options such as a 'sticky' navigation bar or 'back to top' option, and appreciate all thats been shared about this by our community.
While we can't commit to development as yet, I'll be sure to let you know further news of this, here.
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We’ve been asking for this for 5 years, going back to the days when we had a personal account manager. It would make a huge difference to several of my charity clients.