Settings and activity
13 results found
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303 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment 
Sally Townsend
supported this idea
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124 votes
Hi everyone, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, add your details through our form.
Spaces are limited so sign up as soon as you can.🙂 If you don't get the chance this round our team may reach out when another opportunity arises.
An error occurred while saving the comment Sally Townsend
commented
This would be a useful addition to functionality as it makes the calculation of holiday owed/owing when an employee leaves very manual and means that clients find this module pretty much unusable for them
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216 votes
Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.
While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.
Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.
An error occurred while saving the comment Sally Townsend
commented
We need to be able to import information to projects for it to be feasible. This is looking like it could be a deal breaker for using Xero for a client
Sally Townsend
supported this idea
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15 votesSally Townsend
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5 votes
An error occurred while saving the comment Sally Townsend
commented
This caused us huge amounts of extra work with our pension provider
Sally Townsend
supported this idea
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8 votes
An error occurred while saving the comment Sally Townsend
commented
This really needs to be put in place. I suspect that some people don't even realise that these contributions are missing from their pension submissions
Sally Townsend
supported this idea
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16 votes
An error occurred while saving the comment Sally Townsend
commented
I would like a report that shows year to date by month where you could choose the end date and also the option as outlined above where you can choose to include budgets for the remaining month.
Sally Townsend
supported this idea
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8 votes
An error occurred while saving the comment Sally Townsend
commented
I would like a report that shows year to date by month where you could choose the end date and also the option as outlined above where you can choose to include budgets for the remaining month.
Sally Townsend
supported this idea
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13 votesSally Townsend
supported this idea
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205 votes
Hi community, thanks for all the energy and great conversation on this idea. We recognise the passion for making reporting in Xero better for your needs.
Wee understand that rebuilding report templates for each individual client or entity is time-consuming, and the current option of using Report Templates in Xero HQ mapping of the chart of accounts can be tricky to apply to different client files. However, we want to front foot that enabling the ability to transfer reports across practices or organisations isn't planned in the near term.
We'll continue to review and consider this idea in the longer term and if this work is picked up will be more than happy to share an update with you all, here.
Sally Townsend
supported this idea
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22 votesSally Townsend
supported this idea
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8 votesSally Townsend
supported this idea
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7 votes
Appreciate you raising the idea here, Sally.
It'd be great to understand when you say "dismissing" notifications, would this be by clicking the "x" icon in the top right hand corner of the notifications pop-up, or within the notification feed? Thanks
Sally Townsend
shared this idea
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This would be really useful for us