Settings and activity
17 results found
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57 votes
Hi everyone, we thoroughly appreciate your engagements with us here, and helping us understand future improvements that could enhance your use of Xero for managing your practice.
As you'll have likely seen we are in the process of releasing new client and staff experiences to unify our practice tools under what will soon become Xero Partner Hub.
With the current work in progress we want to be open that bulk updates like what's being asked here aren't in the roadmap atm, however this will be something we consider as we keep revising our roadmaps. If there are any updates we will share on this idea.
Natan Gomes Martins da Conceicao
supported this idea
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241 votes
Hi community, I know it's been sometime since our last update and while we still don't have any plans for building a complete email system within Xero we wanted to share news of a new integration very much centered around needs expressed by some customers, here.
Xero have partnered with Constant Contact to provide our customers a free integration to help small businesses streamline accounting and marketing by keeping customer data connected and automating routine tasks.
With Xero + Constant Contact you'll be able to segment and engage your customers using financial and transactional insights, making it easy to deliver targeted marketing campaigns that drive results. You can also improve cash flow by sending automated invoice reminders and payment follow-ups through Constant Contact’s email campaigns, helping you reduce late payments. Xero customers can get 50% off any Constant Contact plan for 6 months. Terms apply.
If this integration doesn't quite…
Natan Gomes Martins da Conceicao
supported this idea
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53 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
Natan Gomes Martins da Conceicao
supported this idea
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110 votes
An error occurred while saving the comment Natan Gomes Martins da Conceicao
supported this idea
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151 votes
An error occurred while saving the comment Natan Gomes Martins da Conceicao
commented
It makes no sense to have the option to use the fixed asset function for cash basis companies. This is a very important routine for me to maintain control over the assets, but it gets in the way when processing the depreciation or selling the asset. As you can see in the attached file, as Xero does not account for depreciation or the sale of fixed assets for cash basis companies, it is necessary to make a manual journal, which theoretically "solves" the accounting problem. But if I need a managerial view based on Accrual basis, my balance sheet is completely distorted as it doubles the depreciation and/or sale of the asset.
Why don't you guys enable this tool on cash basis too?
Natan Gomes Martins da Conceicao
supported this idea
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62 votes
Hi community, we appreciate the interest this idea has received. Sorry we haven't engaged with you on this idea sooner.
We understand being able to efficiently track and calculate fuel tax credits is important to you all who've supported this, however we want to be transparent that this isn't a feature we're looking to develop in the near future.
If you haven't already found a means to track this I wanted to share a method that could help. In Xero you could create untracked Inventory Items for each fuel type. When you enter purchases for fuel, you'd select the appropriate item, entering the number of litres into the Qty field, and the price per litre into the Unit Price field.
You could then use the Inventory Summary report to view the quantity of the fuel purchased during a date range.
If there are any changes around this we'll share with you…
Natan Gomes Martins da Conceicao
supported this idea
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521 votes
Hello everyone, we appreciate all the support here and understand how being able to import and export bank rules would help with clean up, and save time in updating or adding bank rules.
The idea has been closely considered, however we want to be transparent that building this specific feature is not on our roadmap.
Our current focus within bank reconciliation is on delivering more automation and intelligent tools to help you reconcile faster. This includes improving the core functionality of how Xero suggests and matches transactions, ultimately aiming to reduce the need for manual rule creation and management.
We're confident that these broader improvements will help streamline your workflow and address some of the underlying pain points you've raised. We appreciate your passion and feedback on this topic, and you can stay up to date with what's coming for bank reconciliation and other features on The Long and Short…
Natan Gomes Martins da Conceicao
supported this idea
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36 votes
An error occurred while saving the comment Natan Gomes Martins da Conceicao
commented
I totally agree, it would be an extremely important role for me!!
Natan Gomes Martins da Conceicao
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41 votesNatan Gomes Martins da Conceicao
supported this idea
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An error occurred while saving the comment Natan Gomes Martins da Conceicao
commented
I completely agree, I don't think it's too complex for the Xero support team to include a search field in the bank rules. This is real negligence. To find the rules of a specific account we have to spend almost a whole day on a task that would take 1 minute if there was a simple search option.
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14 votesNatan Gomes Martins da Conceicao
supported this idea
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29 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed this idea and have updated it's status to Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
An error occurred while saving the comment Natan Gomes Martins da Conceicao
commented
I totally agree.
Natan Gomes Martins da Conceicao
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29 votesNatan Gomes Martins da Conceicao
supported this idea
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Natan Gomes Martins da Conceicao
shared this idea
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207 votes
Hey everyone, we thank you for the detailed feedback on improving how leave requests work for part-time employees in Australian payroll.
We understand the value of shifting the task of adjusting hours to employees, freeing up payroll administrators’ time for other priorities and we also appreciate the points raised around accuracy and compliance.
While we don’t have current plans to deliver exactly what’s been suggested here, our product team is continuing to focus on developing working patterns within AU Payroll. Based on what we’ve seen in other regions, this'll likely address many of the needs discussed here.
We’ll move this idea to Not in pipeline for now, but we’ll keep you posted on any updates that could help achieve what’s being asked.
Natan Gomes Martins da Conceicao
supported this idea
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588 votes
Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.
We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.
In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.
We'll keep you updated on our progress right here. 🙂
Natan Gomes Martins da Conceicao
supported this idea
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958 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…
Natan Gomes Martins da Conceicao
supported this idea
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32 votesNatan Gomes Martins da Conceicao
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84 votes
Appreciate raising the idea here, Mona
With improvements to XeroMe our intention is to make it simpler for employees to self enter this sort of information.
Is there a particular reason why you'd prefer not to use this function? Would be good to be able to share this back with our team or perhaps there's another idea I could be connecting you in with here
Natan Gomes Martins da Conceicao
supported this idea
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Absolutely agree