Settings and activity

2 results found

1. Xero Me: Allow employees to update bank details

   55 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   10 comments  ·  Payroll & expenses » Employees  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminDavid Reynolds (Admin, Xero) responded

   Hi everyone, thanks for supporting and sharing how enabling employees to update their own bank details in Xero Me would be beneficial to you.

   We’ve recently released updates to Xero Me so that employees can view and update certain personal details directly from their app. This is part of our ongoing work to give employees more control over their information and reduce manual work for payroll admins.

   However, the ability for employees to update their own payment details in Xero Me is not something we’re currently planning. When it comes to bank account and payment details, there are additional considerations we need to take into account. In many regions, employment legislation as well as fraud-prevention obligations mean we must be especially careful about how payment details are collected, changed and who can authorise those changes.

   We really appreciate you taking the time to share how you’re using Xero Me today and what would help your teams. We’ll continue to consider the points you’ve shared here as we plan developments and balance usability with security and compliance.

   Hi everyone, thanks for supporting and sharing how enabling employees to update their own bank details in Xero Me would be beneficial to you.

   We’ve recently released updates to Xero Me so that employees can view and update certain personal details directly from their app. This is part of our ongoing work to give employees more control over their information and reduce manual work for payroll admins.

   However, the ability for employees to update their own payment details in Xero Me is not something we’re currently planning. When it comes to bank account and payment details, there are additional considerations we need to take into account. In many regions, employment legislation as well as fraud-prevention obligations mean we must be especially careful about how payment details are collected, changed and who can authorise those changes.

   We really appreciate you taking the time to share how you’re using Xero Me today… more

   Lisa Beswick supported this idea  ·  22 April, 2024
   An error occurred while saving the comment
   Lisa Beswick commented  ·  22 April, 2024  ·  Edit…  ·  delete…

   All other personal information can be updated from the employee, seems very logical to enable them to update any bank detail changes.
   This should be a high priority!

   Save Submitting...

2. Hubdoc - Document Merge

   213 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   30 comments  ·  Contacts & files » Hubdoc  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, Hubdoc remains a core part of our offering, however we want to be transparent that we’re currently focused on delivering more efficiencies through Xero directly - such as with our new Smart Document Capture that helps create and match transactions for you directly from your Inbox. This feature is currently available to organisations in all regions except NZ and AU, which we're working on expanding this feature to soon.

   We also recently introduced the ability to upload multiple documents from your device to Xero using the Xero Accounting app. This feature enables you upload as either separate or a single document, that organisations can then use Smart Document Capture to help them create transactions fro once in the files inbox.

   We appreciate some users here may prefer for this feature within Hubdoc itself however this isn't something we have plans of developing within Hubdoc. Thanks

   Lisa Beswick supported this idea  ·  07 September, 2022