Settings and activity
55 results found
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33 votes
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10 votes
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154 votes
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Charleen Anthony
commented
Purchase Order access should not automatically go with access to Bills, it should be Purchase Orders only. Can we have it automated so with Approval being sent to Line Manager via email. A bulk Purchase Order should show when its been partially billed ie. show the balance.
Charleen Anthony
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11 votesCharleen Anthony
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76 votes
Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.
Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.
We’ll continue to monitor the support for this idea and will keep you updated with any future changes.
Charleen Anthony
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59 votes
Hi everyone, thanks for sharing your feedback. We appreciate you explaining how important access to reports on draft pay runs is for your workflows, especially for client approvals and pre-submission checks.
Our product team is currently looking into payroll reporting improvements as part of a wider review, however adding additional reports to draft pay runs is not something that’s on their foreseeable roadmap.
Currently you can download payslips, P32 and Payroll Activity Details/Summary reports from draft pay runs. These provide a breakdown of employee earnings and employer liabilities, which can be used for pre-checks before submitting your pay run to HMRC.
Please continue to support other ideas, as this helps our product teams know what's important to you.
An error occurred while saving the comment Charleen Anthony
commented
Prep-post Gross to Net rept is Critical its not a good idea to revert pay runs as I've done it before to correct a mistake on Xero's advice but tax codes change & it automatically updates in Xero changing the Net Pay, at this point the employee has already seen their payslip, the advice was to pay/deduct the difference. I don't think this is a viable option.
Charleen Anthony
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125 votes
Hi everyone, thanks for all of your engagement with this idea. We appreciate you taking the time to share your thoughts on being able to claim previous year's employment allowances in Xero.
We understand this would save time and provide a more complete payroll solution.
As noted by others in this thread, the current workaround is to process prior year claims using HMRC's Basic PAYE Tools.
We've reviewed our upcoming development roadmap, and at this time building the functionality to process prior year Employment Allowance claims is not in our immediate pipeline.
We will keep this idea under consideration for future development, and should our plans change, we will provide an update here.
Charleen Anthony
supported this idea
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49 votes
Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.
This may be something we consider longer term and we would like to continue to track interest through the idea here.
If there are any plans made we'll share an update with you all on this idea. Thanks
An error occurred while saving the comment Charleen Anthony
commented
BULK IMPORT PAYROLL : Ability to import all bfwd information from another Payroll system into Xero, must include Personal details, BACS details, tax codes, Gross Annual Salaries, Pension contribution %tages, it is archaic to enter all these details manually!!! . At present the Xero Import Template is too basic, it must be adapted to simply add the fields you want to be imported by using the Xero name label. This is basic & can be fixed easily by Xero
Charleen Anthony
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260 votes
Hi community, we totally get why you'd like to easily track partially received goods or services against a single purchase order, and to see the remaining balance within Xero.
With the new Purchase orders experience that’ll be coming soon, our team has paid close attention to the flows and different needs in managing supplier goods that have been expressed through product ideas.
Our team is looking to solve needs for tracking partial amounts received, so we’ll keep you updated of progress surrounding this here. 🙂
Charleen Anthony
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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…
Charleen Anthony
supported this idea
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290 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
Charleen Anthony
supported this idea
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157 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
Charleen Anthony
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
516 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
Charleen Anthony
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497 votesCharleen Anthony
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574 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Charleen Anthony
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658 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
Charleen Anthony
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13 votesCharleen Anthony
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4 votes
Thank you for your contribution and support on the idea. We understand that the ability to easily save and close in one click would benefit your workflows, however to be upfront we don't have direct plans for making this change within the payslip in the foreseeable future.
We appreciate this is not the news you’d hope to hear, but we'd like to be open and transparent with you on this, here.
Charleen Anthony
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25 votesCharleen Anthony
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11 votesCharleen Anthony
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You should be able to select a project code by typing the name/nr from Project field through the app, the same as from your desktop. At present in the app you have to scroll down, which is not efficient if you have numerous projects as our organisation has