Settings and activity
32 results found
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182 votes
Kate Smith
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8 votes
An error occurred while saving the comment Kate Smith
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58 votes
Heya team, with some of the exploration our team were doing we shifted this idea to Under review a few months ago. However, reassessing current priorities as many here may also be interested in our team are currently in the depths of work for enabling the ability to view more statement lines and providing search on the Reconcile screen.
While this may be something we consider developing for later down the line, it's not something we have plans for atm and we'll shift back to Submitted to continue monitoring the interest here. Thanks
Kate Smith
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An error occurred while saving the comment Kate Smith
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It would be great to have a tick box (or similar) in each rule so you can choose if you want it to auto-reconcile or not. By default it should be ticked, but with the option to untick.
For example, i think for some clients it would be good for them to still review and click "ok", but there's others with a large amount of transactions that would really benefit from auto-reconciling rules. -
109 votes
Hi everyone, we're doing some research on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.
We'd love to get input from our community here that we know have a vested interest, and we'd really appreciate your time.
If you'd like to take part, we're looking to schedule sessions that'll be about 60 minutes via a video call.
You can apply using the link here - It just takes a few minutes to fill in and your answers are confidential. I'll be sure to share any updates or progress that comes from this work with everyone here. Thanks!
Kate Smith
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42 votesKate Smith
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23 votes
Hi everyone, we're looking into this product idea as part of research we're doing on managing employees and we'd love for you to help us get it right!
Particularly, we're looking at our customer's experiences onboarding new hires and setting them up in payroll. If you'd' be willing to have a chat with our product team about this, it'll take about 60 minutes via video call.
If you're interested in taking part, please apply using this link - It'll only take a few minutes to fill in and your answers are confidential.
We really appreciate your time, and I'll be back to share any progress that comes from this work. Thanks!
Kate Smith
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117 votesKate Smith
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438 votesKate Smith
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155 votesKate Smith
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923 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…
Kate Smith
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34 votes
Hi team, sorry it's taken so long for us to return to the idea here.
I appreciate the feedback from my last update where I suggested lock dates as an option and hear why this isn't a viable option for some.
If you're based in the US or CA you may want to check out our newer feature 'Reconcile period' that enables you to reconcile and close period within each bank account.
It'd be good to hear if users from other regions in this idea believe reconcile period would resolve what you're after here and I can merge in to this idea where we're continuing to track interest for expanding this feature to other region. Thanks
An error occurred while saving the comment Kate Smith
commented
Agreed Emma! It would be great to just be able to lock the bank
Kate Smith
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4 votesKate Smith
shared this idea
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I would also like to have the option for Xero to give a warning if a transaction is dated a certain amount of days before the current date. For example if today is 1st March and I try to date a transaction 30th October it will warn me the transaction date is more than 30/60/90 days in the past