Settings and activity
7 results found
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133 votes
Alan Macdonald
supported this idea
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An error occurred while saving the comment -
981 votes
Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.
As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.
This is just the initial stages of diving deeper into this work, but steering in the right direction.
I'll be sure to share any progression around attachments within payroll with you all, here.
Alan Macdonald
supported this idea
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16 votesAlan Macdonald
shared this idea
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58 votes
Hello everyone, thanks for the detail and support shared for this idea. We understand how recurring expenses would enable efficiency when you have frequent expenses of a similar nature (like subscriptions), so have moved the idea to Accepted.
Currently there is work needed within expenses to enable us to develop this capability. Once we're in a better position to be able to dive deeper into this work, we'll review all of your suggestions and share any progress with you here.
Alan Macdonald
supported this idea
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636 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
An error occurred while saving the comment Alan Macdonald
commented
That's great to hear you are working on automatically creating these bills in xero which I think is long overdue.
Is it possible that the admin could elect to create these as draft OR approved bills in the same way you can with repeating bills? That way, they don't need to be approved which is an unnecessary manual step.I would be interested to hear about the other automation projects that Xero are working on?
An error occurred while saving the comment Alan Macdonald
commented
This is a complete and utter waste of time for ALL Xero users to do the following EVERY single month.
1. Click on invoice link in email
2. Save as PDF
3. Create an invoice an PDF. We use repeating invoices for this.
4. Attach PDF to an invoice
5. Approve invoice.Xero could even use the Xero API to create the invoice and attach the PDF invoice for each client.
It would save a lot of people a lot of time.
Seriously, how hard can it be to implement this???
Alan Macdonald
supported this idea
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578 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…
Alan Macdonald
supported this idea
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1,356 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Alan Macdonald
supported this idea
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There are many different scenarios where a unit price that is limited to four decimal places is too restrictive for bills and invoices.
For example, unit prices that have been converted from a foreign currency, share dividends and many others.
Why not make it unlimited?