Settings and activity
137 results found
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AU Payroll - Set organisation defaults for 'hours a full-time employee works in a Weekly pay period'
10 votesAn error occurred while saving the comment 
Geoff Schmidt
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497 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Geoff Schmidt
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17 votesGeoff Schmidt
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81 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
Geoff Schmidt
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414 votes
Hey community, we want to acknowledge all the feedback you’ve provided on this idea. We know from your comments here and through other channels that taking deposits or partial payments on invoices is a crucial part of the workflow for many businesses, whether it's to cover initial costs or to confirm a new project.
In terms of current options, within Xero there is the ability to create prepayments. Alternatively there are some third-party apps that serve these needs, too.
However, we do want to share that our product team is actively working on a solution that'll allow you to request and accept deposit payments.
While we can't give specifics on a timeline as yet, please know that this is a priority for us. We're grateful for the detailed feedback you've provided so far, which has been invaluable in getting us to this point.
We’ll be sure to keep you updated…
Geoff Schmidt
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652 votes
Hey everyone, we've seen all your votes and comments, and we totally get it – not being able to schedule one-off invoices or pick specific send times is a real pain point. Your feedback makes it clear how much time it costs you and how it can affect your client relationships.
Right now, repeat invoice templates go some way to providing some automation. But we know that's not quite what you're asking for when it comes to those one-off invoices or more precise timing for all your emails.
The good news is, our product team is digging in to the work that'd be needed to develop a solution, and figuring out the best way to make this happen. While we can't give any promises just yet, please know that your feedback is a huge part of this discovery process. Keep those comments and votes coming!
We'll post another update here…
An error occurred while saving the comment Geoff Schmidt
commented
Schedule when payslips can be emailed. Allows payroll to be done in advance (eg, when payroll person goes on leave they could do payroll for a few weeks in advance) but only send payslips when the payroll payment is made.
An error occurred while saving the comment Geoff Schmidt
commented
This would save a lot of grief and missed invoices.
An error occurred while saving the comment Geoff Schmidt
commented
This would be useful for payslips out of payroll. For example, you run payroll on a Friday but the pay week ends Sunday and tyhe payment is made Monday. It would be good to schedule the payslips email to be sent on the Monday.
Geoff Schmidt
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4 votes
Hi Emily, if you are a Xero Partner you can set up report styles which will allow you to add a logo to your reports. Appreciate the other portion of your idea on being able to edit the header and footer of a Projects report which is not possible atm - out of interest is there a specific projects report that you are running in relation to your idea here. This helps when sharing back with our product team.
Geoff Schmidt
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3 votesGeoff Schmidt
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30 votes
An error occurred while saving the comment Geoff Schmidt
commented
In product ideas and community discussions, can the country of the poster be automatically included (or optionally included with a checkbox).
Many questions and ideas are country-specific, especially around payroll. Posters are not including their country in their posts. A more automatic way of doing it will save a lot of confusion and wasted time from peole responding to them.
Geoff Schmidt
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25 votes
Hi Margaret, thanks for raising your idea here.
Just want to add that it's only possible for adviser or standard + reports roles to view, edit or post Manual Journals.
Does that change your idea here at all?
Geoff Schmidt
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3 votesGeoff Schmidt
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120 votesGeoff Schmidt
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5 votes
An error occurred while saving the comment Geoff Schmidt
commented
This must be bank-dependent. My banks put the transaction through as a single payment so reconciliation of the batch payment is very easy (total batch payment = transaction amount on bank statement).
I've seen this with Westpac and Bendigo Bank.
That was supposed to be a benefit of batch payments so you are not charged transaction fees for each line, only on the one total transaction.
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249 votes
Hey everyone 👋 Thanks so much for all the detailed feedback on applying work patterns for part-time employees. We’ve been following the conversation and understand that manually adjusting pay runs for pro-rata entitlements can be a real challenge. It’s clear that having this automated could save time and give you greater peace of mind.
I’m pleased to let you know our product team has reviewed this idea and we’re updating the status to ‘Accepted’. This means that while it’s not on our immediate roadmap, it’s something we see real value in and want to bring into Xero when we can prioritise the work.
In the meantime, the workarounds shared here, like manually adjusting hours in each pay run, remain the best approach. We really appreciate you taking the time to share your thoughts, as your feedback plays a crucial role in shaping Xero. We’ll keep you updated on any developments…
An error occurred while saving the comment Geoff Schmidt
commented
It's the inability to calculate annual leave correctly that really annoys me. Every leave request has to be corrected before it can be approved.
Geoff Schmidt
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127 votesGeoff Schmidt
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237 votes
Hi team, I know it's been some time since we last updated this idea. Please know we have close eyes on this feature and this is a change our product team are currently working on.
While we can't give a definite timeframe work is progressing well and we'll keep you updated of when this is available, here. Thanks for your engagement with us through product ideas.
Geoff Schmidt
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209 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Geoff Schmidt
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384 votes
Hi everyone, we want to share that we've released a change to history for each time an invoice is sent.
Invoice history will now show the primary recipient email whenever an invoice is sent. This includes the initial and any subsequent send of an invoice.
We appreciate this has been a pain point for everyone that's joined in the idea here and hope this visibility improves your experience in invoicing.
We'd like to confirm how this works;
- This record is only applicable from here on in, there are no updates to any historical entries for sending.
- History will show the email of the initial recipient entered in the 'To' field any emails that you include as a CC or BCC option will not be shown.
We do want to highlight, that while the email will be recorded in majority of cases, there are a few scenarios our team have picked…
Geoff Schmidt
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3 votesGeoff Schmidt
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2 votesGeoff Schmidt
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Same problem here. Clients (and me) forget to override the default 38 hours. This should be able to be set by organisation.