Settings and activity
164 results found
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190 votes
Hi everyone, we want to thank you all for your meaningful feedback and detail of the uses you each have for enabling duplicate names for contacts.
Right now, the contact name field is the key identifier that interacts with many other Xero features, and as such, changing how this field functions is not a small feat.
As noted by others in the comments, some users have found adding unique characters or using the account number in the contact name useful.
At this time we don’t have plans for developing the ability to have duplicate names of a contact in Xero. However, the work happening around core features might open the door for improvements like this down the line.
For now, we'll keep a close watch on the support this idea continues to build, and we’ll make sure to share updates if anything changes.
Geoff Schmidt
supported this idea
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72 votes
Hi everyone, thanks for taking the time to share your thoughts on ABN verification. We really appreciate you explaining how this could make it easier to stay compliant and simplify your daily workflows.
Right now, you can use the quick link on the Contacts page in Xero to open the official ABN Lookup site and check details manually. We understand this isn’t the fully integrated solution you’d prefer, but it’s the option currently available for verifying contact information.
Our product team has continued to review this idea, however it’s not something we’re planning in the near future. The idea will stay open for votes, and we’ll keep tracking interest here. If anything changes, we’ll post an update in this thread.
An error occurred while saving the comment Geoff Schmidt
supported this idea
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8 votes
We're grateful for your engagement and letting us know the changes that matter to you.
Being upfront this isn't something we have plans for at this time, however we're keeping a watchful eye on the idea support for this here.
If there's any news we'll share with you all.
An error occurred while saving the comment Geoff Schmidt
commented
You can have different templates for purchase orders and invoices, so you could update the templates to remove itemid from the invoice template.
There are some articles & videos in Xero Learning on how to modify the .docx templates.
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7 votesGeoff Schmidt
supported this idea
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36 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed this idea and have updated it's status to Gaining Support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Geoff Schmidt
supported this idea
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66 votes
Thanks for sharing your idea, and sharing how an invoice report which includes the account, date paid, method of payment would be useful, Donald.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye out on the traction this idea receives in the community. Thanks
Geoff Schmidt
supported this idea
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21 votesGeoff Schmidt
supported this idea
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36 votesGeoff Schmidt
supported this idea
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93 votes
Hi everyone, thanks for your feedback on having approved timesheets not override the pay template.
We appreciate you sharing how important this is for your payroll processes, to avoid manual payslip corrections.
Some members have shared alternative processes, such as keeping the timesheets in 'Draft' until after the pay run is posted.
We are moving this idea to Accepted to include it in a wider review of timesheets currently being scoped by our product team. Please note, this status does not confirm a timeline for development. We will update you here on any developments.
Geoff Schmidt
supported this idea
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190 votes
Hi everyone, I wanted to share another update regarding timesheet flexibility.
Our product team is currently working on a feature that will allow employees to add other unit-based earnings types directly to their timesheets via Xero Me. This means your team will soon be able to record allowances and other non-ordinary earnings pay items alongside their regular hours.
We know this has been a highly requested feature to help reduce manual adjustments for admins. We are currently in the development phase and will provide a further update here once we’re closer to a release date.
Geoff Schmidt
supported this idea
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770 votes
Hi community, thanks so much for all the interest we received. The teams interview spots filled up quickly and they are now fully booked.
Apologies if you didn't manage to sign up to one of the interviews — We really appreciate your enthusiasm and may reopen the link for future research rounds. We will make sure to update here if there's more opportunity.
We will be back to share outcomes from the teams exploration.
Geoff Schmidt
supported this idea
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1,026 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Geoff Schmidt
supported this idea
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68 votesGeoff Schmidt
supported this idea
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8 votes
Thanks for raising the idea, team.
Right now, we don't have plans for developing the ability to edit Credit Notes within the mobile Accounting app which is where functions like adding files would come in, too.
It's good to begin tracking the interest of this here, but want to be upfront with this atm.
Geoff Schmidt
supported this idea
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776 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Geoff Schmidt
supported this idea
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17 votesGeoff Schmidt
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14 votes
Hi Kellie, you might find History & notes useful for getting the insight you're after here.
Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in.
Keen to hear if this helps.
Geoff Schmidt
supported this idea
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247 votes
Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.
After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.
We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here.
Geoff Schmidt
supported this idea
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1,437 votes
Hi everyone, we know this remains a highly important request, and we appreciate the volume of detail you’ve shared around billing, delivery and contact management workflows in this idea.
As shared in our last update - our team has been progressing the next phase of work needed to bring this more meaningfully into invoicing.
We know many of you are looking for clearer timing, and while I’m not able to confirm a release date at this stage, I do want to reassure you this remains an active area of work for our product teams.
We’ll continue to return here with further updates as we move through the next stages. Thanks again for your patience and for continuing to share the workflows that make this so important.
Geoff Schmidt
supported this idea
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164 votes
Appreciate all the feedback and ongoing support here. We recognise the main areas this has been asked across are invoices, bills, contacts, bank statements, and reports. Also it appears there are some users here that’d like to navigate between pages of a list while others that’d like to open transactions and navigate back to their placing on a list.
For moving between pages of a list, there are a couple of other features that may be useful, such as;
- Increasing the # of items that are shown per page (available from the bottom of the page)
- On many devices you’ll find ‘End’ and ‘Home’ keys that allow you to quickly navigate to the bottom and top of a page which could also save effort in scrolling the page
- Within reports you’ll find the bottom navigation is now frozen so regardless where you are on the page of a report you’ll…
Geoff Schmidt
supported this idea
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This is a great idea. The search should return the registered company name, any registered trading names and GST registration status. This can be checked against the customer's invoice.