Settings and activity
6 results found
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176 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
Mark Stockwell
supported this idea
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An error occurred while saving the comment -
958 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…
Mark Stockwell
supported this idea
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1,079 votes
Hi everyone, we appreciate the interest surrounding this idea, however we want to be open that we're unable to extend our log-out time past 60 minutes. Xero hold a lot of sensitive information including bank data and we're required to be as secure as online banking.
Any session information running on a web browser can potentially be stolen. If the session does not time out. You then have an infinitely long vulnerability window to session hijacking. Our best option is to keep a tight expiration window on the session cookie, and regenerate them frequently. Even setting a long timeout doesn't help with this - too long a timeout will greatly increase the risk of invasion or potentially jeopardise your personal data and the safety and integrity of the Xero application itself. This is why we maintain control of this.
If we detect there's been no activity on a page (e.g…Mark Stockwell
supported this idea
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54 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
Mark Stockwell
supported this idea
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176 votes
Thanks for your comments and emphasis on the bills side of things for the idea here. I've made sure this is shared with our team in this space.
Bills is an area we're continuing to develop with building on beautiful and I'll be sure to let you know here if there's any consideration made to change behaviour of this through the bills add and edit flow.
Mark Stockwell
supported this idea
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74 votes
Hi team, thanks for continuing to engage and share support in why setting the physical address as the delivery address would be most helpful in Purchase orders.
We know it's been sometime since our last update here and want you to know that this idea has not gone unnoticed. With works moving along in the Purchase orders space we now have a team that'd like to dive deeper into the potential of this idea.
We'd love to hear more insight from you in the idea here to help their discovery;
- What are you currently doing in Xero to achieve what you need in correctly communicating with suppliers on delivery of goods?
- If this feature was developed how would this change your use of Purchase orders? What impact would this have for your business and purchase workflow?
Our product team will be paying close attention to all your feedback on this…
Mark Stockwell
supported this idea
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Ability to allocate a default Tracking Category to a general ledger code.
Purpose: E.g. we have 3 divisions in our company and need to perform a profit and loss on each division. These accounts are populated by 3 3rd party apps (Woo Commerce, EasyCars, Workshop Mate) which makes it time consuming to go through each imported transaction and allocate a tracking category. If we allocated the migrated transactions to a unique account with a set default Tracking Category, we could perform the profit and loss by tracking category.