Settings and activity
19 results found
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530 votes
Hi everyone, a quick update on multi-authorisation for Payday Super.
We recognise that multi-authorisation is a priority for many of you, particularly as Payday Super approaches and businesses review how they manage super payments in Xero.
Our Product team is actively working on an enhanced workflow for this, which is on track for release next quarter.
We’ll share more updates as soon as we have more to confirm.
An error occurred while saving the comment 
Zoe Altmann
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44 votesZoe Altmann
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218 votes
An error occurred while saving the comment Zoe Altmann
commented
HI Xero, please enable remittance to include invoices paid with a credit note. Current remittance only includes invoices partially paid with a credit note. I dont feel its appropriate for me to have to email the supplier - "Hi Supplier, I have applied X credit to Y invoice this month. Y invoice will not be paid because of Z reason" Seems clunky.
Zoe Altmann
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22 votes
Hi team, we appreciate the interest in being able to change the reply to email when sending an invoice. This isn't something we have in our plans atm, but our product team are aware of this idea and we will continue to gain interest from our community for this here.
Just to confirm currently within invoicing you'll be able to see the current reply to email from the preview of the invoice on the right hand side. If you'd like to change this before sending you'll need to hop across to the Email Settings. Thanks
An error occurred while saving the comment Zoe Altmann
commented
This is a really important feature for Accounts Receivable management. The current "send by user" setting is not appropriate for all industries.
Some small businesses have two services under one ABN, e.g., a plumbing service and a hairdresser. A drop-down added to the email invoice screen to select the "send from" email address so you could select send from "accounts@plummer.com.au" OR "accounts@hairdresser.com.au" would be perfect. Everything else in the Email Invoice screen works great - from the drop-down for templates. Please add a drop-down for "Sent From/Reply to" email address. Then it will be excellent. Please and thanksZoe Altmann
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18 votesZoe Altmann
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An error occurred while saving the comment Zoe Altmann
commented
This is a really important feature for Accounts Receivable management. The current "send by user" setting is not appropriate for all industries.
Some small businesses have two services under one ABN, e.g., a plumbing service and a hairdresser. A drop-down added to the email invoice screen to select the "send from" email address so you could select send from "accounts@plummer.com.au" OR "accounts@hairdresser.com.au" would be perfect. Everything else in the Email Invoice screen works great - from the drop-down for templates. Please add a drop-down for "Sent From" email address. Then it will be excellent. Please and thanks -
786 votes
Hi team, we have some updates to share. Before we dive into the details, we want to be clear that while we’re committed to monitoring, learning, and refining the Homepage, we don’t intend to return to the previous Dashboard style or its column-based widget layout.
A few months back, we rolled out several enhancements to the "Edit homepage" capability to give you better control over your layout, including:
- Widgets that remain stationary until they are dropped into a new placement
- A "shadow" preview showing exactly where a widget will be placed during drag-and-drop
- Refined animations for a much smoother visual experience
- Improved on-page guidance regarding how to save multiple layouts across different screen sizes
In addition to the existing size options for Chart of Accounts and Cash In and Out, our team is currently building smaller widget sizes for Invoices Owed to You, Bills to Pay, Chart of Account, Cash…
An error occurred while saving the comment Zoe Altmann
commented
Where is the account watchlist?
Zoe Altmann
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62 votes
Hi everyone, appreciate the tractions on this idea.
It's clear that having key tax and compliance dates visible on the dashboard would make it much easier to plan ahead and ensure due dates are met. When those deadlines live outside of Xero, it can mean extra admin and more mental load than necessary.
I’ve moved this to Gaining Support so we can capture interest and share with the product team how valuable this added visibility would be.
An error occurred while saving the comment Zoe Altmann
commented
Homepage - Activity Statement Widget.
This widget should show the total amount due as per the draft or finalised Activity Statement and the due date as per if they self lodge or lodge via an Accounting or Bookkeeping agent. A widget with no amount information is of no use to anyone.
Zoe Altmann
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74 votes
Awesome to hear you're getting a feel of the homepage, Charles. Thanks for taking your time to feedback on what changes would make the most impact for you.
I'll make sure to share your feedback with our product teams. For now we'll get a sense of interest from others in the beta here, and I'll keep you updated if any plans for a global setting are made.
Zoe Altmann
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82 votes
Thank you to everyone that's joined and shared feedback on our new homepage experience, here. Continuing to review and take this on board our team are working on some updates to the Invoices owed to you and Bills to pay widgets.
The intention is to offer more flexibility in the size of these widgets with the ability to reduce and remove the graph from showing.
I'll come back to share more as this progresses.
Zoe Altmann
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112 votes
Good to hear the value you'd see in having more visibility of GST from your homepage. Thanks for sharing with us here.
Our product teams are paying close attention to the feedback we're receiving through this forum, and I'll let you know if there are any updates surrounding this, here.
Zoe Altmann
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
Zoe Altmann
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758 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
Zoe Altmann
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340 votes
Hi community, your ongoing interest in giving users the ability to reconcile without viewing account balances is welcomed.
We understand why this level of bank permission control matters. As recently mentioned in my updates on this idea, while we do have current work for user roles underway there is more complexities to developing permissions within the banking space and this isn't on the immediate roadmap.
As we continue our journey to evolving roles within Xero we'll be sure to share any progress for permissions in bank accounts with you all, here.
Zoe Altmann
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45 votesZoe Altmann
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36 votes
An error occurred while saving the comment Zoe Altmann
commented
I second the suggestion of using a tick box for each type of permission. This would help small businesses customise their approval workflows for their business type. For example, create a role where a user can create drafts and submit them for approval and view all invoices in the system for managing AR but not be able to approve the invoices/email to clients.
Zoe Altmann
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1,094 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Zoe Altmann
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317 votes
Hi community, we appreciate the on-going interest this idea is receiving and the growing needs in the ability to customise documents that you send from Xero.
Right now, our position for this idea remains the same - we do have future plans to improve the branding experience across Xero, starting with invoicing which you can read more about.
As this experience continues to build out we'll make sure to share any updates for customising Remittance for everyone here.
Zoe Altmann
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61 votes
Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂
An error occurred while saving the comment Zoe Altmann
commented
Yes please Xero create this filter, essential for workflow process of large volume
Zoe Altmann
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224 votes
Hey everyone, thanks for all your feedback on displaying leave balances in days on payslips. We recognise that many of you are keen to see this feature.
Our product team has reviewed this suggestion. While we understand the value it'd bring, it isn't on our foreseeable roadmap. As a result, we're updating the status of this idea to 'Not in Pipeline'.
We're keeping this idea open for votes to help us gauge its popularity when we next review our payroll priorities. We appreciate you taking the time to share your thoughts with us.🙂
Zoe Altmann
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This is essential for Leave Coverage - please put this at the top of your list!