Settings and activity
3 results found
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1,043 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.
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Bridie Duffell
supported this idea
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42 votes
Hi team, we appreciate the interest and rationale for being able to set up invoice reminders for Contact groups.
Being open at this stage we don't have plans for this, however as you may have heard we're currently building an agent with JAX that will help with getting paid without so much manual intervention.
The way this will work is JAX will create a personalised plan for each customer you turn it on for. It will review open invoices and follow up your customer at the time, and through the medium that is most likely to drive payment.
While not at a contact group level this may help with some of the needs in communicating with customers in different ways as needed here.
I'll return to share once this is released.
Bridie Duffell
supported this idea
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81 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
Bridie Duffell
supported this idea
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In the interests of Employee confidentiality payroll associated documentation (source documents) should be filed in the individual Card File under Payroll. Given that the response from Xero representative Kelly Munro was 2nd March 2023 (more than 12 months ago) and so many Xero users are requesting this option, perhaps it is one item that Xero needs to expediate to the the important/ action now list.
Thank you.