Settings and activity
4 results found
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1,167 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
An error occurred while saving the comment An error occurred while saving the comment 
Maria Martin-Perez
commented
FLORENCE PUA - if you only leave the invoices as draft or awaiting approval , when you run reports or run the balance sheet or the trial balance of the profit and loss accounts .... those invoices do not show. So you accounts would not be correct
Maria Martin-Perez
supported this idea
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926 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…
An error occurred while saving the comment Maria Martin-Perez
commented
I am afraid that is not good enough.
An error occurred while saving the comment Maria Martin-Perez
commented
we would really like to be able to attach "Reminders" for pension (changes dependent of age), for foreing employees (to complay with legislation and re-check their status of right to work).... or something as simple as aniversaries/birthdays
An error occurred while saving the comment Maria Martin-Perez
commented
We would use it when the business has a general notifications to all staff which might be specific to each employee (salary reviewed, Xmas bonus etc).
It would be very useful.
Maria Martin-Perez
supported this idea
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22 votes
Hi everyone, we appreciate interest in a setting within the Account transactions report that would allow you to move forward a period or back a period from what's currently set.
In openness, this isn't something we have any plans for developing in the near term but we will continue to track the community interest of here.
While not exactly what's being asked in this idea I did want to highlight the Common date selections that are available within the report atm with the ability to easily select 'This month' or 'Last month'.
If there is any news of improvements for dates that'd accommodate what you're after here, we'll update you all.
Maria Martin-Perez
supported this idea
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94 votes
Appreciate the interest through the idea, but want to be open that we don't have any development planned for adding reminders or notification of an employees birth date atm.
I see there are some supporters from NZ and UK in the idea here and wanted to point you across to these specific ideas for each region that I'd encourage adding your support for - Each version of Xero Payroll has been developed specifically for the that regions tax and reporting obligations and this would need to be developed for each version separately. Thanks
An error occurred while saving the comment Maria Martin-Perez
commented
we would like to be able to add a Notification / Reminder specific to the employee. Some of our employees need to have their "Right to work" re-checked in the gov.uk website every 2.5 years or so.
This reminder will ensure HR will not miss the deadline. If their permit had run out, and we miss it, we would be illegally employing and paying them.Maria Martin-Perez
supported this idea
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it has been half a year since your last update, could you please let us know if you are working on it yet?