Settings and activity
1160 results found
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60 votes
Appreciate the insight around why a view of planned bill payments would be helpful - Thanks for feeding back on the new Homepage 😊
Our product team are closely monitoring feedback we receive on this experience here, and we'll share if there is any update for this with you all.
Freya Pieroz
supported this idea
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57 votes
It's interesting to hear the differences in views that would be most impactful for our customers. We appreciate you taking your time to feedback on the new experience.
Our Product team are staying close to what our customers are sharing through the forum here, and if there is any update on this I'll be sure to let you know, here.
Freya Pieroz
supported this idea
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72 votes
Great to hear you're diving into the new experience, Michele. Thanks for taking your time to share changes that you could feel could add benefit.
We'll get a feel for the interest from other beta users from your idea here and I'll make sure to share if our product teams make any plans around this.
Freya Pieroz
supported this idea
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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.
Freya Pieroz
supported this idea
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82 votes
Appreciate the interest this idea is receiving about the new homepage experience. Thanks for your input!
It would be good to clarify here - when you say you'd like to search Unreconciled transactions, would you be wanting to do this across all banks at once, or within each bank widget?
We don't have any plans around this right now, but are continuing to track the interest here.
Freya Pieroz
supported this idea
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113 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.
Freya Pieroz
supported this idea
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99 votes
Hi Michele, connecting with our product team I understand you directly caught up with them on some of these points too. We really value the time you've taken to connect and feedback about these beta experiences.
I've split your feedback here to multiple ideas so we can track interest in each change separately.
I've updated the title of this idea to reflect the request to add the Account transactions' button to the bank account widget and you'll find the other idea's I've created on your behalf listed below. 🙂
- Navigation - Control which apps are recommended
- Contacts - Warning if entering contact simliar to existing (there was an existing idea for finding duplicate contacts so I added your vote to this)
- Purchases overview - View Billable expenses not billed.
- Sales overview - Ability to customise and shift Billable expenses above Quotes
- Navigation - Setting to turn off help for all…
Freya Pieroz
supported this idea
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123 votes
Thanks for your idea, Simone. Gosh that is a lot of bank accounts I can see why a search would help. No immediate changes planned for this but I'll share your feedback with our product team and we'll get a sense of others that'd find this useful from your idea, here. 🙂
Freya Pieroz
supported this idea
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193 votes
Thanks everyone, we appreciate the appetite in being able to view outstanding or a summary of unpaid invoices from the homepage.
Being closely engaged and feeding back with our product teams I can confirm your feedback's been taken onboard, however at this time there are no plans for developing a widget of this nature.
We will keep assessing the votes this idea continues to receive overtime and should there be an opportunity that this is picked up I will be happy to share an update with you all. Thanks
Freya Pieroz
supported this idea
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796 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
Freya Pieroz
supported this idea
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7 votes
Really appreciate you sharing this feedback with us here, Michael. I've made sure to share this back with our product teams and we'll get a sense of the impact this has for others in community from your idea here.
If there are any updates to share around this I'll make sure to give you an update here.
Freya Pieroz
supported this idea
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10 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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88 votes
Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.
Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?
Freya Pieroz
supported this idea
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16 votes
Appreciate why you'd like to be able to attach a file to an existing transaction from the detail you've shared here, Hitesh.
This isn't possible from the Files inbox atm, however as you may already be across - from the flip side you can attach a file from the Files inbox from within the transaction.
Do get this means having to go to the transaction to perform what you're asking and we'll get a sense of the interest in being able to attach to an existing transaction from within the Files inbox, here.
Freya Pieroz
supported this idea
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35 votes
Thanks, Carol for submitting your idea.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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31 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
At the moment, because new invoicing won't allow negative quantities, I cannot make clear on an invoice that employees worked for 105 hours but I'm spotting the client 5. I can say that they worked for 100 hours at $200/hr and 5 hours at $0/hr, or I can say that they worked for 105 hours at $200/hr plus discount of 1 unit of -$1000 but I cannot say that they worked 105 at $200/hr minus 5 at $200/hr which would show the client better what the value of the income foregone is.
Freya Pieroz
supported this idea
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6 votes
Hey Freya, thank you for raising your idea to add CC'd email addresses for Invoice History. This sounds like it could really improve the tracking and auditing of historic invoices.
We have reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero. 🙂
Freya Pieroz
shared this idea
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102 votes
Hi there, as part of our ongoing review process, we’re in the process of updating our idea statuses to better track Xero Product Ideas.
We’ve taken another look at this idea. Whilst we can see the value for payroll administrators to be able to view the payslip in PDF from within the Employee’s record, this update doesn’t currently fit into our product team’s road map. We’ll move this idea to a status of Accepted and will continue to review this in future planning.
An error occurred while saving the comment Freya Pieroz
commented
@Lyall Zweck the Payroll Activity Report doesn't tell me how the payslip is appearing to the employee, and doesn't have leave accrual or YTD figures. Also, it takes far more typing to change the searched dates for each pay period than to click on the list of payslips.
(btw one can't access payslips from the employee record without using a mouse - tabbing through skips straight from the table headings to the history dropdown! WCAG success criterion 2.1.1 fail!)
An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro, I'd like to be able to see a single employee's payslips, and review multiple pay periods worth. Using the method you've suggested requires:
- opening one pay period
- checking that the employee is included in that payrun
- open the payslips report for that payrun
- scroll to the particular employee (depending on the client, this can mean scrolling through up to 100+ employees)
- go back to the list of payruns
- repeat all previous steps for each pay period and payslip I want to reviewFrankly, downloading the individual's payslips is faster than this method if you have more than one payslip to look at.
Downloading the payslip means remembering to delete the download once I'm done to prevent potential privacy issues; having to scroll through all employees to find one employee's payslip is also a potential privacy issue, particularly if that one employee is standing next to me watching me do it.
Freya Pieroz
supported this idea
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201 votes
An error occurred while saving the comment Freya Pieroz
commented
I would love this - today, I'm in a client's accounts to do their payroll, and I could remember that one of their people was finishing up their employment some time this month, but I had to check who it was and when. Being able to make a note would help me not forget things like when their final pay needs to be run (it happens to be actually due on the day after a public holiday when a different clients payroll is also due, so I'll have a LOT of things to remember that day)!
Freya Pieroz
supported this idea
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1,041 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.
An error occurred while saving the comment Freya Pieroz
commented
The Australian Tax Office requires us to keep copies of Tax File Number Declarations for each employee for at least two financial years after the last time you paid them (specifically, "If a payee has not received payments from you for 12 months, you must retain a copy of the last completed form for the current and following financial year.")
We are also required to keep the paperwork proving we gave employees the ability to choose where they wanted their superannuation paid, and we are required to keep that for 5 years after they leave employment with us.
Digital storage is fine, but we must store all employee-related files securely. Attached to their employee record would be perfect, as this is only accessible by people with reason to have access, and the accounts are kept secure anyway! Having to store these elsewhere means unnecessary duplication of file security measures.
An error occurred while saving the comment Freya Pieroz
commented
The Australian Tax Office requires us to keep copies of Tax File Number Declarations for each employee for at least two financial years after the last time you paid them (specifically, "If a payee has not received payments from you for 12 months, you must retain a copy of the last completed form for the current and following financial year.")
We are also required to keep the paperwork proving we gave employees the ability to choose where they wanted their superannuation paid, and we are required to keep that for 5 years after they leave employment with us.
Digital storage is fine, but we must store all employee-related files securely. Attached to their employee record would be perfect, as this is only accessible by people with reason to have access, and the accounts are kept secure anyway! Having to store these elsewhere means unnecessary duplication of file security measures.
An error occurred while saving the comment Freya Pieroz
commented
Being able to add an employee's signed TFN dec and Super Choice Form to their Notes would assist greatly in the requirement by Fair Work Australia to keep these documents for seven years, while still maintaining confidentiality requirements under the Privacy Act 1988 (Cth)
Freya Pieroz
supported this idea
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I just had a customer reject an invoice over this, because I couldn't say -5 units @ $20 each +5 units @ $30 each = $50 net, only +5 units @ -$20 each +5 units @ $30 each = $50 net.
Because both units must be positive, the customer's accounting system says they are taking in 10 units costing $50 net, and not replacing units sent back with different units. So because the units received don't match the units on the invoice, they're rejecting the invoice.
This needs to be fixed.