Settings and activity
1280 results found
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1 vote
Hi Freya, rounding back across your idea here I wanted to check if you're still noticing this behaviour? The page should be responsive, so if you're only viewing on part of the screen you shouldn't find contents spilling over the table. Appreciate you trying to share a screenshot here, however if you're still getting the same as you've noted I'd recommend raising this with our Xero Support team so our specialists can investigate and escalate to our team if needed.
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Freya Pieroz
commented
Rephrase: I'm finding this to be most true when my window fills the screen.
I just tiled two windows side by side in order to attempt to get you a screenshot of all bills next to bills awaiting payment, and bills awaiting payment is greying out on the right hand side, where the table is spilling over the edge of the window instead of adjusting to the window size as you would expect good adaptive or responsive layout design to do. I would expect that it wouldn't be doing so if I could reduce the font size to match the table headers, but I can't, so this page is unusable on anything but full size windows. I'm not buying two more monitors just so I can review things next to each other!
Freya Pieroz
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5 votesFreya Pieroz
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8 votesFreya Pieroz
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7 votes
An error occurred while saving the comment Freya Pieroz
commented
@Alice Fitch I'm not looking to rename a custom report, I'm looking to rename a PUBLISHED report, so that my client no longer has a list of published reports that says:
- Bank reconciliation
- Activity Statement
- Financial report
- Activity Statement
- Activity Statement
- Bank reconciliation
- Bank reconciliation
...etcI want to be able to edit the filename of published reports so that I know WHICH bank account the reconciliation report is for (we also have a standardised 6 and 8 digit date code for filing purposes so each of those reports can be readily searched for by the period it covers - searching for "December 2023" finds me the reports published in that time period and anything for the period '1 October 2023 to 31 December 2023' but not the activity statement for '1 Oct 2023 to 31 Dec 2023')
Freya Pieroz
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41 votesFreya Pieroz
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8 votesFreya Pieroz
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9 votesFreya Pieroz
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297 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.
Freya Pieroz
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27 votes
Hi community, just jumping in here to share that we have recently made an improvement to the groups feature in Xero HQ 🎉
Within a Client record, you can now see what groups they belong to, and add or remove them - check out this article for more information. Please note, this is not available as a report, but is available on a client by client basis.While the team have been really busy working on the single client record, they also hope to introduce a Groups list and group details (similar to what is currently available in XPM) to increase the ability to manage Groups within HQ. We’ll be sure to return & update you here when that’s available.
Freya Pieroz
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317 votes
Hi everyone, thanks for sharing on your needs for a comprehensive client audit trail in XPM. We understand this feature is critical for accountability and data integrity, and we hear you on the pain points this is causing.
As you might've read and heard updates of our teams are currently working on a unified experience across practice tools with the Xero Partner Hub.
History of client changes aren't wrapped into the initial work, but this is something the team would like to look at longer term and for now we'll move the idea to Accepted. Once Xero Partner Hub is fully released we can consider and will share any updates around history with you all here
Freya Pieroz
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5 votes
Thanks for sharing with us here, community. While your idea has been reviewed by our product team we want to be open that we will not develop the ability to delete old pay runs. Instead, there is the mark as inactive option.
We have rolled out new functionality in NZ payroll for timesheets, and while inactive ones are in the list, these are grouped together at the bottom, meaning you don't have to scroll through them, but can still view any old timesheets linked to that calendar.
Freya Pieroz
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290 votes
Hey everyone 👋 Thanks so much for all the detailed feedback on applying work patterns for part-time employees. We’ve been following the conversation and understand that manually adjusting pay runs for pro-rata entitlements can be a real challenge. It’s clear that having this automated could save time and give you greater peace of mind.
I’m pleased to let you know our product team has reviewed this idea and we’re updating the status to ‘Accepted’. This means that while it’s not on our immediate roadmap, it’s something we see real value in and want to bring into Xero when we can prioritise the work.
In the meantime, the workarounds shared here, like manually adjusting hours in each pay run, remain the best approach. We really appreciate you taking the time to share your thoughts, as your feedback plays a crucial role in shaping Xero. We’ll keep you updated on any developments…
Freya Pieroz
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6 votes
Really appreciate your feedback here, Tanya. I've shared this back with the team as a future enhancement. We'll let you know here if there's any plans made for this.
Freya Pieroz
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14 votesFreya Pieroz
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66 votes
Back with an update for, everyone 😊We have now enabled the ability to add client-specific custom reports to Adviser packs!
As mentioned in my last update we don't have direct plans for enabling the ability to copy reports from client to client or client to practice report templates.
While this update doesn't completely accomplish what's been directly asked in this idea, we know this is a key feature that'll be highly beneficial to some in this idea in creating more comprehensive reports. Thanks for sharing with us all, here.
Freya Pieroz
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8 votesFreya Pieroz
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9 votes
Hi community, returning back to this idea and connecting with product we've found users in the same situation have often accessed Xero from a saved bookmark.
If you're still running into the same and have saved a bookmarked URL to access Xero we'd recommend removing this, and going to my.xero.com, or login.xero.com to login to Xero.
If the issue persists it's really best for our specialists at Xero Support to investigate further. You can reach them by raising a case through Xero Central.
With issues like this being best looked into with our support team directly we'll close this idea. Please feel free to respond to let others know if the method above helps. Thanks!
An error occurred while saving the comment Freya Pieroz
commented
I have found this too - when I log in for the day, I start in the datafile that was the most recently opened of all the datafiles in the business that I have access to. I am often baffled that a co-worker is listed as the person most recently in a particular datafile when they have no reason to access that datafile as it's not currently one of their clients (although it has been in the past, and they still have access so that I have backup if necessary in an emergency). Fortunately my boss is diligent about restricting access only to people with a need to have it (so people actively working with datafiles and their emergency backup people), so it's not every day that I find I'm in a datafile that I wasn't in the previous day and is not on my schedule for working in that day, but it does throw the audit trail off to have people showing as accessing the datafile when they aren't intending to do work in that file.
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35 votesFreya Pieroz
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39 votes
Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
Freya Pieroz
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28 votes
Hi team, while not a 'default' option for this within Xero, you could achieve this using a Custom DOCX branding theme, with an advanced invoice template.
With the template open in Microsoft Word, you can add the ContactPhysicalAddress merge field where you want their Delivery Address to appear.
You can add your logo and make any other changes you'd like, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your invoices.
Freya Pieroz
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Hi @Kelly
The table overspill has corrected for all but repeating bills; I thought the issue of padding around the tickybox had not been corrected, but now toggling the compact/not compact option alters all bills pages views at the same time (except repeating bills, where compact view remains unavailable)