Settings and activity
1052 results found
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18 votes
Freya Pieroz
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2 votesFreya Pieroz
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7 votes
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
I'd also really like (in the short term, while payday super functionality is still being implemented) to set a system-wide default payment frequency for super, so I don't have to keep changing the settings individually on each new employee that a client has entered into the system - by default, Xero uses quarterly super; for cashflow purposes, I and my clients prefer paying it monthly.
Freya Pieroz
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4 votes
Is there a specific field of an item that you'd generally search for, Janie?
Being open, we don't intend to allow for the ability to search 'any field' that data can be entered in Xero.
However if you can be more detailed in the terms you're searching this maybe something other in community want to see too and we can share with the team who develop Search in Xero.
An error occurred while saving the comment Freya Pieroz
commented
I often like to search for Contacts using the global search bar. Frequently, the Contact cannot be found - see screenshot for a particularly egregious example today, when I wanted to open this new contact to add the details that cannot be added when a new Contact is created as part of creating a purchase order, bill, invoice, spend money, or receive money.
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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22 votesFreya Pieroz
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4 votesFreya Pieroz
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6 votes
An error occurred while saving the comment Freya Pieroz
commented
When creating a new invoice, you currently have the ability to add some of the details of a new contact to whom you are sending the invoice, when you are creating that invoice. For details not in this quick-add box, you have to open the newly created contact and edit the details, a rather more lengthy process.
I'd like to be able to add the ABN when quick-adding a customer, so I can quickly ensure that the tax invoice fulfils all the ATO requirements for an invoice worth >$1000.
Freya Pieroz
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2 votesFreya Pieroz
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4 votesFreya Pieroz
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28 votesFreya Pieroz
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4 votesFreya Pieroz
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6 votesFreya Pieroz
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2 votesFreya Pieroz
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8 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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170 votes
Hi all, we thank you for all sharing detail on your experience when using new invoicing in Xero. Taking this on board our team have been reviewing the line item grid where you enter details in new invoicing. We have work underway to improve and address points raised such as providing a more compact layout so you can see more at once, showing full account and tracking names, and more direct options to reduce clicks and steps in common actions.
For the time being, small adjustments can be made to your computer scale or browser zooming to see more detail at once, although we understand this is not the ideal solution.
I'll return to let you know when we're closer to release and can share more of the changes.
Freya Pieroz
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74 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
Freya Pieroz
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@Neeta you can always pay it more frequently than the default, it's just sorted/filtered by the pay-before date, which is set by the payment frequency.
I like to be able to double check that the payment amount matches the super accrual report (which gets attached to the bill I create for the monthly super for audit trail purposes), so being able to filter out payruns from this month when paying last month's super means I can tick all instead of ticking each line individually.