Settings and activity
1280 results found
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67 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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88 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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92 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. đŸ™‚
- 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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105 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. đŸ™‚
Freya Pieroz
supported this idea
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158 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Freya Pieroz
supported this idea
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464 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
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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4 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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50 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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3 votesFreya Pieroz
supported this idea
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8 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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17 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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4 votes
An error occurred while saving the comment Freya Pieroz
supported this idea
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26 votes
An error occurred while saving the comment Freya Pieroz
commented
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.
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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5 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. đŸ™‚
Freya Pieroz
shared this idea
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80 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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170 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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974 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 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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678 votes
Hi team, discovery went well and has provided good insights to our product team. Things have now moved along and I can share that we're working on a solution that'll enable you to schedule when an invoice is sent, and the ability to cancel a scheduled send if needed. đŸ™‚
In early stages right now, but I'll share more news as this progresses. Thanks!
An error occurred while saving the comment Freya Pieroz
commented
The ability to pre-schedule the sending of invoices would allow me to create the invoice when I have an easy day before EOM and have it send at the right time when I'm juggling a billion things during EOM. Especially when EOM coincides with payroll, there's rarely time to get everything done, and sending invoices is lower priority than paying people, which then has knock-on effects on cashflow.
An error occurred while saving the comment Freya Pieroz
commented
I have eight separate client payruns that are due between Christmas this year and when I get back into the office again. I'd really like to be able to schedule the sending of payslips so that I don't have to log in while on annual leave (which is illegal for an employer to require in Australia) to send the payslips within one day of the various paydays (which is a legal requirement in Australia).
An error occurred while saving the comment Freya Pieroz
commented
@Derrick Murphy not to mention that logging in to send one invoice can trigger minimum shift payments from one's contract - I know my own contract has a provision that I get paid a minimum of four hours worth when I work for less than four hours in a day (it's very common here in Australia, where the legal minimum shift under most Awards is 3-4 hours). And it's really not worth it to my boss to pay me for four hours when I'm doing less than 15 minutes work on my day off!
An error occurred while saving the comment Freya Pieroz
commented
@Geoff Schmidt in your scenario (prep payroll on Friday for payment on Monday) it's a legal requirement under the Fair Work Act 2009 (Cwth) that pay slips be sent within one working day of pay day, so technically sending the pay slips on the Friday would be legal (assuming a Monday to Friday working week). If you prepped payroll on Friday for payment on Tuesday, however, it would not be legal (technically) to send pay slips on the day that payroll was prepared.
An error occurred while saving the comment Freya Pieroz
commented
I would love to be able to schedule an invoice so it sends when I'm on leave!
An error occurred while saving the comment Freya Pieroz
commented
I would dearly love to be able to create December 2023 invoices before Christmas to be sent on the 2nd January, so that I wouldn't have to come back from holidays early just to ensure continuity of cashflow later.
I'd also dearly love to be able to create the payroll that's due for automated payment during the EOY break before I left to visit family, and have the payslips send on the day that it's scheduled for payment! It's not a break if I have to log in to send payslips, it's technically illegal in Australia for payslips to be sent that early (under the Fair Work Act 2009 they must be sent within 1 working day of the date of payment), and it's definitely illegal for them to be sent after I get back from holidays.
Freya Pieroz
supported this idea
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8 votes
Hi everyone, thanks for sharing you idea on quote management. We appreciate you sharing how this could help keep quote lists organised and streamline decisions about which quotes to revisit or decline.
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
shared this idea
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I'd really like this as well - here in Australia, it's GST, but I'd still like to be able to search for transactions in foreign currencies and recode them if they've been accidentally coded as GST expenses when they should be GST-free imports (very important because other countries, such as NZ, also call their general sales tax GST, and clients will often see GST on the invoice and try to claim it when you can't claim NZ GST in Australia and vice versa).