Settings and activity
1169 results found
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12 votes
Freya Pieroz
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63 votes
Thanks for your open feedback and sharing how we can improve these forums for you! It's crucial to us understanding how we can get better at communicating about product developments.
We wanted to give you an update on how we’re managing Xero Product Ideas, and our updates - In July last year we made a few changes that included new public statuses for ideas, and providing our customers more guidance on how to create a good idea.
We also now have our site "The Long and Short of It" which aims to keep users in the know of recent and upcoming changes, with filters to zone into updates that are most useful to you.
We're in a continuous process of interacting with product teams and updating ideas to provide more transparency of where we do and don't have development planned.
Our aim is to give a clearer…
Freya Pieroz
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27 votes
Hi community we appreciate your feedback on the limitations of branding within Xero right now. While we are looking into improvements to branding and simplifying how customers customise their invoices, we don't have any plans at this stage to increase the # of branding templates that can be set up in the short term.
In consideration of those in the discussion who's workflow consists of creation of recipient created tax invoice, Xero does not currently have a feature to directly support these transaction types, however we have an idea specifically for this that you may be interested in adding your support to. This is not something we have plans for right now, but we are watching the feedback for this and will share if there's any updates, there.
Freya Pieroz
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55 votes
Hi team, we'd like to provide an update here as there is work underway that will help met the requests here.
Right now, our team are developing a feature that helps you get paid without you needing to step in.
Once released you'll be able to turn this on for preferred contacts. JAX will monitor and build a personalised plan to chase customers at the right moment. This means some customers will receive a consolidated statement as asked here, meaning they aren't receiving multiple emails at once.
Sign up and register your interest now 🙂 I'll come back to share as this feature goes live.
Freya Pieroz
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7 votesFreya Pieroz
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38 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how submitting leave requests for the next year impacts current leave balances.
A workaround in Xero is to delay submitting or approving leave requests until the next year. We understand this may require payroll admins to track future leave outside of Xero.
We’ve shared this idea with the product team however we need to be upfront here, there are no plans to work on this in the near future, so we'll update this to Not in Pipeline.
We’ll keep you posted if our priorities change. Thanks for continuing to share your feedback as this helps shape Xero.
Freya Pieroz
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235 votesFreya Pieroz
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8 votesFreya Pieroz
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108 votes
Hi community, we'd like to confirm that enabling phone numbers to be stored against additional people within a contact record is not something we have plans to develop at this time. This may be a function we look to explore in the long-term so we're still interested to get a clearer understanding of users that'd like to see this developed, and will continue to track this through the conversation here. If there's any change we will let you know on on this idea.
An error occurred while saving the comment An error occurred while saving the comment Freya Pieroz
commented
I'd really like to know which phone number associated with a contact is for accounts, and which for sales (for example) - I contact both direct, but for different reasons, and my personal phone directory is not accessible to my coworkers. We can get around this with the Notes field for each contact, or by adding words to the phone number, but there's only so many phone number entries available and I'm not calling the switchboard and wasting their time when I can call direct!
Freya Pieroz
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25 votesFreya Pieroz
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10 votes
Hi 👋 your idea is being looked into by our Community team. We will be in touch soon to update you once your idea has been reviewed.
Freya Pieroz
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275 votes
Thanks for continuing to follow along and join in the support of this idea, community. To reiterate on our last update we appreciate and understand the need in being able to easily view an employees' leave balances when reviewing leave.
As already spotted from comments here, I'd like to share an update with the release of projected leave balances in Xero Payroll Australia. This feature has just been rolled out to Payroll admins, where you'll be able to view an employees estimated leave balance when adding, editing or approving leave. You'll be able to view a calculation breakdown and will see a warning when a leave request may result in a negative balance. Helping you to better assess and manage leave for your organisation. 😁
We understand this feature is desired in other regions we offer Payroll and we'll continue to consider how this may be adopted in other…
Freya Pieroz
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41 votesFreya Pieroz
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71 votes
Hi everyone, appreciate your feedback on merging chart of accounts. We understand how this could be useful for tidying up accounts, especially after system conversions or when duplicate accounts appear.
While there’s no merge function right now, there are a couple of options that might help:
- You can use Find & Recode (available to users with the Adviser role) to move transactions from one account to another before archiving the accounts. We know this won’t suit every situation, as it requires unlocking periods.
- In financial reports, if you have several related accounts, you can edit the layout to group them for easier review and analysis.
After reviewing this idea, the product team has noted this is Not in pipeline, meaning it’s not something we’re planning in the near term. The idea will stay open for votes, and we’ll continue keeping an eye on the level of interest here.
An error occurred while saving the comment Freya Pieroz
commented
Thanks to different accountants having particular preferences with regards to the names of accounts and their usage, some of my clients now have up to five accounts in the chart of accounts that relate to company income tax - I'd really love to merge the old into the new instead of having to unlock the old data to recode it all into the same account.
Freya Pieroz
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95 votes
Hi team, we appreciate wanting more flexibility in expense permissions and that for some businesses a multi-level approval process is necessary.
Though we are continuing to develop Xero expenses to encompass more tools and features our customers are after, we want to be upfront that we don’t have any plans to change expense permissions on our current roadmap.
We will continue to assess your feedback and consider ideas like this as our plans evolve. If there is any change we will share an update.
Freya Pieroz
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67 votesFreya Pieroz
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9 votesFreya Pieroz
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10 votesFreya Pieroz
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94 votes
Hi everyone, we really appreciate the sentiment and engagement on the idea of being able to forecast leave balances.
We know this feature could make planning ahead and managing leave approvals much easier, but at this stage it’s not something we’re planning to develop in the near term, so we’ll be moving it to 'Not in pipeline'.
We’ll continue to keep an eye on how this idea trends in the community and will leave it open for voting. If our plans change, we’ll share an update here.
Freya Pieroz
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57 votesFreya Pieroz
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So basically Xero is saying that the Sales department, the Accounts Payable department, and the CEO all have the same phone number? Different sales reps managing different contracts all have the same mobile phone?
I don't want to call Sales when I want to pay a bill, I want to call Accounts!