Settings and activity
1159 results found
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94 votes
Thanks for continuing to raise the importance of this idea with us here.
We appreciate why invoices and bills need to reflect the address details that were true at the time the document was created, and recognise the importance of this for record-keeping and audit purposes.
As part of the work we’re progressing for multiple addresses per contact, we want to highlight that preserving historical invoice details within Sales invoices is something we’ll be solving.
With multiple product teams working across different features we want to be upfront that work is not currently roadmapped for the Bills side, however we’ll keep this top of mind as that area of product continues to be developed.
I’ll be back to share further updates as this progresses.
Freya Pieroz
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9 votes
An error occurred while saving the comment Freya Pieroz
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42 votes
An error occurred while saving the comment Freya Pieroz
commented
This is one of the reasons I refuse to use the new BAS option - I and my clients are still using the old activity statement because checking that changes or mistakes from previous periods are taken up within the time span that the ATO allows is kind of important.
Freya Pieroz
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15 votesFreya Pieroz
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54 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how useful it would be to see the details of the payments on the Contact activity page.
The product team have reviewed this and it's something they would like to explore, though it isn't currently on the roadmap. This idea remains open for votes and comments, so please continue sharing your experiences here as your input helps us understand how this feature could support your workflows.
Freya Pieroz
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30 votesFreya Pieroz
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87 votes
We appreciate your feedback on the idea of a bulk client reassign feature in Xero Practice Manager. At this stage, this feature isn’t planned for development. We understand the manual effort this can create, and we’ll continue to share this feedback with our product team for future consideration. In the meantime, the current workaround is to use the export/import function. We’ll keep you updated if anything changes in the future.
Freya Pieroz
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9 votesFreya Pieroz
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6 votesFreya Pieroz
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73 votesFreya Pieroz
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6 votesFreya Pieroz
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72 votes
Hi everyone, thank you for your feedback and for highlighting how much Award automation would help your payroll workflow.
While we don't have immediate plans to build this directly into Xero Payroll, there are fantastic tools available right now that solve this. We highly recommend exploring the Xero App Store, where several third-party integrations offer embedded Awards as part of their software. These apps are specifically designed to handle complex Award interpretation and can automate the manual matching process.
We are moving this status to Not in pipeline, but we’ll be sure to update you if that changes.
An error occurred while saving the comment Freya Pieroz
commented
YES! Every time I have to do something for a client that needs me to know which Award their employee is covered under (or not), I have to look it up separately for each employee. Like when the minimum wages for people covered under a particular Award go up, checking individually who is covered at what level under which Award and then individually making sure that they're being paid at least that much is SO TEDIOUS
Freya Pieroz
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64 votes
Hi team, we’ve been reading through the feedback on manual contact classification, and it’s clear how valuable this’d be for many of you.
In Xero today, contact types are shaped by transaction history. Bills and invoices determine whether a contact appears as a supplier or customer, which works well in many cases but doesn’t cover every workflow, such as where you use spent or received money transactions and contacts stay unclassified.
While not immediately roadmapped, we understand the needs shared through this idea. It’s on our Product team’s radar for future improvement. For the time being, we’ll keep an eye on the growing interest here, and update you as soon as there’s progress.
Freya Pieroz
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An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro surely receive money transactions should cause a contact to be classified as an entity that sends me money ie a customer?
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15 votes
Not a capture all but maybe a step in the right direction for now that could help, Maureen - Smart Lists could help you get a view of the customers that you've not sold items to recently.
You could run a New Smart List to view Any customers who have Not Purchased Any items In the last year - Find out more on Smart lists here.
An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro that only works if your customers are purchasing tracked items. I've not yet found a combination of available filters that allows me to find suppliers, nor have I found a combination that allows me to find contacts where the transaction list is empty, or is empty for a given timespan.
Freya Pieroz
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8 votesFreya Pieroz
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154 votesFreya Pieroz
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6 votes
Appreciate how enabling your customers to update their own contact information would be helpful and save steps to keep accurate information and interact with your customers.
We don't have any direct plans around this atm, however we'll continue to track the interest this idea builds through the community and share if there are any updates.
Freya Pieroz
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54 votes
An error occurred while saving the comment Freya Pieroz
commented
It's been nearly nine years since this was first requested as a feature.
I came here today to request it anew, because a client has paused a repeating purchase and when they start it up again, I don't want to unnecessarily duplicate the work I did setting that repeating bill template up 18 months ago. (and if you can do it on repeating invoices then the capacity should be there to do it with repeating bills, so why duplicate the feature request?)
Freya Pieroz
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12 votesFreya Pieroz
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33 votes
Hey all, it’s been a little while since this was raised, so I wanted to check in.
Payroll is definitely an area we know needs more permission controls. This is something our product teams are beginning to explore and do deeper research of.
To help this idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Freya Pieroz
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We do this manually with a repeating draft bill set up to ensure we don't forget that the liability needs to be paid; it would be AMAZING to not have to manually do this every BAS and IAS.