Settings and activity
1342 results found
-
93 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
supported this idea
·
-
4 votesFreya Pieroz
supported this idea
·
-
14 votesFreya Pieroz
supported this idea
·
-
6 votesFreya Pieroz
supported this idea
·
-
155 votesFreya Pieroz
supported this idea
·
-
6 votes
An error occurred while saving the comment Freya Pieroz
commented
Employers are required to give employees their payslips within one working day of the payment. Employees getting their payslips earlier than this is technically in violation of this requirement (although I doubt anyone would care enough to prosecute it).
Maybe link access by employees to STP lodgement?
Freya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
38 votesFreya Pieroz
supported this idea
·
-
5 votesFreya Pieroz
supported this idea
·
-
7 votesFreya Pieroz
supported this idea
·
-
4 votesFreya Pieroz
supported this idea
·
An error occurred while saving the comment Freya Pieroz
commented
We have tracking categories for the state that an employee is considered to be working in - an absolute necessity for payroll tax and other state-based expenses. I would dearly love to be able to recode tracking categories on payroll transactions for a particular person for a particular month, to save time when these categories can change.
Payroll tax, for example, has a 'fun' set of tiered criteria for determining the state in which an employee is deemed to be working in any particular month, such that if an employee lives in NSW, usually works just across the border in Canberra, but one month works out of Queensland for a week, then in that month, their employer pays payroll tax in NSW where they'd usually be paying in the ACT.
-
40 votes
Hi everyone, while we appreciate the interest in this idea we want to be upfront that there are no plans for adding the ability to merge accounts within the Chart of Accounts right now.
Though noted in the original idea here I wanted to confirm that currently if you have the advisor role in the organisation there is the Find & Recode feature that with careful use could enable you to find and recode all transactions from one account to another so you can move all the transactions into one account before archiving or deleting the accounts you don't need.
Alternatively, while it won't suit all use cases in relation to reporting - In financial reports, where you have multiple related accounts you could edit the layout to group these accounts.
We'll continue to gauge the interest in this idea, and if there is any change we'll share with…
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
supported this idea
·
-
2 votesFreya Pieroz
supported this idea
·
-
3 votesFreya Pieroz
supported this idea
·
-
75 votes
Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero.
We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂
Freya Pieroz
supported this idea
·
-
2 votesFreya Pieroz
supported this idea
·
-
2 votesFreya Pieroz
supported this idea
·
-
14 votesFreya Pieroz
supported this idea
·
-
4 votesFreya Pieroz
supported this idea
·
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!