Settings and activity
13 results found
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1 vote
Rachel Lane
shared this idea
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154 votesRachel Lane
supported this idea
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300 votes
Hi community, thank you to everyone who's shared and supported the ability to email credit notes to Xero.
We understand why you'd like to be able to automate the flow and entry of Credit Notes in Xero, however this isn't something we have plans of developing within Xero right now.
As mentioned in my last update it's possible to currently automate entry of Credit Notes in Xero, by publishing these through Hubdoc -You can find steps to connecting Hubdoc to your Xero organisation, or detail on publishing Credit notes, on Xero Central.
If there are any changes put in place for this, we'll let you know.
Rachel Lane
supported this idea
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128 votesRachel Lane
supported this idea
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622 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Rachel Lane
supported this idea
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64 votes
Hiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
Rachel Lane
supported this idea
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104 votes
We really value the contributions and support this idea has received from the community here - Thanks everyone.
While we've evaluated and fully get why you'd like more visibility of your employees unpaid leave, we want to be transparent that atm leave reporting isn't in the roadmap for the near term. You can see some of the recent development for the AU Payroll space on The Long and Short Of It.
For the time being you could add a few filters within the Leave Requests report, and then export to a spreadsheet to gather the unpaid leave data you need.
We know this will be disappointing news, but we really appreciate you taking the time to share your thoughts with us. Though we have updated the status to Not in pipeline members can continue to add votes here and we'll keep tracking the trend for future considerations. Thanks
Rachel Lane
supported this idea
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306 votes
Great news team, work has been moving along well and I'm pleased to share our teams are developing the ability for employees to self-onboard by entering their own onboarding details within Xero Payroll in Australia.
We appreciate the extra admin and time this will take back for Payroll admins to be able to focus on the more critical payroll tasks. Currently in testing with a small group of users, I look forward to coming back with more details as we progress to release.
Rachel Lane
supported this idea
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498 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Rachel Lane
supported this idea
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181 votesRachel Lane
supported this idea
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1,207 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Rachel Lane
supported this idea
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131 votes
An error occurred while saving the comment -
42 votes
An error occurred while saving the comment Rachel Lane
commented
With Invoices, can you add a button to Allocate all lines to a Job and subsequently project, ie; I have a recent project and when invoicing the customer there were 65 lines to the invoice - broken down into each individual line that makes up the contract sum. This is very time consuming to go in allocate each line to a Project and when the invoice contains this many lines you have to Zoom the screen down to about 10% which is not readable anyway. One button that would allow you to allocate all lines to the one project would be fantastic. This would also be an awesome feature for Bills as at the moment we are running 20 - 25 projects and when I have to allocate goods purchased it is quite time consuming allocating to each job. Another thought, could the job in Xero be linked to Projects so that everything allocated to the Tracking Category also allocates to the job in Projects. Would save so much time :-) Thanks Rachel
Rachel Lane
supported this idea
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Add a notification so that Approver is aware when bills are awaiting approval.