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5 results found

  1. Find and Recode - Sort on Find and Recode by description

    142 votes

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    58 comments  ·  Banking & chart of accounts » Reconciliation  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we're grateful for your feedback on improving Find and Recode, and recognise how sorting by description could enhance your ability to review and recode transactions.

    While not a direct solution, you could filter by Contact and then in the browser Ctrl + F to search highlight keywords in descriptions and find the right transactions. We know it's not perfect, but might help narrow things down.

    To be transparent and provide some clarity here, there are no planned changes to change the functionality within Find & recode right now. We will share if our position around this changes and there are any updates for you all here.

    Tanya Schmidt supported this idea  · 

  2. Reporting - Options for Font colour & type

    28 votes

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    submitted  ·  9 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Tanya Schmidt supported this idea  · 

  3. Bills to Pay - Ability to filter by Contact Group

    68 votes

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    submitted  ·  32 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Tanya Schmidt supported this idea  · 

  4. UK Payroll - Leave Balances Report

    164 votes

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    82 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Accepted  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks everyone for your continued feedback on the need for a Leave Balances Report in UK Payroll. We appreciate you all taking the time to vote, comment, and share how this feature would improve your workflow.

    Currently the options for viewing this information is via individual payslips or within each employee’s leave tab.

    As part of a wider review into improving UK Payroll reporting, we’re moving the status of this idea to Accepted. We agree a Leave Balances Report is a valuable addition and it’s something we want to address.

    While it isn’t on our immediate roadmap right now, it is formally on our radar for consideration as we plan future payroll updates. We will share another update here when we have more news on our plans.

    An error occurred while saving the comment
    Tanya Schmidt commented  · 

    It will be most helpful to be able to download a report with the following information: Opening leave balance, leave taken, and remaining balance, by an employee. And we should be able to customize dates. I'm referring specifically to the UK.

  5. Sales Invoice - Automatically send invoices when they are raised

    18 votes

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    5 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Tanya Schmidt commented  · 

    Feature to automatically send imported invoices generated from bookings in Squarespace to customers.

    Tanya Schmidt supported this idea  ·