Settings and activity
4 results found
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103 votes
Thanks for all the feedback and detail on your needs in the idea here. As you'll see from each others comments there are different points at which businesses would want to be automating this process. Not really a one size fits all approach.
As noted in recent comments, we recently made a change for new invoicing flow where (like classic) you can now choose to Send receipt from the payment confirmation that's shown once you apply a payment to an invoice.
At this time we don't have plans for automating this flow however we're still attuned to the idea here and will be sure to share if there are any plans made toward this in the future.
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Ian McKay
supported this idea
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926 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Ian McKay
commented
Over 100 comments. It’s becoming apparent that Xero development is not driven by the users. This is such a basic request it beggars belief why it was not in the original product design.
Guys please start listening to your front line users.
An error occurred while saving the comment Ian McKay
commented
The ability to upload files to Payroll is extremely important for those of us who do not want to use a HR App. This should be a very simple improvement to enact
Ian McKay
supported this idea
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441 votesIan McKay
supported this idea
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653 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Ian McKay
commented
Why is there no response from Xero? 101 votes means it is an issue.
Ian McKay
supported this idea
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An error occurred while saving the comment Ian McKay
commented
Is it possible to set up contacts so a specific contact can be allocated as the address for remittance advices. Currently the remittance advices are forwarded to all contacts on the that are flagged on the email list.
The automation of this process improves the business efficiency and communication with customers. It should be automated that when a bank receipt is reconciled to invoice/s it automatically forwards a receipt.
The set up for this option would be in the Invoicing set up.
Xero has to start focussing on simplifying processing. This was how Xero gained a market advantage over competitors with the bank reconciliation option. You need to get back to this business focus.