Settings and activity
5 results found
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171 votes
Hi everyone, we appreciate your recent feedback and reinforcing the importance of attaching documents to employee records in UK Payroll. We understand how the recent capability released in AU would also be valuable to other regions workflows.
We're in the process of reviewing the full payroll experience for our UK customers, and this idea will be considered as part of that broader piece of work. While it isn’t on our immediate roadmap right now, it is formally on our radar as we plan future payroll updates.
We’ll share another update here when we have more news on our plans.
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10 votes
HI everyone, returning to the idea here we're going to move this to Not planned. However, we understand wanting to ensure the accuracy of your bank statements and reconciliations in Xero.
As mentioned in my last update - Xero won't automatically delete duplicate statement lines for you, however you can run the Duplicate statement lines report to help identify and remove duplicates, so you can choose which of the statement lines in your bank account you'd like to keep and reconcile.
There is also the Statement exceptions report in the Bank Reconciliation report pack that'll show where statement lines have been deleted in an account due to being a duplicate.
TRACEY Boult
shared this idea
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538 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
TRACEY Boult
supported this idea
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486 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
TRACEY Boult
supported this idea
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123 votes
An error occurred while saving the comment TRACEY Boult
supported this idea
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An error occurred while saving the comment TRACEY Boult
commented
Additional columns on the quotes page which show how much is left to invoice on each quote / what has been invoiced - we used to use Quickbooks and that system would not let you 'over invoice' on a quote unless you had an exception but either way over invoicing was a conscious decision
this is currently a time consuming process for us as we invoice over periods of time and it doesn't seem right to have to keep a manual spreadhseet for ease of review - I am conscious that you can see invoice numbers in history