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5 results found

  1. Bank Reconciliation: Automatically recognise and remove duplicate statement lines

    6 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    TRACEY Boult shared this idea  · 

  2. Quote - Ability to have quote reminder

    451 votes

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    132 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, totally get wanting to get an update from us on the idea here. Having a fair amount of interest from users I can say that Quote reminders are defintiely on the teams radar, however with current focus largely on new invoicing we do not have any immediate plans for this in the next 6 months.

    I can assure you, though we mightn't be able to provide updates as frequently as you'd like to see, our product teams are heavily involved in the forums here and our community team often connect to share trends, discuss developments and externally communicate changes that are coming across Xero products. It's important to us to continue developing Xero to streamline payments and help our customers get paid sooner, and your idea here does sit in this realm.

    When the teams resources open up and we can consider new development in Quotes like being…

    TRACEY Boult supported this idea  · 

  3. AU Payroll - Historical Payslip Report (bulk download)

    505 votes

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    155 comments  ·  For small businesses » Payroll  ·  Admin →
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    submitted  ·  AdminHannah G (Admin, Xero) responded

    Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.

    For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.

    TRACEY Boult supported this idea  · 

  4. Payroll | Employees - Upload/attach files in notes section

    821 votes

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    submitted  ·  180 comments  ·  For small businesses » Payroll  ·  Admin →
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    TRACEY Boult supported this idea  · 

  5. Quotes - Copy partial Quote to an Invoice

    57 votes

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    submitted  ·  27 comments  ·  For small businesses » Business features  ·  Admin →
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    TRACEY Boult commented  · 

    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

    TRACEY Boult supported this idea  · 
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    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