Settings and activity
59 results found
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9 votes
Ashley Head
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70 votesAshley Head
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45 votesAshley Head
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95 votesAshley Head
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336 votes
Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.
Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks
Ashley Head
supported this idea
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143 votes
Hi Community! Thanks for your active and on-going participation in this idea. The volume of comments and votes highlights how important more granular user permissions are for managing your payroll processes effectively.
Improving user permissions and providing greater control over sensitive data is a key area of focus for us. While we have no specific feature to announce today, your feedback is critical in shaping the future of this part of Xero.
Because of the clear need you've all highlighted and our desire to investigate this further, we're moving this idea's status to In Discovery.
During the discovery phase, our product team will be digging deeper into the core problems you’ve raised.
We appreciate your patience as we explore this. We'll be sure to update this thread when we have more to share. Thank you again for helping us understand what matters most to you.
An error occurred while saving the comment Ashley Head
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32 votes
Hi everyone, thanks for sharing this idea. We understand that being able to quickly find client profiles by key identifiers like TFN or ABN would help when managing a large number of clients.
The suggestion is to allow TFN and ABN searches directly from the main search bar, making it easier to locate the right client without needing additional steps.
For now, you can use client list filters or reports to search and cross-reference these details. We'll continue tracking this idea and update you here if this progress.
Ashley Head
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28 votesAshley Head
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21 votes
An error occurred while saving the comment Ashley Head
commented
We have a lot of contacts that have additional people attached to them. Currently the only way to see the additional people is to client Edit contact.
We should be able to see the additional people under the contact details summary list.
Ashley Head
supported this idea
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101 votes
Hi team, we appreciate all the feedback and support this idea has received and understand the desire for wanting to be able to enable staff access to add notes without full edit access to a client.
This isn't in the roadmap at this time, but is a feature our product teams will continue to consider as we keep developing client management. I'll be sure to share if there are any updates surrounding this, here. Thanks
Ashley Head
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16 votesAshley Head
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26 votes
An error occurred while saving the comment Ashley Head
commented
Yes this is very necessary. I don't know any accounting firm that works on job budget time, it is always dollars.
All of our jobs have $ budgets and we manage our WIP in $ not time.
Another extremely useful column in the job manager would be $ budget left - eg $ budget minus estimated billable. This is a feature that is part of MYOB job manager and was very useful data.
I currently have to run a custom job manager report and export it to excel to get a useable job manager.
Ashley Head
supported this idea
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7 votesAshley Head
shared this idea
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11 votesAshley Head
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64 votesAshley Head
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28 votesAshley Head
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48 votes
HI team, while it's not possible to include links to all outstanding invoices when sending a statement I did want to make sure you're aware of the option to include a link to Outstanding bills when emailing an invoice to customer.
From this link your customer will be able to see a total and the individual invoices they have outstanding to pay with you - more on this here
An error occurred while saving the comment Ashley Head
commented
It would be extremely useful if we had the option to include the outstanding invoices as an attachment when sending statements.
When we send end of month statements we always have clients email us asking for a copy of the invoice as the statements don't give enough details.
Ashley Head
supported this idea
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756 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Ashley Head
supported this idea
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215 votes
Hey everyone, we thank you for the detailed feedback on improving how leave requests work for part-time employees in Australian payroll.
We understand the value of shifting the task of adjusting hours to employees, freeing up payroll administrators’ time for other priorities and we also appreciate the points raised around accuracy and compliance.
While we don’t have current plans to deliver exactly what’s been suggested here, our product team is continuing to focus on developing working patterns within AU Payroll. Based on what we’ve seen in other regions, this'll likely address many of the needs discussed here.
We’ll move this idea to Not in pipeline for now, but we’ll keep you posted on any updates that could help achieve what’s being asked.
An error occurred while saving the comment Ashley Head
commented
For salary part time workers we need the option to record their default days of the week and how many hours they work on those days.
We currently have to manually change the hours on all leave requests for part time employees as Xero divides their weekly hours by 5 and calculates that is how much they work per day. This also means that Xero can't calculate public holidays correctly for part time employees and it needs to be manually changed each time.
Ashley Head
supported this idea
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It is extremely necessary to have more options for payroll user roles. I work for an accounting firm and we need a read only option so that we can run payroll reports for our clients. There can be multiple accountants in a team working on a clients Xero file and they need to be payroll admin to access reports which is confusing for our clients employees as all the accountants appear as leave approvers.
A few times a month I receive leave requests from clients employees even though I have no involvement in the clients payroll because I am at the top of the alphabetic list of leave approvers.