Settings and activity

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

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   250 comments  ·  Payroll & expenses  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 committed to improving our communication on these important ideas. We’ll be sure to provide further updates work progresses.

   Thanks again for your valuable contributions to the Xero community.

   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… more

   Andrew Stuart supported this idea  ·  27 October, 2023

2. Contacts: Statements - Allow to be sent to Contact Groups

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   141 comments  ·  Contacts & files » Contact  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, it’s great to hear the use our customers find in Contact groups on Xero. We can totally get wanting to enhance the use of contacts and bulk send statements to all members of a group at once.

   In lieu of this functionality right now, you could manually filter and select contacts from your list before sending statements.

   With sights set on helping our customers collect payments faster, we have a team that is looking at work in the reminders and statements space and sending to contact groups is being explored as part of this. For the time being we'll move this idea to In discovery and I'll keep you looped in on any progress that could help needs here.

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   Andrew Stuart commented  ·  01 December, 2022  ·  Edit…  ·  delete…

   The Receivable Invoice Summary is a good report but you can't run it by payment date

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   Andrew Stuart supported this idea  ·  01 December, 2022