Settings and activity
6 results found
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230 votes
Hi everyone, we'd like to share an update with you all.
We've begun release of a deposits solution powered by Stripe to a small group of customers, and expect to roll this out over the coming months.
We appreciate progressive payments for businesses that work on more of an instalments flow is a little more complex than what will be available initially with deposits.
We do have intentions to expand on this feature overtime, and I'll continue to keep you updated with further news on deposits and progress payments.
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Sarah Tampion
supported this idea
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998 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
Sarah Tampion
supported this idea
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An error occurred while saving the comment Sarah Tampion
commented
It would be great to have another tab in an employees profile where contracts and any other signed documents can be uploaded for the individual.
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172 votes
Hi everyone, we appreciate the input that you’ve all contributed to this idea, and understand the extra work coding a bank transaction to the wrong account can create.
To be upfront, this idea is currently Not in the pipeline. While we see the value this feature can bring, it's not something the product team is actively working on or planning in the near future.
In the meantime, the current workflow using the Remove & Redo feature allows you to delete the transaction from the incorrect bank account and re-enter it in the correct one.
We know this isn’t ideal, but it’s the most reliable option for now.
We’ll continue to monitor votes on this idea. Your support helps us better understand where improvements are most needed.
An error occurred while saving the comment Sarah Tampion
commented
Can we have the ability to move bank transactions from one bank account to another. For example a client accidently sets up their bank account twice. One has the feed going in but not visable and the other has had transactions added. Now the accounts are sorted the transactions all need to be consolidated into one account that has the feed. This isn't something that can be done as yet as it isn't transaction account re-coding, it's transaction account moving.
Sarah Tampion
supported this idea
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247 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Sarah Tampion
supported this idea
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163 votes
Thanks for the feedback here, everyone. We get how being able to use custom Excel templates for Workpapers could save you time and power up your use of Xero Workpapers.
Currently, you can export Workpapers data to Excel and then copy info into your preferred template. Allowing you to continue using your custom templates for now.
The good news is we're delivering a new Workpapers solution, and our team are exploring how to enable this functionality within this.
We'll post an update as soon as we have any news to share.
Sarah Tampion
supported this idea
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221 votes
Thanks so much for jumping in and sharing your thoughts on this, community. We really appreciate you taking the time to explain how improvements to Hubdoc's data extraction would help you.
We see how extracting more detail could help cut down manual data entry, and it's worth highlighting that since this idea was started we've added a few enhancements that may have solved the needs for some in this idea;
- Upload in Bills - you can now drag & drop or upload bills directly to your Xero organisation which could save you an extra step not having to publish
- Credit note detection - Hubdoc can now detect when publishing a Credit Note and will get you to review the document
- Improved the accuracy of the supplier
Front-footing here we want to let you know that we don't have further developments planned for extracting more line item details within Hubdoc. If…
Sarah Tampion
supported this idea
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We have multiple clients using Xero Projects and a couple of these are builders. The deposit function is used for initial payments, however when progress payments are required they are not able to enter another deposit invoice. This would be helpful as they need to have multiple deposit/progress payment invoices to be be able to bill at each stage.