Settings and activity
27 results found
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136 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.
Daniel Harcombe
supported this idea
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31 votes
Hi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.
An error occurred while saving the comment Daniel Harcombe
supported this idea
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573 votesDaniel Harcombe
supported this idea
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6 votesDaniel Harcombe
shared this idea
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35 votes
Thanks for your patience whilst this idea is gaining traction.
We've reviewed your comments and can see the that this idea has been gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
Daniel Harcombe
supported this idea
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207 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.
Daniel Harcombe
supported this idea
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526 votes
Hi team, appreciate wanting an update - I'm pleased to share the beta went well and we've now launched international bill payments for our UK customers, making it easier to pay overseas suppliers.
Using open banking, UK businesses can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, you can authorise payments prepared by your team and easily track which suppliers have been paid.
We’re committed to new ways to expand our bill payments feature for small businesses and their advisors in other regions by leveraging new technologies, where available. I'll keep you updated of any further developments for this, here.
An error occurred while saving the comment Daniel Harcombe
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Daniel Harcombe
supported this idea
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6 votesDaniel Harcombe
shared this idea
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324 votes
Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.
We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here
Daniel Harcombe
supported this idea
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372 votes
Hi community, first off thank you for contributing and detailing why posting manual journals in a foreign currency is of interest to you all.
We appreciate our customers would like to see more capability in accounting for and dealing in foreign currencies across Xero.
In it's current form Manual Journals are a part of Xero that require some upgrade to uplift technology in order to provide capability for ideas like this to be considered. We have intentions of bringing attention to this over the coming year, however getting this done first is necessary before we can even think about adding newer functionality like journaling in another currency to the mix.
To set the expectation here, there is no work planned over 2023 for this feature. We know it's of high interest and when we're in a place to reassess we will share with you here.
Daniel Harcombe
supported this idea
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79 votesDaniel Harcombe
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41 votesDaniel Harcombe
supported this idea
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297 votes
Hello everyone, we want to let you know that we’ve recently released the ability to convert PDF bank statements into pre-formatted CSV files in Xero (Read more on our blog for more information).
Currently, this feature is only available in the US and Canada. We know this tool will also be valuable to other regions and we'll be sure to update you with any new information about it becoming available globally.
For now, we’ll move the status of this idea to ‘Under review’. So keep voting and give us your input on how this feature can benefit your workflow!
Daniel Harcombe
supported this idea
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403 votes
Hi everyone, we appreciate the support and feedback this idea has continued to receive, and the appetite for being able to add multiple addresses to a Clients record.
As you may have seen or read from our recent Xerocon announcement we have some exciting changes coming for our partners with Xero Partner Hub.
One of the big changes with this is unifying Client experiences and bringing them into one place - Meaning with Xero Partner Hub you'll have the ability to add multiple addresses for a client 😊
We understand there's a secondary request within this idea to be able to tag an email for specific purposes and we want to be upfront that his won't be possible with the initial launch but our product team are aware and considering how we might develop Xero Partner Hub for this use overtime - We have created a separate idea that we'd…
Daniel Harcombe
supported this idea
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498 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Daniel Harcombe
supported this idea
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374 votes
Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.
While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.
Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.
An error occurred while saving the comment Daniel Harcombe
commented
Set timesheet & leave approvers for employees.
When an employee creates a timesheet or leave request, the person who is to approve this should be able to be set within the employees payroll set up, to ensure the correct person/manager receives the approvals
Daniel Harcombe
supported this idea
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61 votes
Hi everyone, thanks for sharing how important it is for your business to have monthly salaried employees complete timesheets for tracking and reporting purposes, without impacting pay run calculations.
Some of you have found workarounds like approving timesheets after processing pay runs, although this may create challenges down the line.
Our product team is currently undertaking a wider review of timesheets, and this idea will be included in that process. Therefore we're updating this idea to Accepted. We'll keep you updated if there are any developments on this.
Daniel Harcombe
supported this idea
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54 votes
It's been a while since we've provided you with an update about this idea, so wanted to touch base
We've reviewed your comments and can see the that this idea has been steadily gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.
Daniel Harcombe
supported this idea
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195 votes
Hi community, thanks for all your discussion and votes on this idea. We can see the appetite in being able to project future leave balances in AU Payroll. We understand that you're looking for an easier way to see an employee's accrued leave for a future date, which would make planning for things like company shutdowns and approving leave requests simpler.
Our product team has taken a look at this suggestion, however building this functionality isn't on our foreseeable roadmap. For that reason, we'll be changing the status of this idea to ‘Not in Pipeline’. The idea will remain open for votes, so we can continue to gauge interest when we next review our priorities for payroll.
As some have shared - exporting and combining reports outside of Xero is one way to get the information you need, although we understand its not the solution you'd like here.
We really…
Daniel Harcombe
supported this idea
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252 votes
Hi everyone, thanks for voting and your detailed comments on this idea.
We understand the challenge of having to navigate away from the approval screen to find an employee's leave balance. Providing this information directly within the approval screen could streamline the process and reduce the risk of approving leave that results in a negative balance.
The good news is that our product team's reviewed this idea and recognise the value it would deliver. It's something they’d like to work on in the long term. It's not on the roadmap just yet but we'll update you when we're able to bring more focus to this idea.
Daniel Harcombe
supported this idea
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Would be great to have this tracking option available for all timesheet entry methods