Settings and activity
14 results found
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24 votes
Jacqui Varley
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48 votesJacqui Varley
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17 votes
An error occurred while saving the comment Jacqui Varley
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3 votesJacqui Varley
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91 votesJacqui Varley
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158 votes
Hi everyone, we appreciate wanting the ability to assign files to the project itself. While this isn't something we have planned right now we'll keep tracking the interest through the idea here.
To highlight, though not currently available on the Project directly, it's possible to attach files to the individual transactions within a project e.g a Bill, Invoice, Spend money or Expense. i
Along with this, you may also find it useful to create folders within your Files library where you can collect all files related to a specific project for ease of reference.
Understand this isn't the ideal solution, but may help some for now 🙂
Jacqui Varley
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8 votes
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926 votes
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…
Jacqui Varley
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48 votesJacqui Varley
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21 votes
An error occurred while saving the comment Jacqui Varley
commented
yes defo a good idea - I have to do a manual journal each month to move Ers to a different account
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1,167 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Jacqui Varley
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An error occurred while saving the comment Jacqui Varley
commented
this would be a great thing to have rather than haveing to keep manual records of disputes.
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3 votesJacqui Varley
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484 votesJacqui Varley
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6 votesJacqui Varley
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Im having just this difficulty having swapped from Moneysoft to Xero to do payroll from Month 10.