Settings and activity
7 results found
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760 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Tomos Clark
supported this idea
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132 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.
Tomos Clark
supported this idea
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70 votesTomos Clark
supported this idea
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13 votes
An error occurred while saving the comment Tomos Clark
supported this idea
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946 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…
An error occurred while saving the comment Tomos Clark
commented
Agree with Joelle's comment. And using files will not be appropriate as it is open to any user, not just users with payroll access.
Tomos Clark
supported this idea
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149 votes
Hi team, thank you for engaging with us on your needs around auto super. I want to confirm that our product team are aware of your interest in this here.
Right now, there are a few other items that need their immediate attention, so while there are no immediate plans for developing this, it's something they'll continue to review as resource becomes available. If there is any change to share around this we'll update you all through this idea.
Tomos Clark
supported this idea
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97 votes
Thanks for your continued input and contribution to this idea. We've now released an improved send experience for new invoicing, where you have a side by side view to give you full visibility of what's being sent. Encompassed in this is also the ability to CC and BCC others in the email😊.
For the time being this is limited to sending from the invoice itself and won't apply to Invoice Reminder emails. However, we are thinking ahead and will look to expand this capability in time. We'll keep you updated of any further progress of this here.
An error occurred while saving the comment Tomos Clark
commented
As mentioned by others, this is important to us. We want to implement auto reminders, but need evidence of communications taken place if the debt does escalate.
Tomos Clark
supported this idea
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We currently have a limitation to fully exploring Xero Me in that for an approver to be delegated as approving leave/time sheets, any notifications will go to their personal email address.
We would like to implement Xero Me, but would like staff accessing it through their work email, not personal email so any approval emails are going straight to a work email address.
The issue is that we intend to continue emailing payslips as good practise (and because of the ease of doing it in Xero), but these would be required to go to staff's personal emails for perpetual access upon employment termination.
To clarify, I propose that their should be access to add separate email addresses for Xero Me access to the email address that would be used for emailing payslips.