Settings and activity
8 results found
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640 votes
Hi everyone, some time on since my last update I wanted to give you more of an idea of the work we have going on to help reduce the number of steps and actions in new invoicing. Along with the changes mentioned in my last update, we've since released a change to the view of an invoice to shift details back into their own columns (similar to classic), while a small change we know it's improved visibility for some of our customers.
We also have other work in development atm that’ll further help here like a new line item grid when editing your invoice - wrapped up in this we’ll be introducing changes you’ve been asking for like the ability to create a new tracking option or account code without having to navigate away from the invoice, we’re increasing the number of items that you can view from the drop…
Gael Beddoes
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321 votes
Hi everyone, thank you for your feedback on this here. Through testing we found that majority of our customers would Approve and email an invoice at once, which is why this was developed as the default in new invoicing. That said we appreciate others would like a different action as their primary option.
While we don't have direct plans for adding the ability to set a default for this action, we're listening to your feedback and looking into how we can improve efficiency and speed things up for you when using new invoicing through the use of keyboard shortcuts. We'll share more news when we've confirmed what this shortcut looks like and are closer to providing this to you all.
An error occurred while saving the comment Gael Beddoes
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70 votes
An error occurred while saving the comment Gael Beddoes
commented
I have seen lots of discussion mentions about this, and the answer that xero projects is designed to be simple and basic. If it is meant for project tracking then surely a project numbering system is a prerequisite.
Gael Beddoes
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92 votes
An error occurred while saving the comment Gael Beddoes
commented
I have commented before but I am certain that you could previously edit a payroll report and save it. I had a customised version of the Gross to Net report for ages as I need a specific column order and also can omit lots of the columns for my reporting. I don't understand why a previous functionality has been withdrawn.
Gael Beddoes
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10 votes
An error occurred while saving the comment Gael Beddoes
commented
I see the comments here about the requirement for auto-enrolment. Our pension provider covers all auto-enrolment duties, and so there is no need to duplicate this work in xero. The problem for us arises as the pension provider assesses in one month and then commences contributions the following month, allowing the employee ample time to opt out before contributions are taken and therefore never having to process refunds. As they are one of the largest UK providers I assume their system is compliant for all UK payroll and tax legislation.
Xero will then try to assess and deduct in the same month, leading to a discrepancy with the pension system. It should be possible to tick a declaration box stating that auto-enrolment is being completed outside of xero and send that to HMRC if necessary, and then opt out of auto-enrolment in xero altogether, and set up contributions via the payslip items as usual when needed.Gael Beddoes
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16 votesGael Beddoes
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173 votesGael Beddoes
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32 votes
An error occurred while saving the comment Gael Beddoes
commented
Agree with this so much. If you have multi-currency options setup why would you need this extra step every time in the bank rec. Please at least add an option in currency settings to display all items.
Gael Beddoes
supported this idea
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I agree with Nigel Harper and adding it all to the settings menu than having a really clunky invoicing screen and layout. User profile or invoice setting being an obvious place. So many users don't issue invoices through xero.