Settings and activity

6 results found

1. NZ Payroll - Upload/attach employee files

   104 votes

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   8 comments  ·  Payroll & expenses » Employees  ·  delete…  ·  Admin →
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   Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, this idea has been created from the original post here in order to track the appetite and continue to assess the needs in attaching files to employees within Xero Payroll for NZ organisations.

   While we don't have plans for this at this time, our product team's would like to continue to track the interest, and if there's any news we will share with you all here.

   All NZ based users that voted on the original idea have been added for updates here.

2. Bills | Export summary

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   11 votes

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   4 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Jenny and Michelle, you can run and export the Payable Invoice Summary report to get this information.

   If this isn't suitable, could you explain  bit more of what you'd like to use this information for? It may help in trying to find a solution that'll work for you both. Thanks 

   Jenny Prattley shared this idea  ·  08 May, 2023

3. Bills - Option to unapprove

   677 votes

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   109 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

   While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

   So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

   Jenny Prattley supported this idea  ·  08 May, 2023

4. Bills - Payment method shown on Bills (DD, BACS)

   233 votes

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   submitted  ·  80 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Jenny Prattley supported this idea  ·  08 May, 2023

5. Invoice - Include payment dates in Invoices and Bills exports

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   24 votes

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   submitted  ·  10 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Jenny Prattley supported this idea  ·  08 May, 2023

6. Bills - Flag a Bill as 'in dispute / query'

   1,279 votes

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   351 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   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 being resolved.
   • Update the reference to add a notation such as [reference number] - Do not pay
   • Adjust the planned date to be very far out in the future

   We know these options won't fit all needs here, and we are invested in continuing to develop Purchase and more specifically bills in Xero to suit your needs.

   We'll continue to provide updates with any progress that steps closer to enabling you to flag bills that are in dispute in Xero. Thank you for continuing to engage and share insights through this idea.

   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… more
   Jenny Prattley supported this idea  ·  08 May, 2023