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Settings and activity

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  1. 63 votes

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    Hi community, with reconcile period being the most frequently requested feature by our Xero customers in the US and Canada, this feature was released to these regions as a primary. We know in these regions this workflow is more familiar than Xero’s existing bank reconciliation workflow where you categorize and match transactions as you go.

    We're evaluating the need for the feature in other regions but at this stage no decision has been made. Our product teams will continue to track the support for this on the idea here, and I'll be sure to share if there are any updates on expanding this feature to other regions.

  2. 39 votes

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    Hi everyone, while not directly from an employee's record it's possible to view an employees payslip without having to download it. If you select Pay employees from the Payroll menu, choose the required pay run you'll be able to click View Reports where you can choose the 'Payslips' option.

    From here you can see the payslips for all employees in that pay period.

    We don't have direct plans for adding this capability from within an employee's record atm, but we'll track the interest of this here and let you know if any change is planned.

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    Lyall Zweck commented  · 

    Freya
    Does the Report - Payroll Activity Details provide you with what you are after?
    You can select to report on just one employee, and whatever date range you need.
    You can then export the report to PDF or Excel if you need.

    Lyall Zweck supported this idea  · 
  3. 151 votes

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    Lyall Zweck supported this idea  · 
  4. 21 votes

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  5. 25 votes

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  6. 36 votes

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  7. 224 votes

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  8. 118 votes

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  9. 198 votes

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    Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.

    This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.

    We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.

    Lyall Zweck supported this idea  · 
  10. 1,167 votes

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    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…
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    Lyall Zweck commented  · 

    Sara's is a good way to handle the situation.

    Another way is to create a credit note for the amount you are disputing. Send the credit note to the supplier as your claim. Allocate it to the invoice, then the amount that will be paid deliberately or accidentally will be the amount that you believe you owe.

    When the supplier issues a credit note, adjust your credit note to match if necessary. If your claim is rejected, remove the credit note and pay the balance of the invoice.

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  11. 201 votes

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    Thanks for your feedback and interest in the idea here. We appreciate the desire for being able to enable employees to make these changes themselves.

    While this is something the team will continually review as they keep developing Payroll for Australia, we want to be open that this is not in the direct plans atm.

    If there are any changes or progress for developing this we'll be sure to come back and update you on this, here.

    Lyall Zweck supported this idea  · 
  12. 109 votes

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    Hi everyone, we're doing some research on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.

    We'd love to get input from our community here that we know have a vested interest, and we'd really appreciate your time.

    If you'd like to take part, we're looking to schedule sessions that'll be about 60 minutes via a video call.

    You can apply using the link here - It just takes a few minutes to fill in and your answers are confidential. I'll be sure to share any updates or progress that comes from this work with everyone here. Thanks!

    Lyall Zweck supported this idea  · 
  13. 42 votes

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  14. 257 votes

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    Hi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.

    Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.

    If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.

    You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.

    Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.

    Lyall Zweck supported this idea  · 
  15. 48 votes

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    Hi Tina, just thinking in lieu of this feature atm - To help get a view of bills that don't have an assigned planned date you can click the Planned date header to sort all bills by planned date and this will also group all bills with no planned date. 🙂

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  16. 88 votes

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  17. 402 votes

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    Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!

    As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.

    If you'd be interested in being a part of our early release, please fill out this form.✍️

    While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…

    Lyall Zweck supported this idea  · 
  18. 438 votes

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  19. 172 votes

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  20. 64 votes

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    Lyall Zweck commented  · 

    Yes, please let demo company disappear from the list like live organisations do.

    The change organisation menu on the android app is perfect. Make the desktop version the same as that please..

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