Settings and activity
16 results found
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12 votes
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Mandy Sullivan
commented
ALL report filters should EXCLUDE archived and inactive items with the option to Include them as per the attached.
Mandy Sullivan
supported this idea
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779 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Mandy Sullivan
supported this idea
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956 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…
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Mandy Sullivan
commented
No thanks Xero, not interested in Add Ons!
Mandy Sullivan
supported this idea
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57 votes
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Mandy Sullivan
commented
ALL reports should have the tock box option to hide/show archived and/or inactive items.
This is an issued not just for CoA but also Pay Items, Employees, etc etc
Mandy Sullivan
supported this idea
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9 votes
Mandy Sullivan
supported this idea
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8 votes
Hi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
Mandy Sullivan
supported this idea
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28 votes
Hi Barbara, when considering your idea here - is there a specific report you'd find the option to exclude rather than deselecting most useful?
Mandy Sullivan
supported this idea
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3 votes
Mandy Sullivan
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4 votes
Mandy Sullivan
supported this idea
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4 votes
Mandy Sullivan
supported this idea
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11 votes
Hi there, we appreciate you raised this a little while ago. We don't have any plans to include this in Xero functionality in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Mandy Sullivan
supported this idea
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2 votes
Mandy Sullivan
supported this idea
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6 votes
Is there a specific inventory report you'd find this most useful in?
Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered.
Mandy Sullivan
supported this idea
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88 votes
An error occurred while saving the comment
Mandy Sullivan
commented
There needs to be either a report or export facility that includes ALL employee information. We have had to deal with a few change in ownership of business where employee's data needs to be entered into the new owner's Xero file.
Even producing multiple reports does not provide all the required information.
Name, address, mobile, super details including member number, bank details, leave balances, payroll calendar, tracking, etc, etc
Mandy Sullivan
supported this idea
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156 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.
Mandy Sullivan
supported this idea
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4 votes
Mandy Sullivan
shared this idea
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available in all areas of Xero.
Dropdown menus in a number of areas are a mess - all archived items should be able to be hidden when filtering reports and the "Show Archived" option needs to be more widely used. e.g. I really don't need to see EVERY EMPLOYEE EVER EMPLOYED when creating current financial year reports.
This applies in a wide range of areas, not just Payroll.