Settings and activity
3 results found
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567 votes
Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.
We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.
In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.
We'll keep you updated on our progress right here. 🙂
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Paul Skirrow
commented
@Hannah It's great to hear that you've added it but I've spent 30 minutes looking and I can't find it in Xero or in any documentation. Can you clarify please?
Paul Skirrow
supported this idea
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181 votes
Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.
Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.
We'll make sure to update everyone through the idea here if there's…
An error occurred while saving the comment Paul Skirrow
commented
When I receive a quote by email from another Xero user I'd like to be able to import it to create a purchase order and/or a quote to one of my customers (with appropriate markup).
I see that some documents from other Xero users CAN be imported so why not quotes which would be especially useful. Currently we have to copy/paste text which it is tedious, time-consuming and error-prone.
Paul Skirrow
supported this idea
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35 votes
Hi community, thanks for all your votes and comments on this idea – it’s great to see so much support for this idea.
We know that having to manually upload statements takes valuable time away from running your business, especially when your bank doesn't offer CSV exports.
I’m happy to share that we're exploring a bank feed for Cynergy Bank.
While we can't give any commitment at this point, we'll be back once the team have had a chance to dig in deeper and share any progress.
Paul Skirrow
supported this idea
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Please note we need an option to download all payslips for a particular employee in a single PDF file, one payslip per page.
Downloading payslips for *all* employees in a single PDF file is useful too but obviously not useful when we want to share with employees.