Settings and activity
6 results found
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73 votes
Jenny Maguire
supported this idea
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686 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
Jenny Maguire
supported this idea
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7 votes
An error occurred while saving the comment Jenny Maguire
supported this idea
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22 votes
Hi Leah, when you've closed/completed a project it is still possible to add Bills and new Expense tasks to it.
From the bill you'll be able to look up and assign lines of your Bill, or within the project you can simply add an expense. The only transactions you can no longer add once closed are Billable expenses, Spend monies and time entries.
Is there a specific reason you need to enter the expense as one of these type of items?
An error occurred while saving the comment Jenny Maguire
commented
I agree, it would be great to be able to assign bills to closed projects, we often receive invoices for remedial work after the project has been delivered, the in progress screen gets pretty full and confusing if multiple users are looking at projects for different info.
Jenny Maguire
supported this idea
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433 votes
Hi community, we can see there’s lots of interest in this idea and appreciate all your feedback and comments. We absolutely understand the value that unapproving a bill would bring to your businesses. Unfortunately, while the concept is quite simple, the technical implementation within Xero is highly complex.
The good news is that our Product team is still keen to solve this problem for you. They have a possible solution and would love to hear your response to validate their thinking.
Put simply, instead of "unapproving", the solution would bundle the following tasks into a single action so that you can effectively "unapprove" a bill much faster.
- Void the bill
- Copy the bill
- Reattach any files (IF any) from the voided bill to the copy of the bill
A primary caveat to this is you could only action one bill at a time. So, if you had multiple bills that…
Jenny Maguire
supported this idea
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110 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
Jenny Maguire
supported this idea
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This would also be a great feature. We assign inventory items as expenses to projects, but invoice our customers on a different schedule. We still need to know what inventory items are used in the project, but don't want to physically invoice these items to the customer. It would be great if you could use the 'mark as invoiced' option to update the inventory figures. ie 1 x inventory item is assigned as an expense in projects, if you mark it as invoiced, the inventory level is reduced by 1 x item.