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14 results found

  1. Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.

    126 votes
    34 comments  ·  For small businesses » Settings & user roles  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles. 

    To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂


    Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…

    An error occurred while saving the comment
    Kelly Leaning-Dalley commented  · 

    Would be really helpful if there was a box you could tick to show TIMESHEET APPROVAL LIST as we don't want all "Payroll Admin" people to show in the timesheet approval list.

    Kelly Leaning-Dalley supported this idea  · 

  2. Contacts: SMS reminders for invoices

    65 votes
    31 comments  ·  For small businesses » Contacts & communication  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, sending invoices via SMS is now available to all Australian users that have connected Stripe. With great uptake we're now looking to extend this feature, and the next region SMS will be launched to is the US. I'll keep you updated on it's release here. We'll continue working toward making this feature available to more users so any news of other regions will also be shared through this idea.

    Just to confirm for everyone here - It's not currently possible to set up send SMS for invoice reminders, to send an invoice via SMS you'll need to open each invoice and select this option from the 3 dot option menu in the top right of the invoice. Developing a more automated means may be something we look to do over time but isn't in the plans just yet.

    Kelly Leaning-Dalley supported this idea  · 

  3. Invoicing - Remittance advice to customer

    6 votes
    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Kelly Leaning-Dalley supported this idea  · 

  4. Invoicing - Add attachment to sales invoice notes

    5 votes
    submitted  ·  0 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Kelly Leaning-Dalley supported this idea  · 

  5. Invoicing - Include PDF attachment when emailing invoice

    49 votes
    7 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…

    Kelly Leaning-Dalley supported this idea  · 

  6. Invoicing: Set invoice reminders by invoice branding template

    20 votes
    11 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Kelly Leaning-Dalley supported this idea  · 

  7. New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email

    384 votes
    197 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we’ve just released some new keyboard shortcuts to new invoicing, that cut down the number of mouse clicks and help you perform actions on your invoice with some simple keyboard entry options. 

    There’s a range of different shortcuts that you can explore, and in particular a few that I wanted to call out for ‘Approve’ options that I know will be of most interest to you, here;

    • Approve (Ctrl-Alt-A OR Cmd-Opt-A on a Mac)
    • Approve & add another (Ctrl-Alt-O OR Cmd-Opt-O on a Mac)
    • Approve & print PDF (Ctrl-Alt-R OR Cmd-Opt-R on a Mac)
    • Approve & email / send eInvoice (Ctrl-Alt-E OR Cmd-Opt-E on a Mac)

    While you get used to the combinations of shortcuts our product team have added small prompts to highlight these in the product, and if you’d like to view the full list of options you can see them all on Xero Central. 

    …

    Kelly Leaning-Dalley supported this idea  · 

  8. Invoicing | History - Show detail of action made

    24 votes
    8 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while we still have more changes planned in this space I wanted to fill you in on the more recent changes in this space.

    We have now added the ability to view the email an invoice was sent to in history, as well as adding timestamps for more insight into when an event was made.


    Kelly Leaning-Dalley supported this idea  · 

  9. Sales Invoicing - Automate 'send me a copy' on invoices

    118 votes
    submitted  ·  69 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Kelly Leaning-Dalley supported this idea  · 

  10. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    474 votes
    77 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Kelly Leaning-Dalley supported this idea  · 

  11. New Invoicing - Alert if the contact has available credit

    112 votes
    10 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we appreciate all the feedback you've shared on how we can improve new invoicing for your needs.

    In relation to the alert of available credit as raised in this idea, we've identified there are a few situations for Invoice only users where the available credit pop up isn't being shown. This is something we have plans to fix, and while I can't give a specific date on the idea here, we want you to know this is important to us and I'll keep you updated on progress here.

    Kelly Leaning-Dalley supported this idea  · 

  12. New Invoicing - Add Payment details on invoice screen

    324 votes
    61 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

    Kelly Leaning-Dalley supported this idea  · 

  13. New invoicing - Add lines button

    473 votes
    59 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

    Kelly Leaning-Dalley supported this idea  · 

  14. AU Payroll | Timesheet - Ability to add allowances

    139 votes
    31 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Kelly Leaning-Dalley commented  · 

    Can we PLEASE have the ability to have allowances that use the total hours worked off the timesheets, automatically take the total hours worked and add that quantity into the payrun quantity for the allowances? Because of the STP change we have to enter the hours on every allowance manually and a lot of staff have more than one allowance. 32 staff with 4 allowances each is a lot of extra manual entry after we have just manually entered the timesheets :(

    Kelly Leaning-Dalley supported this idea  ·