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6 results found

  1. Xero Accounting app - Assign billable expense to Project when creating a transaction

    10 votes

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    submitted  ·  5 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel MacLennan supported this idea  · 

  2. AU Payroll - Specify leave approver

    355 votes

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    85 comments  ·  For small businesses » Payroll  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.

    While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.

    Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.

    Rachel MacLennan supported this idea  · 

  3. Sales Invoices - Bulk assign lines to Project/customer

    41 votes

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    submitted  ·  14 comments  ·  For small businesses » Business features  ·  Admin →
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    Rachel MacLennan supported this idea  · 
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    Rachel MacLennan commented  · 

    Projects - Credit notes and journal entries - assign either to a Project

  4. Reconciliation - Allow credit notes to show and be selected on the find & match screen

    725 votes

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    194 comments  ·  For small businesses » Accounting features  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.

    We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.

    Rachel MacLennan supported this idea  · 

  5. Reconciliation - Xero subscription invoice to be added automatically to xero for reconciliation

    626 votes

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    39 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, leading on from my last update we have now released improvements to eInvoicing for those in the UK! With the latest change you'll now find we've made it easier for you to opt-in to receive your Xero subscription bill via eInvoicing. You can now do this from your online invoice (My Bills page) instead of through the Billing contact page. Helping save you time and reduce manual data entry every month.😁
    We understand there are other regions that'd still like to see this functionality developed and we'll shift back to submitted and share when there is news of moving this further afield.
    We also wanted to address the recent comment of data sharing - We'd like to confirm that Xero do not share data with Peppol.com. We use the Peppol network and the subscription invoices are sent using our wholly owned provider, Tickstar.

    Rachel MacLennan supported this idea  · 

  6. NZ Payroll - Annual Leave Cash Up to Automatically Roll Into Annual Leave

    8 votes

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    submitted  ·  2 comments  ·  For small businesses » Payroll  ·  Admin →
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    Rachel MacLennan commented  · 

    I've just tidied up customers messes as they didn't realise they had to manually deduct and add to Cashed up totals. Astonished this isn't automatic.

    Rachel MacLennan supported this idea  ·