Settings and activity
11 results found
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14 votes
An error occurred while saving the comment 
Nicky McGregor
supported this idea
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32 votes
An error occurred while saving the comment Nicky McGregor
commented
Agree with this and additionally we need the ability for clients to accept PARTS of a quote and not all of it - so accept or decline line by line. Or even better would be accept / decline / to be agreed a later date. As we have clients who know they definitely want X and they might want Y and when the see the quote they decide X for now and we might do Y later on in a few months - see how X goes.
Nicky McGregor
supported this idea
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33 votes
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23 votesNicky McGregor
shared this idea
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16 votesNicky McGregor
supported this idea
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516 votes
Thanks so much for sharing your feedback on this idea, community. We appreciate that having to manually select attachments on every invoice can feel a little fiddly. We get that you want a smoother workflow, that saves you time.
As noted by others in the idea, one option for now would be to add standard files, like your terms and conditions, directly to your invoice template. That way, they'll be included automatically when you send out your invoices.
To confirm how this functionality currently works - this is based on the user and driven by the last invoice that was sent. Where you have files attached, and you had selected to include files as an attachment when emailing the invoice, the next invoice you send with file attachments should have this selected by default.
A caveat to this is when you are working in incognito mode, or refresh your browser…
An error occurred while saving the comment Nicky McGregor
commented
Although ideally would like a file attached to a particular email template.
Nicky McGregor
supported this idea
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14 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for 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.
An error occurred while saving the comment Nicky McGregor
commented
I cannot believe this doesn't exist. Crazy and needed!
Nicky McGregor
supported this idea
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164 votes
Thanks everyone for your continued feedback on the need for a Leave Balances Report in UK Payroll. We appreciate you all taking the time to vote, comment, and share how this feature would improve your workflow.
Currently the options for viewing this information is via individual payslips or within each employee’s leave tab.
As part of a wider review into improving UK Payroll reporting, we’re moving the status of this idea to Accepted. We agree a Leave Balances Report is a valuable addition and it’s something we want to address.
While it isn’t on our immediate roadmap right now, it is formally on our radar for consideration as we plan future payroll updates. We will share another update here when we have more news on our plans.
Nicky McGregor
supported this idea
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57 votes
Hi everyone, thanks for sharing your feedback on the needs for leave approvers to view upcoming leave for their team. We appreciate you highlighting how important it is to have better oversight of team leave without needing full payroll access.
Our product team is looking into how this idea may fit into a wider review of team management in AU payroll. This is in the early stages of review so not currently on the team’s roadmap, but we'll keep you updated as we learn more.
An error occurred while saving the comment Nicky McGregor
commented
I am in Xero Payroll UK edition as an admin and leave authoriser and cannot even see the overview calendar some of you mention, which you would like all staff to see. My Payroll Overview screen looks like the attached - I cannot see a way to access an overview calendar. Am I looking in the wrong place? In asking other queries, it seems like the UK edition is not always the same as in other territories, so I wonder if this is why?
Nicky McGregor
supported this idea
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48 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Nicky McGregor
supported this idea
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349 votes
An error occurred while saving the comment Nicky McGregor
commented
I would like this feature across Xero and Xero Payroll, including when Timesheets are submitted for approval by an employee.
Nicky McGregor
supported this idea
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We really need this as may need to move away from Xero if we can't have it.
We need the ability for clients to accept PARTS of a quote and not all of it - so accept or decline line by line. Or even better would be accept / decline / to be agreed a later date. As we have clients who know they definitely want X and they might want Y and when the see the quote they decide X for now and we might do Y later on in a few months - see how X goes. For example, they want a timetable writing but they don't know yet if they want help after that to implement the rooming and staffing. So we put that as optional on a separate line. Reading around the forum, it sounds like something similar MAY exist in Xero Practice Manager (although not quite right), but that is not an optional add on for us when we go to our account.