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6 results found

  1. Projects - Ability to import to projects

    223 votes

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

    Hey community, we understand an option to import Projects is something everyone that's voted on this idea would find valuable, and that this could speed up your workflow and improve accuracy when managing a high volume of projects or migrating from another system.

    While not a solve for all aspects of a project, within the bills side of things we released the ability to upload bills that might reduce the time taken in manually entering data for project related bills, now.

    Being open and honest, we don't have any plans for enabling the import of projects to Xero. We know this isn't the update you're hoping for here, but want to give clear expectation so you can make the best decision for your business.

    Brian Mohabir supported this idea  · 

  2. Customer Statement - Automated statements for contacts

    537 votes

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    139 comments  ·  For small businesses » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, apologies we've not provided an update here before now. Over the past year there's been a lot of development throughout Sales, more centralised around the new invoicing experience. With the upgraded technology new invoicing is built on we've been able to begin developing the send experience, with improvements to customise and send invoices, and help you get paid faster.

    Being able to automate the send of customer statements is high on our product teams radar, however we want to be transparent that this isn't planned in the short term. As we continue to develop and uplift throughout the Sales experience this is definitely an area the team will draw closer attention to, however with lots of different projects on the go we aren't able to bring focus to this right now.

    I want to assure you we'll keep reviewing this idea, and will share as soon as there's…

    Brian Mohabir supported this idea  · 

  3. Customer Statement - Send an overdue invoice statement

    314 votes

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    submitted  ·  48 comments  ·  For small businesses » Business features  ·  Admin →
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    Brian Mohabir supported this idea  · 

  4. UK Payroll - Display the date payslips were emailed

    16 votes

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    submitted  ·  4 comments  ·  For small businesses » Payroll  ·  Admin →
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    Brian Mohabir commented  · 

    There is no way to check to see if you have emailed the payslips to the employees if you are an accountant or agent.

    Brian Mohabir supported this idea  · 

  5. UK Payroll - Payslips - Schedule date for payslips to be emailed

    210 votes

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    53 comments  ·  For small businesses » Payroll  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for sharing your thoughts on this one, community. We know how important scheduling payslips is for many of you, and we appreciate the time you’ve taken to explain how it could help your workflow.

    We understand being able to set a future send date could make life easier when you’re managing different client paydays, covering for colleagues who are away or avoiding confusion from employees receiving payslips before the money is in their account.

    Right now the workaround is to set a reminder to log in and send payslips on the required day. We know that’s not ideal, and while we don’t have dates to share, we’re committed to improving the payslip experience. This idea is under active consideration and we’ll keep you updated on progress.

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    Brian Mohabir commented  · 

    This would save so much time.

    Brian Mohabir supported this idea  · 

  6. UK Payroll - P32 report by month

    15 votes

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    submitted  ·  4 comments  ·  For small businesses » Payroll  ·  Admin →
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    Brian Mohabir commented  · 

    This is essential when reconciling the payroll

    Brian Mohabir supported this idea  ·