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  1. Payroll | Employees - Upload/attach files in notes section

    985 votes

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    261 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.

    As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.

    This is just the initial stages of diving deeper into this work, but steering in the right direction.

    I'll be sure to share any progression around attachments within payroll with you all, here.

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    Joanna Jaques commented  · 

    surely should be a very simple fix to add documents to a system that already allows you to upload documents elsewhere!

    Joanna Jaques supported this idea  · 

  2. Bills - Flag a Bill as 'in dispute / query'

    1,222 votes

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    301 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.

    We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.

    In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:

    • Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
    • Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
    • Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
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    Joanna Jaques commented  · 

    very important - need to be able to enter bills / invoices for VAT but might want to hold off paying / chasing payment for many different issues.
    Would also work if there was a comment area next to the "planned payment date" in bills where you could put a short comment

    Joanna Jaques supported this idea  ·