Settings and activity
7 results found
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14 votes
Thanks for the feedback here team, understand how reflecting the order of the bank accounts from the bank accounts page would be useful for some users.
We'll continue to track interest in this here and let you know if there are any updates to the behaviour of ordering planned, however it's not in the pipeline at present.
In terms of showing new bank accounts - the first bank account you add is shown by default. As you add new bank accounts there is a banner that'll show to let you know new accounts are available and you can use the Edit homepage option to choose which widgets you'd like to have shown on your homepage.
Zoe Maxwell-Timmins
supported this idea
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713 votes
Hi everyone, I want to assure you your voice is heard here and feedback is being shared back with our product teams.
We understand the desire to get this idea moving along and as mentioned in our last update we know this is an area that more controls and permissions would be most beneficial to our customers.
We’d like to share progress that we’re making for banking permissions - Work to provide more controls of sensitive banking information has started and will initially include the ability to restrict users from seeing sensitive banking information such as; account balances, bank transactions, and financial summaries.
We know this doesn’t relieve all pain points of this idea - It’ll be the first phase, a stepping stone of sorts in the development of per-bank controls.
As development continues we’ll share further updates as soon as they’re available with you all here.
Thank you for…
Zoe Maxwell-Timmins
supported this idea
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53 votes
Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
Zoe Maxwell-Timmins
supported this idea
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13 votes
An error occurred while saving the comment Zoe Maxwell-Timmins
supported this idea
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42 votesZoe Maxwell-Timmins
supported this idea
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183 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.
Zoe Maxwell-Timmins
supported this idea
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140 votes
An error occurred while saving the comment Zoe Maxwell-Timmins
commented
This is such a simple fix that would make a big difference to the usefulness of Xero Projects.
It would also be great if when invoicing by team member the entries were consolidated instead of having a line for each time entry, which can get quite cumbersome, and on editing to consolidate removes the link showing that time has been invoiced.
Zoe Maxwell-Timmins
supported this idea
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It would be great (and presumably not that difficult) to enable 'Select All' for all search terms that you can filter reports on. If I am looking at Inventory data for example, I may have to tick 15+ SKUs and this is not efficient.