Settings and activity
13 results found
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126 votes
Hi everyone, we appreciate you taking the time to share how important more flexible payroll permissions are for your teams.
It's clear that having granular control over who can access different parts of payroll would make a real difference to how you manage timesheets and leave approvals, as well as restrict access to other sensitive areas.
From research, Payroll is definitely an area we know needs more permission controls for varying roles. This is something our product teams are beginning to explore and do deeper research of. We'll keep you updated as we make progress, and we're grateful for your continued input.
Margaret Thackray
supported this idea
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An error occurred while saving the comment An error occurred while saving the comment Margaret Thackray
commented
a Member of the management team is a Leave Approver BUT is not a payroll admin. I want to give them permission to approve the leave of some but NOT all staff. Really irritating that this is not possible!
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103 votes
An error occurred while saving the comment Margaret Thackray
commented
Having Payment:Multiple Items instead of Payment:payee name is worse then useless and very confusing where there are several 'multiple payments' at the same or similar times, as is often the case!
Even being able to add a Reference would be useful, but this isn't available!!Margaret Thackray
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7 votesMargaret Thackray
supported this idea
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24 votes
Hey team, thanks for raising the idea on the ability to attach files to a reconciled period. We appreciate the continued conversation and support for this idea. Our product team is currently looking into this, and we hope to have an update for you in the near future.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Margaret Thackray
supported this idea
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20 votes
Hi Fiona and Annie, thanks for raising this here. Appreciate the need to move the feature to an area where it is accessed with intention and not accidentally. We've moved this idea to gain more support from the community and allow other users like yourself to share their thoughts. We'll monitor this space for more traction.
Margaret Thackray
supported this idea
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44 votes
Hi Natascha thanks for raising this here. Appreciate the need for having Split payment available on both steps. We're moving this idea to gain more support from the community. We'll monitor this space for more traction. You can now share this idea with your friends and colleagues so they can add their vote too.
Margaret Thackray
supported this idea
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75 votes
Hi, thanks for sharing this idea. This might be useful for situations such as suspense accounts, where entries are intended to net each other off.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Margaret Thackray
supported this idea
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8 votes
Thanks for the extra detail, Yash. I've slightly updated the title of your idea here to reflect this and we'll start to rack the interest in this from others in the community here.
An error occurred while saving the comment Margaret Thackray
commented
when reconciling several bills against a single payment, the only option on the Description is 'Payment: Multiple Items' with blank Reference, instead of 'Payment: name of Payee' with Reference the invoice number. I need to be able to add the name of the Payee for clarity in the record, either in the Description or in the Reference area.
Margaret Thackray
supported this idea
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41 votes
Thanks for everyone's feedback on your experience with auto bank rec, here. The aim of this feature is to improve and build more efficiency in your reconciling your bank account, however we understand and appreciate feedback here on where users would prefer to more control and options, as well as the option to dismiss the banner.
Right now, as some in the thread have noted auto reconcile can be turned off for each of your bank accounts at any time. From the main Bank Reconciliation screen, click on the ‘Auto-reconcile’ settings button to manage your settings.
We're currently looking into more controls and settings for auto reconcile that may better suit needs shared in this thread, I'll round back to share more on this as it develops.
Margaret Thackray
supported this idea
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An error occurred while saving the comment Margaret Thackray
commented
Yes, I also find these things irritating and intrusive. Also, when reconciling several bills against a single payment, the only option on the Description is 'Payment: Multiple Items' with blank Reference, instead of 'Payment: name of Payee' with Reference the invoice number. I need to be able to add the name of the Payee for clarity in the record, either in the Description or in the Reference area.
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15 votesMargaret Thackray
supported this idea
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An error occurred while saving the comment Margaret Thackray
commented
When I pay multiple bills to one supplier and reconcile in the bank account, I can't enter anything as a reference. I would like to be able at least to manually enter the supplier's name but even that is not possible! Are there more options in other packages? (I use Standard)
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308 votes
Hey everyone, we know it can be tricky when you're managing lots of client accounts and need a way to easily tell them apart in Xero.
Thanks for your feedback on how a visual cue, like being able to set different colours for each organisation, would help cut down on confusion and those accidental data entries.
We've seen some of you have found workarounds, like using Chrome extensions or third-party Google add-ons for customisation. It's great to see the community finding creative ways to tackle this in the interim.
Right now, adding this feature isn't in our immediate plans. This is something we'll continue to keep an eye on the support for and may reconsider in future planning. I'll share if there are any updates around this here.
An error occurred while saving the comment Margaret Thackray
commented
I have two very similar companies. A visual easy way of identifying which entity I was in would be extremely helpful and help avoid errors! Please implement as soon as possible!
Margaret Thackray
supported this idea
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62 votes
Hi everyone, we appreciate all contributions and votes this idea has received overtime.
There are a few different features we'd like to highlight that can aid in the entry of a lot of transaction entry and solve for many of the needs here.
- Non tracked inventory can be used as a means to save details for items you regularly purchase or sell and reduce the need to repetitively enter information such as Description, Price and Account
- Contact defaults can additionally save time from having to enter or update account, and tracking options of your lines
- Add contacts last items from the previous transaction you entered for them if you have contacts you regularly purchase or sell the same items
- NEW drag & drop contents of a field up or down the column - hovering over a field you can click and drag from the dot in the bottom right corner…
Margaret Thackray
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122 votesMargaret Thackray
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When someone applies for leave, I want an email or some message or alert to be sent to their Leave Approver, not just leave it to be picked up at the next payroll run.