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17 results found

  1. Reconciliation - Show Variable number of Statement Lines per page

    5 votes
    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Yana Kalugina supported this idea  · 
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    Yana Kalugina commented  · 

    When reconciling bank feed transactions, can we please have a drop down at the top of the page (maybe next to the new search and filters), where we can choose how many items are shown per page? For example, 10 / 25 / 50 / 100 items per page?

  2. Short term cash flow include repeat quarterly transaction

    3 votes
    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    Yana Kalugina commented  · 

    It is great that we are now able to add repeating transactions to the Short-Term Cash Flow. Can an option for repeating quarterly be added please? For example, as an accountant using Xero and invoicing from XPM, I need to add repeating quarterly invoices for lodging BAS into the Short-term cash flow, rather than into repeating invoices.

    Yana Kalugina supported this idea  · 

  3. Short term cashflow - Option to include payroll

    16 votes
    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?
    Yana Kalugina supported this idea  · 

  4. New Invoicing - Reduce the amount of empty space on screen

    431 votes
    74 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that participated in and shared back on the team’s research in the new invoicing layout. Taking your feedback on board our teams have made some improvements to the layout of new invoicing, including changes to the layout of fields and buttons.
    By rearranging and condensing space between fields, you’ll find there is less white space than previously shown, making it easier to navigate and tab through fields when entering your invoices.

    We’re actively looking into changes within the invoicing grid that’ll go further to condensing information on the screen and reducing actions when entering your invoices. We’ll update as there is more information to share on this.

    Yana Kalugina supported this idea  · 

  5. AU Payroll - Type and search in the Employee filter

    2 votes
    0 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for raising with us in Product Ideas here, Yana. It helps to have each idea separate so others know what they're adding their vote for and we can share the demand of each back with our product teams. I've slightly amended the title of your idea here to fit your first idea.

    In terms of employee selections this is actually already possible - From the timesheets filter just click on the names on the employees you'd like to filter timesheets for.

    We don't appear to have an existing idea for your 3rd point, but welcome to start a new idea so we can begin to track interest of this, too.

    Yana Kalugina shared this idea  · 

  6. AU Payroll - Bulk approve timesheets

    2 votes
    submitted  ·  1 comment  ·  For small businesses » Payroll  ·  Admin →
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    Yana Kalugina commented  · 

    I believe that you can use a filter at the top to only show pending approval timesheets, and then you can select all by ticking the box just above the other tick boxes.
    However, I agree that the tick boxes in timesheets are too small and it is very easy to accidentally click into the timesheet instead of ticking it. Perhaps the tickboxes can bigger and positioned be next to the timesheet line, instead of in it?

    Yana Kalugina supported this idea  · 

  7. AU Payroll: Ability to archive or delete old timesheets

    9 votes
    submitted  ·  4 comments  ·  For small businesses » Payroll  ·  Admin →
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    Yana Kalugina commented  · 

    Agreed. We have taken on new clients, whose payroll records are a mess, but we are not engaged to fix up any previous mistakes. There are about 8 years worth of timesheets that weren't used in payruns (owner used to create an unshceduled payrun every week and manually put in the hours from the submitted timesheet!). Would be great if we could clear them out or mark as Processed, so that they don't appear for us every week when we process current payroll

    Yana Kalugina supported this idea  · 

  8. AU Payroll - Ability to set a default view for timesheet list

    51 votes
    13 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?
    Yana Kalugina supported this idea  · 

  9. Notification - Reminder to employee to enter Timesheets

    120 votes
    24 comments  ·  For small businesses » Payroll  ·  Admin →
    How important is this to you?
    under review  ·  AdminHannah G (Admin, Xero) responded

    Hey folks, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding timesheet reminders ⏰
    We understand that the ability to easily remind employees to fill out timesheets would make things easier and save you time.
    Our product team is currently investigating potential solutions for this but at this early stage there are no specific time frames available. We’ll be sure to let you know if there’s any change, though!

    Yana Kalugina supported this idea  · 

  10. New Invoicing - Option to switch Autosave off

    381 votes
    submitted  ·  164 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    Yana Kalugina supported this idea  · 

  11. New Invoicing - Add Payment details on invoice screen

    325 votes
    61 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.

    We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks

    Yana Kalugina supported this idea  · 

  12. New Invoicing - Remember default settings

    395 votes
    27 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually. 

    For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
    Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
    Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…

    Yana Kalugina supported this idea  · 

  13. New invoicing - Add lines button

    473 votes
    59 comments  ·  For small businesses » Business features  ·  Admin →
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    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.  

    I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.

    Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.

    Yana Kalugina supported this idea  · 

  14. New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price

    477 votes
    78 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing. 
    When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
    When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
    We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…

    Yana Kalugina supported this idea  · 

  15. New Invoicing - Make the History & Notes the same as in Classic Invoicing

    709 votes
    157 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to. 

    We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing. 

    We still have more enhancements on the way for history and I'll be back again when more updates land. 

    Yana Kalugina supported this idea  · 

  16. New Invoicing - Reduce number of steps and clicks

    853 votes
    358 comments  ·  For small businesses » Business features  ·  Admin →
    How important is this to you?
    working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we value there are many different aspects within new invoicing where our invoicing users can see small changes to flows and actions could make a big difference to your workflow and experience.

    I can assure you we’re engaged, we’re listening and we’re taking all your feedback into consideration as we keep building on new invoicing.

    While we’ll continue to keep you updated on specific releases that relate to things that’ve been mentioned in this idea, our teams have also begun some research to get a deepened sense of our invoicing users for future improvements. We’d like to connect with you all in this idea, and invite you to share further feedback through our survey. Your insights will be invaluable to the team as they continue to plan and prioritise in this space.

    Yana Kalugina supported this idea  · 

  17. AU Tax - Agent nomination from Xero

    6 votes
    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
    How important is this to you?
    Yana Kalugina shared this idea  ·