Settings and activity
28 results found
-
6 votes
An error occurred while saving the comment 
Yvonne Varela
supported this idea
·
-
2 votes
Hi Yvonne, thanks so much for raising this idea and sharing your thoughts with us. We totally see how useful it’d be to have the option to expand or collapse pay run history, or group it by financial year in the Payroll product.
As pay run history builds up, it can definitely get a bit tedious trying to scroll through and find what you need. Having a more organised view would really help when you’re digging into older payroll data.
As a temporary workaround, you may find it helpful to use Ctrl + F (or Command + F on Mac) to quickly search the screen for a specific date or payroll year. We know it’s not a perfect fix, especially when there’s a lot of data, but it might make things a little quicker in the meantime.
Right now, your idea’s in the ‘Gaining support’ stage, and we’re keeping a…
Yvonne Varela
shared this idea
·
-
8 votesYvonne Varela
shared this idea
·
-
10 votesYvonne Varela
supported this idea
·
-
255 votes
Hey everyone, we appreciate a lot of recent activity and trend in this idea especially with Pay Day Super coming.
As mentioned in my last updated this is an idea our product teams are keeping a close pulse on and we want you to know this is high on our agenda, likely to be picked up later this year.
While we can't provide any commitments as yet, we'll share another update here as soon as there's progress.
Yvonne Varela
supported this idea
·
-
465 votes
Hi team, work for requesting and accept deposit payments has progressed well. We're now just entering the stage of rolling out a solution powered by Stripe to a limited group of users.
As mentioned in my last update - we're extremely grateful to our community here, who have shared their interest and provided feedback on how deposits in invoicing would meet your needs. We'd love to hear your feedback on our developments for this feature early and have included anyone that has voted on this idea and is connected to Stripe in the first group rollout - You'll receive a banner in your organisation on how to make use of this soon.
I'll share more again here as the rollout widens. Thanks!
Yvonne Varela
supported this idea
·
-
401 votesYvonne Varela
supported this idea
·
-
645 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Yvonne Varela
supported this idea
·
-
505 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Yvonne Varela
supported this idea
·
-
512 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
Yvonne Varela
supported this idea
·
-
138 votes
Hi everyone, there’s been plenty of great discussion around this idea, and we get how being able to copy bank rules would take a lot of repetition out of setup work.
It’s something we’d like to make happen, but with other priorities in this space right now hasn't been something we can add to the roadmap yet.
It may come to life as part of the ongoing improvements in the Bank Reconciliation area, and we'll defintiely let you know here if there's any progress.
Yvonne Varela
supported this idea
·
-
48 votesYvonne Varela
supported this idea
·
-
1,089 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Yvonne Varela
supported this idea
·
-
579 votes
Hey everyone, thanks so much for sharing all your ideas and detailed suggestions for a comprehensive Audit Trail Report.
Through some of the comments in this discussion we wanted to highlight the Journal Report that may help with visibility of detail some are after. We've taken on board your thoughts on how this could be enhanced, like including an 'edited date' column and improving the export to Excel, however this is not in the roadmap right now.
Being open, providing a complete audit trail of every single event and change within an organisation is not in our plans.
That said, it’d help to gather interest in specific items you'd like to see added within the history and notes and I've shared links to a few ideas that have already been started on the platform. We welcome you to add your vote, or start a new idea for those that'd be…
Yvonne Varela
supported this idea
·
-
508 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Yvonne Varela
supported this idea
·
-
528 votes
Hi everyone, further to our last post I wanted to provide another update for our US customers as we now have a bill payments solution powered by Melio! Xero has acquired Melio, a leading US bill pay platform designed specifically for small and medium-sized businesses, and accountants and bookkeepers in the US. While we value our partnership with BILL, we decided that acquiring Melio was the right strategic move to accelerate our ability to provide a seamless, integrated payments solution within Xero for our US customers. Powered by Melio, you can securely pay bills online, directly from Xero.
As previously shared in the UK customers can now pay overseas suppliers easier with international bill payments, saving the need to use multiple platforms and savings in fees. Whether you're paying a single bill or multiple bills at once.
We’re committed to finding new ways to expand our bill payments…
Yvonne Varela
supported this idea
·
-
1,070 votes
Hi everyone, a year on from my last engagement we wanted to provide an update for you all here.
As many will be across we're in the midst of making a lot of iterations and improvements to new invoicing leading up to the retirement of classic invoicing in September (2024).
We have a fair amount of work lined up in the teams schedule over the coming months and to give an indication there isn't any committed plans around a function to add interest to invoices.
That said, we do have a team that have picked up and are considering how we might solve this with the technology in new invoicing - It's early days on this yet, but I'll share if there's any progress on this for you all here.
In the meantime, as has been shared by others over time there are a few ways you could accomplish this…
Yvonne Varela
supported this idea
·
-
734 votes
Thanks to everyone that’s shared interest in being able to write-off invoices or bills as a bad debt. We understand how a direct feature would enhance your use of Xero and flows when trading.
As shared in our last update, while not a one-click solution we appreciate the needs expressed for being able to record bad debts right now, and have a Xero Central article that provides a way of currently accommodating this in Xero today.
There are also other options that have been shared by members in this conversation that some may want to explore.
We want to be open that specific bad debts functionality isn’t planned for invoices or bills at this time, but we understand the needs here and it’ll continue to remain high on our team’s radar when reviewing and prioritising their roadmap.
With differing product teams and needs for this functionality within invoices and bills…
Yvonne Varela
supported this idea
·
-
636 votes
Hi team, wanting to provide an update to you here, we want you to know we understand the efficiency more users would like to have in being able to automate the creation of the Xero subscription invoice inside their Xero org.
To highlight from my last update for UK users this is possible with eInvoicing through the online invoice (My Bills page).
This is still something we're interested in developing in more regions however isn't planned in our roadmap just yet.
When resource opens up for us to be able to pick this work up we will share an update with you all on this here. Thanks for staying engaged and supporting in this idea.
Yvonne Varela
supported this idea
·
-
62 votesYvonne Varela
supported this idea
·
This is a very frustrating area especially for Div7a loans.
Each year we have to trawl through hundreds of bank rules to reset the account they are pointed to before we can mark that account as inactive.
Then repeat for each client you have and you have a very inefficient, time consuming activity that you loose days of productivity.