Settings and activity
20 results found
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627 votes
Hi team 👋 we're in the process of rolling out the ability to nominate a list of eligible authorisers when setting up auto super or editing an existing registration.
Each super payment still requires approval from one person, but you can select which nominated authoriser receives the SMS code for that payment.
If you haven't got access to this yet, it'll be landing very soon, and I'l round back here to confirm once it's fully released. Thanks
An error occurred while saving the comment An error occurred while saving the comment 
Lori Notman
commented
This is extremely important, as a bookkeeper I currently process super & authorise payments. We are wanting to start training clients how to do this when they process the payroll so they are confident once the new rules are mandatory & to avoid them being fined for delays. We don't need to be bombarded with messages to authorise super when the clients process wages. This has been raised many years ago & should have already be implemented.
Lori Notman
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2 votesLori Notman
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38 votes
Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.
Lori Notman
supported this idea
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694 votes
Hi everyone, we’ve taken time to review the suggestion to include custom fields for both invoices and contacts, and recognise the value it'd bring in helping users capture more detailed information and avoid manual processes.
However, with other focuses drawing the teams attention such as multiple addresses this idea is not on our current development roadmap.
As we continue to plan future roadmaps, being highly supported this idea will continue to be considered, however we want to be open about it's current position with you all here. We appreciate you sharing your feedback and for your ongoing participation in the Xero community. Any changes to this status will be shared with everyone on this idea.
An error occurred while saving the comment Lori Notman
commented
Additional field are needed - EG: Dispatched date, Dispatched by, tracking number etc. Other software have to ability to add or remove these from templates without having to export to a doc then reimport. With over 500 votes why is not a priority and how many votes are required to move it up as one?
Lori Notman
supported this idea
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143 votes
Hi everyone, understand the difference between a description only line and what's being asked for in the idea here.
This isn't something we have planned at present.
We do want to highlight the existing option for anyone interested that could benefit from the option mentioned earlier in the conversation (thanks, Paco)
Currently, it is possible to 'description' only lines to an invoice (with no Qty or Price) where you can enter up to 4000 characters worth of detail that could help you signal a note within an invoice to your customer.
We will continue to assess ideas in the forum here and let you know if there are any changes surrounding this to share.
Lori Notman
supported this idea
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101 votes
An error occurred while saving the comment Lori Notman
commented
Too few items as default per page, also needs higher quantity 500, 1000 etc
Would be better to have option at top of page to reduce scrolling all the way down to make a selection then back to top to view lines.Lori Notman
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80 votesLori Notman
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501 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
An error occurred while saving the comment Lori Notman
commented
There should be many options within each section of permissions available to each individual user. It is far to broad.
Lori Notman
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56 votesLori Notman
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22 votes
We appreciate the feedback and understand the impact this has on your workflow. We are moving this idea to the “Gaining Support” stage so that other users can add their votes and comments. This will help us gauge the level of demand and prioritize future improvements. In the meantime, we encourage you to continue sharing your votes and comments and any additional workarounds such as using invoice templates or branding themes for each supplier if applicable. Thank you for helping us improve Xero!
Lori Notman
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190 votesLori Notman
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59 votesLori Notman
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88 votes
Hi community, we'd like to provide an update for you all here with backorders for tracked inventory now in the process of rolling out to customers.
As this rolls out, customers will be able to approve sales invoices for tracked inventory even when there isn't enough available stock.
Your stock on hand will be allocated straight away, and the remaining quantity goes on backorder. Incoming stock is then automatically allocated to the oldest approved backorders.
This coupled with the ability to track the receiving of goods from a Purchase order through to Bills will help solve for needs shared in this idea.
We throughly appreciate all your input through this thread and will come back to confirm once this roll out reaches 100% of users. 😊
Lori Notman
supported this idea
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230 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Lori Notman
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3 votesLori Notman
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100 votesLori Notman
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41 votes
An error occurred while saving the comment Lori Notman
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Why oldest to newest - we don't need to default to when Xero file was created we need to see what is current - even when you run the GL transaction report is isn't in date order.
Lori Notman
supported this idea
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217 votes
Thanks for your contributions and voting on this idea, community. While we're seriously taking on board your feedback for how and why being able to hold selections across pages would be helpful when processing batch payments, we want to be open that this isn't a focus area for product at this time.
We'll continually reassess ideas where there's opportunity, so please keep adding your votes and interest, here. If there's any development planned we'll be certain to share this with you all.
An error occurred while saving the comment Lori Notman
commented
Extremely important feature - with more than 200 entries over multiple pages only being able to select 1 page at a time to be batch is so time consuming for both business owners and bookkeepers. Why doesn't the batch report have the transactions per supplier with a total - if prints in random order see attached as example.
Lori Notman
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49 votesLori Notman
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108 votes
Hi community,
I wanted to let you know that the product and tech team have been following this thread and have been listening to your interest in the functionality. We do understand the frustration it’s causing when dealing with a large number of invoices awaiting payment. Your time is valuable, and the challenges you’ve encountered are not reflective of the seamless experience we aim to provide.
However, we are not able to build everything at once. And as a global business with many requests for our different regions and needs, when it comes to payments, we are prioritizing first improving the online invoicing experience to allow more payers to pay online. That is the most critical functionality as we know those using online payments, get paid faster. There are still some critical needs here.
This idea is on our radar though, and as we work through the priority list, it…
Lori Notman
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We also need to ensure super reports match the super.