Settings and activity
8 results found
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119 votes
Hi everyone, we appreciate your patience & would like to thank everyone who’s shared their thoughts and supported this idea.
Xero's payroll reports do currently offer some options to adjust columns, filters & layout. However we hear & understand the need for having additional information & more flexibility with payroll reporting, including the ability to customise & save reports for future use.
Being open here, these improvements are not in our current pipeline. However we'll use this feedback to shape how we plan future improvements in Xero Payroll reports.
An error occurred while saving the comment 
Linda Smilley
supported this idea
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271 votes
Hi team, we highly value all the feedback we've received through this request, and understand wanting more functionality to manage communications with suppliers directly through Xero.
As you may have read on our blog, we're redesigning the purchase orders experience, and our product teams have paid close attention to ideas for purchase orders in these forums.
I'm pleased to share that being able to include file attachments when sending purchase orders is being developed into this new experience. I'll update again as this feature rolls out to customers. 😊
Linda Smilley
supported this idea
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7 votes
Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
Linda Smilley
shared this idea
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6 votes
To double check I understand the flow you're using here, Bruce - Would this be when using 'Copy to' to copy multiple invoices to a single new invoice?
Linda Smilley
supported this idea
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An error occurred while saving the comment Linda Smilley
commented
Same for copying any transaction. More often than not I need the same reference.
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24 votesLinda Smilley
supported this idea
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3 votes
An error occurred while saving the comment Linda Smilley
commented
Same for the spend money, receive money, invoice and bill references.
I'd like to see the reference on a separate line then too.
Also, for the reference to appear correctly in reports after it is updated.
Currently, one must amend the contact or description for the reference to be updated.
Linda Smilley
supported this idea
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8 votes
Hi everyone, thank you for your votes and comments on this idea, and our apologies for the delay in providing an update.
For context, the issue is with how data is supplied to us from the bank. For direct feeds, the information you see in Xero, including the format of the reference field, is provided directly by the financial institution. We are not able to control how this information is formatted and sent to Xero.
For those of you experiencing this with Bendigo Bank, we recommend contacting the bank directly to request that they make changes to the way this OSKO payment data is provided on their feed.
In the meantime, we will leave this idea open to continue tracking support on this.
Linda Smilley
supported this idea
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242 votes
Hi team, I wanted to share that the recent updates for the Reconcile page have now been released to all users. This includes a search bar at the top of the page and includes filters for date range and amount. This provides the ability to look up criteria of your statement lines and narrow down your search.
You'll also find you can now view more statement lines per page, with up to 50 at a time - You'll find more on this and other updates shared on our blog.
We appreciate the ask on this idea is a search across all statement lines, across all bank accounts. I want to confirm this is not something we have plans for developing at this stage, and I'll move this idea back to 'submitted' so we can continue to track and update you if there is any progress of this, here.
An error occurred while saving the comment Linda Smilley
commented
AND then be able to code the unreconciled bank feed direct out of the search :-)
Linda Smilley
supported this idea
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Ability to customise all Payroll reports and 'save as' a custom report like you can on other reports