Settings and activity
21 results found
-
807 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Rebecca Day
supported this idea
·
-
9 votes
Hi team, rounding back here we understand this is a change in flow from what existed in the older experience however we want to be upfront that we don't have any direct plans to change this behaviour in the short term.
Right now, when you first create a Purchase order you will need to add a contact and click Save before you'll be able to attach any files.
You'll remain on the same screen and can then click the Attach files option to drag & drop or upload files to your purchase order.
We're continuing to keep a pulse on the interest this idea receives and I'll be sure to let you know if there are ay updates.
Rebecca Day
supported this idea
·
-
15 votes
Hi Tony, thanks for raising this idea. We can see how being able to view document attachments side-by-side while working on Purchase Orders would help make reviews more efficient.
I’ve moved this idea to Gaining Support so we can track interest and help our product teams understand the value of bringing the side-by-side attachment view from Bills into Purchase Orders as well.
Rebecca Day
supported this idea
·
-
50 votes
Hi everyone, we'd like to get a feel of the support from the community in this idea. If there's any progress or updates to share we'll post to you all here, Thanks
Rebecca Day
supported this idea
·
-
37 votes
Hi team, thanks for all your feedback on this flow here. I've connected with our product team on this and they do appreciate hurdles that have been highlighted in your feedback and are considering how they might solve for these.
It's not on our roadmap just yet, but I'll be sure to come back and share any updates planned for this, here.
Rebecca Day
supported this idea
·
-
83 votes
Hiya team, popping in with an update with payday super changes at the front of everyone's mind.
While we’re continuing to monitor interest in this idea, we don’t have any plans at this stage to change how Xero Verify works to include authorising Super payments.
We appreciate feedback on alternative ways to authorise and wanted to share other ideas you may have interest in supporting and staying updated on:
- Setting up multiple auto super authorisers - currently in discovery
- AU Payroll - Option for Auto Super approval code sent to email instead of phone - currently gaining support
Rebecca Day
supported this idea
·
-
146 votes
Thanks everyone, we appreciate you continuing to share your support for a maximum contribution base. We understand how this would reduce current manual calculations and help avoid overpaying super.
Our product teams have continued to review this idea as they plan their roadmaps, however at this point it's not something we've roadmapped.
For now this idea remains Accepted and will keep being considered as our product team plan future improvements to payroll. We’ll share an update here if there’s meaningful progress.
Rebecca Day
supported this idea
·
-
76 votes
Hi there. With Payday Super changes coming soon, we know many of you will be thinking about how the new super payment timing will work for your business. It’s something we’re keeping a close eye on too.
While this particular idea isn’t currently on our product team’s roadmap, it’s on our radar and we’re actively monitoring the feedback here.
There are also a couple of related ideas focused on super payment timing that are already in development:
AU Payroll: Superannuation > standardised payment date aligned with PayDay Super - In Development
AU Payroll - Payday super reminders - In Development
If either of these would help, we’d really appreciate you adding your vote.
An error occurred while saving the comment Rebecca Day
supported this idea
·
-
275 votes
Thanks for continuing to follow along and join in the support of this idea, community. To reiterate on our last update we appreciate and understand the need in being able to easily view an employees' leave balances when reviewing leave.
As already spotted from comments here, I'd like to share an update with the release of projected leave balances in Xero Payroll Australia. This feature has just been rolled out to Payroll admins, where you'll be able to view an employees estimated leave balance when adding, editing or approving leave. You'll be able to view a calculation breakdown and will see a warning when a leave request may result in a negative balance. Helping you to better assess and manage leave for your organisation. 😁
We understand this feature is desired in other regions we offer Payroll and we'll continue to consider how this may be adopted in other…
Rebecca Day
supported this idea
·
-
8 votes
Sorry to hear the frustrations in the idea here, and I do want to acknowledge and thank users that have taken time to report things that aren't working as expected to our Xero Support team while we can't always commit to an immediate fix this does help our teams investigate and identify if there is an issue which gets shared back to our product teams.
In terms of the direct idea here on the delivery phone number, we appreciate that you've found ways of working around this using the Attention to field. The autofill of the delivery phone number with the business number was an intentional change to help with many user efficiency and save from having to fill this in manually. I want to be upfront that we don't have plans to change how this behaves but will continue to keep an eye on the interest from our community…
Rebecca Day
supported this idea
·
-
69 votes
Hi team, we appreciate interest and why you may want to copy documents from a source transaction when creating a bill.
We want to be open that this isn't something we have immediate plans for developing. For the time being we will continue to watch the support this idea builds closely here. If there is any progress we'll be sure to let you know
Rebecca Day
supported this idea
·
-
35 votes
Hi team, while we appreciate hearing your feedback on the new purchase orders experience we do request that each post be limited to a single idea to help other members know what they're voting for, as well as sharing back with our product teams and considering changes. I've updated the title of the idea here around the whitespace and welcome you to create new ideas for other specifics you'd like to see.
To provide an update around the attachments - our team recently implemented a change to move the placement of this button to the top of the page next to Save and Approve options.
Relating to lines - with how this new experience now works when you add an item, or enter an amount in a line the Quantity will default to '1', also adding an item will automatically add a new row beneath. Thanks
Rebecca Day
supported this idea
·
-
41 votes
Appreciate you sharing your idea, and letting us know the changes that matter most for you, Alyson.
Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
We will keep an eye on the tractions this idea receives in the community. Thanks!
Rebecca Day
supported this idea
·
-
1,278 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Rebecca Day
supported this idea
·
-
94 votes
Hi everyone, we really appreciate the sentiment and engagement on the idea of being able to forecast leave balances.
We know this feature could make planning ahead and managing leave approvals much easier, but at this stage it’s not something we’re planning to develop in the near term, so we’ll be moving it to 'Not in pipeline'.
We’ll continue to keep an eye on how this idea trends in the community and will leave it open for voting. If our plans change, we’ll share an update here.
Rebecca Day
supported this idea
·
-
102 votes
Hi everyone, thanks for your feedback and support regarding automated payslip emails. We appreciate you sharing how this feature would improve your workflows.
The product team has reviewed this idea and confirmed that this is something they’d like to work toward in the future. Although it isn't on the roadmap yet, we've moved the status to Accepted. We'll keep you updated as things progress.
In the meantime, payslips can be emailed manually after processing each pay run. This means if you post pay runs in advance, you may still need to log back into Xero on payday to email them.
Rebecca Day
supported this idea
·
-
519 votes
Thanks for your feedback about setting working days for part-time employees, everyone.
We’re pleased to share that working patterns are now in development, with the first release planned for later this year.
You’ll be able to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run. For this first release, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share another update as the release gets closer.
Rebecca Day
supported this idea
·
-
343 votes
Hi everyone, thanks for your continued feedback about managing working patterns for part-time employees.
We’re pleased to share that we plan to begin rolling out working patterns in AU Payroll later this year.
The first release will allow you to set a one-week work pattern for each employee. This pattern will automatically be used for leave and public holiday calculations in the pay run. At this stage, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this foundation by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share more details as the first release gets closer.
Rebecca Day
supported this idea
·
-
677 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Rebecca Day
supported this idea
·
-
31 votes
An error occurred while saving the comment Rebecca Day
commented
After reaching the point of frustration, I lodged a Support Request with Xero and they have recommend I share my experience on this page.
The Search functionality used to work so well, but then it was updated to be "smarter" with a new interface and AI which in fact has made it so much less intelligent for the the needs of users than it used to be!
When I search a Contact Name, half the time all I get is very old invoices but no contact.
I can search a specific word (in this case, "River") and every single contact & transaction containing this word shows up.
But then if I search another word (in this case "wood"), I only get a contact with the suburb containing "wood" but none of the literal dozens of contacts with Wood in their name.
Or I search the suburb Crestmead where we have multiple contacts, yet the search only gives me 1 in its results.I rely on the search bar regularly throughout my day so it is very frustrating that it is so hit and miss (mostly miss!) with its results... Particularly when it used to work so well!
This is a critical feature now that we have payday Super. Many industries have closure periods, particularly over Christmas, where I, like most Admins in my field, schedule the pays in advance for while everyone is on leave.
Pre-scheduled pays just do their thing while I enjoy a break with my family
How do you suggest we handle this now that Payday Super is in play?