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  1. Invoicing - Import with Sent status

    3 votes

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    submitted  ·  1 comment  ·  For small businesses » Business features  ·  Admin →
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    Debbie Forman commented  · 

    You can click on the Invoices Awaiting Payment tab, click the check box/es on the left, click Print, click that you want them to be 'marked as sent', then they'll prepare themselves as a pdf which you can then just delete.

  2. Invoices - Ability to manually mark multiple invoices as sent

    21 votes

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    8 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Debbie Forman commented  · 

    Try this - click on Invoices Awaiting Payment tab, check the boxes on the left that you want marked as sent, click Print and select that you want them marked as sent. It will prepare the invoices by creating a pdf that you can then delete - let me know if it works?

    Debbie Forman supported this idea  · 

  3. Payroll | Employees - Upload/attach files in notes section

    927 votes

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    243 comments  ·  For small businesses » Payroll  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

    We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

    I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

    We understand your frustration with the timeline and the limited updates, and we're…

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    Debbie Forman commented  · 

    Need to add a subcontractor's invoice where we deduct withholding tax

    Debbie Forman supported this idea  · 

  4. Custom Report - Ability to decide if a formula row or column takes precedent

    5 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Debbie Forman commented  · 

    I agree ... this report has a formula total column but the margin % is summing
    all columns instead of applying the formula to the column itself