Settings and activity
104 results found
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39 votes
An error occurred while saving the comment 
Jon Shepherd
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37 votes
Hi team, we want to be upfront that we don't have immediate plans for enabling the ability to create multiple draft pay runs in NZ Payroll.
If this is something you'd like to see developed for NZ Payroll please add your vote here and we will continue to get a sense of the overall interest from community, and can share if there are any plans made.
Jon Shepherd
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52 votesJon Shepherd
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15 votesJon Shepherd
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80 votes
Hi community, we value your engagement in product ideas here. As you may have seen we've recently rolled out a new send experience in new invoicing.
With this new side-by-side view you'll find you can also CC and BCC other emails 🎉
While this feature is contained to new invoicing atm, we'll look at applying a similar experience to other areas of Xero that you can send from in the future, so we'll keep you updated of any further developments for this here. Thanks!
Jon Shepherd
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23 votesJon Shepherd
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40 votesJon Shepherd
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721 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…
Jon Shepherd
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257 votes
Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report.
We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.
As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations.
For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store.
While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…
Jon Shepherd
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4 votesJon Shepherd
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30 votes
An error occurred while saving the comment Jon Shepherd
commented
Add the option to filter reports by is not/does not equal. Currently the only option is to filter where the value does match. When there is a need to filter out a single payment type, or worse, a contact, from a report the filters show thousands of included rows in the description, and not just the one excluded.
Jon Shepherd
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3 votesJon Shepherd
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68 votesJon Shepherd
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303 votes
Heya team, we're now actively testing how reports could be grouped and accessed, and we'd love your input in this, so we can design a better report grouping structure that supports role-based access in reporting.
Get involved! Complete a quick 15-min online activity to test how reports are grouped and accessed:
- Part 1: answer questions about the current report grouping
- Part 2: explores a new grouping and role-based report access
👉 If you're interested, please go through the link here.
Thanks again for your support and contributions to developing a solution that works best for majority of our customers!
(Just to note - If you’ve already gone through this activity, there's no need to do it again — our researchers may have contacted you earlier 😊)
Jon Shepherd
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25 votesJon Shepherd
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42 votesJon Shepherd
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6 votesJon Shepherd
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75 votes
An error occurred while saving the comment Jon Shepherd
commented
Would love to see this added. While each employee does get a unique identifier, it's not user-friendly.
Jon Shepherd
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8 votes
An error occurred while saving the comment Jon Shepherd
commented
The customer statement screen should show the date that the statement was last sent or exported from Xero. This will enable users to quickly see who has recently been contacted/provided with a statement, and who needs to have them issued. There is sufficient white-space on the screen to allow this, and the information is already stored under the contact history.
Jon Shepherd
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100 votesJon Shepherd
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We are looking to implement payday super in the near future too. Would be great to see this implemented in Xero's payroll before it is legislated.