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48 results found
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213 votes
Appreciate your input here, everyone. This is a feature that our team have looked into and would like to develop for AU Payroll, however there are a few other key pieces of work lined up before they get a chance to explore this further.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. If there’s any movement, we’ll make sure to come back and let you all know.
Jonathan Shepherd
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48 votes
An error occurred while saving the comment Jonathan Shepherd
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7 votesJonathan Shepherd
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108 votes
Hi everyone, thanks for your interests and sharing on the idea here. Being totally open, we don't have plans in the near term for any change that'd solve for the idea here. This may be something we consider down the line and will keep the idea here open to continue monitoring.
For the time being, we wanted to share a way you can remove links from the customer statement using a custom branding theme that you'd apply when sending a statement.
Once the new branding theme is created, you can select it when printing or sending the customer statement, and the invoice link will be removed.
An error occurred while saving the comment Jonathan Shepherd
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There is a workaround for 'disabling' this by using a custom template for statements. We use this, but actually would like the ability to add invoice links to ours.
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138 votesJonathan Shepherd
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148 votes
Thanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Jonathan Shepherd
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14 votesJonathan Shepherd
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63 votesJonathan Shepherd
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3 votesJonathan Shepherd
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5 votesJonathan Shepherd
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242 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
Jonathan Shepherd
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136 votesJonathan Shepherd
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174 votes
Hi community, thank you for your engagement and sharing how you'd like us to evolve roles for customers using Xero. User roles impact all areas of the product, there are many considerations we must factor in when assessing how to solve for majority of our customers needs - As you can see there is a large range of ideas for different roles shared by customers in Product Ideas.
We’re conducting research on the current landscape and how we might approach some of the most predominant needs in roles for our customers. To be upfront, the discovery of this work will be long running and there'll be multiple phases of research and forms of engagement with users that’ll help shape the path ahead in this space.
We’d like to invite you, our community to be part of this research and discovery. This may involve interviews and sharing further feedback through direct…Jonathan Shepherd
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670 votes
Hi everyone, we thoroughly appreciate all the interest and detail of where and why you'd like to attach files to employees in payroll.
As many will be aware, the team have been making a lot of changes across Payroll to accompany local regulation & compliance such as STP phase2.
With much of this work still on-going, we want to be open that there are no plans at present for this development. It is top of mind for the team, and will be reconsidered when resource becomes more available however we wanted to share and set expectation for the near term with you all, here.
An error occurred while saving the comment Jonathan Shepherd
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Two years since the initial request, a year after the last update, and this is still a much needed feature.
Jonathan Shepherd
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513 votes
Thanks for your expressions and feedback in a bulk download or print facility for Files (either from the Files library or at an individual transaction level)
We know that bulk operations can be handy, however at this time we have no plans to develop this functionality. We know it might seem like a small feat, however often even small change is more tightly woven and intricate to solve beneath the surface.
While we understand this must be frustrating to hear, we’re currently focused on making improvements in other areas of Xero and are unable to prioritise a bulk download or print feature right now.
However, in situations like these there are often connected apps through the Xero App Store that may be able to assist. We appreciate and will revise solutions that could fulfil needs in this space, but want to be honest this isn’t something we have plans for…Jonathan Shepherd
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2 votesJonathan Shepherd
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7 votesJonathan Shepherd
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10 votesJonathan Shepherd
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16 votes
Thanks for stepping out the process for others here, Vicky. You're correct in the way this currently works.
It'd help when sharing back with the team if you could share more detail of why you'd like the ability to export in bulk but create individual files. What would this help your business do?
Jonathan Shepherd
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9 votes
Hi Alex, with a recent change we've made to the Contacts record you could upload and save a Suppliers statement as a file directly to the contacts record in Xero. Does this accomplish what you're asking here? You'll also find within a contacts record that you can add notes within the details when editing a contact which are visible on the right of the contacts record once saved.
Jonathan Shepherd
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This is our biggest hold-up for us enabling Xero Me for our staff. As everyone else has said, we use a 3rd party program for leave requests and don't want staff to have the ability to request leave in multiple places.