Settings and activity

5 results found

1. Invoice report - Ability to view adjustments to tax

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Jo Gorkic shared this idea  ·  11 September, 2024

2. Quotes - Import/Export ability

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   85 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

   Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

   We'll make sure to update everyone through the idea here if there's any plans made for this functionality.

   Hi everyone, we recognise the appetite in this idea and thank you for engaging with us on this through product ideas. We understand the efficiency being able to import Quotes to Xero could have for our customers, as well as the ease of use being able to export Quotes like you can invoices. However, with team resource focused elsewhere right now, we want to be honest that import and export of Quotes are not currently in the roadmap.

   Right now, for the export of Quotes you could run the Receivable Invoice Details report - We've created a common format available fro the left panel to access 'All quote details'. If you'd like to further filter this you could add a Status filter. Once you Update, you'll find you can export this detail to PDF, Excel or Google Sheets.

   We'll make sure to update everyone through the idea here if there's… more

   Jo Gorkic supported this idea  ·  09 July, 2024
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   Jo Gorkic commented  ·  27 June, 2022  ·  Edit…  ·  delete…

   100% vote for this feature. Can't believe it isn't an option.

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3. Bills to pay - Transaction type for Buyer-created tax invoices (RCTI)

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   submitted  ·  15 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Jo Gorkic supported this idea  ·  21 June, 2024

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

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   243 comments  ·  For small businesses » Payroll  ·  delete…  ·  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 committed to improving our communication on these important ideas. We’ll be sure to provide further updates work progresses.

   Thanks again for your valuable contributions to the Xero community.

   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… more

   Jo Gorkic supported this idea  ·  19 July, 2023

5. Bills to pay - Consistent font size

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   14 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

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   Jo Gorkic commented  ·  17 June, 2023  ·  Edit…  ·  delete…

   Please also change colour of planned payment date so easier to see what is or isn't planned.

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   Jo Gorkic supported this idea  ·  17 June, 2023