Settings and activity

42 results found

1. AU Payroll - Bulk upload approved leave requests

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   submitted  ·  7 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Tracey G supported this idea  ·  30 November, 2022

2. User Role: Ability for standard users to have access to Uncoded Statement Lines

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   submitted  ·  6 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Tracey G commented  ·  30 November, 2022  ·  Edit…  ·  delete…

   This would be great to have access to!

   I need to give this report to my manager to show what receipts I need rather than wasting time copy and paste to a document for printing or typing out...argh!!

   YES please. If we have access to bank feeds - we should have access to this report to chase what is missing.

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   Tracey G supported this idea  ·  30 November, 2022

3. Invoice Report - Including account, date paid and method of payment

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

   Hi Donald, I've updated the title of your idea to make this simpler for others that are interested to find.

   
   

   Though we don't have a report that'll show the payment method atm, you could run the Receivable or Payable Invoice Detail reports to view much of this information.

   Once you've customised the report as you like, you can save as Custom to easily access that view anytime.

   Tracey G supported this idea  ·  30 November, 2022

4. Bank Reconciliation - Recording refund through bank reconciliation tab

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   2 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Tracey G supported this idea  ·  30 November, 2022

5. Payroll AU: Add new super funds from employee profile

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   submitted  ·  5 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Tracey G supported this idea  ·  30 November, 2022

6. Contact overview - Show all persons on a contact record

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   submitted  ·  5 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   Tracey G supported this idea  ·  28 November, 2022

7. Remittance Advice on Spend Money

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

   If the payment is occurring at a different time to the transaction being entered is there a reason why the transaction is not being recorded as a bill, Anne-Marie? 

   There are lots of efficiencies in how bills can now be created in Xero without much manual intervention so would be good to understand more of the detail behind your business needs, here. 

   Tracey G supported this idea  ·  28 November, 2022

8. Remittance - Ability to send with Part Payments

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   submitted  ·  0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Tracey G supported this idea  ·  28 November, 2022

9. Purchase Orders - Show partial amounts billed

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   submitted  ·  90 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Tracey G supported this idea  ·  17 October, 2022

10. Payroll: Show employee leave balances when approving leave

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    submitted  ·  9 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Tracey G supported this idea  ·  17 October, 2022

11. Payroll: Prompt to save on Employee Details tabs

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    submitted  ·  1 comment  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Tracey G supported this idea  ·  17 October, 2022

12. Xero Me - Ability to limit access to timesheets and leave

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    submitted  ·  27 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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    Tracey G supported this idea  ·  17 October, 2022

13. Supplier Activity Report - Description column includes description

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    3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Payable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael. 

    There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after. 

    Tracey G supported this idea  ·  17 October, 2022

14. Invoices | Statements: Highlight overdue in PDF

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    submitted  ·  2 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Tracey G commented  ·  17 October, 2022  ·  Edit…  ·  delete…

    or BOLD the lines of the outstanding invoices to save:
    1. printing the statement
    2. marking the page
    3. scanning marked statement
    4. emailing the statement

    so the customer/s can see the outstanding invoices easily as each outstanding invoice will be BOLD.

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    Tracey G supported this idea  ·  17 October, 2022

15. Subscription Invoices - attach as pdf

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    13 comments  ·  For small businesses » Subscription & support  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    
    

    Tracey G supported this idea  ·  15 September, 2022

16. Files - Extend file upload limit

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    submitted  ·  0 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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    Tracey G supported this idea  ·  12 September, 2022

17. Contact - Field for Business Registered Name

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

    Appreciate the interest shown on the idea here, everyone. Atm, we don't have any plans for adding a specific field for a Contact / Business Registered name. 

    While not a perfect solution as another user has shared, perhaps adding the name to the contact's address field could help surface this detail where required at present. 

    We'll continue to gauge interest in this, and share if there are any updates. 

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    Tracey G commented  ·  12 September, 2022  ·  Edit…  ·  delete…

    I have this difficulty and put the Business name in the address. Not perfect..but the name is in there

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    Tracey G supported this idea  ·  12 September, 2022

18. Bank reconciliation - Send automatic receipts

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    submitted  ·  26 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Tracey G supported this idea  ·  12 September, 2022

19. Banking - Increase character limit on bank reference field

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    submitted  ·  1 comment  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Tracey G supported this idea  ·  12 September, 2022

20. Invoice/Bill - Export invoice link

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

    
    

    Tracey G supported this idea  ·  12 September, 2022