Settings and activity
15 results found
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698 votes
Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.
While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.
Chris Pratt
supported this idea
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599 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Chris Pratt
supported this idea
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174 votes
Hi community, thanks for your interest in this idea. Just wanted to pop in here to share, for those who aren't already aware, that you can export the Receivable Invoice Summary report. The report has a 'Last Payment Date' column that you can add to it which is useful for finding customers who habitually pay late so that you can take appropriate action.
To be transparent, building a feature to show the average days to pay by customer isn't on our roadmap at this time, but we'll be sure to update this idea if that changes in future.
Chris Pratt
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22 votes
An error occurred while saving the comment Chris Pratt
supported this idea
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929 votes
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…
Chris Pratt
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44 votesChris Pratt
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25 votesChris Pratt
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An error occurred while saving the comment Chris Pratt
commented
We operate multiple xero files/organisations. It is easy to accidentially post bills and invoices to the incorrect organisation and therefore need to be voided and put in to the correct one.
Please add a setting so I can change the color of the toolbar so each organisation has its own distinct color which may eliminate some of these user errors from occurring?
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281 votes
An error occurred while saving the comment Chris Pratt
commented
Please action this idea, it would be a simple thing that would help to reduce the risk of posting in the wrong company
Chris Pratt
supported this idea
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229 votes
Hi everyone, thanks for your continued engagement and support for the idea of making tracking categories mandatory in Xero. We really appreciate you sharing your insights on the benefits that adding this feature would bring to your financial reporting and month-end processes.
Right now, you could use find and recode to assign a tracking option to any transaction lines that are currently unassigned.
Regarding the future of this idea, we've carefully reviewed all your feedback and the critical need you've expressed for this feature. While we understand the value and time-saving potential this improvement would bring, we want to be transparent that making tracking categories mandatory across all relevant transactions isn't on our roadmap for development. If our position of this changes in time, we'll share an update for everyone, here.
An error occurred while saving the comment Chris Pratt
commented
Can we have an option to make it compulsary for a tracking category to be selected for every item (bills, invoices etc.). Currently have to periodically search for unassigned items in the nominal and find and recode.
Chris Pratt
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10 votesChris Pratt
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95 votesChris Pratt
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96 votesChris Pratt
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53 votesChris Pratt
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76 votes
While only on an invoice by invoice basis atm there is a slightly simpler option that the team released that will help create a packing slip for invoices.
Would be good to get a sense of the interest for a bulk option and creating for multiple invoices at once.
Chris Pratt
supported this idea
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57 votes
Appreciate wanting this feature if the line is unique, Melanie. However, if the lines are for items you regularly buy or sell, perhaps you could set up untracked inventory items to be able to quickly select and fill fields of your invoices and bills?
An error occurred while saving the comment Chris Pratt
commented
This needs doing ASAP!!! Please sort this for all parts of Xero (Invoices, bills, Journals etc)
Chris Pratt
supported this idea
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This needs fixing ASAP!