Settings and activity
23 results found
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58 votes
We appreciate the feedback and interest in being able to set different levels of approval across different transaction types in Xero atm. Currently the draft permission will enable a user to create draft transactions in an org with out the ability to approve, while the Sales Invoice Only role will enable a user to create and approve invoices or quotes without access to purchases, and similarly the Invoice Only Purchases role will allow a user to create and approve Purchase transactions without access to Sales.
To better understand the ask in this idea can you share exactly the type of set up you would be looking to achieve to help with entering information in your organisation.
Kayla Waite
supported this idea
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45 votes
Hi community 🙋
Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments.Kayla Waite
supported this idea
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11 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Kayla Waite
supported this idea
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31 votes
Hey all, it’s been a little while since this was raised, so I wanted to check in.
Payroll is definitely an area we know needs more permission controls. This is something our product teams are beginning to explore and do deeper research of.
To help this idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Kayla Waite
supported this idea
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24 votes
Hi there, we appreciate you raised this a little while ago, so just wanted to touch base with an update. This idea isn't something our product team have plans for in the near future. However they'll continue monitoring this idea and we'll reach out if the idea is added to the product road map in the future.
Kayla Waite
supported this idea
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56 votes
Hi community 🙂 We appreciate that managing and reviewing employee timesheets is a big part of your week.
Our product teams are working to make this easier for you in Xero Payroll - We’re updating the timesheet admin experience, including a new timesheet list and a redesigned details view to help you find what you need faster.
Join our early access program
We’d love your help to shape these improvements. We’re looking for customers who manage or approve employee timesheets to join an early access program, where you'll try the new interface and give feedback directly to our team.
What you can expect:
- Easier admin tasks: Navigate your list and details views faster (this only impacts admins, so there’s no change for employees)
- Early access: Try these updates before they’re available to everyone
- Quick feedback: Help us fine-tune the final product by taking short surveys within the…
Kayla Waite
supported this idea
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35 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.
To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.
Kayla Waite
supported this idea
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16 votes
Hi team, we appreciate wanting to make flows as efficient as possible and this would simplify making payments to your employees.
While this isn't possible right now, we have a close eye on all the ideas in the forums here and will continue to track the interest in this closely.
An error occurred while saving the comment Kayla Waite
supported this idea
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72 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Kayla Waite
commented
I can't believe that this is a function we need to request. It is so basic but so important.
Kayla Waite
supported this idea
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72 votes
Hi team, we've now extended sending invoices via SMS to customers in the US. This is a free feature for all paid plans in AU and US, and can be used in addition to, or as an alternative to sending an invoice via email.
See detail on how sending invoices via SMS works on Xero Central.
Again, at this time there is no way to automate SMS messaging via Invoice reminders. We'll update you if there is any word of this here.
Kayla Waite
supported this idea
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8 votes
Hi Lorraine, thanks for raising this idea. We understand having a separate description to describe a summary of work carried out would be a useful field to have. We'll open this idea up to the community to gain more support. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Kayla Waite
supported this idea
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12 votes
Hi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
Kayla Waite
supported this idea
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14 votes
Hey Team, thanks for sharing this idea but right now Xero doesn’t have a dedicated pro‑forma invoice document type in Quotes or Invoices. We are moving this to Gaining Support so others can Vote and Comment.
The main workaround is to use a Quote as your pro‑forma (with wording like “Pro‑forma invoice – not a tax invoice” in the template), then convert the quote to an invoice only once the amount is confirmed and you’re ready for it to hit your accounts.
You can find more detail on how pro‑forma invoices work in our guide:
What is a pro forma invoice? – https://www.xero.com/nz/guides/what-is-a-proforma-invoice/
Kayla Waite
supported this idea
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755 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
Kayla Waite
supported this idea
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27 votes
Hi Susan, thanks for raising this here. Appreciate that there are certain fields which are required to process motor trade invoices. At the moment, the DOCX branding theme can be customised to show a few fields. However, we understand the need for custom fields so we'll open this idea up for the community to add their support.
Kayla Waite
supported this idea
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48 votes
Thanks for sharing this idea, and letting us know the changes that matter most for you.
Now, it's up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve the sending of invoices etc from Xero.
Kayla Waite
supported this idea
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96 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Kayla Waite
supported this idea
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11 votes
Thanks for sharing your idea and providing us with all the information we need to review your idea.
We've now opened your idea to the wider Xero community to get behind and support it.
Other members can now vote and also offer comments to explain exactly how your suggestion could improve the way they use Xero. We're excited to see the feedback your idea will garner.
Kayla Waite
supported this idea
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239 votes
Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.
After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.
We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here.
Kayla Waite
supported this idea
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20 votes
Hi team, knowing that managing and reviewing timesheets is a big part of your work, we're working to make this easier for you in Xero Payroll.
We’re updating the timesheet admin experience, including a new timesheet list and a redesigned details view to help you find what you need faster.
We’d love your help to shape these improvements. We’re looking for customers who manage or approve employee timesheets to join an early access program. You’ll try the new interface and give feedback directly to our team.
If you'd like to help us build a better experience 📝 fill in our recruitment survey.
It only takes a few minutes, and we’ll be in touch soon with next steps. Thanks for your help!
Kayla Waite
supported this idea
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Why is this function possible for UK users but not AU? And as highlighted by others, if we can pay super directly from Xero, then why not pay our employees?? We are being charged extra for payroll functions that are basic at best.