Settings and activity
9 results found
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974 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…
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Lori Notman
supported this idea
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6 votes
Hi Kevin, with this information available in a few reports atm there aren't any plans to add contact to the Latest transactions section when viewing a Product or services in Xero.
You could run the Inventory Item Details, or Receivable/Payable Invoice Detail reports, to see the transactions and contacts for an item.
An error occurred while saving the comment Lori Notman
commented
It would also be good to see a column of who purchased from so if multiple suppliers you can see at a glance.
Lori Notman
supported this idea
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14 votesLori Notman
supported this idea
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8 votesLori Notman
supported this idea
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9 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Lori Notman
supported this idea
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731 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Lori Notman
commented
What a ridiculous comment:-
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction""
Like we have the time to read every email address when sending like purchasing, remittances etc. Not every person in a business knows who the contacts are for different departments. Suppliers do not want to receive remittances & accounts departments do not want purchase orders as examples.Only a person who doesn't work in these kinds of roles would suggest such an non plausible option. Xero is supposed to make the work easier not more time consuming. Come on please implement this option as matter of urgency.
An error occurred while saving the comment Lori Notman
commented
So important for businesses.
Lori Notman
supported this idea
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An error occurred while saving the comment Lori Notman
commented
Imperative for business - Majority of suppliers have a separate email address for the accounts/remittances. Their sales teams do not need to see the remittances, just as accounts departments don;t want to see every purchase order sent. For a business solution software this is ridiculous. Come on Xero if MYOB & QBO can do this why can't you!
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624 votes
We appreciate everyone that's contributed here. Needs in more incremental permissions for bank accounts, have been clearly highlighted in your feedback - from protecting the confidentiality of payroll information to securely delegating reconciliation tasks for specific accounts.
Leaning in from our last update, our product teams have conducted lots of research of existing user roles, to highlight the most critical areas work is needed to power up our customers use of Xero.
Reporting and inventory are our first areas of priority, and you may have seen recent updates across ideas for these areas.
Permissions to bank accounts is another area that stood out in our research, but has more dependencies and will take longer to develop.
We'll keep you updated as our journey with roles and permissions evolve and there's more in the space of banking to share with you all.
Lori Notman
supported this idea
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433 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
An error occurred while saving the comment Lori Notman
commented
My sales person just advised that they can see the whole new homepage as a standard user, they can now see all our bank accounts & balances.
That will also mean that our purchasing person can see that & all the income & expenses which is absolutely not relevant to their role.
There needs to far more permission on/off toggle options for each user.
The new page should be for higher management ONLY. -
74 votes
Hi team, while we don't have plans for adding a field for supplier to Inventory items, right now you could run the Payable invoice Detail report to see the purchases of items, and which supplier(s) they've been bought from.
You can also Group/Summarise the report by Item Code or Contact, depending on which you want to see together.
Lori Notman
supported this idea
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Again no resolution, just expectation that businesses should use another app that costs more money. Attaching a medical certificate for leave request by either the employee or employer if received after the request has been submitted should be mandatory. Attaching files to employee records should also an option - contracts etc.