Settings and activity
5 results found
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485 votes
Hi everyone, we understand how frustrating it is when important emails like invoices are filtered or blocked, and how this affects customer trust and timeliness of engagement with your transactional communications. Thank you for continuing to share examples and highlighting the impact this has on your business.
We’ve made meaningful progress towards enabling email sending from your own domain. While progress is taking longer than we’d like, we can confirm that substantial backend work is underway. This work spans multiple interdependent teams across Xero, and there are still important steps we need to work through before we can release the capability to customers reliably.
As we continue to develop this capability, there are a few questions that would help our product teams ensure we’re solving the majority of our users’ needs in this space, with a reliable and secure solution.
We’d really appreciate your input on the following questions, either…
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Eileen Anderson
supported this idea
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316 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
An error occurred while saving the comment Eileen Anderson
commented
This is a basic function of any Payroll/Expenses Process. There are cost centres that each have their own staff to manage regarding approving expenses and leave. Currently everyone who is an approver gets an email notifying them that there are expenses and they all have to go in and wade through all of them to find out if it their staff member. Basic Organisation mapping, been around for years and is taught in all business/accounting courses that I have attended. This also is on a very thin line of crossing the line of authority as two managers can see each others information and salary etc
Eileen Anderson
supported this idea
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87 votes
Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.
This may be something we consider longer term and we would like to continue to track interest through the idea here.
If there are any plans made we'll share an update with you all on this idea. Thanks
Eileen Anderson
supported this idea
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188 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
Eileen Anderson
supported this idea
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36 votes
We understand this is a feature practices may like to see. We'd like to get a gauge interest from beta participants that'd find this feature useful - Add your vote, share importance and any comments to share extra detail of how this would help your practice.
Eileen Anderson
supported this idea
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- Within your Xero account would you want multiple Users to be able to manage custom email domain settings, or just Administrators?
Administrators/Subscriber
- Does your domain have more than one mailbox associated with it?
Yes, but we can have a specific mail to send from in Xero. Some bigger companies may have separate AP and AR emails.
- Would you want to use the same domain across more than one Xero organisation?
No