For small businesses

4647 results found

1. Add numerical discount to mobile app invoices

   Add numerical discount to invoicing in the mobile app. This is a feature on the browser, currently the mobile app only allows a % discount.

   When you go from browser to app having applied a £ discount on the invoice. The app converts it into a % and show different amounts.

   •  

   •  

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

2. New invoicing - Change layout of buttons/options

   What's most wrong with the new invoicing template is that the most useful features have been shifted to to the bottom of the layout , so you have to scroll to the bottom to use them. Also the default of approve and send is not the best option , approve would be better ( or perhaps a way to choose that box default would be terrific. Also to attach files , all the way to the bottom we go, thats crazy . also the size of the template is too big , it needs to be more compact its adds to the scrolling required to add lines to the invoice and why was the add 5, 10 or 20 lines removed, that proved to be very helpful ( at least put back the add 5 lines) why because to not have it there at the start of making the invoice ,means due to visual overwhelming of the layout, it seem to have made every invoice line 3 times as big and the length of the invoice 3 times longer . its very slow and time consuming and very unfriendly. I am sure there are improvements and this is most welcome, but why cause everyone to feel so frustrated to offer some badly needed benefits ( I do like the add previous used items and the save and close button...
   Honestly, it the visual appeal and effort it takes ( extra clicks taken) o find , action and do , what was so easy in the classic version.

   IS anyone actually listening to us the users???. or is it all mandated , if mandated, I think you will lose customers over time, which is a shame, as xero is very functional now and does offer people great choices, value for money is questionable, but as far as features go, it has become one of the leaders. If payroll wasn't so expensive on number of employees ( larger numbers) then I would say Xero was very reasonable generally speaking...

   What's most wrong with the new invoicing template is that the most useful features have been shifted to to the bottom of the layout , so you have to scroll to the bottom to use them. Also the default of approve and send is not the best option , approve would be better ( or perhaps a way to choose that box default would be terrific. Also to attach files , all the way to the bottom we go, thats crazy . also the size of the template is too big , it needs to be more compact its adds… more

   4 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for feeding back to us here, Mark. I want to assure you our product teams and leadership are very attentive to the feedback we've been receiving from customers on the new invoicing experience and we're committed to improving this.

   It helps for each of the points you've raised to be tracked separately so our teams can consider the votes as a factor when prioritising and planning development, as well as keeping the communication clear of the changes we're making.

   Many of the things you've shared are being worked on and we have separate ideas for these that I've listed below and welcome you to join and vote for each, if you'd like.

   Trying to get a better view of the placement of buttons that you mentioned - would this just be the Attach files option or is there another that you would like to see shifted above, too?

   • New invoicing - Add lines button
   • New Invoicing - Select default for 'Approve' Button e.g not 'Approve & Email
   • New Invoicing - Reduce number of steps and clicks
   • New Invoicing - Reduce the amount of empty space on screen

   Thanks for feeding back to us here, Mark. I want to assure you our product teams and leadership are very attentive to the feedback we've been receiving from customers on the new invoicing experience and we're committed to improving this.

   It helps for each of the points you've raised to be tracked separately so our teams can consider the votes as a factor when prioritising and planning development, as well as keeping the communication clear of the changes we're making.

   Many of the things you've shared are being worked on and we have separate ideas for these that I've listed below and welcome you to join and vote for each, if you'd like.

   Trying to get a better view of the placement of buttons that you mentioned - would this just be the Attach files option or is there another that you would like to see shifted above, too?

   • New… more

3. Contacts - Include an overseas supplier ARN (ATO Reference Number) in contact record

   A number of overseas entities, may be registered to charge GST to AU customers, particularly if they are selling digital services into AU. Many of these entities are registered with an ARN (ATO Reference Number), rather than an ABN.

   If registered with an ARN, they can charge GST, however the recipient of the service cannot claim the GST credits.

   For Xero users, it would be great to be able to include the ARN as part of the contact record - ideally in the ABN field, and potentially with a checkbox to indicate that this is an ARN instead of an ABN. Also means that Xero could auto default the GST treatment on the Purchase to GST Free Expenses, as GST credits cannot be claimed.

   A number of overseas entities, may be registered to charge GST to AU customers, particularly if they are selling digital services into AU. Many of these entities are registered with an ARN (ATO Reference Number), rather than an ABN.

   If registered with an ARN, they can charge GST, however the recipient of the service cannot claim the GST credits.

   For Xero users, it would be great to be able to include the ARN as part of the contact record - ideally in the ABN field, and potentially with a checkbox to indicate that this is an ARN instead of an… more

   11 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  2 comments  ·  Contacts & communication  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

4. einvoicing

   Does eInvoicing work with Hubdoc?

   • 

   3 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

5. New invoicing - Show warning if repeat template has been deleted

   The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
   The new version does not give you this information resulting in confusion and wasted time.
   Please see screen shots below.
   This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
   Please fix this asap because it's causing a real issue.

   The Classic version of Invoicing used to inform you on the view of an invoice that was created from a Repeating Invoice when the Repeating Template had been deleted.
   The new version does not give you this information resulting in confusion and wasted time.
   Please see screen shots below.
   This is causing us a major headache as we have lots of Repeating Invoices that have to be cancelled and if a user isn't sure new invoicing doesn't help but allows you to go through the process of trying to delete the template again which results in an error.
   Please fix… more

   •  

   •  

   •  

   5 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Chris, we appreciate you raising this message with us. It's something our team have added to their backlog but want to be open that we don't have active plans for changing for the time being. We'll continue to monitor the feedback here and I'll share if there is any progress.

6. New invoicing - Hide Tax Rate column

   In New Invoicing we can now hide the tax amount column. As this is for organisations that are not registered for tax, the Tax Rate column is also redundant so would it be possible to hide that too? We are set up as No VAT Scheme so both these columns just get in the way and it seems odd that we can mask one but not the other when you only ever need both or neither.

   While we're at it, could we do the same in Billing?

   Thanks

   5 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

7. Payment Services - Add Alipay as a payment service

   Proposal: Integrating Alipay as a Payment Option in Xero

   Overview
   Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.

   Key Reasons to Integrate Alipay:

   China is Australia’s Largest Trading Partner

   China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method of payment.

   Providing Alipay as an option makes it easier for Chinese partners to pay invoices promptly, avoiding delays caused by incompatible payment systems.

   Alipay’s Market Dominance

   Alipay is one of the most widely used payment platforms in China, with over 1.3 billion users worldwide.

   It dominates the digital payment landscape, with Chinese businesses and individuals heavily reliant on it for transactions.

   By integrating Alipay, Xero will enable businesses to cater directly to this massive user base.

   Seamless Cross-Border Transactions

   Traditional international bank transfers are often slow, expensive, and prone to errors, especially when dealing with currency conversions.

   Alipay simplifies the process by allowing instant, secure payments while managing the exchange rate in real-time.

   This will accelerate cash flow for businesses and reduce administrative overheads related to tracking international payments.

   Increased Competitiveness for Xero

   Competitors offering invoicing software may already be looking to integrate popular international payment methods.

   Adding Alipay will enhance Xero’s value proposition for businesses that trade with Chinese partners, making it a preferred choice for international companies.

   Facilitating Growth for Australian Businesses

   Australian exporters, particularly in sectors like agriculture, education, gas, manufacturing, and tourism, rely heavily on Chinese customers.

   Allowing payments via Alipay will make it simpler for these businesses to collect revenue, helping them focus on growth and strengthening trade relationships.

   Improving Customer Experience

   For Chinese businesses and individuals, paying via Alipay is familiar, trusted, and easy. This reduces friction and encourages prompt payments.

   Businesses will experience fewer payment disputes or abandoned invoices when their customers can use their preferred method of payment.

   Strengthening Xero’s Presence in Asia-Pacific

   By supporting Alipay, Xero can bolster its presence in the Asia-Pacific region, particularly among small-to-medium enterprises looking to trade with China.

   This strategic move aligns with Xero’s goal to expand its reach and customer base globally.

   Increased Adoption of Digital Payments

   Alipay supports the global trend of moving towards cashless and digital payments.

   Adding this payment option complements Xero’s existing tools for managing invoices, automating payments, and streamlining financial operations.

   Implementation Benefits:

   Reduced Payment Delays: Faster and more reliable transactions.

   Improved Cash Flow: Businesses can access funds quickly and reduce waiting times.

   Simplified Processes: Streamlined currency conversion and automated payment reconciliations.

   Enhanced Customer Satisfaction: A payment method tailored to key trading partners.

   Conclusion
   Integrating Alipay into Xero’s platform will significantly enhance Xero’s appeal to businesses operating with Chinese customers and partners. This move will not only simplify the payment process but also improve cash flow, customer satisfaction, and Xero’s competitive position in the market. By acknowledging the needs of businesses in an increasingly global economy, Xero can continue to be a leader in innovative financial solutions.

   Proposal: Integrating Alipay as a Payment Option in Xero

   Overview
   Introducing Alipay as a payment option for Xero invoices will provide significant benefits for businesses engaging with international markets, particularly China. As China is Australia’s largest trading partner, offering a seamless payment method like Alipay will enhance cash flow, improve payment experiences, and reduce barriers for Chinese customers to pay invoices.

   Key Reasons to Integrate Alipay:

   China is Australia’s Largest Trading Partner

   China accounts for a significant share of Australia’s exports and imports. For businesses that trade with Chinese companies or customers, Alipay is often the preferred or only method… more

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

8. Expense Claims - Edit after it has been paid

   It would be good if you could edit some fields in an expense after it has been paid, without having to undo the payment and redo. It would be the the same as for Bills where you can edit some fields after they have been paid.
   We pay our bills in batches so to undo a payment means you have to undo a lot of payments and redo.
   The fields we would like to edit (like a tracking category, or unassigning an expense as billable) do not affect the payment details.

   6 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

9. New Invoicing | Copy to - Purchase order

   When a selecting the new invoicing platform, you lose certain functions.
   The first function that has been lost is the ability to copy invoice data to a purchase order - this feature needs to added to the new platform as some business use this to purchase items that have been sold from a supplier and makes sure there are no errors.
   The second function is when invoicing from Project the time entered for that project is no longer being allocated to an invoice and showing in the project as not invoiced, this will cause doubling up on billing.

   •  

   •  

   • 

   • 

   150 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   106 comments  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, we appreciate your continued input and feedback on this feature here. Being able to copy to purchase orders and bills is something our team are monitoring feedback of closely and very much across the this idea, however there are a few other priority pieces of work that are currently of focus.

   Right now, it is still possible to copy an invoice to a purchase order or bill from the list views(Draft, Awaiting approval, Awaiting Payment or Paid tabs). You'll find you can select the invoice/s and click 'Copy to...' - You can find out more detail and ways of doing things within new invoicing through our guide on Xero Central.

   We'll keep you in the know here of any progress or updates for this feature.

10. New Invoicing - Copy invoice to keep existing email

    Thank you for delivering to keep the existing contact when copying an invoice. Now when you email the invoice the email address is not populated from the contact file. You have to go and look it up to send the copied invoice.

    Please refer to the contact details and pre-populate their contact email addresses.

    Thanks

    5 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    3 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

    
    

    Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

    To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

    We understand some users would still like to see these applied and you may like to vote on the idea here if this is the behaviour you'd like.

    Sorry Lynne, It's a bit hard to troubleshoot and get the detail to understand why your contacts details like email aren't coming through to your copied invoice. I've just tested this with Draft and approved invoices being copied and the email of the contact was bought through each time as expected. I'd recommend raising this with our specialist through the Contact Xero Support option in Xero Central for closer inspection.

    
    

    Thanks for also checking on this, Olga - that message on defaults application is related to the Sales defaults saved against inventory items or the contacts record but doesn't apply to the contacts personal details. These should be applied when copying an invoice.

    To explain a little more - The reason defaults aren't automatically applied is because the line item fields will be prefilled with the information from the existing invoice that the new one is copied from.

    We understand… more

11. Bank Accounts page - Filter bank accounts by unreconciled

    I have 22 bank accounts and loans on the "Bank accounts page". It would be good if I could quickly filter the unreconciled ones to the top, rather than scrolling through looking for unreconciled accounts.

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

12. currency column in tracking summary

    For the line items in the Tracking Summary, please include a currency column! Historically this was available. Calculating commission now takes WAY longer. Seems like it should be an easy fix.

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

13. Add the new functionality to add an overdue amount to an invoice

    I'd like to recommend add the new functionality in Xero to add an overdue amount to an invoice.

    Thank you

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Anna, when you say overdue amount would this be when sending an invoice to a customer and only showing the amount left to pay? If so, this is already possible with the email the customer receives and you can adjust the body of the invoice email to include the Amount due placeholder.

14. New invoicing - Move branding field to right and make consistent with Quotes

    Please be consistent with the location of the "Branding Theme" field.
    
    You have placed the "Branding Theme" field in different places, in the Quotes page it's on the right and in Invoicing it's on the left. Can you please put it in the same place consistently. As a user you learn where fields are and automatically go to them, so this is annoying.
    My preference would be to keep it on the left.
    Many thanks,
    Rachel

    •  

    •  

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

15. receive/spend money

    It would be most helpful if we could edit "receive/spend money" with "Bank receipt/payment", where "Bank" is replaced by the name of the bank, i.e. HSBC or Barclays, etc.
    If more than 1 account with the same bank, HSBC Vat a/c or HSBC Paye a/c, etc....

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

16. AU Payroll - Line item breakdown of payslips - YTD

    Hi, It would be great if payslips line items match the 'pay template' pay items or alternatively, for pay items that have a YTD amount to be shown on all payslips (with the Nil or $amount for the current pay period as applicable with the YTD) to breakdown 'Other Previous Earnings'.
    This will also assist tracking multiple pay items where it can vary each pay cycle, coding and tracking STP rates and categories, YE finalisation and review. Many thanks.

    35 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

17. Hubspot - Link to Hubspot deal via Xero invoice

    Hubspot integration in Xero; a link to the Hubspot deal via the Xero invoice, so that the relating deal can be found more efficiently.

    4 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

18. PROJECTS - Include Supplier Name and Invoice Date

    Would it be possible to include supplier name and invoice date in the Tasks & Expenses tab, within Projects. We currently have to add this information in the materials line which is inefficient when the information is already within the transaction.

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

19. PROJECTS - Keep this as an add on or available for in the lower pricing bands

    I am very concerned about the new pricing structure for your plans. I have a number of clients in the trades industry who only require project management for a maximum of two users, and the existing pricing plans would not / will not be conducive to their needs, if they don't already have Projects as an Add-On.

    One of my existing clients is interested in adding Projects to their account, but with the current price plans it will cost an additional £29 per month to add just that; this option is far too expensive for them. For a small team with minimal users, this cost is unjustifiable, particularly considering the limited functionality they would actually use.

    Given this, I strongly encourage you to review your pricing structure. A more affordable option would likely encourage wider adoption of your platform, particularly among businesses in similar situations, and help ensure that Xero remains an affordable solution for small businesses and practices such as mine. In my opinion, you are risking pricing yourselves out of this market.

    As a result of these concerns, I will be considering alternative platforms if the pricing structure is not reviewed.

    I am very concerned about the new pricing structure for your plans. I have a number of clients in the trades industry who only require project management for a maximum of two users, and the existing pricing plans would not / will not be conducive to their needs, if they don't already have Projects as an Add-On.

    One of my existing clients is interested in adding Projects to their account, but with the current price plans it will cost an additional £29 per month to add just that; this option is far too expensive for them. For a small team… more

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Subscription & support  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

20. AU Payroll - Superannuation end of quarter reminder

    Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.

    A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.

    Xero also has the ability to automate reminders to Customers around bill payment.

    Xero has the email and SMS of the superannaution approver already on file.

    Advantage of these reminders:

    • Super gets paid on time - we're all human and life can take over and sometimes things get missed - a reminder is an additional prompt.

    • Continues to reinforce to the client the importance of the payment, and that the approval should be made well before the due date

    • Reduces the risk of late super payments, which have a negative impact on clients - lack of deductibility, additional penalties, and additional SG liabilities - this also has a cost impost in the preparation of SG statements by advisors, and can create friction between the client and the advisor around "why these need to be done"

    Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.

    A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.

    Xero also has the ability to automate reminders to Customers around bill payment.

    Xero has the email and SMS of the superannaution approver already on file.

    Advantage of these reminders:

    • Super gets paid on time - we're all human and life can take over and sometimes things get missed - a… more

    151 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  13 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close