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  1. Give a way to run the 1099 report so it can be saved as a pdf AND saved to "Published" reports. Bonus points if it can be included in advisor reporting.

    3 votes

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  2. Given all the sensitivity around personal data and cyber security, can Xero please introduce self-boarding for employees?

    32 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we're looking into this product idea as part of research we're doing on managing employees and we'd love for you to help us get it right!

    Particularly, we're looking at our customer's experiences onboarding new hires and setting them up in payroll. If you'd' be willing to have a chat with our product team about this, it'll take about 60 minutes via video call.

    If you're interested in taking part, please apply using this link - It'll only take a few minutes to fill in and your answers are confidential.

    We really appreciate your time, and I'll be back to share any progress that comes from this work. Thanks!

  3. As some employees split payments between multiple bank accounts when they're paid, it would be good to have an option where this only happens when processing a salary payment, not reimbursing expenses. Had one where there were only expense reimbursements done (no salary/PAYE etc.) but the payment was still split and majority went to IRD. Perhaps a checkbox when entering the second bank account in that says "only split on taxed earnings" or something like that to avoid having to go and delete then re-add the additional account every time.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Please make it impossible to add a duplicate identical super fund to an employee's record.

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. We have 2 Shopify stores, one for our wholesale customers and one for consumers, however, unfortunately, we cannot connect both to Xero, which is extremely annoying and causes a lot of work for us behind the scenes. Connecting both will mean a more streamlined experience and make our Xero world much easier.

    2 votes

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  6. Currently, to invoice from a quote = a standard invoice. There needs to be an option to create an repeating invoice also. This is consistent with the request to change a standard invoice into a repeating invoice also.

    6 votes

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  7. Invoices - Prefix in Date Format

    It would be great we could choose an invoice prefix in a date format that automatically updates each day. For example 20231123-01, 20231124-01 02 03 etc.

    I track my invoices by the date in which I send them so this feature would save me alot of time instead of having to manually update the date in the invoice prefix each day.

    9 votes

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  8. We are a subscription based business, so it would be great to be able to bulk update repeating invoice amounts. Either by selecting all the ones we'd like to change or by pushing through new inventory/product/service price changes. At the moment we have to change every single repeating invoice and this takes hours and hours!

    236 votes

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    Thanks for the feedback and great to hear the use you find in repeat templates in Xero. 


    While there's no way to bulk update templates atm, you may find updating your templates through export & import of invoices more helps quicken things up?


    You could export invoices that have been generated from your template to CSV, update the amounts in the exported file, and then re-import

    This will create 'Draft' invoices in your Xero org from which you can create a Repeat template and then delete the draft. 🙂

  9. Delivery Address:

    To have the ability to add a delivery address when raising an invoice that can be printed onto the invoice. This would need to permanently save the delivery address to that invoice. When a new invoice to the same customer is raised then have the ability to enter another delivery address if required without effecting the previous invoice delivery address.

    88 votes

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  10. Be able to change an employee/director to be excluded from the pension at any time.
    At the moment, if a director is not excluded from the pension scheme straight the way, the payroll has to be rolled back to when the director was assessed. This is fine for small payrolls but would be very timely on the larger payrolls.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. When generating quotes or invoices in foreign currencies, the amount should get automatically converted based on the current conversion rate. At the moment this needs to be done manually as the system just changes the currency without actually converting the value. This can be quite tedious if there are a large number of items or prices in an invoice.

    4 votes

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  12. An option to increase the price for ALL products in the database by a percentage.

    13 votes

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    Hi community, our product team have started exploring some improvements in inventory in Xero with the ability to bulk update the sales price of inventory items by a percentage being one they've set their eyes on! 

    For now, we'll shift to Under review and I'll be back to share more when there's news 😊

  13. Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.

    12 votes

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  14. We would like to be able to share hyperlinks of transactions (any, bill, invoice...) to other people.

    1 vote

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    1 comment  ·  Admin →
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    Thanks for your response, Elsa. If the user has access to the organisation you could share the browser URL of the invoice or bill you're on. This contains a transactions ID. The user would need to be logged into Xero and then when they go to that link it'd open that invoice.

    I guess the second part of your idea here when you mention the hyperlink - Is there somewhere specific or a method you're using that you'd want to share the link?


  15. Create a report to show all payslips for an employee for a given time period. Currently these have to be downloaded one by one.

    570 votes

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    192 comments  ·  Payroll  ·  Admin →
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    Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.

    We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.

    In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.

    We'll keep you updated on our progress right here. 🙂

  16. The "Suggest Previous" check box appears at the very bottom of the screen. This poor interface feature required me to log a support ticket to find it -- after the feature was dropped from an update.
    The time needed for me to reconcile tripled without this simple feature. More time was necessary by logging a support ticket.
    May I suggest:
    1. software updates maintain the existing settings, and
    2. place the "suggest previous" at the top of the screen where Users have a chance to see it.

    1 vote

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    Hi Joe, the 'Suggest previous entries' option has always been located at the bottom of the Reconcile screen.

    Appreciate why you may want to see this further up the page and we'll get a sense of the interest in this here.

  17. Greetings, is it possible to add a "Make a Deposit" option to the + Menu in the task bar? We've studied the batch deposit procedure, and it seems cumbersome. It would be helpful to have a simple process to click Make a Deposit from the main options, have the Undeposited Funds account appear, select items from the Undeposited Funds account, choose which account to transfer funds to, and save the deposit with the option to print a deposit slip and summary. If you already have this process in place, I would like to learn it, please. Thank you.

    5 votes

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  18. I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.

    By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.

    For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses from the contacts…

    31 votes

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  19. When we receive an email from Approval Max stating that someone has rejected a bill, it has a link to the bill in Xero. When you open the link, there's no way to edit/amend the invoice from this screen.

    Please add an edit button.

    Currently, from this screen, to edit the invoice, we need to go to:
    Bills To Pay > Drafts > search for the invoice > then edit it

    Too many additional steps to edit the invoice, it should be easy from that first link.

    1 vote

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    Hi Kelly, thanks for the screenshots. Seeing as this email is sent by ApprovalMax we'd recommend connecting with their support to see if this is something they can change or would consider extending their integration for. Many of our app partners designed and built their integrations with Xero themselves and are best placed to confirm how this works and make changes to it.

  20. Please enable Hotmail to be delivered to inboxes not their spam accounts when sending invoices

    1 vote

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    Hi Aaron, spam filters are determined and set by your email provider. We recommend sharing this article with any of your hotmail recipients that are finding that their invoices are being directed to spam folders. They will be able to update their email settings to add @xero.com and @post.xero.com to their email safe senders list to ensure these get through.

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