10 results found
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Expenses | Notifications - Option to choose the type of notification e.g email or in app
Ability to turn off email notifications for submitted expenses to Xero admins. Only started receiving email relating to submitted expenses as of 10th July 2025 but have been told by Xero support that it is an integral part of expense management and can’t be switched off. Have used Xero and expenses since 2019 and have never received an email relating to an expense submission. Am more than happy to continue receiving notifications of submissions via Xero Me mobile app but do not want or require email notifications.
26 votesHi everyone, we appreciate your feedback, and have been monitoring this change closely.
We appreciate the differing needs of our customers our product team have temporarily removed the notification changes mentioned in my previous update - This means this'll reduce the amount of email notification you're receiving from expenses.
We're looking into enabling more controls for expense notifications and I'll come back to share any further news around this with you here.
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Invoicing | Files - Ability to attach files before adding contact
This Function is Broken with New Invoicing - It does NOT create a new invoice with the file attached.
68 votesThanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.
There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.
We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.
Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.
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Reporting Section under Ideas
Financial reporting is a critical business need of any business using software. Its strange that Xero dont have this as a catagory under Small business ideas. Can we add "Reports" as a catagory. Xero is poor compared to quickbooks now so need to udnerstand if its ever going to change or whether we need to move. I will only be able to gauge this if there are lots or zero user ideas on reporting (perhaps its only me that thinks its "ok but not great"
1 voteHi Robert, to give a bit of an update here as you may have seen through our Xero blog we have some changes that are coming that includes a simpler navigation.
Along side this we will be looking to make some updates to also simplify and make it easier for our customers to categorise their ideas in the forums here.
Totally get how having Reporting as it's own option would make sense and that is something we're looking at directly as part of this. I'll share as soon as we're confirmed on the new structure.
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AU Payroll - Introduce employee onboarding
Given all the sensitivity around personal data and cyber security, can Xero please introduce self-boarding for employees?
25 votesHi 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!
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AU Payroll - New Employee - Online Commencement Forms
Ability to send and generate online commencement forms from Xero Payroll.
Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.
255 votesHi everyone, we're looking into this idea as part of research our teams are doing on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.
Knowing the interest from our community in this here, we wanted to share an opportunity to get involved.
If you'd be willing to take part, our teams will be scheduling sessions which will be about 60 minutes via video call.
You can share your interest by taking a few minutes to fill in this form ✍️ - We really appreciate your time.
Thanks, and I'll make sure to share any outcomes from this discovery back with you all here.
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NZ and AU Payroll - Send link for easy onboarding of new employees
Send a link to on board new employees info ie TFN, bank accounts, super account and all personal particulars to get them ready for a pay run.
109 votesHi everyone, we're doing some research on managing employees, particularly looking at our customer's experiences onboarding new hires and setting them up in payroll.
We'd love to get input from our community here that we know have a vested interest, and we'd really appreciate your time.
If you'd like to take part, we're looking to schedule sessions that'll be about 60 minutes via a video call.
You can apply using the link here - It just takes a few minutes to fill in and your answers are confidential. I'll be sure to share any updates or progress that comes from this work with everyone here. Thanks!
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Report Templates | Copy - Client to practice, or client to client
There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.
Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another
60 votesHi everyone, we get wanting an update from us in this idea, and thank you for your support and sharing your needs on this here.
While we don't have direct plans for enabling the ability to copy reports from a client org to the practice, or from client to client organisation, our product team have begun looking into being able to add custom reports that have been built in a client organisation to a Report template once it has been run from the Adviser tab in blue Xero, which we know has also been a need expressed by some customers here.
For now, we'll move this idea to In discovery, and I'll come back as there's further progress surrounding this, for you all.
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Financial Accounts - Switch rules effect notes
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…
43 votesWe appreciate everyone's input through the survey we shared through our last update here.
Our product team are currently looking at a piece of work that could solve for the needs you've shared here. I'll shift your idea to in discovery and we'll keep you informed of any progress.
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Xero Advisor Financials - Automatically fill notes or alert if figures don't match
Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
I feel that this is inviting error as inevitably there will be times where this process is overlooked.it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
at the very least, there…4 votesThanks for your interest and supporting the idea here. Our product team are currently doing some discovery for a piece of work that would also accomplish what you're after here. I'll keep you updated of any progress around this, here.
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Manual Journals - Assign Contact name to journal
The ability to assign contact in manual journals.
Purpose: To enable to track journal entries with contact name
210 votesThanks for your interest and sharing your needs in being able to add a Contact to Manual journals you post in Xero. We know this is important for customers and enabling this capability is on our product team's roadmap.
Right now, they're currently focused on other important items of work, however as soon as we're able to dedicate resource to this I'll be back with a further update to share progress with everyone, here.
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