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  1. Ability to push files that’s uploaded in Xero Files to cloud storage (e.g. Google Drive, Dropbox, and Sharepoint).

    Purpose: Users can easily store/keep their files that they’ve uploaded in Xero into their own cloud storage. Especially when they have many documents that exceed the limit of Xero Files.

    11 votes

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    Hi team, though we appreciate the use you'd find in being able to connect or send Xero Files to your cloud storage we want to be open that this isn't in our short terms plans.

    We're keen to keep getting an understanding of interest in the capability, and will share if there are any updates or progress of this, here.

  2. It would be great if Xero could send an alert if a leave request has been submitted for a payroll period that has already been processed?
    This would apply in the situation that payroll was run early and then an employee took a day off in the period that was included in the payrun.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Ability to select your own landing page after login.

    Am I the only person who finds it annoying to have to navigate from the dashboard, to business, invoices, then to the awaiting payments tab every time I log in?

    I would love to able to choose which page I see when logging in.

    5 votes

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  4. The contacts screen has the financial details Bank account i.e Bank account name, BSB code e.g. 123-456, Bank account number e.g. 1234567890.

    However these are not fields on the invoice.

    https://central.xero.com/s/article/Fields-you-can-insert-into-a-custom-template-AU#Fieldsincludedinthedefaulttemplates

    Xero help out and create these fields on the invoice.

    4 votes

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  5. Allow other users other than the person that sets up a feed ability to refresh the feed.

    Purpose: Save time and increase efficiency of being able to perform bank reconciliation

    33 votes

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    Hi everyone, we understand that it's not ideal when the one person who set up a bank feed is away, causing delays to your reconciliation.

    This is a tricky one, and the limitation you're experiencing is due to how certain bank feeds work, when supplied via our third party provider, Yodlee. These feeds are tied to an individual's online banking login credentials. When a bank requires multi-factor authentication (MFA) – like security questions or a one-time code – only the user who originally set up the feed can provide those details to refresh it. This is a security measure required by the bank, not by Xero, and you can read more about this here.

    As noted by others here, one option is to have another user deactivate and then reactivate the feed with their own login details. A different approach could be for the bank account holder to arrange…

  6. For clients who use the iPad app for quotes, it is important that the quote be able to be printed. This would be for Xero clients whose customers visit a place of business ("the shop") to discuss an order; the Xero client should be able to print the quote for delivery to the client.
    For one of my potential clients, this procedure applies to 95% of the quote opportunities.

    As of this writing, it is not possible to Share the quote (only email) and if converted to a draft invoice, tapping the Share option automatically converts it to Approved without…

    3 votes

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  7. Currently, Employee summary gives a a lone total only for the period entered. A report showing one line of detail for every payrun paid, would be very beneficial when processing government claims, or providing information to employees for Centrelink instead of the the cumbersome Activity report, or multiple payslips.

    8 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Placeholders are really useful in repeating manual journal entry - could we please have them in regular manual journals?

    Oftentimes it will be necessary to repeat a series of manual entries when realising income in advance as revenue however the amounts will vary so a manual journal is required for each instance.

    Being able to have [Month] etc in the narration would make it much faster to populate each entry. [Example: "Revenue realised in [Month]"

    8 votes

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  9. Update details for STP2
    I would like to be able to select all employees and update these details in bulk rather than having to do them individually which is time consuming especially when you have a large number of employees.

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi community, we appreciate the original raising of this idea some time ago. To be open, with STP2 now released and majority of organisations having already updated their employees we want to be upfront we don't have plans for making this change.

  10. Organise support cases with latest response on top, rather than having to scroll to the bottom to see the latest answer.

    6 votes

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  11. Hi
    I would like to be able to process a Payroll Transaction Summary Listing report that shows the individual amounts per pay item for every employee for the financial year in one report. Currently, I need to select the individual employee to get this information, but this is not practical when a business has 10 or more employees as it takes too much time to select each employee individually to get this information.
    Thanks

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  12. Can Xero Me send alerts to users who have unreconciled credit cards amount but haven't added their expenses yet?

    Thanks

    5 votes

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    1 comment  ·  Payroll  ·  Admin →
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  13. I cannot be the only Global Platform user that has now been waiting for basic payroll feature improvements in the Global version for over 4 years now.

    Critical features that are not available include:
    - Ability to add logo and YTD balances on pay slips
    - Template payroll emails when sending pay slips (have to type it every time now)
    - Timesheet option that syncs / built into payroll. Or at minimum an import option.
    - Holiday / sick pay / leave tracking
    - Basic employee portal for them to view pay slips and leave balances, and basic core info…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding Global Pay Run.

    To be open and upfront we don't have direct plans for making changes within the Pay Run feature in the foreseeable future.

    You may like to look into connected apps for a payroll solution that could suit your business.

    We'll be sure to let you know if there's any change around this.

  14. Prior to the upgrade, if you were a labour hire firm and had contractors who were not a company but used their TFN, you could select the box to allow additional tax deductions for HELP / HECS debts. With the new Phase 2 STP, Xero have confirmed that if you have labour hire using TFN's and they have a hecs debt you cannot check the box and will need to manually calculate the hecs amount to deduct each payrun. This means that every payrun, for every hecs debt you will need to manually add an amount working through the various…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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  15. One of my clients has hundreds of employees and at present when processing an unscheduled pay run, I have to keep clicking through the pages to find the employee. It would be so much quicker to be able to search for an employee within the Draft Payrun to then select to add.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. Bulk update Bank Statement text in Payslips
    Or we can set up Statement text as fixed for every employee rather than the default "WAGES" statement text in Xero

    2 votes

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  17. When setup tax basis: cash basis, the sales tax report could show invoice number and reference by separate column not replace reference instead of invoice number.

    3 votes

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  18. Can the bank feed expiry date be shown on the dashboard or perhaps in the bank account screen rectangle for each account. It is a frustrating task to have to repeatedly contact clients to update this .... and worse they tend to blame Xero for the functionality rather than GDPR

    4 votes

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    Thanks for showing your interest through product ideas. It'd be good to get more understanding of what seeing the expiry date of your bank feed on the dashboard would help you achieve? And, how you feel this will benefit your workflow.

  19. I have a number of accounts that are archived. However they still appear in the dropdown options when I reconcile an account. This makes for confusion when selecting accounts.

    3 votes

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  20. The ability to pay the ATO automatically from Xero would be a really handy feature. Similar to the automatic super payment, this would be a huge time saver.

    10 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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