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4828 results found
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Bank feeds: Yodlee feeds - Allow other users to refresh bank feeds
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 votesHi 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 a separate online banking login for their accountant or bookkeeper, who can then set up and manage the feed.
Because this functionality is determined by the bank's security requirements for these types of feeds, it isn't something we can change in Xero.
However, we are constantly working to improve our bank connections. We're excited to announce a new partnership with Plaid, which'll bring more reliable, direct API feeds to many of our US customers starting from October 2025. These new feeds will resolve this refresh issue for the banks involved. You can find out more on the Xero blog: Plaid joins forces with Xero for enhanced US bank feeds.
The best long-term solution is for more banks to build direct feeds with Xero. You can play a big part in this! We’ve found the best way forward is for customers like you to contact your bank directly and let them know you’d like them to integrate with Xero. They can then register their interest with our team here.
Thanks again for the valuable discussion on this!
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…
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Xero Accounting app | iPad - Ability to Print Quotes
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 warning. It would be so easy to add the Share option on a quote; don't understand why it wasn't implemented.
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 -
UK Payroll - Holiday Pay Adjustment
Lot of employee are working overtime. Holiday should be paid adding the Holiday Pay Adjustment. This means that overtime, certain allowances and commission plans will be included in the first 20 days of leave taken in any holiday year. To put this simply, you should be no worse off financially by taking your holiday. So if you earn commissions, claim certain allowances or work overtime these will now be considered as part of your holiday pay adjustment payment. Every employer must calculate this manually, and errors may occur during the process. It would be fantastic if a formula could be added to Xero.
(Monthly pay ÷ hours worked in month) = average hourly pay
Average hourly pay x hours worked in week = weekly payI've attached an example.
Lot of employee are working overtime. Holiday should be paid adding the Holiday Pay Adjustment. This means that overtime, certain allowances and commission plans will be included in the first 20 days of leave taken in any holiday year. To put this simply, you should be no worse off financially by taking your holiday. So if you earn commissions, claim certain allowances or work overtime these will now be considered as part of your holiday pay adjustment payment. Every employer must calculate this manually, and errors may occur during the process. It would be fantastic if a formula could be…
7 votes -
AU Payroll - Report showing one line of detail for every pay run paid
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 votesHi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
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AU Payroll: Bulk update all employees for STP2
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 votesHi 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.
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Xero Central | My cases - Change order to latest response on top
Organise support cases with latest response on top, rather than having to scroll to the bottom to see the latest answer.
6 votes -
AU Payroll - Annual Transaction Listing report per employee
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.
Thanks5 votesHi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
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Xero Me | Notifications for unreconciled and expenses
Can Xero Me send alerts to users who have unreconciled credit cards amount but haven't added their expenses yet?
Thanks
5 votes -
Global Payroll: Dedicated Payroll product to replace Global Pay Run
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
- Employee core information database to enter employee basics (such as base salaries, holidays, start/ end dates/ pension structure, health insurance, tax if applicable (not for me but assume others may need).
- Better pay roll reporting / customizable reportsBasically everything already built into other platforms such as the Australia and NZ ones. Obviously tax would not be able to be built in and integrated to countries filing, but it doesn't need to be. Just some improvements in reporting and customizable tax brackets would solve this for anyone needing it, and personally we are tax free so we just need a 0% tax option.
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 votesHi 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.
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AU Payroll - Allow HECS / HELP tax deductions for Labour Hires
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 HECS thresholds. Given this was a feature before the "upgrade" (read downgrade), one would think it could be transferred over. Xero support have advised they effectively don't care and get on with manually calculating.
You can check the HECS button if you list the labour hire employee as a regular employee, but I have confirmed with the ATO that we still need to report labour hire income separately and not as standard employee wages.
Requesting they bring the function back to be able to have a TFN labour hire employee who (whether Xero likes it or not) have a HECS debt and be able to calculate the correct PAYGW to withhold.
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 -
GST | Re-registering - Pick start date
Sometimes an entity will de-register for GST because they are no longer required to file, then circumstances change and they re-register. Currently in Xero when you re-register Xero creates all the prior period GST returns for when the client was deregistered. You then have to manually delete all the prior draft returns.
Would be great if you could have an option to choose the new start date for GST.
thanks!
8 votes -
Sales Tax Report - View Invoice Number and Reference as separate columns
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 -
Dashboard - Show Bank Feed expiry date
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 votesThanks 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.
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AU Tax: Pay the ATO directly from the Activity Statement page
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 -
Invoices/Bills - Ability to copy multiple bills into one invoice
Converse of the ability to copy multiple bills into one invoice.
9 votes -
Bank Reconciliation - Different colours for Create Spend and Receive money transactions
My suggestion is different colors for New Spend Money and New Receive Money Tab so they are easy to differentiate. Even if the New Receive Money Tab could be a darker tone of the same color, it would really helpful and would still look good.
10 votes -
Sales overview - Add a Sent column onto the Draft tab
1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next invoice.1) When creating a draft invoice, and draft invoice is emailed out, it would be good to see from the 'home' page in the 'draft' folder, which invoices have been emailed. This could simply be an icon of an envelope, for example, that shows on the right hand side when the invoice has been emailed (yes even in draft form).
2) When viewing an invoice, a 'previous/back' and 'next' button to move to the next sequential invoice number (either forward or back) would be great, rather than having to back to 'draft' or 'awaiting payment' folder and then selecting next…6 votesHi Katrina, coming back across your idea here I notice there are 2 distinct ideas wrapped into the one.
We try to keep one idea per thread to make it clear for others to know what they're voting for and be able to share this information back with our product teams.
When you say next and back buttons - would this be when only viewing an invoice (not taking any action)? Reason being, is that there are Save and Approve options from the drop down that'd allow you to move onto the next invoice in the list or add a new one - More detail on this here
I'll slightly adjust the title here to reflect your first idea, but are welcome to start another if the current approve and next options are sufficient and we can get a feel for the interest around that separately.
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Batch Payments - Use cursor arrows to navigate and edit
Currently when editing a batch payment we can only tab across to the next cell, it would be good if we can use the arrow keys to move around and edit instead of using your mouse to get to the cell below, or the previous cell etc.
5 votesWe appreciate how this could be more intuitive. To confirm how this currently works - Within the body of a batch payment you can use Tab to navigate forward through cells, pressing Enter will enable you to edit the cell and then pressing Enter again will confirm the cells contents(highlighted).
When the cell is highlighted you'll be able to use the keyboard arrow keys to navigate up, down and across within the body of your batch payment.
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Repeating Invoice - Ability to change description in bulk
Global change of description on repeating invoices - some folk have same text but include current month before sending - currently required to edit each invoice to achieve this
5 votesHi team, we don't have any plans for developing the ability to bulk update the description of your repeating invoices right now.
To help your work flow here, you could include placeholders so the description contains the current month. Dynamic date placeholders can be added to the Description and Reference fields of repeating invoices and bills. The placeholders will then insert the specified detail into the invoices and bills when they are created.
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AU Payroll - Director allowance remuneration report
Now that directors fees are considered allowances, they don't show up in the employee remuneration report because that is for OTE only.
I would greatly appreciate being able to include directors on the remuneration report because the board asks for total remuneration on a monthly basis.6 votesHi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.
Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.
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