261 results found
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Global Pay Run - Create Spend Money transactions
When posting a pay run, Xero should automatically create spend money transactions with all relevant details and links to the pay run.
Currently, this is done manually by creating spend money transactions for each transaction and there is no link to the payslip.
This will save a lot of time in reconciling a pay run and improve the connectivity within Xero.
4 votesHi community, you might've heard that we’re making changes to Global Pay Run to help you manage your payroll more effectively;
- From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date.
- Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run.
Considering that we'll retire this feature we want to front-foot that we have no plans (as requested in this idea) to develop Global Pay Run.
If you're in AU, UK or NZ there's our Xero Payroll product that's been specifically tailored to your regions unique requirements. Find out more about the pricing plans this is available through on xero.com, or connect with specialists if you need a hand. Alternatively,…
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Allow booking of time entries on Jobs I am not assigned through in the API for XPM
In XPM you can create a time entry for a Job you are not assigned to. However this is not possible if we are making the time entry through the API.
The API should offer that possibility as it is the same as in the brows.er
1 voteHi Mislav, appreciate your request around what's possible with Xero's API. We have a separate community for ideas around the API that'd be best to post this on as there are experts in that channel that can help and respond to ideas around this specifically. Welcome to copy and paste the detail from your post here in that channel. 🙂
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New Invoicing - Use the same button layout as other transaction entry screens
Why are the attach file buttons in the opposite order in New Invoice from the likes of Bills and everything else?
2 votesThanks for also sharing screenshots, Moyra. Appreciate wanting consistency in actions across Xero like this. New invoicing is built on updated technology, bills and other pages you see across Xero with the image in your first screenshot are yet to under go this update, however as we get to them they will adopt the same similar components and layouts that you see in new invoicing today. So while I'll move your idea here to not planned as we will not be updating the buttons in new invoicing, you can expect to see this same layout in other places across Xero overtime.
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Global Pay Run - Ability to select payable account for Deductions, Taxes and Post-tax Deductions pay types
The feature request is to allow the defining of current liability accounts for pay items with pay types set to Deductions, Payroll Taxes, and Post-tax Deductions. This will enable the tracking of payroll source deductions and taxes necessary for remittance reports to the tax authority (such as EI, CPP and income taxes for T4 and T4 summary completion in Canada).
There are two ways I believe Xero developers could achieve this goal.
Below is an explanation of what currently happens during pay runs:
For pay items with a pay type set to Wages, Allowances, or Non-taxable Allowances, the journal entry…
2 votesThanks for sharing and engaging with Product ideas. While we understand wanting to see improvements to Global Pay Run, however as you may have recently read -
We’re making some changes to help you manage your payroll more effectively;
- From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date.
- Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run.
With this update we want to be upfront here that we don't have any intentions of further developing Global Pay Run, and will close this idea.
For AU, NZ or UK businesses we have Xero payroll which is specifically tailored to your regions unique requirements. You can see more information of…
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Tracking - Increase the number of tracking categories
I have a real estate client who wants to track clientID and Postcode but also Agent name and property value range. I can only use 2 categories and so have had to make a number of Item codes for each agent 30+ codes per agent in order to do this. If we could have more than 2 tracking categories that would be great!
216 votesHi everyone, we appreciate all the interest in Tracking. As widely used as this feature is we have no plans at this point to develop and extend the current limitations of Tracking in Xero.
As some here may have explored - there are connected apps that may serve some of the needs of Tracking, as well as Xero Projects for those looking to monitor and record finite business projects or jobs.
If there's any change, we'll return here to update.
You're welcome to continue to share detail of how increasing options for tracking could benefit your business, however we want to be transparent in our position, so you can make the best decision as needed for your business.
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Multicurrency - Make transaction FX rates available to the API
It seems to calculate values (unrealised gains) for international transactions we need exchange rates.
However after retrieving the rates from XE.com, as well as another provider, we are unable to pull the exact FX values used by Xero, which means we cannot recreate the value from Xero reports. This interferes with our ability to automatically reconcile and may cause confusion for accountants if they cross check.
Xero support advised us that they pull live FX rates at 11pm of the timezone of the organisation, however in general it is not possible to pull these live rates historically from XE.com.
We…
4 votesHi Brendan, appreciate the detail provided along with your idea here. We have a separate community forum where you can log ideas related to improvements for Xero's API. While they have a few ideas around exchange rates what you've raised doesn't appear to have been requested yet.
We'll close the idea in this forum but you're welcome to copy and paste your detail from this to create a new idea in the forum there where others interested can join and we have experts that can keep you updated of any changes surrounding this. Thanks
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Zendesk Time Tracking Integration
I would love to see an integration with Zendesk to track time spent on tickets to be invoiced in Xero. I know this can by done with WorkflowMax but I don't want yet another app to deal with, it would be great to have this directly in Xero.
1 voteHI Christopher, Xero offers the ability for interested parties to build an integration with Xero, however OI want to be open that we don't regularly design an build integration with other applications ourselves.
You're welcome to share this link to our Developer Community with Zendesk support in case this is something they'd be interested in looking into.
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Xero Go - add bank feeds
Bank feed - it would be great for small self employed businesses who do not need a full Xero subscription to be able to link their bank account and categorise their business transactions. Similar to Coconut so that you can link personal accounts and pull in business transactions that have gone through.
9 votesHi everyone, thanks for engaging with us here on Xero Product Ideas. As you'll have recently seen in our communications - We have spent the last year testing and refining Xero Go and after completing a careful review to understand the future of the product, we found greater investment was required to meet the changing customer needs and expectations around the product.
As a result, we will be retiring Xero Go on 12 September 2024, and will move this idea to not planned. We really appreciate the support from you all who have been using the app during this free period.
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Xero Me - remove dog from loading screen
Please can you remove the dog animation from the Xero Me app as a matter of urgency? It is unnecessary and has repeatedly caused anxiety issues for me (and I'm sure others like me) who suffer from a severe fear of dogs. It's just awful for me to use the app now - the previous expenses app had no issues in this regard. It should be replaced by a more relevant animation such as a timer. If this cannot be done, I will have to switch to Quickbooks.
2 votesHi Andrew, understand being quite niche this idea hasn't picked up much traction from the community here.
That said, we appreciate the stress this causes and though I understand you've also approached our specialists at Xero Support thought it would be worth sharing this for others here too - The best method to completely avoid this loading screen for the time being would be to use your web browser from your mobile device.
Having connected with our product team they may look at possible changes in the long term, but we don't have immediate plans to change this screen. I'll move your idea here to Not planned, however if our position changes in the future we'll update you again. Thanks
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Bank Reconciliation - Templates for common split payments
TEMPLATE FOR COMMON SPLIT PAYMENTS
We need to be able to save a split payment as a template (like a bank rule)
eg: registration is always split with gst, no gst etc, let us save that transaction as a template for easy recon next time. Bank rule isnt helpfull as when you have 20 different regos being paid to the same company then a simple split template would be very helpful3 votesHi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.
While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.
With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.
If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.
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New invoicing - Integrate with Chrome Exporting Tables extension
In original invoicing the Chrome CopyTables extension worked to copy the data from the invoice into Excel for creating pivot tables; that feature doesn't work in new invoicing. We work with multiple vendors on a single project and it's significantly easier to place those orders by copying the tables from Xero into Excel and creating a pivot table. If the base code can't be adjusted to work with extensions like that than being able to export an invoice as a CSV would be helpful.
1 voteHi Jonathan, appreciate the feedback however this is something you'd need to contact Chrome about in relation to how their extension works and if any change can be made to apply to Xero's new invoicing
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Shortcuts/ aGlow programs
Integrate with Shortcuts Software CRM/POS and aGlow membership software program.
(Beauty industry.)
1 voteHi Emma, we have a developer community that's best to share requests for integrations through. Being open, we don't generally build integrations ourselves however Xero has an open API that enables interested parties to build an integration with us if they choose. I'd recommend approaching aglow to see if this is something they interested in, and you can share our Developer Centre with them that has more information on this process.
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Xero Go - viewing attachments without downloading
It would be great to have the functionality for Partners/Accountant to be able to view Xero Go files as you would in a cashbook, ledger or business edition organisation, by seeing a preview of the document without having to download it.
This was the case when Xero Go was initially came out and only an odd invoice needed downloading, now it is all of them, across various clients.
I would take a guess there may be an issue with the app and photos it takes, these are jpeg and should just come up automatically when we view them. A fix…
2 votesHi community, thanks for engaging with us here on Xero Product Ideas. As you'll have recently seen in our communications - We have spent the last year testing and refining Xero Go and after completing a careful review to understand the future of the product, we found greater investment was required to meet the changing customer needs and expectations around the product. As a result, we will be retiring Xero Go on 12 September 2024, and will move this idea to not planned. We really appreciate the support from you all who have been using the app during this free period.
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Bank Rule for overpayments
We have a lot of clients that make payments on account that don't match invoices.
For example they may have a food supplier who they pay £500 a week but this doesn't match any invoices.
It would be beneficial if we could set up a Bank Rule so that these payments are automatically treated as overpayments to the designated supplier ledger.
Currently we have to go "add details", select "overpayment", put in supplier name, then "save transaction" for every single one. A Bank Rule would do them all in the press of a button and save a lot of time.
111 votesHi all, while it's really great to see how many of our users are making use of automating reconciliation by setting up Bank Rules, priorities lye in other areas of Bank Reconciliation for the team at present.
We know where our customers would like to see our attention when we have resource to broaden horizons in the space of Bank Rules and Overpayments will be high on this list when the time comes.
To confirm there is no work planned atm, but we'll share if and when this changes.
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AU Payroll - Sort by Surname
To be able to sort Pay Employees by Surname and it holds them in that order instead of refreshing
103 votesHiya community, thanks for your support in this. Totally get why you may want to set the default view to sort by surname in Payroll. Being open, with many of the teams resource working hard to fine tune payroll for STP phase 2 there are no direct plans for developing the option to set a default for sorting of employees atm.
To confirm, right now from your list of employees you can click on the column header to sort ascending or descending alphabetically - So, once on the screen you can click Last name to sort your employees by this column.
We'll update again if there's any change planned.
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Reports - Toggle display names (Reporting v Account name)
Where the "Reporting Name" feature is used when creating accounts, it would be great to be able to select either account name or reporting name when running reports such as the BS, P&L or trial balance
65 votesHi everyone, we appreciate all the valuable feedback and ideas shared here.
We can see how reporting names would be confusing to clients, so I’m pleased to let you know that our product team have recently made a change that means they are not visible for non-adviser reports 😁 This means the reporting name is only visible on templates within the Xero Business Edition and non-adviser users will always see the Chart of Account name when running their reports.
Reading through the comments here and via our support team, the main need is for clients to understand their reports, which means viewing them by COA. To be open and upfront we don't have direct plans to work on a toggle in the foreseeable future so we're moving this idea to 'not planned'.
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Bills - Don't change the Description when editing the Item column on lines
When editing a bill, say the item column it removes the data that is on that line. Can this be avoided?
2 votesHi Robert, coming back across your idea here I want to be open that we don't have any plans for this. The Item field is driven by your inventory products and services, which is why it auto description and other fields with the contents saved for that item. If you have pre-filled the description column and need to change the item we'd recommend copying this so once you update the items you can paste your text back in the description column.
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Bills List - Add a Description column
How do I adda column showing the "Description" to the columns of Bills...??
5 votesHi all, while we don't have any plans for adding description as a column to the bills list you may find it a bit easier to view the bill details now using the quick view option.
From the list view you'll see an eye icon that allows you view all details of the bill without having to navigate away from the list screen.
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Payroll AU - Ability to have multiple payslip templates
Please add the ability to have multiple payslip templates for multiple businesses trading within the same entity. Ie so their different logo's for the different trading names can be attached to the employee group for that business tracking category.
9 votesHey Tanya, we don’t recommend running multiple payrolls from the same Xero organisation. As there’s only support for a single payroll account, business name, and ABN per Xero Organisation. This information must be included on each payslip, and would need to be edited prior to posting each pay run.
Posting payroll for multiple businesses from the same Xero Organisation can also have an impact on your record keeping, especially when it comes to finalising your STP and employee superannuation for the year.
Instead, we’d recommend setting up a new organisation for each new business you run payroll for. If you need multiple plans for running small payrolls, as a Xero Partner, you might like to check out our Payroll Cashbook plans.
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Global Payroll - Support for multi currency payroll
Suggestions:
The Payroll /Or Payrun system can also be currency optional
Companies are becoming more international. The online office model is not limited to the workplace, and salaries will be paid in different currencies. This is probably going to be a trend.
12 votesWe appreciate the input and interest this idea has received overtime. However as you may have recently received word - We’re making some changes to Global Pay Run to help you manage your payroll more effectively;
- From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date.
- Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run.
This also means that we don't have any plans for further development of our Global Pay Run product, and will move any ideas related to this on this site to Not planned.
If you're from a region where we offer dedicated payroll products (AU, NZ and UK) specifically designed for your regions unique requirements,…
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