Settings and activity
13 results found
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66 votes
Hi everyone, thank you for sharing your feedback on the Employee Contact Details report.
In 2024, this report was updated to include date of birth and age. We’ve noted the suggestions to include start and end dates as well.
Adding further details to this report is not on our current roadmap. As a result, we are moving this request to 'Not in Pipeline.'
We appreciate your continued ideas and feedback, and we will let you know if our priorities change.
Stephanie Cassimatis
supported this idea
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258 votes
Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.
After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.
We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here.
Stephanie Cassimatis
supported this idea
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An error occurred while saving the comment -
34 votes
Hi community, thanks for your on-going feedback through this idea.
We appreciate wanting more visibility of which customers you are sending reminders to, and thank those that contributed to our earlier research.
Right now, from the Sales Invoice Awaiting payment list there is a column for 'Reminders' where you'll be able to see if a contact has reminders turned off.
We're also currently working on a new agent powered through JAX, that will help you get paid without all the chasing.
You'll be able to tun this on for selected contacts, and JAX will build a personalised plan considering open invoices to follow up with the customers in the right way, at the right time.
Being open, with the initial release there will not be a dedicated view to see which contacts this is turned on for, however product team are across the idea here for consideration in future…
Stephanie Cassimatis
supported this idea
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100 votesStephanie Cassimatis
supported this idea
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6 votes
Hi Amanda and Sandy, I want to let you know that you can upload your document or invoice directly into Xero Files without using Hubdoc, and you can assign it from there - See more on our article.
If you’re looking into publishing the document from Hubdoc to Xero files, you can do it too. And you can read more here.
In saying that, let us know if you’re actually after something else.
Stephanie Cassimatis
supported this idea
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542 votes
Hi community, we understand how being able to send quote reminders like you can for invoices, would help with following up on uncommitted work with your customers and potentially locking in sales.
For the time being, as many will be aware you can resend a quote that’s already been sent, by clicking the 3 dot menu in the top right and choosing ‘Send’, where you’ll have the option to change the email and who it’s being addressed to.
This is something we have intentions of diving into discovery for this year and I’ll return to share more news when things progress. Thanks
An error occurred while saving the comment Stephanie Cassimatis
commented
Hey Xero, I have to ask why the hesitancy to allow this? Clearly it's a much wanted feature. It's been years that people have been requesting it, you have over 420 votes and countless reasons why it's a much needed feature. It already exists on the invoicing side so why not on the quoting side. You would make many businesses happy and allow them to save alot of time. Currently quote follow ups is a manual process but we have to do it as some of these quote convert and help us with our income. It's a standard feature with your competitors. So I also ask, is it worth loosing existing clients and spending more on converting new clients when you could make and keep your existing ones happy to stay?? You start working on requests with much fewer votes and this is such an easy add. It makes no sense
An error occurred while saving the comment Stephanie Cassimatis
commented
Hey @dana, what would it take to activate this feature? It already exists for invoices so not a new thing. PLUS the added bonus that if it is activated, then not only do we make more money but we now have more money to spend on other Xero add-ons. Simply a win- win
An error occurred while saving the comment Stephanie Cassimatis
commented
So much lost business for something so easy to implement. Why is this taking years??
Stephanie Cassimatis
supported this idea
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21 votes
Hi team, as mentioned in my last update this is already possible with the option to export invoices as a CSV. This will download your invoices with the detail in a CSV format that could be used for some of the purposes described here.
I want to be open that we don't have any plans at this time for enabling a download of multiple invoices at a time as separate PDF documents.
While the idea will moved to Not in pipeline voting will remain open, and if it does pick up traction from the community we may revisit.
Stephanie Cassimatis
supported this idea
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1,295 votes
Hi everyone, thank you for continuing to share how important it is to clearly identify bills that need attention before they’re paid. We understand the impact this has on teams managing bills and avoiding payments being made before a query is resolved.
While a user control flagging mechanism is not directly in the pipeline yet, we want you to know that your feedback and the volume of support here is getting to the right places.
Our product teams are continuing to consider this wider workflow (not just adding a standalone flag) as they plan and shape our direction for bills.
We’re working towards making it easier to manage payments out of your business, with clearer ways to understand which bills need action as part of a more connected bills and payments experience.
The new bills approval flow which we’re currently developing is an example of this - once available admins…
Stephanie Cassimatis
supported this idea
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681 votes
Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.
While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.
So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.
Stephanie Cassimatis
supported this idea
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184 votes
Hi everyone, thanks for sharing your thoughts on this! With Payday Super legislation now active, superannuation contributions align directly with regular pay runs. Because of this shift to real-time processing, quarterly due date reminders are no longer necessary.
To assist with compliance under the new legislation, we have added reminder prompts directly to the super payment page to highlight which accruals are at risk of being late.
As a result, we won't be moving forward with quarterly reminder updates for this request. We really appreciate everyone’s feedback on this topic, please continue to share your ideas on how we can keep improving your Xero experience!
Stephanie Cassimatis
supported this idea
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523 votes
Thanks for your feedback about setting working days for part-time employees, everyone.
We’re pleased to share that working patterns are now in development, with the first release planned for later this year.
You’ll be able to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run. For this first release, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share another update as the release gets closer.
Stephanie Cassimatis
supported this idea
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1,178 votes
Heya team, thanks to everyone who shared feedback through the form in our last update. Your contributions have helped us make great headway, and this idea is now moving into development.
We're inviting a limited group of users to test our new Statement list and PDF views. These are important stepping stones towards scheduled statements, and testers will automatically receive early access to scheduling when it becomes available. Register your interest through this form as soon as possible.
If you don't make it into this testing group, don't worry. We'll continue sharing updates here as the work progresses.
This early release gives you greater control over your statements, from customising which columns you see to editing contacts inline and previewing exactly what each customer will receive before you send. Your statements will also now match your invoice branding for a more consistent experience.
Please note: When you join, your entire…
An error occurred while saving the comment Stephanie Cassimatis
commented
This would help massively with credit control and help reduce admin. Please allow this to be a simple feature
Stephanie Cassimatis
supported this idea
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299 votes
Hi everyone, we appreciate all the feedback you've shared.
We'd like to share some changes that have been made since our last update;
- The Demo Company now appears as its own item, separate from the Recent organisations list.
- Separately your recent organisations section can be collapsed, which we understand is helpful for users when sharing their screen.
- There's also now a banner that clearly identifies when you’re in the Demo Company, to help avoid scenarios of entering real organisation data in the wrong place.
We recognise there’s continued interest in being able to hide this option completely. While our product team is aware of this appetite and will continue to consider it in future planning, we want to be transparent here that there are no plans to develop a hide or remove setting in the near term.
We hope these changes make the experience clearer and help reduce accidental access.
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An error occurred while saving the comment Stephanie Cassimatis
commented
How can we get this upvoted? Please share on all Xero platforms. I see so many people complaining about this but we are not getting the votes to be noticed by Xero support. Lets get sharing!
Stephanie Cassimatis
supported this idea
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Working in hospitality, there are different rates for different ages. It would be fantastic to have the ability to set a monthly birthday reminder so we can see which staff need to be moved to a different rate. We have the birth dates entered into payroll, so a tab with monthly birthdays showing the age they are turning would be super useful to ensure they are paid the correct amount.