Settings and activity
22 results found
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15 votes
Thanks for letting us know the report suggestions that are most important to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Paolo Coniglio
supported this idea
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44 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
Paolo Coniglio
supported this idea
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3 votesPaolo Coniglio
supported this idea
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52 votesPaolo Coniglio
supported this idea
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454 votes
Hey everyone, we've been following the conversation closely and we want to acknowledge how important this is for many of you.
Atm, we’re on a long journey to provide more controls within Xero features that our customers need. Being such a broad idea that touches many areas of our platform, we’d like to encourage adding your votes to specific user permissions that matter most to you, such as:
- Bank Accounts: For more control over who can see bank account balances and access specific accounts, please see the idea here: User Role - Restrict access to individual bank accounts
- Sales and Invoicing: If you’d like to see changes to permissions around sales reporting and editing invoice templates, you can follow that conversation here: User roles: Restrict access to Invoice Settings
- Reports: To have your say on restricting access to specific reports, the relevant idea is here: User permissions - Assign user…
Paolo Coniglio
supported this idea
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An error occurred while saving the comment Paolo Coniglio
commented
This is an interesting one for me. In 2018 Xero launched a whole new navigation bar that in all honesty took me ages to get used to. The available options on the drop-down menus made little logical sense, especially compared to the old navigation.
It took so long for me to remember where the various options had been moved. When we asked why this change was made, we were told it was to designed to help Xero building a more robust user experience.
That was never delivered. Now Xero is changing both the Dashboard and the navigation bar AGAIN and it's almost going back to the old options (which made so much more sense).
So after shuffling the position of commands multiple times (making it so much harder for consultants to train and maintain their training resources), are we finally going to get a better user management experience?
This is another one of those features requests that has been on the cards for years with little to no progress. With Xero's integration growing more and more making it suitable for larger businesses, a better user management experience is becoming a must to preserve access to Financial Information.
I have so many clients that have lower level clerks going through the bank feeds to fetch documents but they don't want these clerks to see for example the bank account balance or they want to be able to pick and choose which bank accounts these employees should interact with. That seems perfectly logical to me
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956 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Paolo Coniglio
commented
Megan Clark and Judy Moore
Whilst I agree with the fact that this functionality should be available what's probably important for people to know is that the reason the functionality is available in other areas of Xero and not in Payroll is due to the fact that Xero Payroll is actually not Xero. It is a completely separate platform that is embedded in Xero.
Xero purchased the Payroll solution after. In the first year of Xero existence, it did not have payroll. When the solution was purchased the functionality was never there.
Paolo Coniglio
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3 votesPaolo Coniglio
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13 votesPaolo Coniglio
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30 votesPaolo Coniglio
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13 votesPaolo Coniglio
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38 votesPaolo Coniglio
supported this idea
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An error occurred while saving the comment Paolo Coniglio
commented
This is particularly important for bookkeepers. We DO NOT WANT our email address shared to our clients' employees' and yet that happens whenever we send them payslips!
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21 votes
An error occurred while saving the comment Paolo Coniglio
commented
I would love this to happen!
Paolo Coniglio
supported this idea
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718 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
Paolo Coniglio
supported this idea
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32 votes
An error occurred while saving the comment Paolo Coniglio
commented
I would love this report feature we have to create a summary and detailed version for every report
It would be so much easier and transparent for clients to have one version where they can expand any areas that has been grouped
On a side note MYOB AR Web has this featurePaolo Coniglio
supported this idea
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781 votes
Hi community, first off thank you for the continued interest and feedback surrounding this idea. We’re continuing to build on the bank reconciliation experience in Xero and recognise the ways this feature will help improve the efficiency, flexibility and transparency of transactions in your business. Our team have done a lot of exploration into being able to surface and match Credit Notes when reconciling your bank account in Xero, and this is now in development.
We’ll shift the idea here into ‘Working on it’ and continue to update as there’s more detail of this to share.
Paolo Coniglio
supported this idea
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582 votes
Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.
We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.
In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.
We'll keep you updated on our progress right here. 🙂
Paolo Coniglio
supported this idea
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29 votesPaolo Coniglio
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514 votes
Hi team, we're pleased to share that we've released some more features, enabling more users to pay suppliers without logging into your bank!
For our UK customers we've made paying overseas suppliers easier with international bill payments.
Using open banking, you can now securely send money to 180+ countries including Europe (EUR), America (USD) and Australia (AUD). So you don't have to juggle multiple platforms or hidden fees. Whether you're paying a single bill or multiple bills at once, authorise payments prepared by your team and easily track which suppliers have been paid.
We've also launched bill payments in Xero for customers in the US, powered by BILL.
You can make simple, secure payments directly from Xero. You'll be able to authorize payments prepared by your team, and easily track which vendors have been paid. Plus, gain access to millions of vendors over the BILLTM network, and vendors…
An error occurred while saving the comment Paolo Coniglio
commented
This was originally announced at Xerocon 2017 but it was canned as the banks didn’t want to open the integration
Paolo Coniglio
supported this idea
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418 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Paolo Coniglio
supported this idea
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1,323 votes
Thanks for your continued engagement and valuable feedback on this long-standing idea, everyone. We've been carefully reviewing your comments and want to acknowledge the clear sentiment of frustration regarding the current limitations around managing multiple addresses for contacts, particularly for invoicing and delivery purposes, and that this is a critical feature to many of you.
We want to share an update on our progress here - We're pleased to confirm that the foundational work for handling multiple addresses has been completed within the Contacts area of Xero. This was a crucial first step. Building on this, now that all customers are on the new invoicing experience our product team has moved into the discovery phase for adding multiple addresses directly within invoicing. This means they are actively exploring the best way to implement this functionality to meet your needs effectively.
We appreciate your patience as we work through the complexities…
Paolo Coniglio
supported this idea
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I agree! This is so important Whenever I have to create an SG Statement it takes SO LONG to get the data from Xero as first it is dispersed in several reports, some data (TFN) is actually not available on ANY reports so we have to go through each employee record (current and past) to extract it. And finally Superannuation ABNs are not available in Xero so I have to use other resources just to retrieve that other piece of information
All in all a very time consuming exercise
I think moving to Super on Payday this will become even more important
I would to love to have a report like this by July 2026 (in which case Non-OTE categories will no longer be required)