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  1. 47 votes

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    Thanks for this feedback on how pension enrollment currently works in Xero payroll. It’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

    In the meantime, here's a tip to trigger pension assessment before posting the pay run:

    1. With the pay run in draft click Post.
    2. When the Automatic pension enrolment pop up displays, click Confirm.
    3. On the Complete Pay Run pop up, click Cancel.
    4. You can now open the draft payslip or download pay run reports with the pension deductions included.
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    Lucy Plant commented  · 

    Yet another issue with Xero payroll - great that I now have a work around to trigger pension assessment but I shouldn't have to to be doing that - the software should automatically do it. Come on Xero please fix this ASAP

    Lucy Plant supported this idea  · 
  2. 18 votes

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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.

    To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

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    Lucy Plant commented  · 

    Unbelievable that this is an issue still! I've just discovered this as well so have several tax codes that have not been updated

    Lucy Plant supported this idea  · 
  3. 32 votes

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    Thanks for sharing your idea on automatically calculating holiday pay when processing an employees final payslip.

    It’s been a little while since this idea was raised, we can see it's been steadily gaining support.

    To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

    Lucy Plant supported this idea  · 
  4. 30 votes

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    Thanks for sharing your idea here.

    We've reviewed your idea and it's up to the community to get behind and support it. Sharing the idea with any colleagues could benefit so they can add their vote too!

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    Lucy Plant commented  · 

    I've just gone round in circles trying to work out how to include the rolled up holiday pay! Please Xero this needs to be added ASAP

    Lucy Plant supported this idea  · 
  5. 51 votes

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    Lucy Plant commented  · 

    Any update Xero team??
    I've just spent ages trying to work out why the YTD figures weren't showing but now see it's a Xero fault - Please fix ASAP

    Lucy Plant supported this idea  · 
  6. 4 votes

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    Lucy Plant supported this idea  · 
  7. 567 votes

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    Hi team, we appreciate the growing interest this idea's gaining and want you to know our product teams are very attuned to our customers desire for a bank feed for CAF bank.

    We're continuing to work closely with our third party integrators to make more bank feeds available via open banking. A feed for CAF is high on our agenda, however we're reliant on third party integrators to support this integration in order for us to deliver this for you all.

    I want to assure you we're pushing for it's integration, but we cannot commit or confirm a timeline for this work to be undertaken.

    As soon as there's progress to share we'll happily provide further updates for you all.

  8. 128 votes

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    Hi team, we appreciate wanting to hear updates from us here.

    Over the past year our team has been doing a lot of behind the scenes work for Files in Xero. We've released a new experience to our Files inbox, and while sub folders/files haven't made their way into the new experience just yet, I want to assure you our product team are aware of the vested interest here and how this could enhance your ability to organise and work with Files in Xero.

    This continues to be a feature our product team are interested to explore longer term. While we'll move the idea to Accepted for now, we'll make sure to share any work and updates that could add benefit to your workflows with you all, here.

    Lucy Plant supported this idea  · 
  9. 5 votes

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    Lucy Plant supported this idea  · 
  10. 271 votes

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    Hey everyone, thanks for engaging with this idea about being able to attach PDF bank or credit card statements directly to reconciliation reports in Xero. We know this can help simplify the cross-check process.

    Right now there is the ability to upload statements into the Files inbox where you could create a dedicated folder for these type of files. However we understand the limitation in that this doesn't link them to report as you'd like here.

    Our product team are looking into possible ways to attach files within the banking space and how we might fit it into the reconciliation workflow. It’s early days, and we’ll share an update when there's more news.

    Lucy Plant supported this idea  · 
  11. 904 votes

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    Hi everyone, our product teams are continuously reviewing and reprioritising their roadmaps for future work and although we don’t have any plans to change the credit application process this year, this is something we will investigate more closely in 2026.

    As we begin to explore work for enabling credit notes in the bill payments flow, we’ll reach out for input to help us shape the design and approach so we cater for the widest possible requirements. Thank you all, and we’ll be back to share when exploration starts.

    Lucy Plant supported this idea  · 
  12. 46 votes

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    Lucy Plant supported this idea  · 
  13. 213 votes

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  14. 472 votes

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    Thanks for sharing your thoughts on bulk allocation of credit notes, everyone. We understand that manually applying credit notes one by one can be time-consuming, and we appreciate wanting a a faster, more streamlined solution.

    Currently, while we know it won't be the flow that suits all, it's possible to apply credit notes to multiple invoices for a single contact by opening the credit note and selecting the invoices to apply it to.

    Atm, we're in the process of releasing a new experience for Sales Credit Notes. This work will enable us to develop changes like you're asking here longer term. However, the initial release is focused on developing existing features into the new Credit Notes experience. Once this is fully rolled out the team will have more capacity to consider enhancements like bulk allocations, however we want to be upfront that this isn't planned for the short term.

    We…

    Lucy Plant supported this idea  ·