Settings and activity
53 results found
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7 votes
Thank you for sharing your suggestion for setting a specific allocation date for credit notes against invoices or bills. This would provide a smooth solution for linking invoices and credit notes across different financial years after lock dates have been set.
Now it's up to the community to get behind this idea support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Sarah Mackie
supported this idea
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367 votes
Hey everyone👋 Thanks so much for sharing all your feedback and keeping the conversation going here. We've been following along and considering changes around the process for adding payments in new invoicing.
As we mentioned in our last update, while we won’t be bringing classic invoicing back, we're taking a close look at what made it work so well for you. The ability to quickly enter payment information without leaving the invoice is a key part of that.
To address this, our product team is now working to reintroduce this functionality to the invoice page.
We can’t share a timeline just yet, but we want you to know that your comments have been a vital part of this process. We’ll be sure to post an update here as soon as we have more to share.🙂
Sarah Mackie
supported this idea
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33 votes
Thanks for sharing this idea about showing on invoices, the credit note numbers that have been applied to them.
We've reviewed this idea, and now it's up to the community to get behind and support it.
You might like to share a link to this idea with any colleagues that this could benefit, so they can add their votes and comments too!
Sarah Mackie
supported this idea
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482 votes
Hi everyone, appreciate your continued feedback on new invoicing. As mentioned in my last update we've now added a new Xero Central page for new invoicing.
Along with updates to individual ideas on Xero Product Ideas, this page will become the single source of truth for key feature rollouts including:
- what’s available in new invoicing right now,
- timelines for features and enhancements going live in new invoicing, as well as
- a comparison table between the classic and newer versions of invoicing.
We'll be updating this page regularly.
Relating to some of the more recent feedback there are some existing ideas that may also be of particular interest that you can join, like the ability to see the email the invoice was sent to in the history, or being able to see a timestamp, and reducing clicks and steps.
Sarah Mackie
supported this idea
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3 votesSarah Mackie
supported this idea
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5 votes
Hi David, we appreciate your idea about GST return tracking in XPM. Being able to create a custom report to view GST returns that haven’t been done yet would be really helpful, especially for practices managing high volumes of returns.
We’ve moved this idea to Gaining Support, so it’s now open for votes and comments. The more feedback and use cases shared here, the better our product team can understand how valuable this would be.
We’d love to hear how others currently manage GST return tracking and whether this report would support your workflow. Thanks again for starting the conversation!
Sarah Mackie
supported this idea
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34 votes
An error occurred while saving the comment Sarah Mackie
supported this idea
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128 votesSarah Mackie
supported this idea
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61 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important STP reporting is.
The existing solution is to view the STP finalisation screen, as this information is included in the employee's STP summary.
Something to note is that leave paid out on termination has several reporting types depending on the termination reason and leave type (i.e. Type U, Lump Sum A, etc).
If you use the STP finalisation reports, you may like to view this in conjunction with the ATO’s guide: STP Phase 2 Reporting - Quick reference guide.
Creating a new report for unused leave paid out on termination isn’t currently on our product team’s road map, so we've updated this idea to Not in Pipeline. The idea remains open for votes though so we can continue to monitor interest.
Sarah Mackie
supported this idea
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8 votes
Hi 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.
Sarah Mackie
supported this idea
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5 votesSarah Mackie
supported this idea
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64 votes
Hi everyone, thanks for your continued feedback on this idea. We appreciate you sharing how important selecting multiple employees is for you when running this report.
Our product team has reviewed this and agree this is something they'd like to develop, though it isn't currently on the roadmap. We’ll update the status to Accepted, so that it’s formally put up for consideration.
In the meantime, Kelly mentioned the Payroll Activity Summary report lets you run reports by employee groups, though we understand this doesn't fully meet your needs with the two tracking category limit.
We'll keep tracking interest here and update you if there's progress.
Sarah Mackie
supported this idea
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88 votes
Thank you all for sharing your feedback on how important consolidated employee details are for your businesses.
In November 2023, we released updated payroll reports which allow greater flexibility, however we understand this doesn't fully meet your needs
While employee’s date of birth and account details are accessible from two separate reports, due to the sensitive nature of TFNs, there’s no plans to include these in exportable reports.
While we truly appreciate your feedback and support in this idea, we want to be upfront that we don’t have intentions of combining all the data requested here into a single report that can be exported from Xero Payroll.
Sarah Mackie
supported this idea
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21 votes
Just wanted to touch base regarding this idea as it's been a while since we've posted an update.
We've reviewed your comments and can see the that this idea has been steadily gaining support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
Sarah Mackie
supported this idea
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31 votesSarah Mackie
supported this idea
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4 votesSarah Mackie
supported this idea
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57 votes
Hi everyone, thanks for your suggestions regarding consolidating the information provided in the current leave reports and the suggestion to include a running leave balance.
We appreciate that the current leave reports in Xero require exporting out of Xero and manual work to track running balances. We hear that this can add time to your workflows.
After reviewing this idea, we're updating this idea to Not in Pipeline. Whilst we can see the value to you for this particular report configuration, this isn’t an idea that’s on our product teams foreseeable roadmap.
We know this isn't the outcome you hoped for, and we value your input as it helps us understand what matters to the community. The idea remains open for votes so we can continue gauging interest. We’re constantly reviewing the level of support for your ideas, so will keep you updated if the status changes in the future.
Sarah Mackie
supported this idea
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8 votes
Hi 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.
Sarah Mackie
supported this idea
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61 votes
Hi everyone, thank you for your continued feedback. We appreciate you sharing how important selecting multiple employees is for you when running payroll reports.
The good news is our product team has reviewed this idea and agrees it is a valuable addition to Xero. We have updated the status to Accepted.
This feature is not currently on our immediate development roadmap, however by accepting it we are formally adding it to our backlog for consideration.
We will keep tracking interest here and update you as soon as we have news.
Sarah Mackie
supported this idea
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119 votes
Hi everyone, we appreciate your patience & would like to thank everyone who’s shared their thoughts and supported this idea.
Xero's payroll reports do currently offer some options to adjust columns, filters & layout. However we hear & understand the need for having additional information & more flexibility with payroll reporting, including the ability to customise & save reports for future use.
Being open here, these improvements are not in our current pipeline. However we'll use this feedback to shape how we plan future improvements in Xero Payroll reports.
Sarah Mackie
supported this idea
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Absolutely need to be able to view and search by client code. The reasons are already clearly described in the comments already here. The only point I would add is when there are several clients with the same name, there is no way to readily identify the relevant client using the standard search function. Using client codes would ensure the correct client is found much more easily and would reduce the risk of data breach/doing work on the wrong client.