Settings and activity
77 results found
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11 votes
Sarah Mackie
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8 votes
We appreciate you sharing your idea and letting us know what changes are most important to you.
We've completed our review, and now it's time for the community to show its support!
Please share your idea with colleagues who might find it useful and encourage them to vote. Community members can also add comments to expand on how your idea would improve their experience using Xero.
Sarah Mackie
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47 votesSarah Mackie
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37 votesSarah Mackie
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5 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Sarah Mackie
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97 votesSarah Mackie
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2 votes
Hi there,
Thank you for raising this!
With the recent updates to the interface and URL structures, that "shortcut" isn't as visible as it used to be. I’ve assessed your suggestion and moved it to Gaining Support.
It’s a great piece of feedback because it highlights how a small UI change can have a big impact on your workflow with integrated apps.
I’ve also updated the title to Practice Tools - Display Client Code in the Client record header to help other practice users find and vote for it.
A quick tip for now: While it's not as fast as the address bar, you can still find and edit that code by clicking Edit Details within the client record.
Alternatively, if you need to find these in bulk for several new clients, running a Client Report and including the 'Client Code' column is currently the most reliable way to…
Sarah Mackie
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25 votesSarah Mackie
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29 votes
Hi Renea, I notice you added your idea here to Practice Manager, can I just confirm - Are you looking to search Client contacts within Practice Manager, or Contacts within an individual organisation? Thanks
Sarah Mackie
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48 votesSarah Mackie
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An error occurred while saving the comment -
12 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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68 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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502 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
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3 votesSarah Mackie
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6 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
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129 votesSarah Mackie
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63 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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5 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it.
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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68 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
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92 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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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.