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1210 results found
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100 votes
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Freya Pieroz
shared this idea
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27 votes
Thanks for sharing your feedback on the new updated Files. We appreciate the time you've taken to bring this to our attention. We've reviewed your idea and moved this to gaining support, now it's up to the community to get behind and 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.
Freya Pieroz
supported this idea
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4 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. While that exact group view isn't available in the new design, we have a helpful trick: we recommend you try expanding the side view of the file so it fills up most of your screen. When you do that, you'll be able to quickly jump between files just by hitting the Tab and Enter keys on your keyboard. If you run into any trouble with this or need more help, please don't hesitate to reach out to our support team :)
Freya Pieroz
supported this idea
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6 votes
Thanks for the additional detail, it helps when reviewing the needs and for others to be able to understand if they'd like to support this too.
Can see how this additional detail would help when reviewing your files in the archive folder.
We'll start to get a sense of the community interest here and I'll share if there are any updates.
Freya Pieroz
supported this idea
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Xero Files - Removing Files from transactions and Adding back into Xero Files & Searching Xero Files
4 votesThanks 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. Additionally, regarding the other idea on searching within the files section, I have found a similar idea to what you're suggesting and added your vote there. We'll monitor both ideas for traction.
Freya Pieroz
supported this idea
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3 votes
Appreciate you sharing feedback, Erzsebet. However we do ask that each post be contained to a single idea in a feature to help;
- other members know what they're voting for
- product teams get a sense of the interest for a particular change
- us provide updates on any progress for a change
Being upfront, the new homepage will replace the Dashboard experience over the coming weeks, and we cannot maintain both experiences long term.
To help with some of the notes you've raised on your needs;
- You can view draft invoices/bills from the Invoices owed to you/Bills to pay widgets - This now sits beneath the graph
- # of items to reconcile should be visible from each Bank account widget, as well as within the Tasks widget
- Net profit or loss widget will provide a quick gauge of the clients FY
I'll update the title of your idea here for the…
Freya Pieroz
supported this idea
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25 votes
Thanks for sharing this feedback in Product Ideas, Tamara. Drag & drop options into Xero Files is something our product team are looking into, however we can't make any commitment to development at this stage. I will keep you updated of any progress around this here.
In the meantime taking on board your feedback here they are keen to get further insight of the old to new outlook experience if there are any further details you'd like to share on your experience using Outlook with Xero, here?
While the drag & drop you're after isn't available atm, you should be able to use the Files unique email to still send your attachments from Outlook to your Xero Files inbox.
Freya Pieroz
supported this idea
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3 votes
Hi everyone, thanks for taking the time to share this.
We understand you’re looking for a central way to see when clients upload new documents, such as a notification or status indicator within the partner dashboard.
Having a clearer view of new uploads could make it easier for practices to manage client tasks and follow up on outstanding items.
We’ll continue to track feedback and interest from the community for this idea.
Freya Pieroz
supported this idea
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20 votes
Hi everyone, appreciate all the engagement here by far.
We understand you’re looking for a way to apply tracking categories directly while reviewing documents uploaded into Xero, so transactions can be coded completely.
Having tracking options available earlier in the workflow could help reduce extra steps when managing expenses across different teams, projects, or locations.
We’ll continue to monitor the conversation and gather feedback from the community as this idea gains support.
Freya Pieroz
supported this idea
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3 votes
Hi Roger, appreciate you sharing your workflows here.
We understand you’re looking for Smart Document Capture to remember your usual settings, like contacts, accounts, and tax details, when reviewing similar documents in Xero.
Having these defaults available during review could help make recurring document processing quicker and reduce manual updates.
We’ll continue to follow the discussion and capture feedback from the community as this idea progresses.
Freya Pieroz
supported this idea
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6 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you Nicola.
We've reviewed your idea and now it's up to the community to get behind and 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.
Freya Pieroz
supported this idea
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2 votes
Hi Jake, thanks for sharing this idea. We can see why having the ability to split PDF files directly within Xero Files could be useful, particularly when processing multi-page documents that contain multiple invoices, receipts, or other records. Being able to separate pages without downloading the file and using an external tool could help reduce manual handling and make document processing more efficient.
We've updated the status of this idea to Gaining Support. If this is something you'd find useful in your workflow, we encourage you to vote and share more detail about how you'd use it.
Freya Pieroz
supported this idea
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2 votes
Thanks for sharing your idea, Jessasm. We don't have any immediate plans for adding tags to files in Xero, however we can start to get a better understanding of the interest around this from your idea here.
Share the link to this idea with other colleagues that would find this useful so they can add their support for this here, too.
Freya Pieroz
supported this idea
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4 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. 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.
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579 votes
Hi everyone, a quick update on multi-authorisation for Payday Super.
We recognise that multi-authorisation is a priority for many of you, particularly as Payday Super approaches and businesses review how they manage super payments in Xero.
Our Product team is actively working on an enhanced workflow for this, which is on track for release next quarter.
We’ll share more updates as soon as we have more to confirm.
An error occurred while saving the comment Freya Pieroz
commented
If the super authoriser is also the subscriber, as it is for a LOT of small to medium businesses, then that's a single point of failure. If that person gets hit by a bus, there is no way to transfer the ability to pay super fast enough to meet payday super requirements, and they'll be subject to penalties from the ATO through no fault of their own.
An error occurred while saving the comment Freya Pieroz
commented
Xero has a little over 18 months to implement this before payday super comes in and employers will be required to pay super on payday, even if the super authoriser is on leave.
I'm going to need Xero to pay my minimum 4 hour shift wages for each of the days I have to log in during my workplace's Christmas shutdown period in 2026, just to run super for clients and prevent them being late and subject to penalties. Looking at the calendar, that's at least five days worth because I'll have payday super on every single weekday except Fridays.
An error occurred while saving the comment Freya Pieroz
commented
We had a situation recently - fortunately we pay our clients' super monthly rather than quarterly (smooths out cash flow), and it was a monthly batch not an EOQ batch! The authoriser for the super batch for one client was out sick, and since it's illegal to require people to work while they're on sick leave, this client's super couldn't be authorised until they were back in the office. So it was late (with regards to our agreement with that client; thank everything that it was the April and not the June super!) and we had no way of fixing that.
An error occurred while saving the comment Freya Pieroz
commented
This is essential. If I get hit by a bus, my clients' employees still need to be paid and their super obligations dealt with. And where the subscriber and the approver are the same person, this gives a single point of failure (and Xero won't be paying the Superannuation Guarantee Charge if the super is late due to having that single point of failure)
An error occurred while saving the comment Freya Pieroz
commented
We have an office mobile, so that no approval codes for any of our clients are going to personal mobile phones without audit oversight. Having said that, sometimes the client should be allowed to send off their own super...
Freya Pieroz
supported this idea
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1 vote
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. 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.
Freya Pieroz
shared this idea
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3 votes
Thanks for sharing your idea on customising the layout of employee payslips.
We've reviewed your idea and now it's up to the community to get behind and 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 comment to share additional detail about how your idea could improve their experience with Xero.
Freya Pieroz
supported this idea
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2 votes
Thanks for sharing that you'd like to edit the default payment reference on the new wage payment feature.
We've reviewed your idea and now it's up to the community to get behind and 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.
Freya Pieroz
supported this idea
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2 votes
Thanks for letting us know you're keen to see greater integration between Projects and Payroll.
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.
Freya Pieroz
supported this idea
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I've just had a request from a client's customer (to whom I currently send around 100 invoices every month) to combine invoice and supporting documentation into one pdf.
Currently, I cannot do that without sending the invoice to myself, using a paid service to merge the files, and then forwarding. If I merge invoice and supporting documentation, attach the merged file to the invoice, and then send direct from Xero, it will attach another copy of the invoice as a second attachment anyway. This is a whole bunch of wasted time for a process that could and should be automated.