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1222 results found
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97 votes
Hi there, as part of our ongoing review process, we’re in the process of updating our idea statuses to better track Xero Product Ideas.
We’ve taken another look at this idea. Whilst we can see the value for payroll administrators to be able to view the payslip in PDF from within the Employee’s record, this update doesn’t currently fit into our product team’s road map. We’ll move this idea to a status of Accepted and will continue to review this in future planning.
An error occurred while saving the comment An error occurred while saving the comment 
Freya Pieroz
commented
@Kelly Munro, I'd like to be able to see a single employee's payslips, and review multiple pay periods worth. Using the method you've suggested requires:
- opening one pay period
- checking that the employee is included in that payrun
- open the payslips report for that payrun
- scroll to the particular employee (depending on the client, this can mean scrolling through up to 100+ employees)
- go back to the list of payruns
- repeat all previous steps for each pay period and payslip I want to reviewFrankly, downloading the individual's payslips is faster than this method if you have more than one payslip to look at.
Downloading the payslip means remembering to delete the download once I'm done to prevent potential privacy issues; having to scroll through all employees to find one employee's payslip is also a potential privacy issue, particularly if that one employee is standing next to me watching me do it.
Freya Pieroz
supported this idea
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195 votes
An error occurred while saving the comment Freya Pieroz
commented
I would love this - today, I'm in a client's accounts to do their payroll, and I could remember that one of their people was finishing up their employment some time this month, but I had to check who it was and when. Being able to make a note would help me not forget things like when their final pay needs to be run (it happens to be actually due on the day after a public holiday when a different clients payroll is also due, so I'll have a LOT of things to remember that day)!
Freya Pieroz
supported this idea
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1,007 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
An error occurred while saving the comment Freya Pieroz
commented
The Australian Tax Office requires us to keep copies of Tax File Number Declarations for each employee for at least two financial years after the last time you paid them (specifically, "If a payee has not received payments from you for 12 months, you must retain a copy of the last completed form for the current and following financial year.")
We are also required to keep the paperwork proving we gave employees the ability to choose where they wanted their superannuation paid, and we are required to keep that for 5 years after they leave employment with us.
Digital storage is fine, but we must store all employee-related files securely. Attached to their employee record would be perfect, as this is only accessible by people with reason to have access, and the accounts are kept secure anyway! Having to store these elsewhere means unnecessary duplication of file security measures.
An error occurred while saving the comment Freya Pieroz
commented
The Australian Tax Office requires us to keep copies of Tax File Number Declarations for each employee for at least two financial years after the last time you paid them (specifically, "If a payee has not received payments from you for 12 months, you must retain a copy of the last completed form for the current and following financial year.")
We are also required to keep the paperwork proving we gave employees the ability to choose where they wanted their superannuation paid, and we are required to keep that for 5 years after they leave employment with us.
Digital storage is fine, but we must store all employee-related files securely. Attached to their employee record would be perfect, as this is only accessible by people with reason to have access, and the accounts are kept secure anyway! Having to store these elsewhere means unnecessary duplication of file security measures.
An error occurred while saving the comment Freya Pieroz
commented
Being able to add an employee's signed TFN dec and Super Choice Form to their Notes would assist greatly in the requirement by Fair Work Australia to keep these documents for seven years, while still maintaining confidentiality requirements under the Privacy Act 1988 (Cth)
Freya Pieroz
supported this idea
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735 votes
Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.
We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!
You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊
We're really keen to hear your feedback.
We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…
An error occurred while saving the comment Freya Pieroz
commented
The ability to pre-schedule the sending of invoices would allow me to create the invoice when I have an easy day before EOM and have it send at the right time when I'm juggling a billion things during EOM. Especially when EOM coincides with payroll, there's rarely time to get everything done, and sending invoices is lower priority than paying people, which then has knock-on effects on cashflow.
An error occurred while saving the comment Freya Pieroz
commented
I have eight separate client payruns that are due between Christmas this year and when I get back into the office again. I'd really like to be able to schedule the sending of payslips so that I don't have to log in while on annual leave (which is illegal for an employer to require in Australia) to send the payslips within one day of the various paydays (which is a legal requirement in Australia).
An error occurred while saving the comment Freya Pieroz
commented
@Derrick Murphy not to mention that logging in to send one invoice can trigger minimum shift payments from one's contract - I know my own contract has a provision that I get paid a minimum of four hours worth when I work for less than four hours in a day (it's very common here in Australia, where the legal minimum shift under most Awards is 3-4 hours). And it's really not worth it to my boss to pay me for four hours when I'm doing less than 15 minutes work on my day off!
An error occurred while saving the comment Freya Pieroz
commented
@Geoff Schmidt in your scenario (prep payroll on Friday for payment on Monday) it's a legal requirement under the Fair Work Act 2009 (Cwth) that pay slips be sent within one working day of pay day, so technically sending the pay slips on the Friday would be legal (assuming a Monday to Friday working week). If you prepped payroll on Friday for payment on Tuesday, however, it would not be legal (technically) to send pay slips on the day that payroll was prepared.
An error occurred while saving the comment Freya Pieroz
commented
I would love to be able to schedule an invoice so it sends when I'm on leave!
An error occurred while saving the comment Freya Pieroz
commented
I would dearly love to be able to create December 2023 invoices before Christmas to be sent on the 2nd January, so that I wouldn't have to come back from holidays early just to ensure continuity of cashflow later.
I'd also dearly love to be able to create the payroll that's due for automated payment during the EOY break before I left to visit family, and have the payslips send on the day that it's scheduled for payment! It's not a break if I have to log in to send payslips, it's technically illegal in Australia for payslips to be sent that early (under the Fair Work Act 2009 they must be sent within 1 working day of the date of payment), and it's definitely illegal for them to be sent after I get back from holidays.
Freya Pieroz
supported this idea
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13 votes
Hi everyone, thanks for sharing you idea on quote management. We appreciate you sharing how this could help keep quote lists organised and streamline decisions about which quotes to revisit or decline.
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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48 votes
Hi team, in the aim of transparency we have split this idea out from the original one here so we can get a better understanding of the interest for this change in each area of Xero.
Being quite different features within Xero it's not likely that a change in one would be reflected in the other area at the same time. We will continue to track interest in removing quotes from the all list here and share if there are any updates.
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13 votesFreya Pieroz
supported this idea
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14 votesFreya Pieroz
supported this idea
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15 votesFreya Pieroz
supported this idea
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12 votesFreya Pieroz
supported this idea
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4 votes
Hi Lynda, appreciate your feedback here. As you may have seen from updates on this idea we have now added the ability to add multiple rows to an invoice at a time in sets of 5, 10 or 20 like you could in classic invoicing.
Earlier this year we also enhanced the invoice grid to optimise font size, padding and column widths. I want to be transparent that we don't have further plans for changing the font size in invoicing.
Freya Pieroz
supported this idea
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6 votes
Hi Nicola, really appreciate you taking the time to share this idea. Right now, the only place to add detail when recording an expense in a project is the Expense Name field, which is limited to 100 characters. You can consider this as a workaround to include a short description with the title— but we know that it’s not an ideal solution when you need to provide more context or add a professional level of detail.
This idea is now in the Gaining Support stage. If you’ve found creative ways to work around this or have thoughts on what a proper description field should include, we’d love to hear them. The more insight we get from real workflows, the more helpful it is in shaping future updates.
We look forward to seeing more discussions on this idea.
Freya Pieroz
supported this idea
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6 votes
Hi everyone, thanks so much for submitting and supporting this idea. It’s clear from your feedback that having greater control over invoice edit layout, like showing or hiding fields or adjusting the column size, would make a difference on your workflow.
We understand how important this kind of flexibility is, and we aim to support a wide range of businesses. Right now in Xero, there are some options available. You can choose to hide or show certain columns on the invoice layout, such as tracking, discount, and amount. But we know this doesn’t cover everything, and many of you are looking for more customisation.
This idea is currently in the Gaining Support stage, which means it’s open for feedback and votes. The more we hear from you, the better we can understand the need and shape future improvements. We’ll keep an eye on the discussion and share any updates right…
Freya Pieroz
supported this idea
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165 votes
Hi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
An error occurred while saving the comment Freya Pieroz
commented
So if I have four columns, the layout will always be portrait, no matter that those columns contain lots of text that would be better displayed in wider columns on a landscape page?
I just did a quick mockup in Word of what I mean, presenting the same table in portrait and in landscape.
Freya Pieroz
supported this idea
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27 votes
An error occurred while saving the comment Freya Pieroz
commented
As an example of what the AI is currently suggesting to me, it seems to think that I'm purchasing "Wages Payable" from Costco.
An error occurred while saving the comment Freya Pieroz
commented
I fully admit to being biased against generative AI (analytic AI often has a use when deployed well, generative AI doesn't have a brain and I'd rather use mine), but frankly, the suggestions from Xero AI are useless, to the point I can't tell if it's generative or analytic AI.
Freya Pieroz
supported this idea
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11 votesFreya Pieroz
supported this idea
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17 votes
Appreciate your feedback on this here, everyone. This has been shared with our product team.
They did thoroughly consider how and where this prompt was shown in the product, and I want to be open that we don't have any plans for enabling the ability to hide the Make Payments option from this screen.
Freya Pieroz
supported this idea
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3 votes
Thanks for sharing here, Kerri. Understand why you'd find this helpful and we'll start to get a sense from others that'd like to see this here, too.
I know it's a little different to what you're directly asking here, but perhaps comparison columns and saving as custom could help where you can run the report for multiple date ranges at once and view the comparison across each?
Freya Pieroz
supported this idea
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16 votesFreya Pieroz
supported this idea
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14 votes
Thanks for your feedback, Jacqueline. We don't have immediate plans for being able to set a default bank account for payment on an invoice, but we'll start to track this here and I'll share if there's any plans made.
Freya Pieroz
supported this idea
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@Lyall Zweck the Payroll Activity Report doesn't tell me how the payslip is appearing to the employee, and doesn't have leave accrual or YTD figures. Also, it takes far more typing to change the searched dates for each pay period than to click on the list of payslips.
(btw one can't access payslips from the employee record without using a mouse - tabbing through skips straight from the table headings to the history dropdown! WCAG success criterion 2.1.1 fail!)