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  1. 50 votes

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    Thanks for sharing back on this, everyone. We'd like to confirm the way the options works now when sending in new invoicing - This is triggered by previous behaviour.

    So, when you send using new invoicing, the selection for 'Attach PDF' is driven by the last invoice you sent. If the last selection was unticked the next invoice you send will automatically be unticked, and vice versa.

    What's worth noting is that this is a browser based setting. For example if you change computers or browsers your setting will revert to default where both options are unticked. As you'll see from my recent update on this similar idea this is something we may explore further down the line but we don't have any immediate changed planned for.

    We also appreciate your feedback relating to where a customer's taken when clicking Review and pay. Our team have done a lot of research…

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    Liz Ryan commented  · 

    I belive Hannah is asking about her Xero Subscription email which when it is sent to her to pay, that Xero (head office) will include a .pdf?

  2. 3 votes

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    Liz Ryan shared this idea  · 
  3. 87 votes

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    First off, we want to thank you for all the support this idea has gathered. We've read through the comments and appreciate everyone's detailed input.

    We've looked into this and completely understand the need for an automated Leave Liability Report in AU Payroll, however to be upfront this isn't something we're planning to build in the immediate future.

    We've seen some good suggestions from the community on how to handle this for now, like using manual journal entries or keeping a spreadsheet on the side.

    We understand this isn't the update you were hoping for, and we're grateful for the time you've taken to share your request. While we're changing the status to 'Not in pipeline', we'll keep this idea on our radar and continue to monitor the votes.

    Liz Ryan supported this idea  · 
  4. 927 votes

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    Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

    We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

    I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

    We understand your frustration with the timeline and the limited updates, and we're…

    Liz Ryan supported this idea  · 
  5. 52 votes

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    Liz Ryan supported this idea  · 
  6. 169 votes

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    Liz Ryan commented  · 

    This is critical, many starter plan clients switch to Xero part way through the year and need to catch up months of bookkeeping.

    I wont recommend they switch to Xero mid year without this feature.

  7. 5 votes

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    Liz Ryan shared this idea  ·