Settings and activity
21 results found
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4 votes
An error occurred while saving the comment -
2 votes
annette colton
shared this idea
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34 votes
An error occurred while saving the comment annette colton
commented
Issues setting up integration with GoCardless and another software package has left us with several thousand "phantom" invoices that we now need to void.
An option to bulk void sales invoices would be much appreciated!annette colton
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9 votes
An error occurred while saving the comment annette colton
commented
Xero is great if you are using a large widescreen monitor - on a small laptop, not so much. It would be really helpful to have a "compact" switch allowing less thant the current large amount of white space between columns etc. and the possibility of fitting in both the Xero window and another window (excel or bank) on the same screen!
Or just reduce the minimum space between columns when shrinking a window?annette colton
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926 votes
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…
annette colton
supported this idea
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An error occurred while saving the comment annette colton
commented
1) option to split employees into groups or teams
2) option to give a team member access to approve leave and expenses for rest of team but NOT access to other teams expenses. -
13 votes
Hey community, thanks for your continued interest and feedback on this idea.
Right now, you can set up bank rules to code future payroll payments, or turn on Suggest previous entries so that Xero suggests a transaction each time.
If there's any future changes we will let you know on the thread here. Thanks
An error occurred while saving the comment annette colton
commented
Please could Xero automatically generate an invoice for the total amount of PAYE, NI, student loan from Payroll, and a separate invoice for CIS due to HMRC every month, coded to the correct "payable" accounts, which can then be reconciled with the single payment we make to HMRC?
It would be a real help not to have to sort out manually how much of each combined monthly payment should be assigned to each of at least 4 payable account.annette colton
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4 votesannette colton
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33 votes
Hey everyone, thanks for all the support and engagement on this idea.
To be transparent with you all, building a dedicated bank feed for GoCardless isn't something we have in our plans right now.
While we don't have a direct bank feed for GoCardless, we still want to make sure you can easily reconcile these payments in Xero - When your customer pays, Xero automatically reconciles the individual invoice payments and fees in a dedicated GoCardless clearing account. You'll then just need to manually reconcile the bank transfer when the payout from GoCardless arrives in your bank account.
We’ll be sure to post an update here if our plans change.
An error occurred while saving the comment annette colton
commented
The older "Gocardless 4 Xero" app is till available in the xero app store, and it still works for a colleague of mine, so it should be a matter of moments to implement.
annette colton
supported this idea
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An error occurred while saving the comment annette colton
commented
Really need this. The older "GoCardless 4 Xero" app which does this is still listed in teh Xero app store, but tryng to install it diverts to the payment service installation.
Please could we just have a choice of installing the original app, or the recommended payment service, instead of teh automatic divert.
This could make it clear that the app is not supported through Xero and people should only install this rather than the payment service if there is a have a good reason to! -
276 votes
Hi everyone, we appreciate the number of users that'd like to see more mechanisms to assign and control who approves specific employee's claims.
Our product teams have a close eye on this idea, and while this feature is not in the roadmap atm, they'll keep reviewing this as they continue to plan and prioritise work for Expenses. So, if there us any shift in status we'll share an update to keep you all informed on the idea, here.
An error occurred while saving the comment annette colton
commented
Permission for expenses approval for specific employee groups only
We would like to be able to set permissions so managers can approve leave and expenses for employees they manage, but not see/approve expenses for employees in other groupsI need managers to be able to approve expenses for people in their team, but it creates confidentiality problems if these managers can then see everyones expenses, incl our directors/other managers, and approve their own.
It would be really helpful if we could set permissions for both leave and expenses approval for specific employee groups only. Ideally also a setting so these "intermediate" permission holders can't approve their own expenses or leave.
annette colton
supported this idea
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124 votes
Hi everyone, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.
You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!
If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, add your details through our form.
Spaces are limited so sign up as soon as you can.🙂 If you don't get the chance this round our team may reach out when another opportunity arises.
annette colton
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351 votesannette colton
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32 votesannette colton
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54 votesannette colton
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43 votesannette colton
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7 votesannette colton
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131 votes
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
annette colton
supported this idea
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3 votesannette colton
shared this idea
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91 votesannette colton
supported this idea
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117 votes
Thanks for sharing and supporting the idea here, Community. We understand the needs and desire to set a default mileage rate for Xero expenses, however want to be upfront that this is not something we have plans for in the short term.
Our product team are staying close to the feedback, and will continue to review this idea, so if there's any changes planned we'll update you of this, here.
annette colton
supported this idea
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404 votes
Hey everyone, back again with some progress to share with you all here. Our product team have made good headway in this space over the past few months and we'll soon be at a stage where we'd like to invite users in for an early release!
As a foundational step to enabling this feature, we're currently rolling out the ability for your customers to view statements online, so that they always have a real-time view of what's due and overdue. We're aiming to roll out a "Pay" button to statements later this year, so that your customers can then pay multiple outstanding invoices in one go.
If you'd be interested in being a part of our early release, please fill out this form.✍️
While we may not be able to invite everyone who signs up into the early release, I'll round back with more updates on this idea to…
annette colton
supported this idea
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I really need this as well, BEFORE MARCH 2026 WHEN THE HMRC ONLINE SERVICE FOR SUBMITTING CORPORATION TAX RETURNS STOPS.
Our main justification to pay for Xero is it saves he cost of an accountant!
Currently HMRC lists Xero as an alternative software package for submitting tax returns after Mar 2026; but at the moment this is not an option in Xero unless you are a professional accountancy firm.
If Xero does not intend to make this service available you will need to ask HMRC to remove you from their list of commercial software that can do this.