Settings and activity
21 results found
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494 votes
Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.
We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.
Right now you'll need to manually adjust leave requests.
We'll be sure to provide another update as we move forward with our investigations.
An error occurred while saving the comment 
Kirsty Scales
supported this idea
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43 votes
Hi everyone, we’ve been following the conversation around how Xero calculates leave request hours for salaried employees. As you’ve mentioned, the current calculation based on the working days in a month isn't hitting the mark for everyone.
We understand some of you would prefer an alternative calculation method and are manually adjusting leave requests so they reflect the exact amount of hours in a day.
While this feature isn't currently on our roadmap, we see the logic in your request. We've shared this idea with the product team and moved it to Accepted. We’ll keep you posted right here if anything evolves.
An error occurred while saving the comment Kirsty Scales
commented
I can't believe this has not been addressed in all these years. I've just discovered this completely random allocation of leave taken. It doesn't make any sort of sense. An employee has taken 6 weeks annual leave so it covers this whole month - yet the payroll system still wants to pay him 10 hours! {Insert emoji with the exploding brain}. Now I'm questioning leave entitlement accruals along with every day of leave that has been taken over the lifetime of using this package. The system has clearly been set up for people paid on an hourly basis but in what world can a payroll system of this size not accommodate monthly salaries?? All government mandated accruals are based on days. How silly of me to think that Xero was handling this for me all these years. This is now another "manual" process I have to undertake to make my automated accounting system work.
Kirsty Scales
supported this idea
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758 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 Kirsty Scales
commented
I am LOVING this schedule send function. But my staff still only have the SEND option with no opportunity to schedule. When will they be able to use this very handy feature?
An error occurred while saving the comment Kirsty Scales
commented
We only send invoices after the work is done but it would help greatly with admin efficiency if these could be raised earlier and scheduled to send the day following the booked job. It will also allow small business owners to actually go on leave - and this is the market Xero claims to support.
Kirsty Scales
supported this idea
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19 votes
An error occurred while saving the comment Kirsty Scales
commented
It would be even easier if you didn't have to remove a payment to edit an invoice! You could simply adjust the invoice and possibly get a warning if for example this resulted in an overpayment.
Kirsty Scales
supported this idea
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25 votes
Thanks for sharing your idea about adding a quick link to create a new Project from the customer's Contact record.
Now it's up to the community to get behind and support your idea, so you might like to share it with any colleagues that it could benefit, so they can add their votes and comments too!
An error occurred while saving the comment Kirsty Scales
commented
YES!!!! I cannot believe how many clicks there are to open a project. This is a very fundamental request and quite honestly should be a given - I'm not quite sure why we have to rally for support.
Kirsty Scales
supported this idea
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486 votes
Hi everyone, we know being able to have more control over widgets on your Homepage will improve our users experience and want to share a quick progress update on where things are at:
Currently the Cash In & Out and Chart of Accounts Watchlist widgets have toggle options for smaller and larger size options.
Right now, our product team is actively working on expanding and improving size optionality (rather than just the ‘larger’ ‘smaller’ selections) to more widgets - This will include the Invoices Owed to You, Bills to Pay, Chart of Account, Cash in and Out and Recent Invoice payments widgets. The approach we’re taking will give you additional size selections for these widgets, and more customisation of what’s shown within the widgets.
Understanding from feedback, that our customers are looking for even more flexibility beyond these size options, our team is continuing to explore further enhancements that'll be…
An error occurred while saving the comment Kirsty Scales
commented
On the old home screen I could see all my watch accounts in one glance. Now I have a box twice the size with half the information and I need to scroll through it to see all the accounts - hardly handy and much easier to miss things. There seems to be way less flexibility around resizing everything and, as with most "improvements" in Xero, is focused way more on how pretty it looks, not how usable it is. I'll ask again - have your development team ever run a business?
Kirsty Scales
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
549 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
An error occurred while saving the comment Kirsty Scales
commented
So this request has been out there for 10 years and it is still not on the Agenda. We have all the fanfare this week around JAX automating bank reconciliations for us - yet, we still have to go in to manually send the receipts, one by one, so where did that get us - nowhere. Imagine a world where an improvement was one the users actually needed!!!
An error occurred while saving the comment Kirsty Scales
commented
So is this "work around' only available from the invoice screen, not the bank transactions screen?
Kirsty Scales
supported this idea
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7 votes
Hi team, we appreciate your feedback on this idea and the recent input around the new navigation. Our product team are considering all feedback we receive on this closely and we'll share if there developments for this with you here.
In the meantime, make sure you share the idea with any colleagues that could benefit from this so they can add their vote here, too.
An error occurred while saving the comment Kirsty Scales
commented
Please can the + Button include a shortcut to start a new project so avoid lots of clicks.
Kirsty Scales
supported this idea
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237 votes
Thanks for everyone’s continued support in this idea. We’d like to update here that accepting a deposit on an invoice is now live to all organisations that use Stripe in AU, NZ, UK, US, CA and SG with remaining regions soon to come.
We know this doesn’t yet cover fuller progress-payment and instalment workflows, and we recognise those are important for many of you. We’ll keep returning here with more news as work in this space evolves.
Kirsty Scales
supported this idea
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506 votes
Hi everyone, we’d like to round back to share an update that the ability to accept deposits has now rolled out to all AU, NZ, UK, CA, SG and US organisations, and we expect to make this available to remaining regions soon.
Staying close to feedback from its release, our team have recently added a due date field in which you can select a specific date that payment of the deposit is expected if this differs from the Invoice due date.
I look forward to looping back to finalise once we’re at 100% roll out of deposits, and give you a hint of where we’ll be expanding functionality next!
Kirsty Scales
supported this idea
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147 votes
Hi everyone, thanks for continuing to raise your needs in proforma invoicing with us here.
Atm, deposits can only be taken against approved invoices(powered by Stripe), and taking payment against quotes or draft invoices isn’t supported at this point.
We understand that pre-invoice and proforma-style workflows matter for some businesses, especially where payment needs to be secured before the final invoice is raised.
Earlier-stage deposit workflows is something we’re considering for the direction in this space, and we’ll share more here if that progresses further.
An error occurred while saving the comment Kirsty Scales
commented
We take deposits prior to accepting work and many clients need paperwork to facilitate the process. Having to issue 2 separate invoices for every job effectively doubles the work and should be completely unnecessary. If we can get away without an invoice for the deposit, we use a Stripe link but this attracts larger fees than if a customer was paying a Xero invoice - so it is pretty much lose/lose for us. This is basic accounting Xero. Way more important than a cash flow graph on the dashboard. Please could you get in to the accounting functions rather than the pretty distractions.
Kirsty Scales
supported this idea
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50 votes
Hi community, thanks for your continued input to the idea here. While this isn't something we have planned in the near term, we wanted to share a possible
alternative where you could send the prepayment transaction to your customer.
Unallocated customer prepayments can be found on the Awaiting Payment tab on your sales screen. You could add a separate invoice template to use with receipts for prepayments and consider making the following changes.
- Change the 'Approved Invoice title' field to Receipt.
- Deselect the Show unit price and quantity columns.
- Deselect the tax column.
- Deselect the Show payment advice cut-away
We'll continue to stay tuned to the idea here, and let you know if there's change.
An error occurred while saving the comment Kirsty Scales
commented
When funds are received in to the bank account, and they are posted as a prepayment, please can an option be added to "send receipt" in exactly the same way as it is for a direct payment.
Previous conversation on this topic says it is not on a priority list but I don't understand why the nature of receipt changes the options available to acknowledge the payment. I know there is a work around. But it takes 6 extra clicks on every transaction!!
An error occurred while saving the comment Kirsty Scales
commented
So Xero have been "considering" this for almost 10 years! We take a prepayment off every single customer and they like to know their money has been received. Yes there is a work around but it is about 6 extra clicks on EVERY SINGLE transaction. WHY can't it just be "send receipt" like it is a for a normal payment? Literally copy and paste the coding? Surely?
An error occurred while saving the comment Kirsty Scales
commented
We also take deposits for work to be completed and record this as a prepayment. Naturally clients would like a receipt for their payment. Surely this is a basic function for an accounting package??
Kirsty Scales
supported this idea
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3 votesKirsty Scales
shared this idea
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33 votes
Hi team, we appreciate the interest and rational in this idea when you trade with Contacts that might be part of a larger group.
We want to be open that this isn't something we have plans for developing just atm, but will keep considering the idea as we continue to develop contacts in Xero. I'll share if there is any progress here.
An error occurred while saving the comment Kirsty Scales
commented
Thanks - I'll have a look at the other work arounds. A "branch" type system would be pretty handy to most people I'd say.
Kirsty Scales
shared this idea
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44 votesKirsty Scales
supported this idea
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25 votes
An error occurred while saving the comment Kirsty Scales
commented
When searching for a contact I use the email address. Many people have more than one and the current contact set up only allows one of these addresses as the "contact" with the others in "additional people". If the address I am searching is that of an "additional person" it comes up with no contact found. Please could this search include ALL email addresses on the contact card? It would be even better if we could just have all email addresses in one place rather than all these "additional people" which is so clunky.
ThanksKirsty Scales
supported this idea
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10 votesKirsty Scales
shared this idea
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184 votes
Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.
Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂
Kirsty Scales
supported this idea
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440 votes
Hi team, thank you for your thorough feedback in this idea. We appreciate there are different preferences our users have when approving invoices in Xero and just to re-highlight - there are now keyboard shortcuts available for most action buttons in invoicing to help navigate and quickly select the option you prefer rather than the drop down selection.
Though we understand it is not the news you're hoping here we want to be transparent that there are no plans at this stage to add the ability to set your own default for the Approve button in invoicing.
We will continue to track the support this idea keeps building and be sure to let you know if there is any change to the status of this idea, here.
An error occurred while saving the comment Kirsty Scales
commented
YES!!! It is so much more time consuming having to drop down and choose Approve on EVERY. SINGLE. TRANSACTION. I'd really love us to be able to move forward rather than backwards.
Kirsty Scales
supported this idea
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495 votes
Hey everyone, thank you for all your feedback. We’re on a long journey to provide more granular access and controls within Xero features that our customers need.
As you may have seen in some of our recent updates across other user roles ideas we’re currently in the process of adding more permissions within Reporting and Inventory. Further to this our research has highlighted Payroll and Banking as areas that more controls are most needed, and are on our agenda as we continue to develop permissions and access to features.
Your feedback here and through direct engagements with our teams have been extremely insightful, and we appreciate all your inputs.
I'll continue to provide updates on the development of roles for features as we progress.
Kirsty Scales
supported this idea
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This doesn't just apply to part time employees - the concept needs to be expanded to salaried employees who earn/take annual leave based on a bizarre complicated hour calculation method when they work full days regardless of the number of hours.