Settings and activity
8 results found
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2 votes
Hi, thanks for sharing your thoughts and feedback on on this! We don't have any plans to change the employee self-onboarding process at the moment.
However, we’d love to learn more about everyone's experiences and gather more feedback from the community on how this is impacting your workflows.
To help us gauge interest, we’re moving this idea to Gaining Support. Please share this idea with your colleagues and encourage them to vote and add their feedback.
Regarding the history log for self-onboarding, we actually have a separate feature request dedicated specifically to that. We encourage you to check it out, cast your vote, and share your support here.
Kelly Ross
shared this idea
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155 votes
Hi team, we appreciate the interest here especially with upcoming Payday Super. I'd like to share that notifications and prompts are being developed with some of the changes we're working on, and achieve what's being asked here.
I'll round back when this is live and confirm what these look like to help in your processing of Superannuation here.
Kelly Ross
supported this idea
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799 votes
Hi everyone, thanks for your continued feedback and we appreciate you sharing your sentiment here. We’re continuing to evolve the Homepage experience to better meet more of our customers’ needs, and your input is a big part of shaping those improvements.
One of the strongest themes in the feedback has been widget sizing. We’ve now released resize options for the Tasks, Invoices owed to you, Bills to pay, and Net profit and loss widgets, in addition to the Chart of accounts watchlist and Cash in and out widgets.
For the small size Invoices owed to you and Bills to pay widgets, once you’ve saved your Homepage, you’ll also see an option to toggle the chart on or off if you’d prefer to focus just on the figures.
There’s more updates in the works, and I’ll keep sharing further updates with you here.
An error occurred while saving the comment An error occurred while saving the comment Kelly Ross
commented
@Perry Paolantonio You’re 💯 right. Maybe if we all contact support they won’t be able to ignore us the way they’re ignoring this thread. It’s pretty ridiculous to tell people to post product ideas here when they can’t even be bothered to respond to people who’ve taken the time to engage with my original post.
Kelly Ross
supported this idea
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An error occurred while saving the comment Kelly Ross
commented
@ Kelly Munro I have observed this week that several of my clients’ accounts have been moved to the beta version without their consent and with no option to revert to the previous interface. This is unacceptable. Clients pay for their subscriptions and should retain control over when—if ever—they transition to a beta environment. Forcing this change removes their choice and disrupts their workflows. I am requesting that this issue be addressed urgently and that an option to revert be reinstated.
An error occurred while saving the comment Kelly Ross
commented
Hi Kelly,
Thank you for your response and for welcoming further feedback on the new navigation. I appreciate the opportunity to contribute to the beta and help shape improvements that benefit both advisors and clients.
While I understand the intention behind the new layout, I’d like to share some concerns raised by a few of my clients who have been transitioned to the beta experience. Three of them have expressed a strong preference to opt out of the new layout. However, despite attempting to opt out, the interface remains unchanged on their end.
Their main concern is that the dashboard now feels overly busy and cluttered, making it harder to navigate. Additionally, they’ve noted that the lower section of the dashboard is being used for advertising, which they find frustrating—especially considering they are on premium subscription plans and expect a clean, professional interface.
Simplicity and ease of use are key for many of our clients, and I believe these changes may be detracting from that experience.
Regards
KellyKelly Ross
shared this idea
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3 votes
Hi Kelly, 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! Cheers
Kelly Ross
shared this idea
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64 votes
Hi everyone, thanks for your feedback on customising the “Reply-To” email address which payslips are sent. We appreciate you sharing how important it is to have control over the reply-to address, considering sometimes bookkeepers process payroll.
As you’re aware Xero has the functionality to set a default reply-to email address for some emails, however this doesn't extend to payslips.
Our product team sees merit in the idea for future development. We’ll update the status of this to Accepted so that it’s formally marked for consideration.
An error occurred while saving the comment Kelly Ross
commented
When distributing payslips to client employees via email, there should be a way to configure the reply-to address so that responses are directed to the client’s business email rather than the bookkeeper’s email address.
Kelly Ross
supported this idea
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257 votes
Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.
After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.
We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here.
Kelly Ross
supported this idea
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20 votes
Thanks for sharing your request for a Network Key and explaining the changes that matter most to you. 👍
We've reviewed your idea, and the community can now vote and comment, including sharing how a Network Key could improve their experience with Xero. Feel free to share it with colleagues who'd like to see this too, so they can add their support. We'll keep a pulse on the interest it receives and share any updates.
Kelly Ross
supported this idea
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An error occurred while saving the comment Kelly Ross
commented
“Send via Xero Network” feature in your invoicing system, which have negatively impacted our workflow and client payment behavior.
Since the update, this option now appears at the bottom of the invoice, while the sending process begins at the top. This disjointed placement is not intuitive and often leads to it being overlooked. More importantly, the system does not remember this selection, requiring us to manually enable it every time we send an invoice.
This has had a direct impact on our cash flow. Since the update, we’ve noticed a significant drop in timely payments. Many of our clients rely on the invoice being sent via the network to receive reminders and prompts through their own systems (such as Xero-to-Xero). With this no longer happening consistently, clients are missing invoices or forgetting to pay, which is causing delays and disruptions to our business.
We respectfully request the following improvements:
Move or duplicate the “Send via Xero Network” option to the top of the invoice to align with the sending workflow.
Allow this setting to be saved or remembered across sessions, so it doesn’t need to be manually selected each time.Review the impact of the recent update on invoice delivery and client payment behavior, particularly for businesses relying on Xero-to-Xero functionality.
We appreciate your attention to this matter and hope these suggestions can be prioritized in a future update to restore the reliability and efficiency we previously experienced.
Regards,
Kelly Ross -
76 votesKelly Ross
supported this idea
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An error occurred while saving the comment Kelly Ross
commented
eInvoice option should be able to be set in a clients contact card much like the Xero to Xero network key or as an option where these options are when emailing the invoice.
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I feel that the new changes have made things slower for Clients and bookkeeper's
Some of the updates are not as straight forward.
We have been forced to use the new homepage, which is extremely cluttered and underwhelming, and we are repeatedly encountering the following error:
“We couldn’t load all your widgets or enable homepage editing right now. Refresh the page to try again.”
Refreshing the page results in a completely blank homepage with no data available. This is directly impacting our ability to work and is not acceptable.
I have also observed this issue across multiple clients’ Xero accounts today.
Given the severity and the widespread nature of the problem, this requires urgent investigation and resolution. At this point, your tagline “faster. smarter. better.” is not reflective of the current user experience — it is coming across as cluttered, underwhelming, and overpriced.