Settings and activity
37 results found
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5 votes
An error occurred while saving the comment 
Julia Rebhan
supported this idea
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45 votes
An error occurred while saving the comment Julia Rebhan
commented
I'm sure this used to be a functionality?
Am I right that the only way to view the aged debtors and then send statements is to click on the customer, then click on one of the invoices, then click the contact and then send a statement? That's very long winded.
Obviously we used the aged report to choose who needs a follow up. The contact screen only tells us they're overdue, which could be a day or a month, so it doesn't give enough information for good credit control.Julia Rebhan
supported this idea
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10 votes
An error occurred while saving the comment Julia Rebhan
commented
It's bizarre to not include the net column as default. When you're running the report to get a breakdown of the P&L value, you naturally want the Net column so it agrees back to P&L!
Julia Rebhan
supported this idea
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12 votes
Hi community, thanks for your input for the idea here. While we're in the process of releasing an update for applying payments to an invoice we want to be upfront here that this does not involve being able to attach a file when making a payment, from the invoice.
Once a payment is applied, you can click within the banner to 'View invoice' then on the payment link within the invoice where you can attach a file directly within the payment transaction.
We will continue to keep a track and share if there are any plans made around this idea, here.
Julia Rebhan
supported this idea
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An error occurred while saving the comment Julia Rebhan
commented
This would be really useful. To add the payment from the invoice requires several extra clicks to be able to add a document -even if it gave the option to view payment, rather than just view invoice after saving, that would be better
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9 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Julia Rebhan
shared this idea
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4 votesJulia Rebhan
supported this idea
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21 votes
An error occurred while saving the comment Julia Rebhan
commented
Agree that in particular it would be really useful to add the bank statement to a published bank rec
Julia Rebhan
supported this idea
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72 votes
Hi everyone, thanks for your feedback on having Xero automatically calculate AEO & DEA as a percentage. We appreciate you sharing how you're currently managing these deductions in payroll.
As you’ve found, the existing Earnings Order pay item requires deductions to be manually calculated, which we understand impacts your workflows for employees with variable earnings.
We want to be upfront that there aren't any current plans to develop this in Xero payroll.
While automated calculations for Earnings Orders aren't on the foreseeable roadmap, we will continue to monitor interest in this space. Thanks for continuing to shape the future of Xero.
Julia Rebhan
supported this idea
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38 votes
Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
An error occurred while saving the comment Julia Rebhan
commented
Even if you can't approve and go to next, if it would just take you back to the timesheets that are draft. I have to go back to the timesheets, select the right payroll group and then find the right week every single time. It's so slow. An approve and view next draft would save so much time
Julia Rebhan
supported this idea
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41 votes
Hi everyone, thanks for sharing your feedback on flexible pay periods. We appreciate you explaining how important this is, especially for those running 4-4-5 week structures.
The product team have reviewed this idea and, after looking into what would be involved, have confirmed it isn’t something we’re planning to add to Payroll in the foreseeable future.
We’ve updated the status to Not in pipeline. While we’re not moving ahead with this work, your feedback is still really valuable and helps us understand the different ways you’re running payroll in your business.
An error occurred while saving the comment Julia Rebhan
commented
It is not uncommon for staff to be paid on the last Friday of the month. I only moved my client to Xero payroll to be able to integrate with another piece of software. I was unconvinced that Xero payroll would be a good enough option. This has made my mind up I will never put another client on Xero for payroll
Julia Rebhan
supported this idea
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109 votes
Hello everyone, while you can currently export reports to compare pay runs, we understand the value of having this capability built directly into Xero and have been following this idea closely.
For now, AU and UK organisations can use the Payroll Activity Details report for one employee at a time by selecting the relevant date range for the pay periods. To help prevent errors, we recommend checking that employee pay templates are set up correctly, ensuring future pay runs are consistent and accurate.
Although this isn’t on our roadmap at present, we recognise the impact it'd have for customers and will continue to consider it as we plan future payroll enhancements. We’ll share any updates related to payroll comparatives here.
Julia Rebhan
supported this idea
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27 votes
Thanks for sharing your feedback on having Xero calculate payroll based on days rather than hours.
It's been a while since this idea was shared. To help us gauge interest on this, please share this idea with colleagues so they can support it too.
The comment section is also open for all members to share how this feature would improve their Xero experience.
Julia Rebhan
supported this idea
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92 votes
Thank you all for sharing your feedback on how important consolidated employee details are for your businesses.
In November 2023, we released updated payroll reports which allow greater flexibility, however we understand this doesn't fully meet your needs
While employee’s date of birth and account details are accessible from two separate reports, due to the sensitive nature of TFNs, there’s no plans to include these in exportable reports.
While we truly appreciate your feedback and support in this idea, we want to be upfront that we don’t have intentions of combining all the data requested here into a single report that can be exported from Xero Payroll.
Julia Rebhan
supported this idea
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477 votes
Hi community, as mentioned in my last post we want to keep you looped in on changes around autosave.
Our product team has continued to focus attention on how we can make invoicing faster and more responsive to improve our customers' experience.
We've now optimised autosave to require less processing power, leading to faster invoice loading and saving.
While we don't have any plans to remove autosave, there is the possibility that we would make updates to improve experiences related to autosave in the future - I've provided links below to ideas that have been raised and remain open for consideration;
- Invoicing - Undo/revert to previous version of an invoice
- Exclude Auto Save from History and Notes
- Invoices - Add invoice number when invoice is Approved
Thanks again for all your feedback and sharing with us in the forums here.
Updated 10 Sept 25
An error occurred while saving the comment Julia Rebhan
commented
Agreed! Autosave is not the time saver for everyone that Xero might think it is!
Julia Rebhan
supported this idea
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32 votesJulia Rebhan
supported this idea
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An error occurred while saving the comment Julia Rebhan
commented
Agree with this. It doesn't make sense for the settings for this to be different to the email settings for the invoice for the delegated email. I'm a bookkeeper and I send invoices on behalf of my clients, so these messages are now coming to my practice inbox rather than going to the client. It's like Xero never thought of how bookkeepers in practice actually work!
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1,112 votes
Hi team, leaning into the new year our teams are deep in discovery and research of how we could best solves for the needs here.
We'd like to invite you into this process to provide further input to our product teams discovery.
If you'd be interested, register your interest with our team through this link - Your feedback would be invaluable to our teams. Thanks!
I'll be back to share more again as this progresses.
Julia Rebhan
supported this idea
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285 votesJulia Rebhan
supported this idea
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Is there any update on this? Currently there is one notification that pops up that says the document can't be edited because it is in a locked period (clearly we're not actually trying to edit the invoice itself just the record associated with it), but then underneath is another notification saying 'invoice sent'. Nothing appears in the notes, so I have to assume it hasn't sent, but if it has, I am going to really annoy my customer by sending another reminder once I've unlocked the period to send it.