Settings and activity
22 results found
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12 votes
Caryn Hill
supported this idea
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53 votes
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…
An error occurred while saving the comment Caryn Hill
supported this idea
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17 votes
Thanks for letting us know the report suggestions that are most important to you.
We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Caryn Hill
commented
I understand the need for privacy of the TFN numbers but an SGC statement requires bookkeepers to fill this data in if an org is late with their super. If this has to be done and a client has 100 staff then we would have to go into each individual card and check the TFN number and manually transfer it to an ATO spreadsheet. It would be good to have a way to access this sort of information ONLY for authorised payroll admin people and maybe have some sort of disclaimer so that it reminds people that they need to keep the info secure.
Caryn Hill
shared this idea
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6 votes
Thanks for submitting your idea, Tom.
We've reviewed your idea and now it can gain support from other community members.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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151 votes
Hi everyone, thanks for your engagement and sharing how we can further improve the new navigation experience for you here.
Our product team are paying close attention to your feedback on the drop down options, and we're continuing to monitor the interest this idea receives.
We'll let you know if there are any updates, here.
Caryn Hill
supported this idea
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99 votes
Thanks for spending time to review the new homepage! It's great to hear what information is most valuable for you to get an overview of your organisation.
While we don't have immediate plans for developing this specific idea atm, we're keeping a close eye on all feedback being shared in this forum for our product teams to consider as they keep enhancing this experience.
I'll share if there are any updates.
Caryn Hill
supported this idea
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148 votes
Hi team, we thoroughly appreciate all the feedback we’ve received from customers about the new homepage experience. We hear you and are committed to providing more customisation options, which’ll help with some of the pain points raised in this idea.
Currently we’re exploring the ability to resize widgets and simplify widgets and allow you to remove charts, and as you'll see from my recent update on another idea we have plans for exploring 'views' in the coming months.
It’s worth noting that currently you can "Customise" the homepage to remove widgets that you don’t want to see and simplify your view.
We’d also like to acknowledge feedback here on the red colouring - To provide some insight this was intentional, and is used to highlight what needs attention, which actually came from our early feedback and testing. However, we appreciate hearing from more users on this and will continue to…
Caryn Hill
supported this idea
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An error occurred while saving the comment Caryn Hill
commented
Yes this would be helpful, also making the boxes a bit smaller....maybe an option for a tighter layout or more spread out layout similar to the bank feed screen.
And get rid of the advertising! We pay for the product and it's not cheap, so it shouldn't include advertising, it looks cheap and nasty as a consumer -
82 votes
We're grateful for sharing your experience with the beta for our new navigation.
Our Community have reviewed and shared your feedback with our product team. Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
Caryn Hill
supported this idea
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143 votes
Hi everyone, we appreciate the attention this idea has been getting. It's really good to hear how we can continue to improve the Homepage for our differing customers needs. We understand not all the widgets maybe useful to every user, and the 'Customise' button will let you add or remove widgets to reduce what you see on the Homepage.
Taking on board feedback we're looking at the sizing of widgets and you'll find the 'Chart of Accounts' and 'Cash in and out' widgets are now smaller by default with an option to 'Make larger' - You can follow further updates for this on the idea here.
We have plans to dig deeper into possible 'view' options (like the different levels of views being asked here) in the new year and I'll share further updates here when this gets picked up. 🙂
Caryn Hill
supported this idea
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46 votes
An error occurred while saving the comment Caryn Hill
commented
This would save HEAPS of time!
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19 votesCaryn Hill
supported this idea
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104 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.
Caryn Hill
supported this idea
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52 votesCaryn Hill
supported this idea
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54 votes
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!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
An error occurred while saving the comment Caryn Hill
commented
This is ABSOLUTELY critical.
It could be achieved quite simply, by changing the Payroll Activity Summary report to allow grouping by employee, and then adding a filter box to allow us to choose and tick required pay items to be included in the report.
The report for PLSL can take upwards of 3 hours each quarter to produce simply because of the issues around getting the data out of Xero.
None of the other software providers are any better than Xero so it would be a BIIIG drawcard to be able to fulfill this requirement easily.
For bookkeepers who have to provide this report every quarter for multiple clients it would save days of time (not just hours - DAYS!)
Happy to be contacted by Xero to walk through how this could workCaryn Hill
supported this idea
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223 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.
An error occurred while saving the comment Caryn Hill
commented
This is really important - particularly for junior employees where their payrate changes yearly
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255 votes
Hey everyone 👋 Thanks so much for all the detailed feedback on applying work patterns for part-time employees. We’ve been following the conversation and understand that manually adjusting pay runs for pro-rata entitlements can be a real challenge. It’s clear that having this automated could save time and give you greater peace of mind.
I’m pleased to let you know our product team has reviewed this idea and we’re updating the status to ‘Accepted’. This means that while it’s not on our immediate roadmap, it’s something we see real value in and want to bring into Xero when we can prioritise the work.
In the meantime, the workarounds shared here, like manually adjusting hours in each pay run, remain the best approach. We really appreciate you taking the time to share your thoughts, as your feedback plays a crucial role in shaping Xero. We’ll keep you updated on any developments…
Caryn Hill
supported this idea
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455 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.
Caryn Hill
supported this idea
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31 votes
Just wanted to touch base regarding this idea as it's been a while since we've posted an update.
We've reviewed the votes and comments of the community and have updated the status to Gaining Support.
Whilst this isn't currently on our product team's roadmap, we're monitoring the activity on this idea and will keep you updated as the idea gains support.
An error occurred while saving the comment Caryn Hill
commented
This should not be a product idea. It should be a vital part of providing an accurate service. All ordinary hours are always reportable at W1. It's basic payroll 101
Caryn Hill
supported this idea
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177 votes
Hey Community, thanks for all the support shown for this idea. We understand that the core of this request is for business owners and payroll admins to be able to view, edit and complete draft timesheets.
Our product teams have carefully considered this, however we want to be upfront that developing this capability isn't on our foreseeable roadmap at this time.
The idea will remain open for votes so we can continue to gauge interest, as it will be important for when we next review our payroll priorities. Thanks again for sharing with us here, we really do value your input.
An error occurred while saving the comment Caryn Hill
commented
We can easily revert these to draft when they come in from a roster program, and have noticed we can edit them when the employee submits them prior to approviing and now even after approving
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2 votesCaryn Hill
shared this idea
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This is a right pain in the backside...for any NDIS based business the plan managers insist on having an invoice pdf attached to the email. This means that we have to manually send all the NDIS billing invoices that go to plan managers. Also, if we do the bookkeeping for our clients, when they get the invoice we would like the pdf to be included because we send a copy to ourselves and we drag and drop the pdf into Hubdoc. ...not all clients have or want einvoicing.