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106 results found
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12 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Karen Lovegrove
supported this idea
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93 votes
"Thanks for the idea. We’ve reviewed your submission, and it is now available for the community to support.
To help your idea gain traction, please share it with colleagues so they can vote for it, too. The comment section is also open for other members to share how this feature would improve their Xero experience."
Karen Lovegrove
supported this idea
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4 votes
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
An error occurred while saving the comment Karen Lovegrove
commented
With the new super process, there are multiple screens to click through which are unnecessary, more than previously, which is onerous with the more frequent payments (I do up to 4 payruns a week across multiple businesses).
Should be just one screen to select the payments, request and enter the code and approve/complete the process.
Karen Lovegrove
supported this idea
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268 votes
Hi everyone, thanks for voting and your detailed comments on this idea.
We understand the challenge of having to navigate away from the approval screen to find an employee's leave balance. Providing this information directly within the approval screen could streamline the process and reduce the risk of approving leave that results in a negative balance.
The good news is that our product team's reviewed this idea and recognise the value it would deliver. It's something they’d like to work on in the long term. It's not on the roadmap just yet but we'll update you when we're able to bring more focus to this idea.
An error occurred while saving the comment Karen Lovegrove
commented
Not holding any expectations but just saw this in the latest Xero list of updates (way down the list)
Karen Lovegrove
supported this idea
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334 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…
An error occurred while saving the comment Karen Lovegrove
commented
Not holding any expectations but just saw this in the latest Xero list of updates (way down the list)
An error occurred while saving the comment Karen Lovegrove
commented
This was raised 2 years ago and no response from Xero for 12 months and then just to say it's Accepted which just means it won't be happening any time soon, despite being available in other regions - does not make sense!
In the meantime they tout the improvements they have made which fix none of the key everyday issues frontline users are crying out for.
Xero are too comfortable in thinking they don't need to listen to their core users.
An error occurred while saving the comment Karen Lovegrove
commented
The only way I make different work patterns work is use an Excel spreadsheet and manually enter timesheet data and then manually enter it into Xero - very archaic but it's the only way I can trust it will be correct and cross check Xero's accrual calculation
Come on Xero - lift your game for your long suffering users!An error occurred while saving the comment Karen Lovegrove
commented
As so many have said - if this is available to UK and NZ why can't it just be brought across to AU users?
To still not have it given any priority when there is a clear need but we see new features and "window dressing" the interface which are not as important to all the longstanding current users is just frustrating.
Karen Lovegrove
supported this idea
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1,156 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.
An error occurred while saving the comment Karen Lovegrove
commented
Paid Nice has good features but not feasible at min $99pm extra for basic plan just to get automated reminders/statements sent.
An error occurred while saving the comment Karen Lovegrove
commented
Agree, given the support for this key function an update is needed from the last message almost 6mths ago.
Isn't 1129 votes enough?!
An error occurred while saving the comment Karen Lovegrove
commented
Statey is a minimum of $15pm, not really justifiable for a small business when we need multiple addons to fill the gaps in Xero
Karen Lovegrove
supported this idea
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3 votes
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
Karen Lovegrove
supported this idea
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217 votesKaren Lovegrove
supported this idea
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231 votes
Hi community, we really appreciate your feedback on this and hearing why you'd like to be able to change the organisation's name that's shown when sending invoices from Xero.
This is on our teams radar, and is something they may look into longer term however we want to be open that it's not in the current roadmap.
We'll continue to track and keep across the interest from our community, and if there's any news to share we'll update you on this, here.
Karen Lovegrove
supported this idea
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251 votes
Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.
We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.
Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.
To be transparent, this work isn’t currently on our roadmap.
For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.
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Karen Lovegrove
supported this idea
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342 votes
Hi everyone, it's great to have the insights from your support and comments here. We understand how sending overdue statements would help in cashflows and reduce steps in following up on the most important payments from customers.
We appreciate the needs you've shared and want you to know this is high on our teams radar. While it's not on the roadmap just yet, this is something we'd like to address and the team have done some initial discovery of.
We'll be sure to share further updates on this with you all, here.
Karen Lovegrove
supported this idea
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348 votes
Hi everyone, thank you for continuing to share your feedback on invoice subtotals.
We know this is a feature many of you feel strongly about, and we genuinely appreciate the time you’ve taken to explain the impact on your workflows.
While this idea has been closely considered by our product teams we want to be upfront that at this point we don't have any foreseeable plans for developing the ability to add subtotals in invoices.
As previously shared current options that you may want to explore include;
- adding a description only line for each section where you can reference and explain the subtotals for a section of lines (leaving the Qty & Price blank),
- exporting the invoice as a PDF and editing it externally, or
- exploring invoicing tools in the Xero App Store that offer more extensive services
We know these aren’t ideal substitutes, but they may help bridge the…
Karen Lovegrove
supported this idea
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444 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.
Karen Lovegrove
supported this idea
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457 votes
Hi team, we appreciate the on-going support and feedback we're receiving on this idea and pleased to be able to share this update. Our product team are actively exploring how we can best solve for the needs raised here, although at this time are unable to provide any set timeframes.
They are very much aware of the appetite from our community on this, and as part of their exploration have reached out some users here as they gather insights.
For the time being we'll shift to In discovery and I'll return as soon as there is more on this to share.
Karen Lovegrove
supported this idea
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477 votes
Hi everybody, coming across from the previous forums we know this idea has a lot of interest.
There is a way of using Xero's reports to accomplish what you're asking here and save the format so you can easily access and send this report to your customers outside of Xero.
Running the Aged Receivables detail report you can choose how many ageing periods you'd like to show and set the period to '30 days'. Simply Filter the report by Contact and Update to run.
- Once you've got it set up, save as Custom so you can easily access this format anytime
- If you deal with groups of contacts this also means you could Filter for multiple contacts to combine the view into one report rather than multiple customer statements 🙂
- Export the report to PDF, where you can send to customers from your email system outside of Xero
We appreciate…
Karen Lovegrove
supported this idea
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518 votes
Thanks for everyone's support in this idea. We understand the strong feelings expressed in your comments, where an invoice can be accidentally approved when still needing to go through a review or remain in a draft status.
As suggested by some users in this thread, if this has already occurred an option for now would be to add a note to the history of the invoice so other users are aware of the action and what needs to be done, or alternatively Void the invoice and copy to a new Draft invoice (consider if you need to change the invoice # before voiding the approved one, so you can use this on the new draft invoice).
While not a resolution for this idea, to avoid mistakenly approving an invoice an option could be to make use of the keyboard shortcuts that are now available in invoicing such as Save &…
Karen Lovegrove
supported this idea
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531 votes
Hi community, we thank you for your feedback on the value of being able to flag a Sales invoice as in dispute. We know a clear way to mark these invoices would be helpful.
Similarly to our update for Supplier invoices there are a few options you may want to consider to currently highlight Sales invoices in this situation;
- Add a note to the invoice to serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Invoices" can help you filter and report on these items.
- Update the reference to add a notation such as [reference number] - 'In dispute'
While we know these aren't perfect solutions, we hope these may help some in the conversation right now.
We appreciate your enthusiasm for this feature, and we want to be transparent about where it stands, and this is an idea that…
Karen Lovegrove
supported this idea
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1 vote
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
Karen Lovegrove
shared this idea
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782 votes
Hi community, we appreciate your continued feedback on having different default email addresses for various transaction types in Xero contacts, and the manual steps involved to ensure you're communicating with the right person for different purposes.
Currently, one way of managing this in Xero would be to include every additional person on a contact record in emails, and then removing those that aren't required when sending each transaction. However we totally get this isn't the ideal solution.
While being able to set different email addresses for differing transaction types is something we want to address longer term, like the idea for multiple addresses work for this feature requires cross-collaboration between teams in order to achieve.
Once the multiple addresses feature is live this is something we'll be able to consider more closely and provide further updates on.
We do regularly review all ideas here, and your input is vital. We'll…
An error occurred while saving the comment Karen Lovegrove
commented
Agree with both posts below - Xero is not listening to it's core user base and just to rub it in, they've sent another email about the improvements they've made that no-one asked for and another about using 3rd party apps to save time but all have a cost on top of the Xero subscription which a lot of SME's can't afford or justify.
An error occurred while saving the comment Karen Lovegrove
commented
Ability to have this function should rate higher than multiple addresses since all communication with clients and suppliers is by email and they often have specific email addresses for invoices, statements, PO's, remittances to align with how they are processed in their system and who manages that.
Also, the fact this has been an issue for over 3 years and has a high volume of comments just shows how important it is to your users - does that count for anything?
An error occurred while saving the comment Karen Lovegrove
commented
Ability to have this function should rate higher than multiple addresses since all communication with clients and suppliers is by email and they often have specific email addresses for invoices, statements, PO's, remittances to align with how they are processed in their system and who manages that.
Karen Lovegrove
supported this idea
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93 votes
Hi everyone, thanks for your feedback and support regarding automated payslip emails. We appreciate you sharing how this feature would improve your workflows.
The product team has reviewed this idea and confirmed that this is something they’d like to work toward in the future. Although it isn't on the roadmap yet, we've moved the status to Accepted. We'll keep you updated as things progress.
In the meantime, payslips can be emailed manually after processing each pay run. This means if you post pay runs in advance, you may still need to log back into Xero on payday to email them.
An error occurred while saving the comment Karen Lovegrove
commented
Another user request approaching 3 years old!
Given the STP and new Payday super requirements requiring multiple steps each payrun - and sometimes across multiple payruns if weekly and monthly employees - it's easy to forget to do this. Also, as a bookkeeper for multiple businesses this is a daily task and especially onerous when paying in advance pre Xmas break. Having the option to send straight away or delay would be very useful.
Given most user requests end up on the backburner with virtually no response from Xero apart from vague "it's in the pipeline" or "waiting for votes" - no wonder we are all frustrated!
Karen Lovegrove
supported this idea
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This is a fundamental issue that should have been done right from the start of payday super, especially to have the payments align for audit and reconciling.
This is also a big concern for small businesses, esp if there's only one payroll person who wants to take leave but also for processing multiple pays in advance over Dec/Jan which also impacts cash flow.