Settings and activity
29 results found
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1,005 votes
Hey team 😊 happy to come back to share that this work is now underway with our product team as they begin development for managing files within Xero Payroll.
We really value the feedback we've received from you all in this idea, which has helped inform our teams approach to developing a solution that will fit majority of needs.
I'll return to share as we get nearer to release with more information on what this looks like including where and how you'll be able to attach files in Payroll.
An error occurred while saving the comment An error occurred while saving the comment 
Karen Lovegrove
commented
Totally agree Julia, I have been saying the same on multiple idea pages!
Nothing we ask for seems to get done but they waste time on cosmetic stuff or "upgrades" we didn't ask for or don't need - so frustrating.
Xero is OK as a platform but it has a lot of flaws.
An error occurred while saving the comment Karen Lovegrove
commented
Yep, more fluff from Xero - ignoring real user requests for practical improvements over adding cosmetic improvements that in some cases actually reduce useability.
Third party apps usually cost $$ which is not always feasible for small businesses and for employee data there is the privacy concern. Dext doesn't handle employee info.
We are trialling Canyou for the induction onboarding process (which MYOB already has) and collecting licence/certification documents.
Ironically, you can now add files to customer/supplier cards in Xero but not employees but still wouldn't fix the issue of medical certificates via the app.Xero becomes more frustrating as I find more issues that they won't address and I have no faith that they take the negative feedback on board.
Karen Lovegrove
supported this idea
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8 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea to show a summary of bills awaiting payment by supplier 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 Karen Lovegrove
commented
Needing to pay multiple suppliers with numerous invoices per month and having to manually tick each invoice and separately add all the statement totals to make sure the batch balances is very time consuming and prone to error.
If you search on a supplier and tick the invoices, you can only do that for one, not multiple suppliers.Karen Lovegrove
supported this idea
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110 votes
An error occurred while saving the comment Karen Lovegrove
commented
Hi, my workaround for this is to add BPAY or DD to the end of the supplier's contact name, ie SUPPLIER NAME (BPAY), so I know to skip these in the list of bills awaiting payment. As they don't need a remittance, it doesn't matter.
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17 votes
Thanks for your feedback on this change, Patricia. Out of interest is there a particular reason or workflow for why you prefer to enter your bills manually rather than via an upload?
Appreciate, will take a little getting used to a different flow. A couple of other options for navigating to the new bill screen could also be;
- Using the keyboard shortcuts (Alt+Shift+N) from the bills screen
- Using the '+' icon in the navigation header to quickly Create a new Bill from any screen
- Using '/' and typing 'b' in the global search where you'll get the option of New bill from any screen
While we'll get a sense of interest in this through your idea, we want to be open that there aren't any plans for changing this back.
Karen Lovegrove
supported this idea
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69 votes
Thanks for sharing your idea about expanding this feature to include credit notes (and not create them as bills).
Now it's up to the community to get behind and support your idea. Make sure you share it with any colleagues it could also benefit, so they can add their votes and comments too!
In the meantime, it's possible to bulk import credit notes using a CSV file, but not via this feature.
Karen Lovegrove
supported this idea
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122 votes
Thanks for sharing your idea, on the platform.
We've reviewed the idea and it's now up to the community to get behind and support it. Sharing your idea with colleagues could benefit so they can add their vote too!
Members can now also comment to share additional details about how your idea could improve their experience with Xero.
Karen Lovegrove
supported this idea
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318 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
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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12 votes
Hi, thanks for sharing this idea, and letting us know the changes that matter most for you.
Now it's up to the community to get behind and support it with their votes and comments.
In the meantime as you've likely noticed, there are placeholders for Statement Balance, Balance With Currency and Symbol, and Balance With Symbol that you might use in the email template.
An error occurred while saving the comment Karen Lovegrove
commented
Hi, just had a look at this and the option mentioned below isn't a placeholder field for a custom email template as it appears was requested and would allow the user the flexibility to draft a suitable template, or different variations depending on the tone they want to set.
Lisa's screenshot shows the standard statement email template which I don't have an issue with as customers often don't read "reminder" emails so a prominent overdue message might get noticed.
Personally, I use my own custom statement template for overdue accounts which I send weekly and normal statements monthly. It is a bit of a hassle to manually select only overdue accounts as Xero can't add some automation options for sending emails for invoices. statements, etcKaren Lovegrove
supported this idea
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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.
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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31 votes
Thanks for submitting your idea for a payroll report specific to workers compensation and or insurance purposes.
We've reviewed your idea and it's up to the community to get behind and support it.
To help your idea gain traction, please share it with colleagues so they can vote for it too.
Karen Lovegrove
supported this idea
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34 votes
An error occurred while saving the comment Karen Lovegrove
commented
This is another frustrating glitch in Xero which seems fundamental to have it automatically sort by supplier name and then invoice number by default as it impacts the batch PDF, the remittance and the ABA file.
Having to manually edit the batch to get it logically correct for every single batch is an additional step and a time waster. Not doing it means the supplier gets a jumbled remittance.Karen Lovegrove
supported this idea
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750 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
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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62 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.
Karen Lovegrove
supported this idea
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An error occurred while saving the comment Karen Lovegrove
commented
Yep, like all great ideas and timesaving updates for existing users, this will be put on the backburner and ignored. Also why are features not added across all versions of Xero, ie AU as well as NZ plus others as we could all use it. Just like work patterns for partt imers and casuals which is avail to NZ but not AU. TBH, Xero forum is so hard to use and ideas/feedback ignored, it defeats the purpose and most ppl give up - maybe that's the plan! Easier to lure new users than help the loyal ones.
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25 votes
Thanks so much for sending in your idea and showing us what matters most! We've taken a look, and now the next step is to gather community support. The more votes the better! Please encourage any colleagues who would benefit from this change to get involved and vote. Other members can also leave comments, adding more context on how your idea would improve their experience in Xero.
An error occurred while saving the comment Karen Lovegrove
commented
Given that sometimes a pay history review can be over a long period, 250 payslips for a weekly payroll is only 5 yrs of information. Even to verify correct LSL calculation needs to cover 7yrs of employment history, esp for casual and part time employees who have changed or had varied work patterns.
Karen Lovegrove
supported this idea
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32 votesKaren Lovegrove
supported this idea
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6 votes
Appreciate your feedback, Maggie. However it is unlikely that this change would be made across all areas of Xero at once. It would help to get an understanding of the desire for this in each area to share with our product teams.
We have an existing idea for customising columns in the Invoices list, and one around the ability to view total and tax amount columns in the bills list that I have added your vote to, and I have adjusted your idea here for the customisation of columns in the Contact Activity. If there is any progress for each of these we will update on the respective idea. Thanks
Karen Lovegrove
supported this idea
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23 votes
We understand why this idea is quickly gaining traction. Being able to start typing in the search bar as soon as the contacts page loads would be a small but meaningful improvement.
Right now, the cursor doesn’t land in the search bar by default, so it’s an extra click each time.
This idea's now in the Gaining Support stage. If it’s something that would make a difference to your workflow, adding your vote or comment helps us understand the wider demand—and gives our product team more to work with when prioritising updates.
We’ll post here with any changes or progress.
Karen Lovegrove
supported this idea
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30 votesKaren Lovegrove
supported this idea
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57 votesKaren Lovegrove
supported this idea
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11 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.
Karen Lovegrove
supported this idea
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Let's see how long it takes to get implemented.
If you need to manage licences, etc in the construction industry, I would suggest looking at an addon called Canyou which I was looking into for online onboarding before Xero brought that in. It's an additional cost and I see now they have increased their pricing to min $49pm (was $30pm) but does the reminders and management of licences. I was also looking for subcontractor info management such as insurance but it doesn't really do that