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107 results found
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118 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 An error occurred while saving the comment 
Karen Lovegrove
commented
Xero has always had gaps in the report formats available that don't keep up with expanding user needs and regulatory requirements, old and new.
Compliance reporting for payroll is complex across multiple portable LSL's, Workcover and Payroll Tax with all having different inclusions and exclusions and some vary across states but having to keep downloading multiple reports to Excel to manually collate the correct data is time consuming and open to making mistakes, especially for staff not fully conversant in all the rules.
While some reporting is only required annually, portable LSL is quarterly and even for annual, figures need to be collated periodically to ensure reported estimates are still accurate to avoid penalties and adjust estimates for premium calculations (Workcover).
Come on Xero - please put some effort into what your users are crying out for instead of "cosmetic" improvements which don't help everyday functions.
Karen Lovegrove
supported this idea
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477 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.
An error occurred while saving the comment Karen Lovegrove
commented
Usual fobbing off from Xero while they do useless window dressing updates like the log in screen which no one asked for!
An error occurred while saving the comment Karen Lovegrove
commented
This is just another critical function request lost in the quagmire that is the Product Idea forum - so many ideas and requests in a format that is hard to use for both users (to see if an idea is already listed, vote on something, make sense of due to varied wording), let alone Xero to actually stay on top of, the lists are getting longer. not shorter. If an idea like this (and so many others) hasn't gained enough traction after 13 years - what hope do we have for meaningful improvements!
Karen Lovegrove
supported this idea
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155 votes
An error occurred while saving the comment Karen Lovegrove
commented
Xero won't fix this anytime soon so my workaround for this is to add BPAY or DD to the end of the supplier's contact name, ie SUPPLIER NAME (BPAY) or SUPPLIER NAME (DD), so I know to skip these in the list of bills awaiting payment when I create a batch. As they don't need a remittance, it doesn't matter.
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) or SUPLIER NAME (DD), so I know to skip these in the list of bills awaiting payment when I create a batch. As they don't need a remittance, it doesn't matter.
Karen Lovegrove
supported this idea
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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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538 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…
An error occurred while saving the comment Karen Lovegrove
commented
Agree this is necessary for both sales invoices and purchase bills - some of the previous comments refer to purchases rather than sales
The workarounds are not even a valid bandaid solution as none work consistently across the various screens we use to review outstanding invoices
Notes on Invoice - only visible if you open notes section at bottom of invoice, not seen anywhere else
Tracking Categories - can only have a maximum of 2 categories (another problem) and already in use for other purposes
Update the Ref field - ridiculously manual and then how do we filter?Why can't there be another Status like Awaiting Approval so it has a separate tab on the Sales Invoices screen - maybe Under Review - but must also be able to change from Awaiting Payment to this which can't be done currently.
Karen Lovegrove
supported this idea
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54 votes
Hey community, thanks for your engagement about your needs in Payday Super.
As you may have seen, we've introduced a new auto super overview page which indicates the number of contributions that need attention/are past their expected payment date, as well as batches that need your attention too.
We have plans for developing send email notifications that'll be triggered to all payroll admins;
- 1 day after the expected payment date has passed, and again
- 7 days after if no action has been taken
We'll keep you updated on these notifications here and encourage your continued feedback.
An error occurred while saving the comment Karen Lovegrove
commented
Having a new column on the Pay Runs page next to the one showing STP as Filed or Pending would be a good reminder (MYOB does this). The Auto Super page only shows batches created, not ones missing.
A reminder email would also help as a secondary reminder.
Karen Lovegrove
supported this idea
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520 votes
Thanks for your feedback about setting working days for part-time employees, everyone.
We’re pleased to share that working patterns are now in development, with the first release planned for later this year.
You’ll be able to set a one-week work pattern for each employee, which will automatically be used for leave and public holiday calculations in the pay run. For this first release, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share another update as the release gets closer.
Karen Lovegrove
supported this idea
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146 votes
Thank you for your feedback on this idea. To account for differing regulations and payroll features across regions we’ve split this idea into separate threads for AU, NZ, and UK.
We also wanted to highlight a related feature recently delivered: Payroll admins can now see an estimated leave balance when adding or approving future leave requests. The workflow prompts you if a request might result in a negative balance.
That said, we recognise there is a gap regarding the ability to set hard limits on how far negative a balance can go. While we understand how useful this control would be, setting specific negative leave limits is not on our immediate roadmap.
We’ll continue to monitor interest here and update this post if there is movement.
An error occurred while saving the comment Karen Lovegrove
commented
This would save a lot of headaches when an employee requests leave they don't have and a manager approves it without checking - a problem that causes issues with communication back to the employee and manager and has to be fixed before a pay run can be completed.
Karen Lovegrove
supported this idea
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87 votes
An error occurred while saving the comment Karen Lovegrove
commented
I'm glad I'm not the only one having this problem.
I think the issue is that Xero isn't really designed for full accrual accounting as it is marketed more to small businesses that primarily use the cash method despite having the accrual option.
My issue is more with Sales Invoices which are created and synced from a trade platform but due to needing to make possible amendments, they aren't synced until paid which doesn't affect BAS reporting as we are CASH method but if the period has been locked, I have to reopen to bring it over but it also impacts financial reports for prior periods which has implications for tax and financial reporting.
Karen Lovegrove
supported this idea
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11 votes
Hi Khem , 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.Cheers!
An error occurred while saving the comment Karen Lovegrove
commented
I agree with Lori and Tarryn, as a bookkeeper it is necessary to have an audit trail to resolve issues and have accountability, especially with other users not having an accounting background. This has been very helpful on a number of occasions.
As a compromise, maybe having deletion rights for advisors/senior admin users only would allow deletion under some circumstances where an audit trail isn't needed.
Karen Lovegrove
supported this idea
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1,175 votes
We hear you team! Thank you for continuing to share back with us here, and a big thanks to those that registered interest and provided input to the teams earlier research.
Right now, there's still some discovery going on around this functionality, but I want to assure you this is a feature our team are keen to develop.
While the first round of research helped inform our team they want to dive deeper into some of the aspects surrounding this feature that'll help ensure we create a solution that'll best fit majority of businesses.
We'd like to give provide the opportunity to everyone here to participate in this and if you can spare a few minutes, our team have prepared a few questions in this form 📝 that we'd love your feedback on.
- 28 Aug 26 - we appreciate everyone who has contributed through the form. This is now closed …
An error occurred while saving the comment Karen Lovegrove
commented
Hi, in response to Streamline Auto Parts:
I understand that your request may be valid for your situation but I have been a bookkeeper and worked in accounting roles for many years and not had a need or requirement to send a statement showing only overdue invoices and excluding current but unpaid invoices. Maybe this is industry specific but a statement format that clearly shows an overdue balance amount to differentiate from the total balance owing and possibly highlight the overdue ones (although this is usually clear from the due dates) is fairly standard and accepted by both customers and suppliers.
For the sake of getting this closer to actually being implemented – if that is even possible given the long time delay from the initial request – having workable options for the statement email templates and scheduling of sending statement emails automatically would be a significant improvement on what we currently have.
If Xero can also work with the statement format to highlight the overdue invoices in some way – bold or italic font, or different colour (this may have already been suggested)– that should be sufficiently clear to a customer what needs to be paid ASAP and the email template can include some appropriate wording. A placeholder option to include the overdue amount in the email would help.
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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28 votes
Hi everyone, thanks for your support in this idea, We appreciate the need in having more visibility of the last reconciled period of a a bank account at a quick glance.
We're keeping a close eye on the needs around Reconcile period and are tracking demand in this type of reporting closely. We'll be sure to share if there are any updates with you here.
An error occurred while saving the comment Karen Lovegrove
commented
Maybe the last reconciled date could be incorporated on the Bank Accounts page where all accounts are listed. Sometimes the Home Page only shows the currently or most frequently used bank accounts and can get crowded with other widgets.
Karen Lovegrove
supported this idea
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71 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 Karen Lovegrove
commented
MYOB had employee onboarding before Xero (which is unusual) but does allow the payroll admin to view/download a PDF of what the employee has entered.
Karen Lovegrove
supported this idea
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11 votes
An error occurred while saving the comment Karen Lovegrove
commented
I frequently receive remittances for up to 50 invoices and having to keep scrolling down the list to mark them off is time consuming.
Having the option to expand the window to see more invoices would be very helpful.An error occurred while saving the comment Karen Lovegrove
commented
Can currently only see 5 transactions at a time and have to scroll multiple times to mark off all transactions for a payment of 20-30+ invoices. This is time consuming and it would be better to be able to extend the matching window to view say at least 20 transactions at once to reduce the amount of scrolling required
An error occurred while saving the comment Karen Lovegrove
commented
Can currently only see 5 transactions at a time and have to scroll multiple times to mark off all transactions for a payment of 20-30+ invoices. This is time consuming and it would be better to be able to extend the matching window to view say at least 20 transactions at once to reduce the amount of scrolling required
Karen Lovegrove
supported this idea
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256 votes
Hi team, we get how searching across bank accounts would be useful when looking for a specific transaction.
While our product team have reviewed this idea, we don't have any plans for developing this capability in the short term.
That doesn’t mean it’s off the table, and we'll continue to assess the interest from community in this as we keep planning our roadmaps.
If things change we'll gladly share with you all here.
In the meantime, you can use the search in Xero and filter by bank transactions. It’s not a perfect solution, but it can help in some situations.
Karen Lovegrove
supported this idea
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142 votesKaren Lovegrove
supported this idea
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78 votes
Hi there. With Payday Super changes coming soon, we know many of you will be thinking about how the new super payment timing will work for your business. It’s something we’re keeping a close eye on too.
While this particular idea isn’t currently on our product team’s roadmap, it’s on our radar and we’re actively monitoring the feedback here.
There are also a couple of related ideas focused on super payment timing that are already in development:
AU Payroll: Superannuation > standardised payment date aligned with PayDay Super - In Development
AU Payroll - Payday super reminders - In Development
If either of these would help, we’d really appreciate you adding your vote.
An error occurred while saving the comment Karen Lovegrove
commented
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.
Karen Lovegrove
supported this idea
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107 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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23 votes
Thanks for sharing your idea on automating super payments.
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 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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275 votes
Thanks for continuing to follow along and join in the support of this idea, community. To reiterate on our last update we appreciate and understand the need in being able to easily view an employees' leave balances when reviewing leave.
As already spotted from comments here, I'd like to share an update with the release of projected leave balances in Xero Payroll Australia. This feature has just been rolled out to Payroll admins, where you'll be able to view an employees estimated leave balance when adding, editing or approving leave. You'll be able to view a calculation breakdown and will see a warning when a leave request may result in a negative balance. Helping you to better assess and manage leave for your organisation. 😁
We understand this feature is desired in other regions we offer Payroll and we'll continue to consider how this may be adopted in other…
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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344 votes
Hi everyone, thanks for your continued feedback about managing working patterns for part-time employees.
We’re pleased to share that we plan to begin rolling out working patterns in AU Payroll later this year.
The first release will allow you to set a one-week work pattern for each employee. This pattern will automatically be used for leave and public holiday calculations in the pay run. At this stage, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this foundation by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share more details as the first release gets closer.
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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Hi Diggler, each state has it's own fund for the construction industry (LeavePlus in Vic) each with their own reporting requirements and portal and there is also a national Portable Long Service Benefits Scheme which covers cleaning, security, community service industries which is different again (I don't use that one).
I work for 2 mall businesses that are part of LeavePlus and quarterly reporting involves running a Payroll Activity Summary for each employee (some are excluded such as admin) and then manually calculating the correct wage amount (some pay items are excluded such as OT and some allowances) and also the days worked if there is unpaid leave which is excluded.
One isn't too complicated so about 45 mins and the other is more employees and varied working hours (part time) so use a spreadsheet and takes about 1.25 hrs.