Settings and activity
112 results found
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26 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
supported this idea
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55 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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143 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) 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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460 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
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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2 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. 🙂
Karen Lovegrove
shared this idea
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251 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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135 votesKaren Lovegrove
supported this idea
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3 votes
Thanks for sharing more detail around your workflow. We understand the request to edit a reconciled batch without needing to remove and recreate it. Having the flexibility to make minor changes to an existing batch could help save time and reduce rework.
In the meantime, you can leverage the Batch Payment feature to select relevant bills and credit notes from the Bills list, and create a batch payment transaction. You can then simply match the batch payment transaction to the statement line without having to manually select each bills from the Find & Match table.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and let us know how you'd like to use it.
Karen Lovegrove
supported this idea
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47 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.
Karen Lovegrove
supported this idea
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69 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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98 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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7 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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271 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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336 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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1,162 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.
We want to keep you updated as work progresses on this, and I'll be back to share…
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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18 votes
Appreciate there are more settings that you'd like to expand the use of the Credit Limit for, Joyce.
In lieu of change in the direct feature atm, one way to prevent further invoices from being raised for a contact could be to set their limit to the amount of the invoice due which would stop all future invoices for the contact being raised.
Karen Lovegrove
supported this idea
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219 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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341 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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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.