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  1. 1 vote

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    Thanks for sharing your idea to notify an employee asking for their superfund details when they turn 18. We can certainly see how this would streamline the process for you.

    Whilst the system won't currently remind your employee, we can suggest a workaround as a reminder ask the employee for this info when they turn 18.

    Here's how:

    For under 18s, leave the superannuation line out of their pay template. When they hit 18, you'll receive an error when attempting to post a pay run stating that there's a missing super line with SGC contribution type from their payslip. This can serve as a reminder to set up or add a SGC line in their pay template.

    Our product team will keep an eye on this idea's progress and we'll update along the way.

    Nicole Penfold shared this idea  · 
  2. 74 votes

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    Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.

    Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?

    An error occurred while saving the comment
    Nicole Penfold commented  · 

    Revert File Inbox back to previous version. The new update where all folders are archived, doesn't allow for documents to be saved without being attached to a transaction. I love that with the original version I can use the folders to save important information for this client, such as bank statements, EOFY information & Insurance docs, for all parties to access.

    Nicole Penfold supported this idea  · 
  3. 15 votes

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    Nicole Penfold supported this idea  · 
  4. 264 votes

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    Hi everyone, we appreciate your support and feedback for having a Repeating Invoices Report. 

    We know that not having a dedicated report for your repeating invoices can present limitations when trying to forecast sales.

    As noted by others in the idea, while not a complete solution there is the Receivable invoice detail report, that will provide results for invoices that have already generated from a repeat invoice template. There is also Short term cashflow predictions in Xero Analytics Plus that can predict recurring cash transactions based on the past 3 months reconciliations. 

    For more comprehensive forecasting, some users have found third-party apps that integrate with Xero to be helpful - You can view the full suite of official apps on our Xero App store

    While we understand these aren't ideal long-term solutions, I want to let you know that there's no work currently planned to develop a specific…

    Nicole Penfold supported this idea  ·