Settings and activity
52 results found
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62 votes
Thanks for your patience, it’s been a little while since our last update, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
Sam Gray
supported this idea
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76 votes
Hi community, we appreciate hearing your interest around the reports that would be useful for you to use in Report Templates.
We have decided to split the request for Payroll reports and the Tracking Summary report as it is unlikely these would both be added at once.
You'll find the new idea for the Tracking Summary report across here and this one will remain centered around Payroll reports.
We want to be honest that we don't have any plans at this stage for adding payroll reports to Report Templates. But, our product teams are aware of the interest surrounding this and we'll let you know if there is any progress on this idea.
Sam Gray
supported this idea
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1 vote
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 🙂
Sam Gray
shared this idea
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128 votes
Hi everyone, we appreciate your patience & would like to thank everyone who’s shared their thoughts and supported this idea.
Xero's payroll reports do currently offer some options to adjust columns, filters & layout. However we hear & understand the need for having additional information & more flexibility with payroll reporting, including the ability to customise & save reports for future use.
Being open here, these improvements are not in our current pipeline. However we'll use this feedback to shape how we plan future improvements in Xero Payroll reports.
Sam Gray
supported this idea
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29 votes
An error occurred while saving the comment Sam Gray
supported this idea
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10 votes
Hi Rebecca, I've just amended the title of your idea for your first request. In terms of the second when you're mentioning the input of dates. You should find you can currently enter dates in number format, however you'll need to make sure you keep the '/' or '.' to separate day month and year, alternatively you may find shortcuts help you cut down the time needed to enter your dates here.
An error occurred while saving the comment Sam Gray
commented
The date fields in new invoicing are 💩
Let's say I'm preparing invoices today, dated 31 Aug 2026 due 26 Sep 2026.
I prepare one.. I click Copy.
It sets the invoice date to 12 Sep 2026.
The cursor is in the Contact. I add the contact.
I click Tab.
It takes me to the Invoice Date field and selects all of the date. I override it with 31 Aug 2026 (👍🏽).
I click Tab.
It takes me to the Due Date field.. and puts the cursor at the end of the date.
I can't type the date.. because there is already a date in there. I have to select the existing date..
I should just be able to type 26 and it input 26 Sep (26 of this month - as original invoicing did)... but noo... it puts 26 Aug 🤦🏽
So many steps when I have already copied what I wanted!
Sam Gray
supported this idea
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7 votes
An error occurred while saving the comment Sam Gray
commented
Need this so badly...
Sam Gray
supported this idea
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29 votes
An error occurred while saving the comment Sam Gray
commented
Crazy it's missing
Sam Gray
supported this idea
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1 vote
Thanks for sharing back, Sam. Just tested and can see what you mean here. I've reached out to our product team and will round back with any updates, here.
Sam Gray
shared this idea
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2 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 🙂
Sam Gray
shared this idea
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1 vote
Appreciate you bringing this to the community, Sam. Having a combined Sign & File action in the To sign screen could reduce the steps involved in lodging multiple completed returns.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share your preferred workflow.
Sam Gray
shared this idea
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2 votes
Hi, thank you so much for taking the time to raise this idea ✨ We really appreciate you sharing how merged cells make Activity Statement Excel exports harder to work with.
Your idea is now open for community support through votes and comments. Other community members can add their vote and share how this would help them too. Their feedback will help us understand the level of community interest and the impact this has across customers, which helps inform future improvements. We’ll keep an eye on the conversation and review the feedback.
Sam Gray
supported this idea
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1 vote
Hi Sam, really appreciate you coming into our Xero Support team about this so we could get a closer look into the behaviour that you've mentioned.
I've re-opened this and slightly adjusted the title of your idea now that we have a clearer picture. Just to highlight for others coming across - currently when you export a report to Excel the formula in the column takes precedence over the total calculation.
There are no plans for changing this at this time, however we'd like to get a wider sense of thew interest through the idea here so that our product teams can consider this in future planning. Thank you
An error occurred while saving the comment Sam Gray
commented
If I have a report and a column is a formula.
When I export that report to excel, the column has the underlying formula in each cell.
The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.
A total row with an amount should always be the total of the cells above it. Never any other formula.
Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells above it, for a total.
Please fix the excel export so that it will correctly total the amount cells above it in the total row, even if the column is a formula column.
An error occurred while saving the comment Sam Gray
commented
If I have a report and a column is a formula.
When I export that report to excel, the column has the underlying formula in each cell.
The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.
A total row with an amount should always be the total of the cells above it. Never any other formula.
Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells above it, for a total.
Please fix the excel export so that it will correctly total the amount cells above it in the total row, even if the column is a formula column.
Sam Gray
shared this idea
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45 votes
Hi team, thank you for the detail in the flows you have when trading that create the need in being able to create a credit note from a paid invoice in Xero.
While this isn't a feature we have planned for development, it'll be good to keep tracking the interest from our community. We will share if there are any updates.
An error occurred while saving the comment Sam Gray
commented
@Lara There is no easy way to do so accurately.
Option 1:
1. Manually create a Credit Note and add all of the details that it needs.
Option 2 (A ridiculoulsy long workaround):
1. Copy the Invoice and Approve it.
2. Create a credit note on that invoice.
3. Go into the Credit Note or Invoice and unallocate it.
4. Go into the Invoice and Void it.An error occurred while saving the comment Sam Gray
commented
It would be so easy to do... They already programmed how to create a credit note from an unpaid or partially paid invoice, which is arguably harder.. how you couldn't do the same thing (which is copy the invoice lines to a credit note, but in this case qty 1 rather than 1-paid amount). Lazy and dumb that Xero haven't bothered to (if people at Xero worked in the real world they wouldn't be asking us to detail the flows)
Sam Gray
supported this idea
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13 votes
Hi everyone, we've made some recent updates to how notes/queries are shown to make them more visible.
We'd love to hear your feedback here and whether this has improved things for you. Thanks
An error occurred while saving the comment Sam Gray
commented
Hi Kelly,
Mild improvement... still a long way from where it was and where it needs to be.
It should be obvious when an account/line has unresolved notes. At the moment it is just blue and doesn't tell you which accounts/lines have unresolved notes (and marking a note as resolved is more clicks than it used to be and more clicks than it needs to be).
ThanksSam Gray
shared this idea
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43 votes
Hi everyone, we appreciate your support in being able to pass on exact fees to customers.
While this is something our team have taken an initial look at, there is quite a bit involved in being able to develop this into the product and this isn't something we've been able to prioritise at this time.
We understand the needs expressed in feedback here and want you to know this is a feature we'll continue to consider in future planning and will keep a close eye on the appetite in this idea.
If there are any updates planned we'll make to share with you here. Thanks
An error occurred while saving the comment Sam Gray
commented
@Cathy and @Simon
Bad news. With the RBA banning card surcharges (announced 31 Mar 2026, effective 1 Oct 2026), Xero and Stripe aren't about the enable this feature.
An error occurred while saving the comment Sam Gray
commented
It's wild that Xero and Stripe can't just surcharge exactly what it would cost to process. The maths isn't even hard at all.
Read this as well if you haven't already: https://central.xero.com/s/question/0D58V00008uqRguSAE/gst-on-stripe-fees
And my comment:
This is wild. Interesting to finally have the context around Xero Inc and how they dodge GST.This causes a plethora of issues, that Xero will say is not their problem, including:
- businesses incorrectly claiming GST on the fees. You only know you're not being charged GST because of a tiny fineprint under the Payment Services section. Then Xero gives you the option to automate my fees, and all you have to do is select an account (so you select Merchant Fees - which it is). Now Xero automatically creates the transactions for the fees, incorrectly, using GST on Expenses. Lol. Xero will say "it's up to the business and their accountant to determine the GST treatment". Yeah, but Xero says would you like us to automatically create the fee transactions for you? Yeah, cool, we'll do that but won't take any responsibility that it's correct, nor let you know how we decide on the tax rate we use ;) hehe
- businesses losing money when surcharging their customers or being non-compliant with ACCC. If I want to surcharge and my original invoice had GST on Income, my surcharge should be GST on income. Now my surcharge is $10.00 and the Xero/Stripe fee was $10.00. I pay my $1.81 GST to the ATO and I don't get a $1.81 GST credit, so I lose out. Alternatively, I make my surcharge $11.00 and now I'm break even, but the surcharge is more than the cost to the business, so I am not compliant with ACCCSam Gray
supported this idea
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127 votes
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
An error occurred while saving the comment Sam Gray
commented
Diabolical that you can't:
- edit a recipient, or
- duplicate a document pack to change a recipient
- see what was sent!!! (this part defies belief)Sam Gray
supported this idea
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9 votes
Thanks for the feedback on this here, team. I'm connecting back with our product team on this one and will share updates with you here.
Sam Gray
shared this idea
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32 votes
An error occurred while saving the comment Sam Gray
commented
Unfortunately, Xero doesn't seem to do testing with groups that actually think logically and give feedback, or they do and completely ignore it.
The status is only "submitted" and it was 9 months ago that Kelly needed to actually clarify what was (very obviously) being requested... madness
An error occurred while saving the comment Sam Gray
commented
@Lee. It's ridiculous that Xero made new invoicing, added an edit contact button, and didn't make it so you can edit the gotdamn name that the invoice will be emailed to 😭
An error occurred while saving the comment Sam Gray
commented
This is so ridiculous 😂😭
Sam Gray
supported this idea
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35 votes
Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.
We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!
An error occurred while saving the comment Sam Gray
commented
"you can now send multiple reminders at once. This'll reduce the time spent sending reminders for document packs."
Time we shouldn't need to spend! The amount of time I spend sending reminders for Xero e-sign for tax = 0!
"We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!"
I should hope not. Xero would be pretty daft to rule it out. My thoughts are that this is years and years overdue.
Such a quick and obvious win. Fix it.
Is this for real? Xero were advised of this in 2016 and ten years and one "New Invoicing" later, we don't have this function.. madness.
I create an invoice and add files.
I copy that invoice...
99 times out of 100 I will want those same files attached to the new invoice.