338 results found
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UK Payroll - Change holiday to hours
When booking more than one days holiday Xero does not allow you to edit the hours taken. Xero assumes everyone works a 5 day week. So if a part time employee who works 5 hours a day 3 days a week totalling 15 hours books two days holiday Xero assumes they will be taking just 6 hours when it should be 10. There is not an option to amend the hours taken like there is if you just book 1 day.
12 votesHi community, with the recent change in UK Payroll to introduce working pattern templates so now you can now create default work schedules for employees, ensuring their pay and leave are calculated correctly. You can have up to 100 templates with up to 13 weeks of entries.
Working patterns provide visibility around earnings rate calculations and will eliminate the need to amend miscalculations manually.
We appreciate your interest in this here. Thanks
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AU Payroll - Include terminated employees in pay runs for backpay
When processing backpay for employees where they have a Termination Date currently involves either an Unscheduled Pay run for a period the employee was employed or undo the Termination date, and run a payrun, then Terminate again.
Both of these are very time consuming, particularly when there are some 40 employees over an 18 month period that need to be included who have a Termination date.
It would be useful to have a function in a payrun to "include terminated employees" which keeps all the previous data, but includes them for the backpay without having to manual update each, just…3 votesHi everyone, it's currently possible to have terminated employees included in unscheduled pay runs, that are prior to their termination date.
If you're experiencing any issues with this, reach out to our specialists at Support who can help 1-1.
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UK Payroll - Calculate hourly for leave/sick days
UK Payroll: Leave / Sick Days
Xero payroll nearly always miscalculates sick pay and absence deductions if staff are paid an annual salary for two reasons;
1) It works on average number of days in a month when month vary in working days every month and recalculates an inaccurate hourly rate from which it deducts absence (sometimes this is in favour of the employee but more commonly isn't) meaning that it often deducts too much from them and has to be manually recalculated.
2) It does not have the capability to deal with part-timers so if you have someone who…11 votesHi everyone, I wanted to confirm with the release of working patterns this is now possible 😊
Working pattern templates create default work schedules for employees to ensure they are paid and accrue leave correctly, as part of their salary and wages settings.
You can now;
- Create or select from working pattern templates
- Add working patterns manually or using the template
- Setup multiple weeks of a working pattern
Thank you for your support and contribution through the idea here.
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Inventory item list report - Ability to view all transactions
Browse all transactions on the "Inventory item list" report, it will also be helpful to reveiw in & out movement and can double check with other source.
2 votesHi all, rounding back on the idea here as noted in my last response you can use the Inventory Item details report to view the information you're in need of here.
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Report templates - Annual accounts templates up to do date and in line with legislation
The Trust - Annual Accounts Xero SPFR template for trusts > Notes to the Financial Statements > 1. Reporting Entity states "Legal or Trading Name is a trust established by a trust deed dated [insert field: trust deed date], and subject to the Trustees Act 1956." this is incorrect as the Trusts Act 2019 passed on 30 July 2019 has replaced the Trustee Act 1956. Xero have advised "While the team is aware the templates may need updating given current focus being on the expiration of old reports they do not have the capacity to give it a priority at…
2 votesHi team, templates have now been updated to refer to the new legislation. Thanks for your contribution and sharing in product ideas, here.
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AU Payroll | Payroll Activity Detail Report - Export all data to Excel, not just PDF
Currently, when the Payroll Activity Detail report downloads to PDF, it includes deductions (including those that are not salary-sacrificed super) and reimbursements. However, when the Excel report is downloaded, those lines are missing. Please include everything that's in the PDF version in the Excel version.
2 votesHi all, as previously shared both reimbursements and deduction pay items will appear on the PDF and CSV exports of the Payroll Activity Detail report.
If these pay items are visible in the pay run, but aren't pulling through to your reports, please reach out to our support team for some troubleshooting. 😊
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Inventory - Report for item rentals
We are a meadery that often sells mead in kegs. This idea would also apply to breweries.
I use a "Keg" inventory item to track the physical keg shells. I use a separate item for the product inside the keg. So an invoice for one keg will show two items: the mead itself and the keg. This helps me keep track of our physical kegs on hand, weather they are full or empty.
When a client returns a keg, they receive a credit note for returning the keg. In addition to getting their deposit back, this keeps my inventory correct.
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1 voteHi Kent, I know it's sometime since you started your idea here. However, coming back across it now it sounds like you could use customer Smart Lists or the Inventory Item Details report to view customers that you have sold specific items too within a period.
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AU Payroll: Differentiate leave loading on payroll reports
Could you please change the name on the Payroll Activity Details for Leave Loading Please. Not sure why you call it Annual Leave. It seems to be in the background and I can't change it. See picture attached.
4 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch it across to delivered!
The Payroll Activity Details report now shows a breakdown of Annual Leave - Leave Loading separate from Annual Leave.
Thanks again for your feedback.
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Sales invoice - Show the total net separated by vat rates
Creating a summary at the bottom of a sales invoice showing the total net brokendown by vat rates to give the customer a clear view of what they are purchasing
1 voteHi Alex, you'll find this is now possible. The different VAT rates used in the invoice will be shown as subtotals beneath the total invoice amount. With the updates that our team have made to the send experience your customers will also be able to see a quick view breakdown of this in the email they receive 🙂
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Xero Accounting App - Show Quantity on Hand for Tracked inventory items
in the APP can we have inventory stock levels show when you search for an item.
Currently it only shows if you have xero stock and try and save.
I have to use the desktop version to view levels6 votesHi team, thanks for your input on the idea here. Now in the Accounting app you'll see the current Quantity on Hand for Tracked inventory items shown when you add an item to a Sales Invoice or Quote.😊
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Bills - Export to Excel
Ability to export an existing bill to excel & import as a new bill - convenient for repeating bills of large line item volume
2 votesHi team, while not an Excel file type this is already possible through the Export, Import features in bills.
You can search and export specific bills from the list view, and from the New bill drop down select Import from CSV and drag & drop the file that was downloaded. 😊
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AU Payroll - Do not update historical payslips when new leave balances are added
We recently had an employee which had a leave type reinstated after a period of over 12 months of it not being used. There was a balance sitting in there for the duration of time that it wasn’t active, and therefore not showing on any payslips that were provided to the employee or filed. We are now in a position that we had to reactive this leave type to be in line with STP requirements and showing leave loading on a separate line. When we reactivated this leave type, ALL payslips for the period of over 12 months were updated…
2 votesHey Amy, I know it's been a little while since you started your idea here. Taking another read through the situation you described, there are a couple of options which depend on whether you need a record of the adjustment.
- If you do need a record of the adjustment you'd want to post an unscheduled pay run to reverse out the leave balance for the pay period in which it should have been paid out.
- In the case you don't need a record, you could simply adjust the opening balance for the leave type within the employee's record.
We have help for both of these processes detailed in this article on Xero Central.
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Invoices: Set due date as from receipt of invoice instead of from creation
Ability to select a date that says payment is due upon receipt of this invoice. This is "due date" is used just as much as net terms of 30 days.
5 votesHi community, returning to the idea right now you could enter a Due Date that's the same as the Invoice Date (or set it to whatever the date is when the invoice is being approved and emailed).
Additionally if you'd like to specify the text that appears (such as 'This invoice is due upon receipt') you could either:
- Add this into the ' Terms & Payment Advice (Invoice and Statement)' on a Standard invoice template, or
- Add this text into the Footer of the invoice template on a Advanced branding theme
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Sales Invoice - Add Primary person and email when adding new contact
When generating a sales invoice for new contact to have the ability to add the primary contact name and email so that email can be emailed to primary contact name without editing the contact first.
11 votesHi community, sorry we've not looped into this idea sooner. You'll now find with new invoicing that you can add a new contact and their details, or edit a contacts details without having to leave the page.
When you add a new contact, this'll open the modal for the Contact card and from here you can add the Contact name, Email, Billing and Delivery addresses, and or phone number.
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Xero Me - Show employees total hours of upcoming leave
On the employees interface it would be helpful to have the number of hours booked showing against the holiday. Currently it only has the dates that have been booked. The hours are shown on the employer interface
1 voteCrossing back over your idea here, Katie it looks like this is actually possible - When an employee taps on the leave request in their Xero Me app, it'll bring up all the details of their leave including the total hours. 😊
If they're unable to see this, we'd suggest asking them to raise a case with our team of specialists through Xero central who can get a closer inspection to help.
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Sales Invoice - Option to input 'Paid In Full' for Due Date
For web orders etc there is no way of adding to the invoice that the order has been paid.
So an option within the Due Date section to choose 'Paid In Full' would eliminate the customer receiving the invoice appearing as if it needs to be settled.2 votesRather than entering as an invoice creating a Receive Money could achieve this.
You can then send a Receipt to indicate the payment has been received.
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Bills - Bulk code lines
It would save so much time if there was an option to bulk code multiple lines on one bill, rather than selecting the account code for each line individually.
10 votesHi team, with little interaction on this idea in sometime and based on the existing options that have been shared we are going to move this idea to delivered.
To reiterate the options - you can set defaults for accounts, items and contacts to fill fields and save time when entering bills, alternatively depending on your workflow you may also find importing bills from CSV where you can bulk populate account codes for multiple lines on one bill handy.
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History & notes - Filter by the date a change was made
To be able to filter the History and notes - by the date that the changes were made on something specific and not the date of the original transactions.
This would be helpful if the Annual Financials have been finalized, and a change has been made after the fact.
For example: You want to know when the changes toward the 2022 tax year were made, towards the advertising account transactions since a specific date i.e. a date after the financials have already been finalized.
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All bills that were processed after a specific date and not necessarily the date of…
3 votesSorry we've not updated this idea here sooner, everyone. To confirm this is how the date range filter int he History & notes report works today - Results in the report are based on the date the actioned occurred in Xero, not the date entered on the transaction.
For a broader view of recent user activity you may also find the assurance dashboard quite useful.
We appreciate there are other items and actions that our customers would like to see more record of history for and we welcome you to join and/or add any ideas for specific actions you'd like to see entries recorded for.
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Contacts - Search for invoices in customer/supplier records
It would be great if we could search from within a customer or supplier record for a specific invoice or bill number.
It is difficult at the moment to search as
1) there are always notes in the way that can't be hidden
2) you have to exit the customer/supplier to find the screen where a search is available.Having used other accounting packages, I was shocked to see this wasn't available within Xero.
7 votesHi team, sorry we've not returned to this idea sooner. You'll find with some of the updates we've made to the contacts record it is now possible to view transactions in separate tabs within the Activity of a Contact, and are also able to search transactions in the tab by amount, reference or invoice number 🙂
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Branding - Merge field for Credit Terms on Custom DOCX Statements
To allow for the statements in the docx set up to have a field for terms. The due date whilst it prints on the statement it is helpful to the client to see their terms
3 votesHi all, not having any response since my last update we're going to move this idea to delivered. If terms are generally the same you could use Advanced branding and add your payment terms to the docx template as static text so this would be included when sending statements to your customers with that branding applied.
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