4775 results found
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NZ Payroll: Display actual vs accrued leave on payslips
Actual vs Accrued Leave on Payslips
A report to support this leave
Employees are submitting leave as per there payslips and have no knowledge that this is not actual leave. They may not have been with our company 12 months or it's accured leave which only becomes actual on their anniversary. We are finding some of our employees with negative leave balances, which causes both confusion and problems on them leaving.9 votes -
Cash coding - Keyboard shortcut for "Payee"
Cash coding currently has a keyboard shortcut to copy the nominal above, which is great..... Please can we have a keyboard shortcut made for the "Payee" that works in the same way as I often alphabetically sort these so it would be a huge time saver.
11 votes -
Xero Advisor Financials - Automatically fill notes or alert if figures don't match
Currently notes need to be updated manually on the financial statements (as far as I am aware). New accounts need to be added to the respective notes otherwise the figure in the notes will not match the figures in the financial statements.
I feel that this is inviting error as inevitably there will be times where this process is overlooked.it would significantly simplify the process if Xero recognises where a note is connected to a financial statement line item, and then automatically fills in the notes with the same accounts grouped in the financials.
at the very least, there…4 votesHi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.
How you can help:
- This conversation will take about 30 minutes via video call
- We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes
If you're interested, please use this link to choose a time that best suits you.
If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!
We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.
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Report - Deselect accounts by typing over selected account in Account Transactions report
In the old version of the report you could over type a selected account with another to quickly see the new account.
In the new version you 1/ can't see the accounts you choose easily, 2/can't deselect (you must first "Select All" then "Deselect All".
If I have missed something please let me know.
This is making spot checking of account transactions much slower, and time equals money.
Thanks in advance.1 vote -
User Roles - Copy existing privileges to a new user.
When you 'Invite Staff', the ability to copy an existing staff members 'privileges' will speed up the user creation process significantly.
Currently I have to switch between two screens to achieve this.1 vote -
UK Payroll - Download and send reports
Hi there,
I am using payroll manager currently for all my client payroll services, and xero does not provide reports like HMRC monthly payment, P32, I can see it but can not download it to send to my client for payment. Also no employee wage report whereby my client see all deductions/additions and pay net wage to all staffs.
Please check this software https://moneysoft.co.uk/payroll-manager-overview/ this is far best software so far and probably all accounting practices are using it because its user friendly and provide too comprehensive report to clients and employer
Please improve your xero payroll like this payroll…
3 votes -
UK Payroll - Hide RTI User ID in payroll settings
When using Xero Payroll as an agent it would be better to be able to hide the agents Govt Gateway ID as well as the password. Could it be updated so that when you tick that you are submitting as an agent, both parts are hidden from the client?
3 votes -
NZ Payroll - Birthday reminders for contracted staff
Enable option to enter birthdate for contractors in payroll. Our contractors have been with us for years and we like to recognise their birthdays. Since xero payroll integrates with Finlerts LeaveCal and Google Calendar, this would make this a breeze :-)
7 votes -
AU Payroll - Monthly calculation based on hours worked in month
Update the monthly payroll to calculate based on the number of work hours in the month, rather than taking the yearly salary / 12 / number work hours. Given that each month has a different number of work days, the pay rate changes every month and this is a compliance issue.
8 votes -
Reports - Select orders by clicking contact name in Income by Contact report
Income by content.
I want an option to be able to select order by the totals also not just the names.1 vote -
Purchase Orders - Option to decline
Would be useful to have the option to decline a PO request to remove it from the 'awaiting approval' tab, currently the only option you have is to delete it.
The full PO side of Xero requires an upgrade, it's useless
2 votes -
AU Payroll - Allow 'Working Holiday Makers' to be classed as Australian Residents for tax purposes
We employ some Working Holiday Makers that would be assessed as Australian Residents for Taxation purposes, but the current STP2 system wont allow us to choose the employment type as Working Holiday Visa and then select one of the 2 tax status choices in the Tax tabs. The conflict seems to come from Selecting the Income Type as Working Holiday Maker - It seems a pointless Selection "Payee's country of Origin' if it doesnt trigger the expected tax rate for that selected country. This is going to create a conflict with the ATO for 3 of my staff. Please allow…
2 votes -
First Internet Bank (Indiana) direct feeds
Please create a direct feed for First Internet Bank of Indiana because the Yodlee feed does not work reliably with this bank.
2 votes -
Bank Feeds - Make 'Deactivate feed' button less prominent
Under Bank Feeds, need to make Deactivate Feeds more difficult to accidentally select.
1 vote -
Bills - Auto populate Description from Reference field
When you create a new transaction you have 2 fields which identify the nature of the transaction - "Description" and "Details".
I find myself constantly copying one to the other. It would be really useful if Xero could auto-copy description across to details, and if you don't want it the same you can overtype the details.
Having content in both fields helps identify the item, and usually the same content will do.
3 votesAaah I see, thanks for the extra detail, Rick. Have slightly updated the title of your idea and we'll start to get a sense of the interest from your idea here.
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Expense claims - Add reference to bill
Add in the facility to include "description" when using the expenses app.
Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
Purpose - would increase visibility/transparency when reviewing credit cards9 votes -
Tracking - Ability to lock options from being used
Instead of delete - can we lock tracking category - for our business - this is very critical if we post any transaction accidentally as we have more than 200 in tracking - any solution for this
5 votes -
Projects - Change behaviour of how multi-currency is calculated in reports
Profitability of projects not correct. We are setting up projects in Xero. We have found the profit figures are not accurate where there are a mixture of GBP and US$ bills. Could you please forward to your development team. It can't be that difficult for projects to pick up a translated figure surely??
4 votes -
AU Payroll - Include date range in exported version of Payment Summary Details report
When running the Payment Summary Details report for a previous financial year, the report does not show the dates of the financial year the data belongs to. The report is titled Payment Summary Details as at Today's Date. For example: it should show Payment Summary Details reporting period 1st July 2017 - 30th June 2018. For audit purposes, there is no way of determining the date range the reported data relates to.
24 votes -
AU Payroll - Change decimal places on allowances in payslip
Can we please have flexible decimal points on allowances. So overnight stays - 3 - are appearing as 3.0000 and 200 kilometres is appearing as 200.0000 kilometres. I would like to remove those decimal points?
5 votes
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