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  1. In NZ we are required by law to keep 7 years of records for the IRD (tax department). I make a point of destroying old financial records that are older than 7 years. Xero doesn't have a mechanism to purge old data. I see in my Xero I full record including invoices, supplier invoices and financial data back to Jan 2014.

    I would like to see a system whereby old data was completely wiped, and summary starting figures created for the purged data period, say as at the start of each tax year, for me 1 April 2018 so that…

    6 votes

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    Appreciate why you'd like to remove older data from your org after a long period, Steven. Generally we don't want to be touching our customers data, and this isn't something we have plans for implementing. However, we'll get a sense of the interest from others in this here, for our product teams to consider.

    Right now, if you'd like to remove older data there are a couple of options;

    • You could start a new organisation from the date you'd like to keep records from, setting up the organisation with conversion balances from that date. You could also export and import information from the old org to the new one.
    • Change the conversion balances in your existing org and remove older data prior to this date
  2. It will be great to have meaningful payroll reports. E.g., the leave overview is a blunt tool, as it shows all employees, including those who have left. The same applies to the Auto Enrolment Summary Report - it is a basic on-screen report with no filters, etc. And, yes, includes historical employees. Where there are filters, these overlook some choices which should be present. E.g., wage type, which payroll runs are they- monthly, quarterly, weekly, etc

    6 votes

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    0 comments  ·  Payroll  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community have reviewed your idea and now it can gain support from other community members.

    Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.

  3. Add an option to upload a copy of the Sick Note / Fit Note to the leave

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Payroll - Auto calculate the leave entitlement on employee including the accrual from the current pay period to exhaust all leave before unpaid leave is applied.

    6 votes

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  5. Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.

    6 votes

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    Hi everyone, appreciate your interest in a shared calendar for Payroll in NZ. With payroll products being worked on quite separately we have split this idea out from this one, so we can track the interest for this in each product and keep you updated.

    Being open this isn't something we have immediate plans for in NZ payroll, however we're keen to continue to track the interest and can keep you updated if there are any developments.

  6. Import complete payroll information including earnings, deductions, and overtime etc from an Excel/CSV file

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  7. Offline/Online Syncing Xero Accounting Desktop Program which allows for Backup?
    When you dont have internet connection and you need to keep the staff working, obviously the file is not distributed to the cloud, but when the computer gets internet access it Syncs all of its data with the cloud. Xero, when internet connection is lost, you could still use all the same functionality, then once it gets online then it Syncs all the information with the cloud.
    What does everyone think?

    6 votes

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    Appreciate wanting to enable staff to keep working when your internets down.

    As multiple people can work within a Xero organisation, we'd also have to consider the implications this could have if multiple people were working on the same items at once and how this data would sync when back online.

    Being open it's not something we have plans for but we'll start to track the interest in your idea here.

  8. It would be so helpful for Xero to have the ability to calculate rolled up holiday pay based on timesheets entered and show this as a separate line for holiday pay on the payslip.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Ability to add report styling to the PDF export so you can show logo. Like you can do with other reports.

    6 votes

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    Hi all, we appreciate this feedback raised through a broader idea and would like to better understand the direct interest in this through this idea.

    While not in our roadmap atm, this is something we understand the needs in and will keep you updated if there is news to share, here.

  10. Ability to choose the layout of the export - landscape or portrait

    6 votes

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    Hi community, this idea has been created from feedback in this initial idea. While we are interested to get a better pulse on the interest in this, we want to front foot that we don't have any plans for this change.

    Switching from landscape to portrait was made based on a lot of feedback and testing, so we'd want to see a fair amount of support through the idea here to consider making another change.

  11. Exclude new auto save updates from History and Notes. It made sense to save these when it was manual but now it just clutters the history so badly with every auto save creating a new entry.

    6 votes

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    Thanks for sharing your feedback with us. Though not a direct solution of what’s being asked here we wanted to share that our product team has been focused on autosave improvements to help reduce lag, and help your invoices load and save faster. 

    As we continue to develop invoicing in Xero, our team will keep considering how autosave events are displayed in your invoice history. We'll share any future updates on reducing these events or providing more control over what you see, here. Thanks

  12. It would be great if we could add a "files" column to account transactions to view attached files without the need to drill into each separate transaction. This feature is already available in VAT returns.

    6 votes

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  13. Suggestions to improve the reporting of GST Audit Beta

    1. Allow us to select which Tax Codes to display in report (default All)

    2. Show the tax code in each row rather than as a report subheader. Useful when there are lots of records for some tax codes

    3. I noticed that we can select Reference field for the columns, but not Invoice No. If the entry's Ref field is blank, the report shows the Invoice No. So this is misrepresenting the report, and showing inaccurate results as no one analysing the report would know if they are seeing the Ref no or…

    6 votes

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  14. It would be useful if payslips could be scheduled to be posted to Xero Me on a date after the payroll is run. Eg you may run the payroll mid-month but want employees to be able to see their payslips on the date the payment is made at the end of the month.

    6 votes

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  15. Save and Next option for Timesheet approval.

    Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.

    6 votes

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  16. Once a Purchase Order is created it would be great if there was a feature to allow you to mark the PO as delivered. Currently there is no way to see what ones are complete and what ones are still outstanding. This may need to be extended to allow individual line items on a PO to be able to be marked as delivered.

    6 votes

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  17. When an employee has a postponed autoenrollment the pension doesn't prompt or show up until just before the payment run has been posted. Making any prior payroll reports and payslips incorrect as the pension then tags on at the end. So reports then need to be reprinted and balanced again.

    Can the prompt no show up at the start of the pay run? This will then save any duplicated reports and potential incorrect payments.

    Also the pension filing report viewable before the RTI posting.

    Alternatively, enter the postponement date when posting the pay run in which the employee becomes eligible…

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  18. In the bank feed, recognise transactions that cover a supplier or customers total balance, or multiple bills/invoices paid together rather than only suggesting matches for 1 invoice/bill.

    6 votes

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  19. I always want to reconcile my newest transactions first, as they are freshest in my head. It's actually become pretty maddening not having this feature.

    6 votes

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  20. If an item has been billed manually or your stuck with some items in billable expenses you have to open every bill and remove the client from the items that are have not been billed.
    Could you add a tick box selection in the Billable Expenses - Outstanding so that you can then select a remove billable expenses from multiple bills in one go.

    6 votes

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