4681 results found
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AU Payroll - Hide employee personal details for payrun
In the age of outsourcing, it is impossible to outsource pay run function to an external service provider (especially if they are based overseas) since they can view employee's personal info such as their Tax File Number, Date of Birth, Bank account Details etc.
Once the subscriber or authorized accountant/bookkeeper has created an employee card, they should be able to restrict the access of outsourced partner to just doing the pay run. The outsourced partner should be able to just view the employee name to do the pay run. This feature should restrict their ability to change bank account details…
2 votes -
UK Payroll - Holiday Leave Balances
I would like if xero could include and show statutory days in employees overall leave balance.
2 votes -
NZ Payroll - Option to change employee anniversary date when on unpaid leave for more than 1 week
Where an employee takes unpaid leave for more than one week, it would be helpful if you could enter in the date in which the unpaid leave applies from so that the anniversary date can automatically be reset. The current set up is rather antiquated, and needs to be automated to ensure accuracy and ease of use.
2 votesHey team, thanks for your input. We appreciate your needs here, and have a bit of an update. For any organisations that started using Xero payroll in NZ from 5 August 2024, you'll find you can adjust the employee's sick leave entitlement date from their employee record. See more detail around this on Xero Central.
For all other organisations, don't worry this is also in the works but just has a little more complexity to it, we'll keep you updated of when this is made available to all remaining organisations, here.
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Budget - Ability to lock a budget
If budgets could be locked once approved and also history of any changes made. This would be very helpful.
2 votes -
UK Payroll - Option to edit default week in a year setting
It would be really useful to provide a function where we can change the calculations within xero to calculate average hours using 52.14 weeks rather than 52.
2 votes -
Bank Reconciliation - Restore duplicate statement line from exception report
I have a client whose workers use toll gates daily, often returning on the same day. Xero sees this as a duplicate expense and delete the second transaction.
It would help if Xero can create a report showing these duplicates and giving the option to pull them into the bank.2 votesHi Mariaan, while not possible to restore the statement lines from the report, you can run the Statement Exceptions report which shows deleted or duplicated statement lines.
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Notes - Ability to bulk add to transactions
It would be incredibly helpful to be able to update multiple notes at once. For example, if I have a list of 300 invoices and a statement has been sent, I want to see that note on each invoice, so that anyone going into that account can see the last action. So for example, I want to add the note 'Statement sent today requesting payment by 19th April' to all 300 invoices, but I want to be able to select them all and add that note once, not 300 separate times.
It would be so helpful and would save a…
2 votes -
Global Pay Run - Ability to select payable account for Deductions, Taxes and Post-tax Deductions pay types
The feature request is to allow the defining of current liability accounts for pay items with pay types set to Deductions, Payroll Taxes, and Post-tax Deductions. This will enable the tracking of payroll source deductions and taxes necessary for remittance reports to the tax authority (such as EI, CPP and income taxes for T4 and T4 summary completion in Canada).
There are two ways I believe Xero developers could achieve this goal.
Below is an explanation of what currently happens during pay runs:
For pay items with a pay type set to Wages, Allowances, or Non-taxable Allowances, the journal entry…
2 votes -
Quotes - Edit the exchange rate in Quotes
I have found you are able to customise currency rates in Purchase Orders, Invoicing and Bills to pay, however you are unable to amend this in quotes.
Please allow to amend in all modules
2 votes -
AU Payroll - Ability to reverse pay run
An option to do a reversal of a current pay run as currently there is no option to allow this. I had a pay run today and the client had not let me know that there was a change to their pay run until after it had been lodged with the ATO. I subsequently went to the portal and found that both pay runs had been processed as was out to the actual amount in Xero.
2 votes -
Repeating Invoices - Don't reset Qty to 1 when editing inventory items
Due to the fact that "Updated inventory selling price is reflected when the next repeated invoice is generated." (Please vote for this idea too) has not been implemented. You need to manually go into every repeating invoice and reselect the (same) inventory item for the price to update to the current inventory price. I think it is a bug, but support tell me it is the designed way. The existing QTY gets reset to 1. This is super annoying as you need to remember was the existing QTY was and then update it again and not make mistakes. If you…
2 votes -
NZ Payroll - Payslip notes
Could we have the ability to add the amount paid to a Deduction.
(A staff member messaged me the other day asking if the $450 showing on his pay slip was the amount he had left to pay for tools deductions or the amount he had paid. After checking I saw it was the amount he had paid and he has $468.93 left to pay.)
Q: Is there any way to add the amount he has left to pay for tools to the pay slip.
2 votes -
Login page - redirect to ReturnUrl if already logged in
Redirect to the ReturnUrl on the login page if you refresh and have already logged back in, eg. from another tab.
Context: I usually have many Xero tabs open. If I am logged out due to session timeout, all of these tabs redirect to the login page with a ReturnUrl in the query string. If I log in on one of those login pages, I am correctly returned to where I was in that tab. If I refresh another one of the tabs after logging in, it stays on the login page rather than automatically redirecting to the ReturnUrl.
It…
2 votes -
AU Payroll - Type and search in the Employee filter
The current screen and filters for Xero timesheet is not user-friendly. In particular, firstly, it would be great if the Employee Name filter allowed you to type and search. Secondly, if the Employee Name filter could include multiple names that would be useful.
Lastly, not in the filters, but the tick boxes for each timesheet - if the tick box was bigger and next to the line, instead of in the timesheet line this would help. The way it is at the moment, it is too easy to accidentally go into a timesheet instead of ticking it to select for…2 votesThanks for raising with us in Product Ideas here, Yana. It helps to have each idea separate so others know what they're adding their vote for and we can share the demand of each back with our product teams. I've slightly amended the title of your idea here to fit your first idea.
In terms of employee selections this is actually already possible - From the timesheets filter just click on the names on the employees you'd like to filter timesheets for.
We don't appear to have an existing idea for your 3rd point, but welcome to start a new idea so we can begin to track interest of this, too.
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UK Payroll - Option for employees to add static text when adding timesheets
I would like to know if there is ever going to be an update to Xero me timesheets to allow employees to enter words instead of regular hours in the description box eg. I am a house builder and have about 6 different sites on the go at the same time and I would like to be able to allocate my employees time to which house they were working on so that I can then charge the customer the correct fee. My employees get different rates of pay so not easy to set up using timesheet tracking.
2 votes -
Reporting - Remove the extra FX column between months on the Balance Sheet
The new balance sheet report has introduced a column between every month which contains a flag if there is an item impacted by FX. This now means that when exporting into excel the report now has 24 columns as opposed to 12 previously and the months are not sequential. I like many others use the balance sheet in other tailored reporting and financial models so am now having to delete the blank columns in order for the report to fit into my reporting templates. Why is it necessary to flag on every month that there is a FX implication? An…
2 votes -
Contacts - Cater for direct credit details
The same way a direct debit file is created for Creditors, it would be great if Xero could create a direct credit file for Debtors. We direct credit over 200 debtor accounts weekly. As Xero isnt able, we do it externally and use a bank template. If Xero can creatre a direct debit file, I dont see why it cant create a direct credit file. The only change is the bank ID. Our previous clunky software could do it and banks are able to upload a direct credit file.
2 votes -
Bills to Pay - Filter list to exclude Archived contacts
Add a filter to Purchase Overview, Bills, to filter out Archived Supplier / Contacts.
Generally not necessary to keep seeing bills for old achived suppliers.2 votes -
Bank Reconciliation - Optimise mobile browser experience for 'Find & Match'
I occasionally log in on mobile to reconcile my bank feeds, via my browser (Firefox, but the problem existed on Chrome as well when I used that). Whenever you reconcile a payment and the auto-focus moves to the next payment, if there's not an invoice suggestion for the amount, the page zooms directly to entering 'Name of the contact' taking up the whole screen. You have to then pinch the whole view repeatedly to zoom out enough to see the option for 'Find & Match'.
Why would manually entering a name be the default, and not 'Find & Match'? I…2 votesHi Laine, it sounds like you're using a browser from your mobile device here. Did you know that you can now use Find and Match on the Xero Accounting app? As the apps are optimised for use on a mobile device this maybe a solution to the issue faced.
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Invoice - Ability to show invoices with Korean or Chinese characters
Allow the downloaded PDF copies to show chinese characters and korean characters
Regards, Vivian
2 votes
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