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Payroll: User Roles - Options to give permission to approve/decline leave and read only Payroll reports.
Ability to have more flexible permission in Xero Payroll, especially for read only Payroll reports and to give other users permission to approve/decline leave requests.
Purpose: To have more options and flexibility in assigning users to Xero Payroll.
131 votesHi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps look like. Thanks!
Hi community, we understand user roles and the permissions a user has across an organisation is important to many businesses. Right now, as some may have seen across other ideas I've updated - we have some research underway to help us better understand where and how we might best tackle the most predominant needs in roles.
To make sure we're getting a good scope across our products - we'd like to offer those interested in roles & permissions for payroll to join the research here. If you'd like to be a part of this, please fill in this short form here ✍️and our team will be in touch over the coming weeks. 🙂
Just to set the expectation, the research and discovery for this project is likely to take a few months. Once outcomes are formed from the research, I'll be able to return and share what the next steps…
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Create supplier prepayment from bill
Suggest being able to turn a bill to pay directly into a prepayment or better yet a part prepayment.
The Bills to Pay function doesn't work well (at all?) for prepayments - if a draft bill is received there is no workflow to set it as a prepayment recognised by Xero (although you can set the account to debit as a prepayment). Suggest adding "Record as prepayment" to the bill options drop down.
Even better would be the functionality to record the bill as a part prepayment, many of our bills are for annual service delivery, therefore the bill will always have two parts - the expense for the current period and the prepayment for the next.
Extra points for including the ability to calculate the divison between periods!
Suggest being able to turn a bill to pay directly into a prepayment or better yet a part prepayment.
The Bills to Pay function doesn't work well (at all?) for prepayments - if a draft bill is received there is no workflow to set it as a prepayment recognised by Xero (although you can set the account to debit as a prepayment). Suggest adding "Record as prepayment" to the bill options drop down.
Even better would be the functionality to record the bill as a part prepay…
10 votesHi Matthew and Anthony, appreciate perhaps not as streamlined as you'd like here there is the ability to apply a prepayment to a bill.
In Xero, you would enter the bill to recognise the expense, payment itself would generally be recognised through the bank account when reconciling which is where you can create a prepayment and then apply the credit to the bill.
Alternatively, if you'd like to do this from the bills screen, you could use the create icon (+) in the top blue navigation and select Spend Money when redirected you'll want to switch the 'Spent as' to Prepayment from Direct Payment.
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Budgets - Import Tracking budgets
Please please can you sort your system so that when we are bulk importing our annual jobs that it is possible to import the budget also - I have asked for this for many years but to date nothing has changed. I hope that now that you have finally updated the system, after several years of empty promises, perhaps this is now a possiblity. It is far too time consuming to enter the budget manually with over 1000 jobs and would speed up our invoicing if the budget field was imported instead of having to look elsewhere for the fee. Reporting would also be more valuable and doubly so if we could also import the actual hours anticipated for each job instead of just a generic time allocation on the templates. This in turn would then make your new Time Budget field actually worth having!
Please please can you sort your system so that when we are bulk importing our annual jobs that it is possible to import the budget also - I have asked for this for many years but to date nothing has changed. I hope that now that you have finally updated the system, after several years of empty promises, perhaps this is now a possiblity. It is far too time consuming to enter the budget manually with over 1000 jobs and would speed up our invoicing if the budget field was imported instead of having to look elsewhere for the fee.…
18 votes -
UK Payroll - Don't update previous payslips when employee details change
Old payslips should retain the correct postal address for the employee for that time period. Don't update the previous payslips, just move forward with the new address for new payslips. People use their payslips for various different reasons, and tracking/validating their address history etc can be one of them!
5 votes -
Navigation | Financial Statements - Option to freeze report settings
Could you move the navigation buttons in the Financial Statements format (or any format with multiple pages) to the sticky bar at the bottom so you don't have to scroll to the top of the page to move between pages. some format pages are extremely long and it is a waste of precious time
15 votesHi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for.
Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top.
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AU Payroll | Add opening balance for Working Holiday Maker tax rate
Please add an opening balance for the Working Holiday Maker tax rate
When a Working Holiday Maker (WHM) reaches the earning threshold of $45000 they must be taxed 32.5% (instead of 15% prior to $45K per financial year). When an employee is set up in Xero as a WHM this tax calculation is automatic as along as the full $45K was earned with the current employer. If the employee has earned $45K prior to starting with a new employer Xero will calculate the WHM tax as 15% instead of 32.5% and there is no option to set an opening balance. I can increase the amount of tax withheld each pay period (on the Taxes tab), however since this employee earns bonuses of varying amounts, the only real option is to manually adjust the tax each pay run.
Please add an opening balance for the Working Holiday Maker tax rate
When a Working Holiday Maker (WHM) reaches the earning threshold of $45000 they must be taxed 32.5% (instead of 15% prior to $45K per financial year). When an employee is set up in Xero as a WHM this tax calculation is automatic as along as the full $45K was earned with the current employer. If the employee has earned $45K prior to starting with a new employer Xero will calculate the WHM tax as 15% instead of 32.5% and there is no option to set an opening…
15 votes -
Contacts - Display the "included in emails" tag for additional contacts with no name
Currently this badge is displayed for the additional people only when there's at least a first name associated with them, but often our "additional people" are only email addresses with no first/last names, an the only way to see whether the "included in emails" option has been enabled for them is to enter two nested edit modes (4 clicks total). This is really unnecessary. Just display the badge if the box has been checked!
3 votes -
Reporting - Add Notes to Statement of Cash Flows
Add Notes reference for Statement of Cash Flows for totals.
When preparing financial statements it is not possible to add a Notes reference for total lines. This is extremely frustrating as we normally have a note reconciling the net operating cash flows to the net operating profit. This requires PDF correction after exporting from Xero.Please add functionality to add a Notes reference for total lines in financial statements.
2 votes -
Contacts - Send invoices and statements through WhatsApp
Hi not sure if it is available, but can you add WhatsApp to clients? It would be great if one can email and WhatsApp client invoices and statements, directly from the online portal.
8 votes -
Invoice templates - Ability to show project
Requested that Xero pull the project names to put on invoices. The information is already entered, would be a big time saver to auto-populated to project name on an invoice rather than manually typing it in
12 votes -
Sales invoices - Download all invoices
To be able to bulk download invoices for a client or multiple clients.
With also the ability to filter to all invoices, paid invoices and not paid invoices.
14 votesHi Amy, could you give a bit more detail on what this would help you do, or is there a specific format you'd be looking to download invoices in?
Currently, you can export invoices from Xero and would be able to filter these in exported CSV file, or can do a search to do this before exporting - More on this here
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AU Payroll - Audit history for autosuper submissions
Audit history that shows who has submitted a super batch in Xero
15 votes -
Reports - Remove underscores between words on downloaded PDF reports
Hi team
It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.4 votes -
Organisation Settings - Setting up a UK company with a non-GBP base currency
We have a UK based client who have a presentational and functional currency in USD. There is no possibility of setting up this company correctly on Xero, as Xero only lets UK organisations use the base currency on GBP to link easily to taxonomy.
It would be very helpful if this could be set up.
19 votesHi Jonathan, when you say presentational and functional currency is USD - does the organisation pay taxes in the US? If so it would be recommended that you pick US when setting up the org.
Alternatively, if US is one of the currencies that the org regularly deals and transacts in but pays taxes in the UK it would be recommended that you select UK and the client is on an org that includes multi-currency in it's plan.
We appreciate customers would like to see more capability with currency in Xero - most recently we have added the ability to run the newer Profit & Loss, Balance Sheet and Budget Variance reports in other currencies an org uses.
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Sales Invoice - Option to 'Approve and add a payment'
I often collect cash payments that I then create invoices for, rather than having to click on Approve then click on Add payment, it would be great to have the option to Approve and add payment in one click.
13 votes -
Timesheets - Location tracking
Location and time tracking, as it stands you can only enter start and finish time. Be good to have a login and logout to track worked hours in real time not just estimating. Location tracking through the timesheet would also help with when switching jobs.
2 votes -
AU Payroll | Leave - Multiple approvers
Would really like the option to have a second layer to approve leave. I am a HR Manager and find it hard when the manager approves leave verbally and I do not get notified until later. I would like to see the option for HR or Finance to get a notification or get the option to approve prior to the manager so we can manage the employee leave status.
11 votes -
Inventory | Reports - Report that lists item sales and customer name and email address
We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.
There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.
6 votes -
Tracking Categories - Reorder departments
In tracking categories - it would be useful to be able to have the option to reorder departments so they show in the order you want in reports
10 votes -
UK Payroll - Hide deep archived employees from Auto Enrolment Summary Report
The ability to export the auto enrolment pension report and also to "hide" deep archived employees. I check this report mid month and send a list to HR as a sanity check for those employees not yet enrolled/non eligible but now have to scroll through "all" employees past and present to get the current information. Not very user friendly. Even an export option with some way of then filtering whether the employee is current would be useful.
4 votes
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