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4714 results found
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UK Payroll: Reporting - Run a report to calculate holiday pay based on a 52 week average
It would be really useful for those of us in the UK if we could run a report to calculate holiday pay based on a 52 week average. Legally this has been a requirement since 2020.
51 votesHi everyone, thanks for your ongoing interest and support for this idea.
We understand the complexities surrounding calculating holiday pay for employees in the UK, and acknowledge the need to provide a helpful way to calculate an accurate rate in which to pay out their holiday.
Our product team are excited to share that this is an area we are currently looking into developing.
Your feedback and ideas are extremely important to us. As such, we’d like to reach out to our valued community members to get involved in prototype testing, commencing later this month.
The testing will involve using a prototype tool to assess the usability of a proposed way of calculating Holiday Pay in Xero. We'd encourage users that feel strongly about this area of payroll to sign up and welcome users of all experience levels.
Given the popularity of this idea we expect spaces to fill up fast. We'll close the form once we have enough interest. We also want to make sure we test our concept with a wide range of customers, so you might not be selected for testing depending on the level of interest we receive - Fill out this form to join ✍️
Thanks everyone and we look forward to connecting with you.
Hi everyone, thanks for your ongoing interest and support for this idea.
We understand the complexities surrounding calculating holiday pay for employees in the UK, and acknowledge the need to provide a helpful way to calculate an accurate rate in which to pay out their holiday.
Our product team are excited to share that this is an area we are currently looking into developing.
Your feedback and ideas are extremely important to us. As such, we’d like to reach out to our valued community members to get involved in prototype testing, commencing later this month.
The testing will involve using a prototype tool to assess the usability of a proposed way of calculating Holiday Pay in Xero. We'd encourage users that feel strongly about this area of payroll to sign up and welcome users of all experience levels.
Given the popularity of this idea we expect spaces to fill up…
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AU Payroll - Create payroll reporting pack
It would be great to be able to add commonly requested payroll reports into either the Management Report or Custom Report Pack. Namely Payroll Activity Summary and Timesheet Summary
43 votesHi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution addresses your key struggles during Payroll reconciliation? What enhancements would you like to suggest?
If that sounds like something you’d like to get involved with, you can book here 👉 form removed since we've received enough interest.
- Heads up! Participants must be users of Xero AU Payroll, with experience of completing payroll reconciliation for 1 or more clients during EOFY
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
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Cash Coding - Split transactions in cash coding using percentages
It would be great to be able to toggle between amount and percentage when splitting a transaction from cas coding.
1 vote -
Bank reconcilliation - Allocate account transactions against each other.
Add a function to allocate transactions in an account against each other so you can easily identify which transactions are making up the balance (e.g. in a PAYE you would allocate the payment to HMRC against the payroll journal).
1 vote -
Projects - Task list templates
Allow to create project templates to apply to task lists to newly created projects
25 votes -
Chart of Accounts - Ability to set a default tax rate for new accounts
Be able to set an automatic default tax rate when new sales or expense accounts are created. In our country, the sales tax rate changed, and by default when I create a new account, it gives the old tax rate. Unless I change the Default tax rate for this specific new account to the current tax rate, I will be given the old tax rate by default. This has given us accounting problems that are sometimes hard to trace when one doesn't change the tax rate manually each time a new account is created.
5 votes -
Quotes - Packing slip template
When invoicing, there is a drop down arrow/menu next to the "Print PDF" button, where you can select 'Invoice' or 'Packing Slip'.
We need this feature to be available in the quote for printing a picking slip / delivery docket.
Is it possible to add this functionality?
22 votesThanks for raising and supporting the idea here, community. Being open this isn't something we're looking to develop into Quotes for the time being. However, if needed you could have two branding themes, with a different Quote template: one for the quote itself, and one for a packing slip.
You could then edit the quote, and switch the branding theme to the one you want to send out.
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Invoices - Add a notification when the repeating invoice ends
Get notified when a repeating invoice ends.
1 vote -
User roles - Reports access with no payroll (including accounts)
We want to give access to reporting to one of our managers however we don't want them to be able to view all payroll information. Therefore I am looking for a function that can give access to all of Xero except anything to do with payroll so all nominal codes to do with wages would need to be invisible etc. Journals would another thing that needs to be hidden.
11 votesThis is really useful to know, thanks Josh - Though we don't have immediate plans for change around this, we really appreciate you sharing the detail of how you'd see this permissions working best for you. We'll keep an eye across this one here, and let you know if there are any updates.
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Bank feeds - Support for South African payment processors (PayFast, Payflex, PayJustNow, Ozow, etc)
While our primary business banking account transactions import automatically via a bank feed, the process of importing the transactions from our payment processors/gateways into their respective bank accounts in Xero are manual and add many hours of admin - there is already some integration with these gateways to support payments and this could be extended to include transactions flowing into Xero.
3 votes -
Xero Expenses - Show original currency + currency amount
Have the original currency + amount available as field options in the Reports section, so I can run an expense details report and see both the original currency and the GBP.
The use case here is that we have US people using Xero Expenses who need paying in USD. I have to go into each expense item to manually write down the USD value and the add it up to pay. It's properly daft when I know the currency amount is there. And we can't enter it as a bill because they are using Xero expenses.
35 votes -
Reporting - Save default settings for Aged Receivables Detail
One of the most irritating features when using the Aged Receivables Detail report for Credit Control purposes (downloading to Excel and pasting into an email) is that when selecting the Date Range under Aging periods and the Invoice Date under Aging By, it continuously defaults back to the first option.
Kindly allow the setting of a default to prevent the system from continuously defaulting back to the system setting.
1 vote -
Invoice - Ability to create Sales Orders
Ability to create Sales Orders as well as Quotes and Invoices to make it easier to see what is on order but not yet completed and invoiced.
50 votes -
Account Transactions - Option to archive old transactions
Archive bank transactions so you can only see for example, from the start of that financial year or the start of the year you are in. Currently we can see all transactions from when we started to use XERO in 2021.
8 votes -
Dashboard | Customise Cash in and out - Include Transfers
Currently the "Total Cash In and Out graph" on dashboard shows the total cash received and the total cash spent through all of the bank accounts in Xero. This graph excludes transfers between bank accounts as don't they affect the overall total.
It would be nice to be able to customize that graph to exclude certain transactions. Ie. if a shareholder loan is made, this would show up as cash in.
7 votes -
Contacts - Add a View invoice button to Contacts
When in the contact section and viewing the activity tab, it would be useful to be able to view PDF invoice from that screen rather than click on an invoice and click the attachment tab (similar to the function in bills to pay).
3 votes -
Expense Claims - Edit once approved
Ability to edit expense code and tracking code after approval and payment.
This is to make up for there being no data validation capability for coding.
The workaround is to run the Account Transactions report and run 'query tests' in Excel.
Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.8 votes -
Inventory report - with comparative figures.
An inventory report - similar to the inventory item summary, but that allows the user to compare figures to prior periods. This will allow retailers and even manufacturers, to easily track seasonal trends in sales.
16 votes -
AU Payroll | Employee - Add multiple email addresses
Add a second email address for an employee, for their payslips to be sent too - i.e. if payslips need to be sent to an employment agency each pay run, their email address can be added and payslips automatically sent here each pay run, rather than manually downloading payslips to send outside of Xero.
25 votes -
AU Payroll - Multiple approvals for timesheets
Can we have timesheets able to be approved by multiple users e.g. site manager then goes to Managing director for final approval.
18 votes
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