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  1. Very simply, short term cashflow does not include a range of items the biggest and most important of which is payroll. I think if you are selling this feature you should be very wary of the need for a disclaimer if the feature fails to be accurate, and decisions could be made on false information if for example the biggest expense item being wages is not included.

    Granted it should be something people take great care when making financial decisions and should note the issue, many don't have great financial literacy which is part of why xero was created in…

    17 votes

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    Thanks for your feedback here, everyone. To confirm, if you're using Xero Analytics Plus the dashboard can predict payroll expenses if they’re reconciled as spend money transactions or bills, and are regular in amount and frequency. To manually include payroll expenses, add them as upcoming money out transactions.

    We don't have any planned changes for how these type of transactions are represented in Short term cashflows in the near term. If there are any updates made we'll share this with you here.

  2. It's great that Xero Me now allow employees to add their own start, finish and break times but all hours appear as ordinary hours. Xero should have a warning prompt flagging this as it's easy to miss overtime hours and pay them as the default ordinary hours, which then needs an unscheduled pay run to correct the underpayments (assuming you work this out for yourself!). Public holidays should also be flagged so we can adjust pay rates (if needed) for these days.

    28 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  3. Please can you add the ability to stop archived tracking codes appearing on P&L reports just because they had a foreign currency item at some point.
    - Archived tracking codes, with no data in current FY or reporting period appear because years and years ago it had foreign currency trans.
    - The currency L or G are not relevant to the current reporting period. The FY is closed, in some cases years and years ago - there is no need for it to keep appearing.

    Please stop this happening.

    With the new 200 tracking code reports now released this problem…

    5 votes

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  4. PO to approved quote. My customers want to add their PO number and possibly an attachment upload to an approved quote when they select approve on the link. This should be very simple to fix. Also, then this would give us more capabilities in the approval process by allowing documentation to be added to the quote directly from the customer. This way it will tell me when I invoice them what PO was on the order. Also, they were asking for a place to put notes as well. They have notes on a reject but not approve.

    5 votes

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  5. The bank transaction listing in Xero should have different details displayed for ease of reference.
    Batch Payment really doesn't provide enough information. "Payment: multiple items Batch Payment" is pretty vague. It would be better if the Description column showed the Details from the batch payment - refer attached

    4 votes

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  6. I am unable to go through cash coding as I am often required to apply a transaction to a pre set item, as some clients like more of a break down of what a transaction relates to. It would be good if you had an Item tab on cash coding so you can apply those transactions to an item all at once instead of opening each individual transaction up and entering an item.

    3 votes

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  7. Would like the option to enable auto leave loading to other leave types other than Annual Leave

    Currently leave loading is only enabled for Annual Leave. We have casual workers who are accruing RDO (Roster Days Off) per EBA and Award. Every time they take RDO, we have to manually add 25% casual loading on top.

    I did think about just embed the 25% into normal rate but that will ruin the overtime calculation. I.e. for double time penalty rate, casuals get x2.25 but if I embed casual loading in normal cost it would be x2.5 (1.25x2).

    I understand that…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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  8. It would be helpful to link our 2 tracking categories together. As it stands, we've got departments within our business as tracking category 1, and divisions as category 2. It would be so helpful if we could put default links in place, as each department links directly to a specific division in the business. That way, when we go to post sales & purchase invoices to the ledger, once a division is added to the tracking category field, the division is automatically populated.

    11 votes

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  9. Our club wishes to purchase Xero but Xero have no system in order to accept subscription payments from clubs who have dual signatories on their bank accounts. They only offer direct debit with one bank signatory or debit/credit cards. Neither of which work when you are a club/charity who must have financial accountability to their members/community. I have suggested an automatic payment and supplying them with a direct debit form with both signatories but they have declined both. I find this incredible. Surely there is a solution here? We can't be the only club/charity that has this situation. Are we?

    7 votes

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  10. 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.

    26 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  11. Ability to link quote and invoice (not billing from the actual quote)
    We currently keeping time in Avaza and pulling time through on our invoices in Avaza into Xero. The actual time(our cost) is then shown in the Xero invoice which is changed to the invoice amount. I am trying to get to the ultimate spreadsheet - Quote (budget column) vs Actual cost (time) vs Invoiced amounts (this all has to be shown as the separate line items quoted)

    In summary:
    A report that replicates an excel sheet that we have set up manually at the moment:

    Column 1

    Client…

    1 vote

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  12. When draft invoice/s are created via eInvoicing (Peppol network) will xero introduce the ability to call in/ match the invoice against a PO in xero (& subsequently mark the PO as billed)?
    Many of us are required to raise PO's for our purchases - so this would be a handy feature!

    7 votes

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  13. Allowing the payslips to be emailed before posting to HMRC to check for any errors would be great. We have multiple users involved in the payroll data input and there are usually one or two errors as there are many expenses claims. Being able to do this would make life so much easier for us.

    14 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Thanks for your interest and feedback on this idea, everyone. Currently, you can View Payslips from within the draft pay run by clicking into Options > View Payslips.

    From here you could download and email the payslips from outside Xero.

    Though no plans at present, if anything changes in this space, we’ll update you on this idea.

  14. When using debit cards, we get transactions posted into the bank account before a card holder completes their expense claim. Or forgets to!
    From the bank account reconciliation screen, I would like to be able to send a transaction into expenses for the card holder to complete then expense claim process. The transaction should appear in their draft expenses.

    2 votes

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  15. Currently, apart from rolling back depreciation prior to the first asset being allocated to an Asset Type, it isn't possible to update the accounts code without a lot of hassle.

    For example, a general depreciation code may have been assigned to an Asset Type. If you would like to update this to a specific code, e.g. "Depreciation - Plant & Equipment", it is a difficult process with the potential for unintended changes to prior years.

    As a result, a common workaround is having to do a journal to reallocate the depreciation amount for each period. However, if you could simply…

    5 votes

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  16. So at present - as mentioned below it doesn't really make any sense to be logging hours for the day in the morning when staff arrives as every day could be different.

    I'd really like a central point that staff can log in through - as opposed to using personal phone. it needs to be a clock in and clock out system with automatic break deduction. At the moment we use the Timestation app that the guys clock in and out with a QR code card then i have to run a report each week to manually input into timesheets...…

    4 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  17. I was requesting for "Account Type" and "Source" as options that can be added to "Journal" report.
    Staff replied these options are available in "General Ledger Details" report and "Journal ID" is also available in "General Ledger Details" report now.
    However, the "General Ledger Details" report does not have accounting entries posting date and who was it posted by.
    Please add (1) "Account Type" and "Source" to "Journal" report, or (2) "Posted Date" and "Posted By" to "General Ledger Details" report.

    7 votes

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  18. Ability to import timesheets to XPM from a csv/excel file

    24 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  19. In Xero projects we would like to add standard mark-up to materials. We are currently adding markup to each individual expense item added which is time consuming.

    26 votes

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  20. A future to alert or notify you when your budget for a project is reaching its limit.

    7 votes

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