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  1. We should be able to adjust the holiday year to the UK tax year as that seems to be very common. ( There is already a discussion topic for this but I cannot see it on this list.
    We should also be able to show holidays in days not hours.
    We should be able to calculate holiday hours for employees that do not do a 5 day week. The hours taken on holiday need to be overwritten every time a PT employee books time off.

    76 votes

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    16 comments  ·  Payroll  ·  Admin →

    Hi community, happy to share that these changes have now been released in UK Payroll! 🎉 You now have the ability to set employee's leave to accrue based on a custom date of your choosing. We appreciate your inputs and based on the feedback we've made a change so that leave will now accrue on the first day of your annual accrual method.

  2. UK - Have the option to set the default leave allowance in the payroll settings for the whole organisation

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  3. Stop repeating invoices being changed to draft when the author/owner/user that added it has been deleted.

    Right now when a repeating invoice template has been created by a user who has since been deleted, the repeating invoice template option will be reverted to 'save as draft'.

    22 votes

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  4. When adding a Director to payroll midway through the year the status can only be set to 'Annual'
    It would be great if we were able to choose either 'Annual' or 'Alternative' Setting a new director on 'Annual' in January has affected their NI contributions. On Annual the NI does seem to vary but sort its self out by the end of the tax year. It just means paying more NI for a period of time.

    15 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  5. Remove the accruals from an employee’s Leave tab / make it possible to delete leave type after it's been included in a payrun

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. Have Bereavement Leave as a permanent leave item when a new employee is setup.

    8 votes

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    1 comment  ·  Payroll  ·  Admin →
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  7. The ability to import a spreadsheet with employees details to bulk update their information.

    13 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  8. Ability to be able to create your own custom project report in Projects. For example being able to create a report using the fields in both the Project Details report and the Project Financials report.

    Also the ability to ability to amend the current reports in the format you want and then to save them to customs reports as you can do with other reporting.

    54 votes

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  9. GST Reconciliation report to work using the Simpler BAS option. It doesn't seem to pull anything that's already been filed/finalised through using this report

    37 votes

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  10. I would like to be link an email template to an Invoice Theme.
    I have two slightly different email templates that I want to be able to use for sending invoices depending on which invoice theme I am using.

    43 votes

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  11. There is currently an option for a DEA to be table based when setting it up, however this doesn't do any of the calculations for the DEA. Instead, they need to be calculated manually & entered as a fixed amount. There is also no way of keeping track of the amounts deducted until the total has been paid within Xero, this also has to be done manually. This can especially be difficult if the employee's pay varies each period.

    17 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  12. Add a timsheets widget to the dashboard. Can show number of timesheet awaiting approval.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. Unallocated leave. The only leave an employee should be allowed to create is leave that has been allocated to them. Unpaid leave if it has been created is automatically an option for all employees despite them not having it allocated to them. And thus the employees choose that leave which also requires no approval, which should also be a thing, why can employees automatically give themself unpaid leave without manager approval? So 2 changes above that I'd like implemented

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. When booking more than one days holiday Xero does not allow you to edit the hours taken. Xero assumes everyone works a 5 day week. So if a part time employee who works 5 hours a day 3 days a week totalling 15 hours books two days holiday Xero assumes they will be taking just 6 hours when it should be 10. There is not an option to amend the hours taken like there is if you just book 1 day.

    12 votes

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    2 comments  ·  Payroll  ·  Admin →

    Hi community, with the recent change in UK Payroll to introduce working pattern templates so now you can now create default work schedules for employees, ensuring their pay and leave are calculated correctly. You can have up to 100 templates with up to 13 weeks of entries. 

    Working patterns provide visibility around earnings rate calculations and will eliminate the need to amend miscalculations manually.

    We appreciate your interest in this here. Thanks 

  15. 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…

    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.

  16. There are a number of Report Templates available in the Client Reports which once adapted would be good to copy either from one client to another or better still from a Client to the Practice Reports, making them available for all clients and they could then be included in Monthly Management Reports.

    Currently you can only copy reports within a client or within the Practice Reports and the facility is not available to copy across from one to another

    60 votes

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    Hi team, back again to share progress on the idea from my lat update. As mentioned our product team are now in the process of developing a way to make reports that've been customised within a clients org available to include in Adviser packs.

    I'll keep you in the loop of this feature and when you can start making use of it, here!

  17. With the payroll linking RTI with HMRC (UK), it would be really helpful if the pensions could do the same, not just with Scottish Widows but more providers.

    This would really streamline the whole payroll process and save so much time.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  18. Other programs allow for rounding of time in timesheets to blocks of time.

    Having the ability to round to blocks of 15 minutes is a request of one of my clients as their old program allowed for this.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. My client does not want to show due date on the email template on a sales invoice that I send to them.

    10 votes

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  20. I think it would be great to have a submit for approval option in timesheets on the web version just like you can with invoices and bills. I am a third party bookkeeper and therefore Xero Me isn't really an option because, I am not an employee so I can't really use Xero me and if a timesheet is submitted by an employee, it has to be sent to me for approval for editing to ensure it comes through to payroll correctly for processing as an approved timesheet cannot be edited in payroll. Not all staff…

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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