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1017 results found
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Payroll UK: Import annual leave from planday to xero
The ability to import annual leave from Planday to Xero so you are not creating it twice on both platforms.
1 voteHi Chris, thanks for your idea here. Understand you may have completed the process yourself by now, but incase you have other orgs you're looking to set up and for others that may be looking for the same - We've released new Switching Wizard in Payroll for the UK.
This'll make it easier to transition from your current payroll provider to Xero Payroll, reducing errors and saving you time.
As part of the experience, you'll be able to import a Full Payment Summary(FPS) from your current software provider to Xero Payroll. You can get more understanding of how this works on our website and through our short video.
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Inventory - Create Inventory Items in multiple currencies
Ability to have multi-currency for inventory in Xero.
Purpose: To make invoice and purchase tracking easier, because this feature will allow users to enter different currencies when they’re buying and selling the item.
115 votes -
AU Payroll - Tracking Categories for Annual & Sick Leave reporting
In order to monitor expenses by venue, tracking categories in Payroll - giving staff the ability to log their time worked by venue - makes total sense. However, when staff take A/L or S/L, there is no ability to use a tracking category, so all these transactions go to the default 'unassigned'. The time involved in searching what makes up this 'unassigned' amount in a payroll of 35+ employees across 9 venues is astonishingly time-consuming, yet vital to the overall expense reports. Would love to have some time and effort put into this issue please Xero.
29 votes -
AU Payroll - Leave Accrual - Correct decimal places to stop over accrual.
Xero uses 4 decimal places when calculating leave accruals. As it doesn't use the standard 5 decimal places, like most payroll software, the amount of leave entitlement that you record from this in the liability account in the balance sheet and P&L expense is more than it should be.
But the bigger problem this is causing is the fact that it is actually giving the employee more accrued leave than they are entitled to.
Even though this is a small amount against each payroll, this will build up very quickly over time and as more & more employees are added,…
2 votes -
multiple pages on the allocation screen
Please add to product ideas to have
* multiple pages on the allocation screen.2 votesHi Leonie, trying to better understand your idea here. When you say payment and credit allocations screen - is this when reconciling your bank account? Or somewhere a bit different.
If you can share a bit more detail of where in Xero, and how this feature would help I can ensure it's shared back with the right product team. It'll help others in the community here understand if this is something they'd like to support, too.
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AU Payroll - Filter Leave Balance report by employment status
Has support considered the option to filter the leave balance report by employment status? When generating this report all employees are listed or only an individual employee. Why would we need the current balance of leave for terminated employees? I have some employees who have returned, so both are listed but I don't know which is active until I run the report on each.
1 vote -
Xero Me: Allow multiple timesheet entries in one day when using start and end times
Add the ability to Xero / Xero Me for multiple time sheet entries per day.
For staff who work across multiple sites having the ability to add multiple time entries per day and either select a client to associate those entries against, or add a note for each time sheet entry would be fantastic.
Ultimately you would allow up to 6 time entries per day.Example
Monday
Time Entry1= 8:00 - 11:30am (note= site 1)
Time Entry2= 12:00 - 3:30pm (note= site 2)
Time Entry3= 3:30pm - 5:00pm (note = site 3)Doing this would improve the functionality and uptake…
6 votesHey team, apologies we've not got back to you here sooner. Our product team have implemented a change so you can now enter the start and end times in a timesheet, which enables you to enter time spend in multiple locations.
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Xero Me | Add tracking in Timesheets through the app
Tracking Categories do not show in Xero Me mobile app when I approve my employees' timesheets. This means I cannot check that they have allocated their time to the correct Tracking Categories, so I have to approve timesheets on the computer making Xero Me useless for Timesheet approvals. Please show Tracking Categories in the Xero Me timesheets app.
30 votesHi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.
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UK Payroll - Unpaid leave report
So simple but not available. To record an absence i.e. sickness (unpaid) IN DAYS and to have a simple report showing dates and number of days sick.
The payroll reporting is so seriously lacking in all areas
7 votes -
AU Payroll - Do not update historical payslips when new leave balances are added
We recently had an employee which had a leave type reinstated after a period of over 12 months of it not being used. There was a balance sitting in there for the duration of time that it wasn’t active, and therefore not showing on any payslips that were provided to the employee or filed. We are now in a position that we had to reactive this leave type to be in line with STP requirements and showing leave loading on a separate line. When we reactivated this leave type, ALL payslips for the period of over 12 months were updated…
2 votesHey Amy, I know it's been a little while since you started your idea here. Taking another read through the situation you described, there are a couple of options which depend on whether you need a record of the adjustment.
- If you do need a record of the adjustment you'd want to post an unscheduled pay run to reverse out the leave balance for the pay period in which it should have been paid out.
- In the case you don't need a record, you could simply adjust the opening balance for the leave type within the employee's record.
We have help for both of these processes detailed in this article on Xero Central.
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NZ Payroll - Employee search filter in the Leave Transaction Report
would be great to be able to filter current employees when looking at Leave Transaction Report. We have many hundred old employees and have to scroll through all of them to get the individual employee.. also no search function to be able to find the employee easily
2 votesHeya team, thanks for sharing back on how we could improve Xero for you.
As part of our upgrading Payroll reports with the new version of the Leave Transactions report for both Australian and New Zealand versions of Xero, you can now Search by Employee. So, you'll be able to quickly jump to an employee of interest!😊
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Bills - Ability to approve a bill with a total negative amount
I would like to have the ability to create a bill with a negative balance. This way, I can control the full credit to the exact sales tax account. The current way a Credit is applied to a batch bill it takes a percentage off each line item (total due and sales tax). I have to remit tax in multiple states, and the way credits are handled throws off my totals to remit. Right now, I edit existing bills and apply credits within the bill for a workaround. It's a painful process. Creating a bill with a negative balance would…
3 votes -
Batch Payments - Keep multiple payments to the same payee as separate lines
Currently when creating batch payment files, multiple bills to the same payee are combined into a single line with only one set of bank payment details (although they appear separate on the batch payment screen in Xero).
Sometimes different bank reference details are needed for each payment, and sending the details in a remittance advice is inappropriate - it would be helpful if the lines could remain separate rather than combined so that unique bank reference details could be added against each line for the same payee
11 votes -
Invoice Settings - Ability to create multiple numbering sequences
If a business uses more than one branding theme for their sales documents, a feature to apply a separate automatic numbering sequence to each one would be useful.
72 votes -
NZ Payroll - Employee leave sort by first name
Can you please consider adding an option under Employee> Leave to sort by employee first name. You already had an option to sort by surname however it would be great to also be able to sort by first name. Thanks
1 vote -
CIS - Allocate expenses to multiple accounts
Ability to allocate expenses to multiple accounts in Xero.
Purpose: To make users easier to assign expenses when it’s related to different account types in Xero.
8 votes -
AU Payroll | Timesheets - Add multiple start, end & breaks
It would be helpful with the new Timesheet features to be able to add more than one work time and break time per day to allow for split shifts.
49 votesHey everyone, thanks for sharing your feedback throughout this thread. It’s clear how important this feature is, especially for staff working split shifts.
I’m happy to confirm that our latest update to timesheets brings the multiple start, end and break times feature across to the updated timesheet experience, and will be available on both Xero Me mobile and web.
For more information on these updates, and some other improvements we’ve made to Payroll check out our Xero Releases page
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New invoicing - Change options when printing from 'Cancel' to 'Leave as is'
New Invoicing. I see we got the ability to mark as sent when printing, which is great and fixes one of many defects which made me go back to classic a year ago. But the prompt that appears is bizzare and confusing. Classic always had "mark as sent" or "leave as it is" ... however new has "mark as sent" or "Canel" - which implies cancel the print job - except it doesn't (the x does this)... So on one hand a user if confused by cancel if they want to print without marking as sent, and 2 if…
3 votes -
Files - Allow file to be attached to multiple transactions
The inability to attach credit notes from a batch is becoming increasingly problematic. To clarify: multiple credit notes sent from suppliers under 1 PDF - there isn't the capability to transfer these into a separate folder and then attach each PDF multiple times when creating a credit note from a supplier. As soon as it is attached once it disappears! I have had multiple occasions where there are numerous credits in one PDF and am having to write all but one down in longhand so I can then create the Credits. There is not the function to attach these to…
3 votes -
Bills | List view - 'View' bulk approved bills in Awaiting payments
The view box that comes up when you approve bills is utterly useless, you can't do anything with them, I don't see the point. Before the recent changes, when you approved more than one bill, you could click on the view tab at the top of the page and be directed directly to these bills in awaiting payment, from that screen you could schedule them for payment. Now you have to approve them and then go to awaiting payment, search for the bills you just approved, make sure that the bills that come up in the search are…
9 votes
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