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  1. Now with STP2, we need to disaggregate backpay across the various ATO Payroll categories but it is not possible to setup a backpay category for any leave categories, please create default categories or allow allocation to the ATO leave categories in pay items. Without it, it is impractical to be STP2 compliant.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. Would be great if you could pay the IRD PAYE when you pay the employees in the same payroll batch. This is already a function with Flexitime Payhero and doesn’t rely on staff making the IRD PAYE payment manually. If Xero had this function there would never be any late IRD PAYE payments as its getting paid to IRD when the employees are paid.

    25 votes

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    9 comments  ·  Payroll  ·  Admin →
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  3. Option to data-sync Amazon, Ebay, Etsy etc accounts to allow VAT invoices to automatically assign to purchases. This would save so much time each quarter when preparing VAT.

    1 vote

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    Hi Siobhan, I know it's been sometime since you started the idea here. We wanted to share that we’ve recently launched our Etsy integration in the Xero App Store.

    Right now, the integration focuses on helping sellers reconcile payouts, categorise income/expenses, and manage sales tax. We don’t currently have native solutions for Amazon or eBay, though we are exploring opportunities in this space.

  4. When an overpayment is entered while reconciling the bank transaction, the reference we enter while creating overpayment transaction should appear in the reference tab while applying the credit to an invoice.

    6 votes

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  5. It would be great if we could pay our employees similar to how we can process a batch payment in XERO for bills. At the moment I am having to go into the bank account at the end and pay each employee individually.

    Is there another way to do this ? I may be missing something.

    Thank you

    10 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hi team, we appreciate wanting to make flows as efficient as possible and this would simplify making payments to your employees.

    While this isn't possible right now, we have a close eye on all the ideas in the forums here and will continue to track the interest in this closely.

  6. Add a template another file option for payroll. HSBCnet allows file uploads with a SUN however as Xero does not have this template it means only options is to apply for a SUN and increase costs of paying our payroll. We need a file that accommodates ACH CR BACs (non-SUN) files. Requirement is Xero payroll ERP configure the file without a SUN then please ask them to do so, as it should be identical to the one we have tested for supplier payments, meaning the word ‘HSBC’ should be quoted on the VOL1 line and the areas where the SUN…

    10 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  7. We have multiple sites within our payroll company. Each site is in a different physical location. We have set each location up as a "Group" Each employee is set to a group. This way, we can sort and report on each location within our payroll entity.
    However, we need the payslip to show the address of the location, rather than the address which is showing in the organisation settings. I understand that we can set up a different physical address, but is it possible to have a separate address for each group or location within this organisation?
    We need this…

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Currently you can itemise NANE income on the P&L, however when doing annual accounts this NANE is not tranferred to the balance sheet. This shows an incorrect current year earnings.

    1 vote

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  9. Transactions imported by Yodlee Bank Feed do not display in the chronological order that they occur in my online banking portal or bank statements.

    As I have a lot of bank transactions on any given day, this makes it time consuming to do any kind of reconciliation between by online bank account and my bank feed import as I have to match each transaction up in the different orders they appear.

    This is a regular occurrence as Yodlee sometimes imports transactions part way through a day and I have to work out where I got up to processing these transactions…

    1 vote

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  10. Please restore the display of the closing balance on the first page of this report.
    The report is used each month to check control accounts which may go to many pages.
    The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
    Please bring back the functionality of the old report before you stop access to it

    1 vote

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  11. Xero Me App - Testing

    It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.

    17 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  12. Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.

    6 votes

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  13. We need to be able to export SAFF (ATO super compliant files) to Superannuation clearing houses. I am unable to upload a file as Xero is not SAFF compliant.

    12 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  14. If I need to make changes to the invoice settings from within the invoice page, there's no way to access the settings. In fact, it was pretty hard to find the invoice settings at all! Please put a direct link from the Invoice summary page to the Invoice Settings. (I agree with another suggestion that access to Invoice Settings should be controlled by role type).

    3 votes

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    Good to hear you've an existing idea you'd like to support too around access to settings, Natalie. Currently only the Standard or Advisor roles will have access to Invoice Settings - more on this here

    When it comes to accessing Invoice Settings from sales, while it's not available from the list view of invoices, you'll find if you have the right role you can jump across from an individual invoice by clicking the 3 dots in the top right of the page - see my pic below. 

    Does this accomplish what you're after here? 

  15. We need a tick box in the ALL tab section for Purchase Overview Bills - We should be able to from the ALL tab select Draft, Awaiting approval, Awaiting payment, Repeating. You constantly have to go from tab to tab when searching in ALL

    1 vote

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  16. Fixed Asset Schedule report you cannot edit the layout, we would like to be able to edit the layout mostly to insert page breaks.

    9 votes

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  17. When a shopping cart item is purchased via Stripe (as opposed to via an invoice from Xero), the transaction goes to the bank and then is imported into Xero via the bank feed. Because of this, none of my transaction totals or associated fees come through, forcing me to manually adjust every single transaction to properly account for the fees in my bookkeeping. This is unsustainable and ridiculous. When I used PayPal, I was able to set up PayPal as an account and therefore properly reconcile everything coming in through that portal and then associating the transfers with the amounts…

    4 votes

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  18. When using search in Bills/Invoices Awaiting Payment, it would be beneficial to include an option to allowing to search or filter for "not" or "excluding".

    For example, if I want to exclude a particular customer/supplier from the displayed results, I could search for that contact name and check "not" or "excluding".

    Secondary, but in the same vain, when you do add the ability to search or filter by contact group within bill/invoices, this feature would also be extremely handy to exclude a particular group from the results.

    4 votes

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  19. Currently there is very limited information on the contacts main page. All it has is the name and if they owe or we owe. It would be so useful to see if they are allocated to a Contact Group and what date they were added, and perhaps the last transaction (so we can quickly bulk archive contacts that have not been used for a while). This would make contact management so much easier, as currently we need to click into each contact one-by-one which is just not feasalbe, therefore resulting in a contact system which is very unorganised.

    34 votes

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  20. It would be great if all the Completed leave was in order with the most recent at the top instead of having to change the order every time I need to see the most recent or scroll all the way to the bottom. I love how the rejected leave requests are now all at the bottom of the Leave list on the employee record but I'm not sure what the "Employee Surname (A-Z)" sort option is for when I'm in just one employee

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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