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2 results found

  1. Find & Recode - Support expenses

    Currently coding can be edited by admins for things that have been posted to the wrong account code for example. This isn't possible with expenses once they have been submitted. It'd be good to be able to do as sometimes they're not seen by Accounts dept until they've been approved.

    3 votes

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    0 comments  ·  Expense claims  ·  Admin →
    Existing functionality  ·  AdminPaul Hodges (Admin, Xero) responded

    Hi Christine

    I'm just following up on this one, as the Find and Recode option should allow you to search for and recode Expense claims that are either: Awaiting Payment, Paid or Archived.

    We have a bit if help around this in Xero Central (see: https://central.xero.com/s/article/About-Find-Recode-UK#Supportedandexcludedtransactions). If this isn't working for you, please raise a case with our Xero Support specialists, who'll be happy to check this out. 😊

  2. Timesheets - Ability to customise their own workplace tasks on the timesheets

    Ability for employees to choose tasks carried out via drop down menu.

    It would be great if companies had the flexibility to customise their own workplace tasks on the timesheets. This way when employees are filling in their timesheets they can choose the task / tasks they have done for that day and then input the respective hours for each task.

    10 votes

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    1 comment  ·  Expense claims  ·  Admin →
    Existing functionality  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks for sharing this idea on capturing types of tasks completed when entering timesheets.

    You can currently use timesheet tracking in Xero Payroll to capture specific jobs, tasks or locations by setting up tracking categories and allocating the relevant hours on the timesheet to those options.

    If you’d like a hand getting this set up for your business, please raise a case with Xero Support and our team can walk you through the steps.

    If you’re interested in employees being able to submit and have timesheets approved daily, you might like to support this related idea: Timesheets: Daily approvals.

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