756 results found
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Expense claims - Choose which fields are optional
Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.
Key Benefits:
Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.
Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.
Flexibility: Different organizations or departments may have…
35 votes -
AU Payroll - Make Pending Approval button more obvious
I've tried to use the automatic super payments SOOOOO many times and was lost in it forever - now I realise there is a PENDING APPROVAL BUTTON that has to be pressed - I had not realised it is a button.
My idea for improvement is to make this look like a button and not just a highlighted word.
In pic you can see 'pending approval' is highlighted, but so is 'withdrawn' - which is not a button. In Xero all the buttons are larger and shaped as rectangles and unified. This could be much clearer.2 votesHi Kylie, appreciate your feedback on this other post which I have turned into an idea of it's own so we can begin to track interest from the community in this here.
We'll let you know here if there are any planned changes for that Pending approval button 😊
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Xero Expenses - Custom list of accounts per expense user/role
In "Expense claim settings" you can select from the chart of accounts which are available in expense claims, and there is a separate list for mileage claims. I would like to be able to customise these lists by user, or better still to be able to create user roles and assign customised account lists to each role. This is to prevent people submitting expenses against accounts that are irrelevant to them, and to simplify the expense entry process.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Remember to share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll - Job title to appear on payslips
Can you please look at adding a feature to payroll templates which allows Job title to appear under 'Employment Details' on payslips.
22 votesThanks for your patience whilst this idea is gaining traction.
We've reviewed your comments and can see the that this idea has been gaining a lot of support.
Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.
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Xero Me - Allow Project Selection in Timesheets App
We need the ability to allow the user to select a project within Xero me app when booking their timesheets. This would allow simple reporting of hours booked to projects
3 votesWe appreciate your idea and the detail you provided! Our team has reviewed it, and now the power is in the community's hands.
Please get the word out and share this with your network! Gathering more votes and comments is the best way to demonstrate the value of this change.
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Tracking - Assign Tracking categories for expense users
It would be useful to be able to assign default tracking categories to users for expense submission so these don't need to be manually added to each individual claim.
4 votesHello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈
We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋
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AU Payroll - Include a comparison field in Payroll Reports
Payroll reports - it will be good to have a COMPARISION field on payroll reports just like the P&L - to compare with previous n number of months / periods.
While the grouping / summarizing features are good - they are limited to just reporting on a particular period.
Hence any Comparisions are tedious to run / export and consolidate on excel.
For. eg. I'd like to run a report to display :
Afternoon Shift Loading & Overtime work for a month OR the full FY with monthly columns.
Is this something we can get to without having to export…11 votesThanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.
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AU Payroll - Allow Salary Sacrifice item to be coded to superannuation
Ability to set a specific account for Salary Sacrifice amounts to go into instead of a default gross wages account.
2 votesHi Gemma, we took a closer look at your idea and can see we misunderstood your idea, our sincere apology for the mistake.
We've now updated your idea to Gaining Support so that the community can show their support for it.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Exchange rate on expenses
Expenses Exchange Rate to be XE + Y%
As a company director, I want to be able to set up the exchange rates on our expense claims to be the XE rate plus Y% (where the Y% is in the favour of the employee). This would save us a lot of time with people having to 're-adjust' their expenses when they get their credit card bills through.
I know we can set our own exchange rates but that requires us to do that manually and will not track the market. Having XE + % will allow for the exchange rates…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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AU Payroll - Report for Workers Compensation
A simple payroll report that shows the actual wages for a period for reporting for Workers Compensation as it is a legal requirement for AU businesses. Details would be split into wages paid including super, with the residency status (+country of origin for Working Holiday Makers) - with a split if an employee has changed employment basis (i.e., moved from Casual to FT) in the period.
And any additional details that are required by the majority of insurance companies who handle Workers Comp.29 votesThanks for submitting your idea for a payroll report specific to workers compensation and or insurance purposes.
We've reviewed your idea and it's up to the community to get behind and support it.
To help your idea gain traction, please share it with colleagues so they can vote for it too.
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Improved Reporting in Xero on all Payroll & associated tables including Employee Data/information. I think its quite poor that you can't extract what you put in and also change in this part of Xero or elsewhere. Having to check individual records for changes if there is a query rather than getting them from a report seems long winded. You can't see renumeration changes without clicking the history part of an employee record. Please can we have better reporting.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Better use of Right Mouse Clicks (Control/Command Click)
I find that it's extremely annoying how you can't open up payruns and employee profiles from a right mouse click in a new tab. It would be nice if the UX could cater to this for smoother and faster movements. Also with new fixed assets it would be ideal if we could click the whole asset line rather than one tiny little link - would save a lot of frustration when bulk writing off assets. Overall it shows up in Xero in a few places and would make life a lot easier if we could use intuitive commands like Ctrl…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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ability to select specific earnings types to add gst to rather than automatic applying to total earnings
In situations where a contractor receives mixed payments (eg includes some exempt services), is it possible to apply GST only to the applicable gross earnings rather than automatically applying GST to the total earnings?
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Payroll - Suggestion for a visual staff leave planner to manage overlaps and cover
A Planner with a visual representation of staff approved leave (with an option to note who is covering that leave) would be super helpful. We're trying to do this with with spreadsheets and it's diabolical - but the info is all there in Xero - seeing it in a planner would be AMAZING!
It would also assist with seeing overlaps to better manage additional requests for leave before approving them.2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll - Hide earnings rate on employees payslip
Add option to hide hourly rate on full time employee pay slips where they are using the "Base Salary" pay item.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Create New Timesheet Button / Timesheet Template
On the create timesheet tab once a new timesheet is created can we have "create a new timesheet button" added so that we dont need to go back to the timesheet to create a subsequent new timesheet, much in the same way as when you create a new invoice once approved a "create new invoice" button appears towards top of the screen. This would speed up the creation of multiple timesheets. Another time saver would be a timesheet template for each employee which would save having to manually add in payment rates ie. ordinary time, sat, sun each time a…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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UK Payroll - Leave Transactions report
A report that provides details of employees leave to be able to see the leave accruals and leave taken for the pay period.
This would help as an audit trail and when preparing a salary budget or during a salary review.71 votesHi everyone, thanks for your feedback on this idea. We appreciate you sharing how important granular leave reporting is for your payroll processing. We understand many of you are tracking Leave outside of Xero as a workaround.
We hear you’re also interested in a Leave Balances Report. UK Payroll - Leave Balances Report is a separate Product Idea, so we’d love to see your votes and ideas on this topic too.
Whilst a Leave Transactions Report is not currently set in our roadmap, our product team is reviewing the viability of developing more comprehensive reporting solutions.
We are changing the status of this idea to Accepted. Keep an eye on this idea and we’ll update you when there are further developments.
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MILEAGE EXPENSE CLAIM
MILEAGE EXPENSE CLAIM. Currently from the home screen if you click on create New Expense, you can't select mileage unless you come out of the screen and go back in. Its bit of a "bug" and just means extra clicks. Can you please resolve it.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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AU Payroll - Allow Pay Frequency updates (without deleting future Leave/Timesheets)
For pay frequency for an employee, it would be good to be able to change this even if the employee has a pending leave request. Future leave or unprocessed leave has no relationship to the pay frequency if I want to pay an unscheduled bonus or other payment. This is very limiting as I may not be in a position to approve or process the leave before I need to change a pay frequency on an employee.
1 voteThank you for submitting your feedback and highlighting the improvements you’d like to see.
Your suggestion has been reviewed and is now live for community voting. We encourage you to share this with your colleagues so they can lend their support.
Additionally, other users can now contribute comments to explain how this change would benefit their own Xero workflow
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UK Payroll - Don't send automated EPS returns
Like it says on the tin. Why do Xero send an unnecessary EPS each month when its not needed? If I want to change my payroll, great send the EPS when I approve it. If I make a late payment, send the EPS once I've finalised the payroll. But please stop sending pointless returns which makes me wonder what Xero is doing filing unnecessary data that is more likely to cause problems with HMRC than not given their systems.
17 votes
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