4 results found
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Manual Journal Tracking categories should be shown in the entries after posting
The new MANUAL JOURNAL feature does not show the tracking categories after being posted. You need to click edit first before seeing the tracking categories. Can this be improved? I have attached the screenshot of the actual posted journal although the tracking categories are complete before posting. Thanks
1 voteThis is already a feature of the new look manual journals Isabel. Once the journal is posted you can see the tracking categories that were selected, but if you need an extra hand you can raise a case with our Xero Support specialists.
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Allow typing/searching for tracking categories instead of just scrolling the dropdown list
Please add the ability to type into the tracking category fields to auto-suggest or filter options, rather than forcing users to scroll through a long dropdown menu.
Currently, if a business has numerous tracking categories or options, users have to manually scroll through a massive list every time they enter a line item on an invoice or bill. This is incredibly time-consuming and slows down data entry significantly.
Standard accounting workflows require speed. Adding a "type-to-search" or auto-complete functionality to the tracking category fields (similar to how the "Account" or "Item" fields work) would drastically improve efficiency and the overall…
1 voteHi Isabel, giving this a quick test I'd like to confirm this is already possible. From the tracking field of an invoice or bill you can simply start typing which will filter the results of your tracking options. From here you simply select the relevant option.
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Staff and their rates assigned to tasks
When logging time entries, being able to have rates for individual staff members so when they log their time, it multiplies the hours did with their rates to form a cost to invoice the client. Whenever a senior member of staff works on the same task as a new member of staff, you can charge separate hourly rates for both of them on the same task. This is just when creating tasks, being able to assign staff to the task specifically which will implement their rates onto the task instead of a basic hourly rate
1 voteHi! Did you know XPM can do this as long as you bill that job using Staff Billable Rate. Set each staff member’s billable rate on their staff record, make sure the job’s Task Invoice Rate is set to Staff Billable Rate, and when senior and junior staff log time to the same task, XPM will automatically multiply their hours by their own rates when calculating WIP and invoices.?
If you'd like more information its best you raise a case with our Xero Support so they can take you through this process.
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Payroll UK: Assign project hours to multiple jobs ot expenses
It would be useful to be able to set up employees with an hourly rate so that a cost can be assigned against a project when they record their time.
From what I understand, is not possible to do this at the moment and projects do not show the true cost.
Maybe there is a way to integrate this with time recording on payroll?
1 voteHi Kate, thanks for sharing your idea about allocating project hours to different jobs or expenses.
You can already do this in Xero by using Xero Payroll.
It is currently possible to assign job tracking to payroll by using Timesheets to add that extra layer of detail. Alternatively, you can use multiple pay items assigned to specific expense accounts that correspond with your tracking categories.
We have a bit of help around this in Xero Central, but if you need an extra hand setting up those specific pay items or navigating the tracking categories, you can raise a case with our Xero Support specialists. 😊
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