Settings and activity
45 results found
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1 vote
Anita Wildman
shared this idea
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11 votes
An error occurred while saving the comment An error occurred while saving the comment Anita Wildman
commented
Totally agree - separate fields for legal vs trading name needed - they are very different things and needed in different areas e.g. on invoice vs financials. It wastes time having to change between the two (and run the risk of invoice emails being sent with the legal name) - some clients are very precious about this -they want trading name, we need legal name. Please address.
Anita Wildman
supported this idea
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42 votes
An error occurred while saving the comment Anita Wildman
commented
Agree - need this reporting ability. Surely it can just be called Annual Leave (or similar) Paid on Termination as a payroll line on the payroll activity report.
Anita Wildman
supported this idea
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22 votes
You can re-order the columns of your report with the layout editor, Robbie. 🙂
Once you've got the report set up as you like you can Save as Custom to easily access the report with this layout.
If you're like to make this the default layout there is also an option for this - see our help here & here
An error occurred while saving the comment Anita Wildman
commented
Yes please.
Can we please have a button to switch the order of the columns. Need this flexibility - as you need it different ways for different purposes and its very time consuming to switch it around exp if you are monthly reports for 12months.Anita Wildman
supported this idea
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78 votes
An error occurred while saving the comment Anita Wildman
commented
Yes pls - agree with this.
Anita Wildman
supported this idea
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28 votes
An error occurred while saving the comment Anita Wildman
commented
100%. We are getting so clever with AI, yet the basic things we are making harder for ourselves. This would be such a simple update I would think.
Bookkeepers/Accounts people are begging you.Anita Wildman
supported this idea
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192 votesAnita Wildman
supported this idea
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477 votesAnita Wildman
supported this idea
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563 votes
Thank you for sharing your thoughts on the possible solution we shared a few months ago. After careful consideration taking all feedback on board, we will not be moving forward with this solution.
We're still considering how we might solve for the issues presented here over the long term and there are other pieces of work the team are currently delving into such as duplicate bills detection that may also help solve some needs here.
That said, we'll move the idea back to Submitted and continue to keep you updated on any progression that can help the needs expressed through the idea here. Thanks
Anita Wildman
supported this idea
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297 votesAnita Wildman
supported this idea
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49 votes
Hi team, appreciate not exactly what's being asked here but to confirm what's available at present.
In the Balance Sheet and Profit & Loss you can now show Account code through the More option. From here, use the layout editor to drag & drop accounts to the order you'd like.
Once set up deselect the option to show Account code and your ordering will remain while the codes are not shown within the report.
You can also Save as custom so you can then access this layout anytime you need.
To go deeper with the insights for our team here, it's be good to know the specific reports you're wanting to see this feature in.
An error occurred while saving the comment Anita Wildman
commented
Hi Xero, please combine all the similar threads on this topic to truly understand the need for this to be addressed. Thanking you
Anita Wildman
supported this idea
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195 votes
An error occurred while saving the comment Anita Wildman
commented
Budget Manager needs some attention please per the comments on this post.
I also note there are multiple threads requesting the same thing - can the xero moderator please combine these threads to understand the true need for this?Anita Wildman
supported this idea
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11 votes
An error occurred while saving the comment Anita Wildman
commented
This is a basic data manipulation requirement. Please updated
Anita Wildman
supported this idea
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243 votesAnita Wildman
supported this idea
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9 votes
An error occurred while saving the comment Anita Wildman
commented
Approve leave request email to show dates and hours e.g. in case of part day request its useful for approver to know staff is only requesting 2hrs leave instead of full day prior to having to log into xero.
An error occurred while saving the comment Anita Wildman
commented
Please allow staff to reject their own leave (once approved). Otherwise they need to email payroll officer to cancel their leave - this should be self serve, the same as applying for leave. Rejected leave should also be approved by payroll so relevant people are keep in the loop.
Anita Wildman
supported this idea
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70 votes
Hi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual…
Anita Wildman
supported this idea
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327 votesAnita Wildman
supported this idea
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421 votesAnita Wildman
supported this idea
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782 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Anita Wildman
supported this idea
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22 votesAnita Wildman
supported this idea
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We need separate fields for legal vs trading name - they are very different things and needed in different areas e.g. on invoice vs financials. It wastes time having to change between the two when publishing (and run the risk of invoice emails being sent with the legal name) - some clients are very precious about this - they want trading name, we need legal name. Please address - should be a simple fix. Thank you