Settings and activity
4 results found
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168 votes
Hi team, we've been following the conversation for being able to assign a tracking category to each account in the Chart of Accounts, and we appreciate everyone here who's taken time to share their feedback.
We understand manually assigning tracking categories to every line of a transaction is time-consuming and can lead to errors.
While not the direct idea asked here, it may help some to know that you can set a default account and tracking on individual contacts. On the flip side once transactions have been entered Find and recode is another feature that could possibly be useful to some here (however we'd recommend checking in with your advisor and testing in the demo org, before using in your own).
We want to be transparent with you here that though this idea has been carefully reviewed, like other areas of Xero the Chart of Accounts page initially…
An error occurred while saving the comment Emily Meese supported this idea ·
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9 votes
An error occurred while saving the comment Emily Meese commented
We are a seasonal business and I've just discovered all my returning employees I have to re-enter as new employees! There's a lot of work involved with re-entering IRD numbers, bank account numbers etc. All things that either don't change or rarely change. And to pile it on, you also have to go back and delete their email address to be able to enter it again?? Ridiculous, I'm very unhappy I can't simply add a new start date like every other payroll system I've used (and re-check their details of course).
What a waste of time, I'm really disappointed in this.Emily Meese supported this idea ·
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216 votes
Hey everyone, thanks for all your feedback on displaying leave balances in days on payslips. We recognise that many of you are keen to see this feature.
Our product team has reviewed this suggestion. While we understand the value it'd bring, it isn't on our foreseeable roadmap. As a result, we're updating the status of this idea to 'Not in Pipeline'.
We're keeping this idea open for votes to help us gauge its popularity when we next review our payroll priorities. We appreciate you taking the time to share your thoughts with us.🙂
Emily Meese supported this idea ·
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567 votes
Hey everyone 👋thanks so much for your ongoing feedback and commitment to supporting this idea.
We understand the need for a straightforward process to download all payslips at once, particularly for WorkCover claims or employee requests where multiple payslips are required. We’re excited to let you know that our product team is now actively working on a solution to allow bulk downloading of payslips.
In the meantime, you can use the Payroll Activity Details report to get a detailed breakdown of each payslip. It's also worth noting that employees can access and download their own payslips directly through the Xero Me portal.
We'll keep you updated on our progress right here. 🙂
Emily Meese supported this idea ·
Yes please as we have quite a few account codes specifically set to a tracking category already and I'd really like to be able to assign those a tracking category. Without this I'm not sure I'll use tracking categories because it'll be double work every time.