Settings and activity
28 results found
-
1,174 votes
Hi community, we acknowledge the strong feelings in this idea and why you need a feature to flag bills directly within Xero. We really appreciate all your feedback and the detailed explanations of how this would help streamline your accounts payable.
We are dedicated to providing a solution for this over the longer term, but this will take some time requiring changes that sit beneath the face of bills.
In lieu of a direct feature for this we wanted to highlight some of the options discussed by the community here:
- Add a note to the bill: A detailed note on the bill itself can serve as a clear internal reminder of the dispute.
- Utilise tracking categories: Creating a specific tracking category like "Disputed Bills" can help you filter and report on these items.
- Adjust the due date: Temporarily extending the due date can prevent accidental payment while the dispute is…
Christie van der Beeke
supported this idea
·
-
44 votes
Hi team, to export a list of all Tracking categories in your org, you may find the Tracking Summary report of use to you here. Alternatively, you could run the Account Transactions report and Summarise by the Tracking category.
The one caveat here for both reports is that they'll only show a list of the tracking options that have been used within the date range the report is run.
Christie van der Beeke
supported this idea
·
-
30 votes
Hi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.
Christie van der Beeke
supported this idea
·
-
185 votes
Hi community, thanks for all your discussion and votes on this idea. We can see the appetite in being able to project future leave balances in AU Payroll. We understand that you're looking for an easier way to see an employee's accrued leave for a future date, which would make planning for things like company shutdowns and approving leave requests simpler.
Our product team has taken a look at this suggestion, however building this functionality isn't on our foreseeable roadmap. For that reason, we'll be changing the status of this idea to ‘Not in Pipeline’. The idea will remain open for votes, so we can continue to gauge interest when we next review our priorities for payroll.
As some have shared - exporting and combining reports outside of Xero is one way to get the information you need, although we understand its not the solution you'd like here.
We really…
Christie van der Beeke
supported this idea
·
An error occurred while saving the comment -
46 votes
An error occurred while saving the comment Christie van der Beeke
commented
We need to be able to breakdown all income and expenditure associated with a tracking category, which is how we manage individual projects - a combined Profit and Loss, with an Account Transactions Report. This seems to be a common request, that doesn't seem overly onerous from a Xero perspective, that is very time consuming for an end user
Christie van der Beeke
supported this idea
·
-
203 votes
Hey everyone, we thank you for the detailed feedback on improving how leave requests work for part-time employees in Australian payroll.
We understand the value of shifting the task of adjusting hours to employees, freeing up payroll administrators’ time for other priorities and we also appreciate the points raised around accuracy and compliance.
While we don’t have current plans to deliver exactly what’s been suggested here, our product team is continuing to focus on developing working patterns within AU Payroll. Based on what we’ve seen in other regions, this'll likely address many of the needs discussed here.
We’ll move this idea to Not in pipeline for now, but we’ll keep you posted on any updates that could help achieve what’s being asked.
An error occurred while saving the comment Christie van der Beeke
commented
Xero, this request has been going on for 9 months in this thread, and I also know there are other threads on the same topic. Please listen to the requests of your subscribers, and focus on delivering something that is pretty fundamental and critical to some many. This isn't about something looking good, or a minor tweak, it significantly impacts our work/businesses.
An error occurred while saving the comment Christie van der Beeke
commented
This has been requested by so many people in different threads - it's a really fundamental function, that Xero needs to address. It affects annual leave requests and public holidays, and is very time consuming having to do it manually for all staff.
An error occurred while saving the comment Christie van der Beeke
commented
Fully agree with these comments. Xero calculates the leave accruals pro-rata, but then when employees submit leave requests, it pro-ratas the request by the hours in a leave request is calculated by the number of hours in a full pay period, divided by the number of business days in the pay period. For example, 38 hours in a week, divided by 5 working days. But all my part time employees work full days and have non-working days, so it needs to reflect 7.6 hours per day of leave requested - we shouldn't have to manually over-ride this every time. An easy option would be to set up a standard roster per employee, and it calculates the leave request based on that.
Christie van der Beeke
supported this idea
·
-
115 votesChristie van der Beeke
supported this idea
·
-
355 votes
Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.
While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.
Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.
Christie van der Beeke
supported this idea
·
Like many organisations, I have staff trying to plan their leave in a few months, but they don't currently have enough leave to cover the period they will be away. However, by the time they go, they will be close to it. For regular hours staff, it would be very helpful to have an annual leave predictor, otherwise it's manual calculating having to add up for every fortnight before they go their fortnightly accrual, which is very laborious. Please can you develop an annual leave predictor to assist staff and management in managing leave.