Settings and activity
8 results found
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27 votes
An error occurred while saving the comment 
Sueanne Edwards
supported this idea
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9 votes
Hi community, I wanted to revisit this idea and be transparent that currently we don’t have plans to add a default branding theme selection to contact records for purchases.
As an alternative, you can use an advanced branding theme to differentiate between document types. This allows you to download and customise the docx templates for each document type.
Once the customised DOCX files are uploaded and saved, the relevant formatting will be applied whenever you use that branding theme.
Sueanne Edwards
supported this idea
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341 votes
Hi everyone, thanks for your continued feedback about managing working patterns for part-time employees.
We’re pleased to share that we plan to begin rolling out working patterns in AU Payroll later this year.
The first release will allow you to set a one-week work pattern for each employee. This pattern will automatically be used for leave and public holiday calculations in the pay run. At this stage, you’ll still need to update the employee’s pay template separately to reflect their standard working hours.
We plan to build on this foundation by connecting working patterns with standard hours in the pay run and supporting a broader range of working patterns. We’ll share more details as the first release gets closer.
Sueanne Edwards
supported this idea
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102 votes
Hi there, as part of our ongoing review process, we’re in the process of updating our idea statuses to better track Xero Product Ideas.
We’ve taken another look at this idea. Whilst we can see the value for payroll administrators to be able to view the payslip in PDF from within the Employee’s record, this update doesn’t currently fit into our product team’s road map. We’ll move this idea to a status of Accepted and will continue to review this in future planning.
Sueanne Edwards
supported this idea
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43 votesSueanne Edwards
supported this idea
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114 votes
Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important accurate leave accruals are for managing payroll when employees work at different rates across various days or departments.
While we aren't able to add this to our roadmap right now, we want to make sure you are aware that it is currently possible to set up leave to accrue on more than one earnings rate.
As mentioned in this thread, the key is to set the Rate Type for these additional items to "Multiple of Employee's Ordinary Earnings Rate".
Please refer to our support article Set up overtime or earnings that accrue leave for a guide on how to do this. We'll keep this thread active for future feedback.
An error occurred while saving the comment Sueanne Edwards
commented
I had a light bulb moment regarding this issue. I have a client that I initially provided with a pre-populated spreadsheet so they could enter the total hours eligible for leave accrual calculations so they could manually enter the hours accrued each pay run (weekly). So frustrating for them!
I thought I could add a new Pay Item to use for the Ordinary earning rate for calculation of leave accruals. I have tested and it works! A few steps to it, but super easy to set up and no more manual calculations necessary - I have written step-by-step instructions for this work around and attached to this comment. Please share any feedback if you see any issues with it :)
An error occurred while saving the comment Sueanne Edwards
commented
I had a light bulb moment regarding this issue. I have a client that I initially provided with a pre-populated spreadsheet so they could enter the total hours eligible for leave accrual calculations so they could manually enter the hours accrued each pay run (weekly). So frustrating for them!
I thought I could add a new Pay Item to use for the Ordinary earning rate for calculation of leave accruals. I have tested and it works! A few steps to it, but super easy to set up and no more manual calculations necessary - I have written step-by-step instructions for this work around and attached to this comment. Please share any feedback if you see any issues with it :)
An error occurred while saving the comment Sueanne Edwards
commented
I had a light bulb moment regarding this issue. I have a client that I initially provided with a pre-populated spreadsheet so they could enter the total hours eligible for leave accrual calculations so they could manually enter the hours accrued each pay run (weekly). So frustrating for them!
I thought I could add a new Pay Item to use for the Ordinary earning rate for calculation of leave accruals. I have tested and it works! A few steps to it, but super easy to set up and no more manual calculations necessary - I have written step-by-step instructions for this work around and attached to this comment. Please share any feedback if you see any issues with it :)
An error occurred while saving the comment Sueanne Edwards
commented
We need to have the option to select leave accruals to calculate on hours worked that are not classified as 'Ordinary Time Earnings'.
Employees with different pay rates that are not necessarily a specific 'multiple of employee's ordinary earnings rate' still require leave to accrue on these hours - it is too time consuming (and frankly absurd) for employers and bookkeepers to have to calculate these hours manually for each pay run!
Sueanne Edwards
supported this idea
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An error occurred while saving the comment Sueanne Edwards
commented
We need to have the option to select leave accruals to calculate on hours worked that are not classified as 'Ordinary Time Earnings'.
Employees with different pay rates that are not necessarily a specific 'multiple of employee's ordinary earnings rate' still require leave to accrue on these hours - it is too time consuming (and frankly absurd) for employers and bookkeepers to have to calculate these hours manually for each pay run!
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9 votesSueanne Edwards
supported this idea
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38 votes
Just wanted to touch base regarding this idea as it's been a while since we've posted an update.
We've reviewed the votes and comments of the community and have updated the status to Gaining Support.
Whilst this isn't currently on our product team's roadmap, we're monitoring the activity on this idea and will keep you updated as the idea gains support.
Sueanne Edwards
supported this idea
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I have just worked out how to do this!! Hip hip hoorah!! After hours of trying!!! Google is more help that Xero help/AI!! But still I had to nut it out for myself, trying this and that, back and forth into Xero.
See attached instructions. There is one little step required within your customised word template.
Hope this helps!