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156 votes
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Freya Pieroz
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896 votes
An error occurred while saving the comment Freya Pieroz
commented
The Australian Tax Office requires us to keep copies of Tax File Number Declarations for each employee for at least two financial years after the last time you paid them (specifically, "If a payee has not received payments from you for 12 months, you must retain a copy of the last completed form for the current and following financial year.")
We are also required to keep the paperwork proving we gave employees the ability to choose where they wanted their superannuation paid, and we are required to keep that for 5 years after they leave employment with us.
Digital storage is fine, but we must store all employee-related files securely. Attached to their employee record would be perfect, as this is only accessible by people with reason to have access, and the accounts are kept secure anyway! Having to store these elsewhere means unnecessary duplication of file security measures.
An error occurred while saving the comment Freya Pieroz
commented
The Australian Tax Office requires us to keep copies of Tax File Number Declarations for each employee for at least two financial years after the last time you paid them (specifically, "If a payee has not received payments from you for 12 months, you must retain a copy of the last completed form for the current and following financial year.")
We are also required to keep the paperwork proving we gave employees the ability to choose where they wanted their superannuation paid, and we are required to keep that for 5 years after they leave employment with us.
Digital storage is fine, but we must store all employee-related files securely. Attached to their employee record would be perfect, as this is only accessible by people with reason to have access, and the accounts are kept secure anyway! Having to store these elsewhere means unnecessary duplication of file security measures.
An error occurred while saving the comment Freya Pieroz
commented
Being able to add an employee's signed TFN dec and Super Choice Form to their Notes would assist greatly in the requirement by Fair Work Australia to keep these documents for seven years, while still maintaining confidentiality requirements under the Privacy Act 1988 (Cth)
Freya Pieroz
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596 votes
Appreciate your input here, everyone. Our team is looking into this idea however, they don't have any dates planned on when they’ll develop the ability to schedule emails.
Totally understand how this feature could benefit your workflow though, being able to schedule an email to send during acceptable hours, so you don’t have to remember!
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
An error occurred while saving the comment Freya Pieroz
commented
The ability to pre-schedule the sending of invoices would allow me to create the invoice when I have an easy day before EOM and have it send at the right time when I'm juggling a billion things during EOM. Especially when EOM coincides with payroll, there's rarely time to get everything done, and sending invoices is lower priority than paying people, which then has knock-on effects on cashflow.
An error occurred while saving the comment Freya Pieroz
commented
I have eight separate client payruns that are due between Christmas this year and when I get back into the office again. I'd really like to be able to schedule the sending of payslips so that I don't have to log in while on annual leave (which is illegal for an employer to require in Australia) to send the payslips within one day of the various paydays (which is a legal requirement in Australia).
An error occurred while saving the comment Freya Pieroz
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@Derrick Murphy not to mention that logging in to send one invoice can trigger minimum shift payments from one's contract - I know my own contract has a provision that I get paid a minimum of four hours worth when I work for less than four hours in a day (it's very common here in Australia, where the legal minimum shift under most Awards is 3-4 hours). And it's really not worth it to my boss to pay me for four hours when I'm doing less than 15 minutes work on my day off!
An error occurred while saving the comment Freya Pieroz
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@Geoff Schmidt in your scenario (prep payroll on Friday for payment on Monday) it's a legal requirement under the Fair Work Act 2009 (Cwth) that pay slips be sent within one working day of pay day, so technically sending the pay slips on the Friday would be legal (assuming a Monday to Friday working week). If you prepped payroll on Friday for payment on Tuesday, however, it would not be legal (technically) to send pay slips on the day that payroll was prepared.
An error occurred while saving the comment Freya Pieroz
commented
I would love to be able to schedule an invoice so it sends when I'm on leave!
An error occurred while saving the comment Freya Pieroz
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I would dearly love to be able to create December 2023 invoices before Christmas to be sent on the 2nd January, so that I wouldn't have to come back from holidays early just to ensure continuity of cashflow later.
I'd also dearly love to be able to create the payroll that's due for automated payment during the EOY break before I left to visit family, and have the payslips send on the day that it's scheduled for payment! It's not a break if I have to log in to send payslips, it's technically illegal in Australia for payslips to be sent that early (under the Fair Work Act 2009 they must be sent within 1 working day of the date of payment), and it's definitely illegal for them to be sent after I get back from holidays.
Freya Pieroz
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1 voteFreya Pieroz
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10 votesFreya Pieroz
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12 votesFreya Pieroz
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10 votesFreya Pieroz
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6 votesFreya Pieroz
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2 votesFreya Pieroz
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8 votesFreya Pieroz
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2 votesFreya Pieroz
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2 votesFreya Pieroz
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3 votesFreya Pieroz
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150 votes
Hi everyone, understand the confusion in some of the recent comments here. To explain how this works at present - A report will automatically default to portrait or landscape mode based on the width of the report. The more columns you add, Xero will automatically switch the layout from portrait to landscape mode.
The same report should not change from user to user, if you're finding this it may be worth checking your printer fit settings and if these differ.
We don't have plans for developing an option of whether a report prints in landscape or portrait mode atm, but our teams are across the interest of this, so if there's any change we'll share an update on this with you, here.
An error occurred while saving the comment Freya Pieroz
commented
So if I have four columns, the layout will always be portrait, no matter that those columns contain lots of text that would be better displayed in wider columns on a landscape page?
I just did a quick mockup in Word of what I mean, presenting the same table in portrait and in landscape.
Freya Pieroz
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28 votes
Hi everyone, while not directly from an employee's record it's possible to view an employees payslip without having to download it. If you select Pay employees from the Payroll menu, choose the required pay run you'll be able to click View Reports where you can choose the 'Payslips' option.
From here you can see the payslips for all employees in that pay period.
We don't have direct plans for adding this capability from within an employee's record atm, but we'll track the interest of this here and let you know if any change is planned.
An error occurred while saving the comment Freya Pieroz
commented
@Kelly Munro, I'd like to be able to see a single employee's payslips, and review multiple pay periods worth. Using the method you've suggested requires:
- opening one pay period
- checking that the employee is included in that payrun
- open the payslips report for that payrun
- scroll to the particular employee (depending on the client, this can mean scrolling through up to 100+ employees)
- go back to the list of payruns
- repeat all previous steps for each pay period and payslip I want to reviewFrankly, downloading the individual's payslips is faster than this method if you have more than one payslip to look at.
Downloading the payslip means remembering to delete the download once I'm done to prevent potential privacy issues; having to scroll through all employees to find one employee's payslip is also a potential privacy issue, particularly if that one employee is standing next to me watching me do it.
Freya Pieroz
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203 votes
Hi community, thanks for on-going engagements with us about how you use the Xero network in this idea. As our team continue work on new invoicing, development for building the Xero Network within new invoicing is now underway, and we'll keep you updated of further news of this, here.
In the meantime, if you've set up Xero network for your contacts you can continue to send these through the Invoices awaiting payments list. As mentioned in my last updated we still strongly recommend exploring eInvoicing as a solution.
An error occurred while saving the comment Freya Pieroz
commented
The costs in this invoice (partial invoice history attached) are costs I want to on-bill from a related entity using projects. The bill has not yet shown up in the related entity - note that it is over two hours after it was sent via e-invoicing - so I've had to create the invoice on-billing to the eventual client as if the bill had arrived, and I'll have to do a whole lot of mucking around to get it all connected in that related entity that I wouldn't have to do if Xero-to-Xero worked in New Invoicing. E-invoicing is great, but does not complete things in the timely manner that I NEED for inter-entity billing!
An error occurred while saving the comment Freya Pieroz
commented
I send inter-entity invoices between related entities all the time - I sent two over an hour ago via e-invoicing because I'm not into the extra work required of the suggested workaround. I'd really like to be able to put them into a bill run tonight, but I can only do that if they arrive in the receiving Xero file before COB, and since that's in five minutes, I very much doubt they'll make it in time.
E-invoicing is not under Xero's control, so there's nothing Xero can do about any delays, except make it easy to use Xero-to-Xero again so I'm not wasting time waiting for inter-entity invoicing to arrive.
An error occurred while saving the comment Freya Pieroz
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Seriously, see the attached screenshot for an example of the time delay with eInvoicing - right side is the invoice history in the sending entity, left side is the bill history in the receiving entity.
eInvoice sent at 4:17pm and received at 6:37pm, 2 hours and 20 minutes later.
I want to pay bills NOW, not after the banks close!
An error occurred while saving the comment Freya Pieroz
commented
The biggest reason why I would like to still have Xero-to-Xero invoicing still available is that eInvoicing can take several hours to show up in the recipients draft bills. Not so bad when you're sending to unrelated entities, really really annoying when you're sending from one related entity to another, or from one client to another, and you'd like to log straight into the recipient datafile and enter the bill for payment that day.
An error occurred while saving the comment Freya Pieroz
commented
I used to use Xero-to-Xero to get inter-entity invoices from one entity I deal with to another, related entity. I now _have_ to use e-invoicing. Where Xero-to-Xero was close to instant, e-invoicing takes all night for the invoice to arrive as a bill in the entity being invoiced, and that is waaaaaaay too slow to make the same day bill payment run. I'd like to pay those inter-entity invoices using an .aba file to reduce the possibility of typos; I'm not willing to wait a week until I'm doing the accounts payable for the related entities again.
Freya Pieroz
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An error occurred while saving the comment Freya Pieroz
commented
I've gotten around this issue by setting up e-invoicing for all my clients that will let me, and sending those invoices I can by e-invoicing. But that doesn't work when sending to someone who hasn't gotten on board with that system yet, or with entities that can't use it (like international businesses and embassies)
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17 votes
Hi everyone, we appreciate your feedback on the billable expenses window within new invoicing and trouble this can cause for currently assigning billable expenses. Our product team are exploring changes in this and we'll keep you updated of developments for this here.
As noted by some, you can currently scroll horizontally to view each column. If you have lots of items you may need to scroll to the bottom and then horizontally.
An error occurred while saving the comment Freya Pieroz
commented
I'd also like to add: you can't scroll without using a mouse UNLESS you have tabbed in to the list, which is not something you'd do if you were scanning a list that is currently in the foreground. If you use the arrow keys on your keyboard to attempt to scroll the list that is in the foreground without having tabbed into the list, all it does is scroll the whole page. You can't tell that the keyboard interaction focus point is still on the background and not the window that just popped up. It's not meeting Accessibility requirements.
Freya Pieroz
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23 votes
An error occurred while saving the comment Freya Pieroz
commented
As an example of what the AI is currently suggesting to me, it seems to think that I'm purchasing "Wages Payable" from Costco.
An error occurred while saving the comment Freya Pieroz
commented
I fully admit to being biased against generative AI (analytic AI often has a use when deployed well, generative AI doesn't have a brain and I'd rather use mine), but frankly, the suggestions from Xero AI are useless, to the point I can't tell if it's generative or analytic AI.
Freya Pieroz
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2 votesFreya Pieroz
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7 votesFreya Pieroz
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I would love this - today, I'm in a client's accounts to do their payroll, and I could remember that one of their people was finishing up their employment some time this month, but I had to check who it was and when. Being able to make a note would help me not forget things like when their final pay needs to be run (it happens to be actually due on the day after a public holiday when a different clients payroll is also due, so I'll have a LOT of things to remember that day)!