Settings and activity
5 results found
-
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. 🙂
An error occurred while saving the comment An error occurred while saving the comment 
Robyn Kearney
commented
You can go into your report settings and add your ABN (this is what I did to get around this) to the payroll report. We have about 6 apprentices and usually submitting this report for incentives is accepted about 75% of the time. Still ridiculous this has not been something addressed by Xero, but adding the ABN does somewhat help. It would have been much better if downloading multiple pay slips had been added rather than making other reports (that worked fine) 'more beautiful'. I find reading the payroll details report when running a payroll now to double check entries is so difficult with all of the ridiculous 'beautiful' lines they have added!
An error occurred while saving the comment Robyn Kearney
commented
Agree you can download the Payroll Activity Detail report (and ensure in settings, your company's ABN number is included in the report). This report can be used for apprenticeship claims. HOWEVER - I have just completed 15 apprentice claims using the Payroll Activity Detail report and 6 were rejected. I had to then download individual pay advices for 3 months for 6 apprentices. With ADMS, I firmly believe it comes back to who is reviewing the report as to whether it is accepted or not.
An error occurred while saving the comment Robyn Kearney
commented
Completely agree, I posted about this some time ago and I can't believe there has been no response from Xero whatsoever. I am in the process of setting up a new entity and seriously considering a move back to MYOB. MYOB have made some serious updates over the last few years and it just seems that Xero is doing very little.
An error occurred while saving the comment Robyn Kearney
commented
With 7+ apprentices, every quarter this information is required to be provided to various departments for payment of incentives. To download the information required is time consuming with a weekly payrun.
Robyn Kearney
supported this idea
·
-
313 votes
We thank you all for sharing in the idea here, and understand there are many permissions that our Xero customers would like to provide on a more incremental basis. As you'll all know access to bank accounts is available to users with Adviser, Standard or limited access to those with Read Only roles - You can see more of the breakdown in our article here
With much of the teams resource drawn to work on the platform that'll continue to help us with the 'building on beautiful' experience for our customers we want to be upfront that there are no direct plans for altering the user permissions in this space just yet.
User roles and individual permissions within a bank account will be in the limelight once much of the platform upgrades are complete, but this is some way off atm. We'll return to share when there's any…
An error occurred while saving the comment Robyn Kearney
commented
I don't feel the admin response is adequate to the number of user comments regarding this issue. This is a critical issue in our business and on top of this I have other issues to face - such as the downloading of pay slips for the 7+ apprentices we have. "Building on Beautiful" does not help my business.
An error occurred while saving the comment Robyn Kearney
commented
This is a major issue for our business at the moment. We are about to commence a large multi million dollar project where we have three staff entering PO's. They really need to have reporting available to them, however this function is not available to them due to the permission levels. Instead, on a weekly or by request basis, I will have to produce the reports for them.
Robyn Kearney
supported this idea
·
-
477 votes
Thanks for all your input and sharing how we can improve Xero's user roles to cater for the needs of your business and staff you'd like to provide this access for.
As you may have seen in other ideas we've been conducting some research into user roles across all of Xero. As a step on from this, one of our teams are beginning a deeper dive into solving this idea here and enabling more roles access to Products & services (Inventory) in Xero.
While this may take sometime to accomplish we wanted to provide an update to you all interested in this, and we'll keep you informed of further progress as the team begin looking into it.
Robyn Kearney
supported this idea
·
-
235 votesRobyn Kearney
supported this idea
·
-
158 votesRobyn Kearney
supported this idea
·
Kath_Sheridan Not ideal, however I submit a Payroll Activity details report for all our apprentice incentive claims. I have added our ABN number to the report in Settings. Currently 98% of the time this report is accepted by ADMS. I have used this report for years now for apprentice claims and have found the acceptance rate of the report has increased - probably because ADMS appreciate how behind Xero is. Edit to post: I print the report as per the dates required by ADMS and download as a PDF. It is one file and no need to make any edits/conversions. I print for my own records and calculate the claim amount and then upload the PDF to the ADMS system.