Settings and activity
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1 vote
Anne Benison
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4 votes
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37 votesAnne Benison
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2 votesAnne Benison
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13 votesAnne Benison
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11 votesAnne Benison
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3 votesAnne Benison
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7 votes
An error occurred while saving the comment Anne Benison
commented
the BACS and faster payment templates in Payroll are not compatible with Bank Uploads, after long conversations with both the Bank & Xero support it appears that Xero have amended templates for general payments but not payroll making the product... in my opinion, inferior. If Xero only wishes to target very small employers then that's fine and I am a big fan! However surely it is only a small adjustment needed to take it to the next level??
Anne Benison
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6 votes
Appreciate you raising your idea here, Anne. We'll begin to track the interest.
For now, if you have large journals you need to enter you may want to explore importing journals.
An error occurred while saving the comment Anne Benison
commented
I'm a fan of importing! but not what i was posting about- its the report date criteria, that need to be looked at-
When drilling down into the P&L/Balance Sheet - there is the option to view This Month, Last Month, Quarter etc .... but when you choose the option to view a month in isolation the Balance sheet & P&L show the months figures but once you click on a ledger balance the report automatically defaults to year to date transactions.
I'm asking your tech team to fix it so that when you choose a month you only have the transactions from that month? I hate to state the obvious but the old reports did just that? There is the option to compare to other months and each one should just be the transactions in their respective months not all transactions to date... hopefully I am making sense.Anne Benison
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43 votes
Hi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
An error occurred while saving the comment Anne Benison
commented
Hi!
I appreciate that all software needs to be constantly updated and although like a lot of others I am a fan of 'if it's not broken don't fix it', some of the new reports are messy and difficult to view, with a lot less structure to the old ones. That said, I do love Xero as a tool and have worked on quite a few other packages so that's a compliment & I will get used to them!I would ask that you to look at the Balance Sheet & P&L though; I reconcile them Sheet monthly but when i drill down into each ledger it reports for the full year.
Balance Sheet - Choose Dates - end of May..... reconcile bank - the default gives 01.04.23-31.05.23. I should just show 01.05.23 - 31.05.23 especially if selecting 'Month' in the drop down box and have selected 'None' to compare to!
I hope this makes sense?
regards, AB -
23 votes
Thanks for confirming, Andy - Really appreciate the screenshot. 🙂
I've checked in with our Payroll team where this detail is saved.
We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.An error occurred while saving the comment Anne Benison
commented
Hi,
I just wanted to add my support to the addition of at least a third option for gender identity; perhaps 'non-specified' could encompass all.
We use other forms of identity for Revenue such as Name and National Insurance No. and ask for proof of those so having the decency to respect and support our employees choices seems like a good idea.
It makes no sense that a Manager in a medium sized company cannot receive expenses from their team to authorise before they come to us in accounts. The set up currently assumes that all employees have spending rights on their projects with no line manager approval required, and that is only the case with very small companies.