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1. AU Payroll - Assign multiple tracking categories to pay items

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   48 comments  ·  Payroll & expenses » Payroll  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Heya team, thanks for all your input here. We hear you, and understand that being able to assign multiple tracking categories to pay items would improve your reporting capabilities, and simplify tracking costs for various projects, locations, or departments.

   For now, we’d suggest using manual journals to split and reallocate payroll costs after a pay run. Alternatively as some have shared, you could create specific pay items for each tracking category combination, although we recognise this may not be suitable for all.

   While this isn’t in our plans at this stage we understand the rationale here and will consider how tracking works within payroll closely as we continue to develop our roadmap.

   If there are any changes or news for tracking in payroll we’ll be sure to update you of this here.

   Rosalyn Easton supported this idea  ·  10 January, 2024

2. Bills - Apply discounts on accounts payable invoices

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   41 comments  ·  Purchase orders, bills & inventory » Bills  ·  delete…  ·  Admin →
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   Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal will show “includes a discount of ‘x’”

   As we continue to uplift areas of Bills this is a feature that our product team are aware of, and would like to solve for. Though we can’t provide any time frames as yet, we'll keep you updated through this thread as soon as there's movement to share.

   Thank you everyone for engaging about the need for a discount column in Bills with us here.

   While there isn’t a direct column for adding a discount atm, there are a few ways you could look to reflect this in your bills right now;

   • Use Xero’s inbuilt calculator in the Price field, and add a note to the description of that line e.g $5 item at a 20% discount you would enter 5 x 0.8 in the quantity field and could add a description “including 20% discount”
   • Reduce the Quantity field to reflect the discount e.g 20% discount enter 0.8 in the Quantity and use a descriptor as above
   • Use a separate line of the bill to enter a whole amount discount with a negative Price amount
   • If you use Purchase orders, when you copy the Purchase order to a Bill though the discount column will not show the Subtotal… more
   An error occurred while saving the comment
   Rosalyn Easton commented  ·  14 August, 2023  ·  Edit…  ·  delete…

   I was more than annoyed at the lack of this feature that has been totally missed by Xero. It adds extra steps changing the invoice totals and then remembering when to pay various invoices on time to get the discount.
   In my previous package I had the ability to set in the Supplier Contact level of discounts and "if paid by dates" that automatically calculated the discount if I paid before that date.

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