Settings and activity
5 results found
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80 votes
Thanks to everyone following this idea. We understand how being able to import and export pay items would positively impact your review processes.
Though this isn’t currently in the roadmap, we see the value this’d bring in regards to pay award updates. We’ve updated the idea status to accepted and we’ll share any future developments, here. Your input in idea’s is always appreciated.
Andrew Dezelak
supported this idea
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Account Transactions: Receipts - Send automated 'payment received' e-mail when payment is reconciled
536 votesHi everyone, we totally get how automating the sending of receipts when a transaction is reconciled would free up time and the manual task involved in this activity.
Though not in the pipeline at present, this is a feature our product team would like to explore more in the future.
We’ll be sure to update you all again when we are able to look into this deeper. Thanks
An error occurred while saving the comment Andrew Dezelak
supported this idea
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97 votes
Hi everyone, it’s been a while since our last update on this, so we wanted to share some progress.
Our product team is currently working on a wider project to improve the timesheets experience. We're pleased to share that very soon, employees will only be able to select pay types that have been specifically added to their individual Pay Template when creating timesheets in Xero Me.
This change is designed to reduce errors and ensure employees only see the earnings rates relevant to them.
We’ll be sure to post another update here as soon as this is ready to roll out!
An error occurred while saving the comment Andrew Dezelak
commented
This fix is urgently needed. Organisations that use award rates need to update those award rates in one place in payroll each year. You can only adjust rates across multiple employees by setting up extra Ordinary Hours earnings pay items, but then all these pay items show up as options on every timesheet, giving employees visibility across the organsation as to which award rates are being used in payroll. Completely unacceptable breach of privacy for a payroll system. Fix immediately.
Andrew Dezelak
supported this idea
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105 votes
Understand wanting an update from us here, everyone. We’ve appreciate your feedback about applying bank rules and how the bank feed description is important to maintain when reconciling.
While this isn’t in our direct pipeline at present this is a feature we'll consider as we evaluate improvements to bank rules in Xero. We’ll keep monitoring your comments here and update this thread with any development. Thank you for your valuable feedback!
An error occurred while saving the comment Andrew Dezelak
commented
Agree. Xero says it has AI which determines how GL transaction descriptions show up in the Bank Reconciliation but it nearly always has to be edited:
1. Some of my clients pay an invoice with a description as follows: "Client Name Invoice 12345". For every future transaction, Xero's AI continues to put "Client Name Invoice 12345" even though the invoice number for future payments is different and is clearly stated in the bank feed description.
2. Some of my clients pay for different debtors in the one payment, but list the invoice numbers in a part of my online banking that does not come through the Yodlee bank feed. Xero AI assumes what the client name is eg. Jane Doe, each time instead of John Doe as it appears on the statement.
I would much prefer to just tick a box asking Xero to populate the bank descriptions exactly as they come through from my bank account, rather than having to go through and change them each time.
Andrew Dezelak
supported this idea
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184 votes
Hi everyone, I wanted to share another update regarding timesheet flexibility.
Our product team is currently working on a feature that will allow employees to add other unit-based earnings types directly to their timesheets via Xero Me. This means your team will soon be able to record allowances and other non-ordinary earnings pay items alongside their regular hours.
We know this has been a highly requested feature to help reduce manual adjustments for admins. We are currently in the development phase and will provide a further update here once we’re closer to a release date.
Andrew Dezelak
supported this idea
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An error occurred while saving the comment Andrew Dezelak
commented
Agree, employees should be able to use Xero Me to easily enter Reimbursable KM's that are to be paid through the payroll and these should flow through to the PayAnyone screen the same way that Hours Do. This can be done in one simple step.
The current process involves" 1. Employee Entering Expense claim in Xero Me, using correct per unit rate 2. Accounts Payable paying Expense Claim 3. Payroll entering KM reimbursement again. 4. Payroll Entering Deduction for KM reimbursement so they aren't double paid. 5. Reconciling the Deduction against the payment. So many ways in which this process can go wrong with many duplications and manual entry of units and rates.
Has this been actioned? I have just been forced to use Xero for my invoicing by my new CRM and I can't find a way to quickly send a receipt to my client while reconciling their payment in the Bank Rec. This is a no brainer, Xero is able to match the payment to an existing invoice but doesn't allow you to send a receipt in the same action. Please fix this quickly.