Settings and activity
16 results found
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14 votes
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2 votes
Samantha Gibson
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5 votes
An error occurred while saving the comment Samantha Gibson
commented
I agree wholeheartedly. Every company wants to post their own way of analysing wages. If you're not going to make it so we can turn off auto payroll journals then make it easier to edit the journal so we can reverse/delete it and import our own journals.
Samantha Gibson
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16 votes
An error occurred while saving the comment Samantha Gibson
commented
Absolutely critical!! I reverse the automatic posting and then post my own journal as Xero is not flexible at all in being able to apply nominal codes to different parts of the payroll.
Samantha Gibson
shared this idea
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An error occurred while saving the comment Samantha Gibson
commented
Why is the Payroll Journal not able to be customised before it is posted? We have employees in different departments so things like ER Pension & NI needs to be coded to different nominal codes. Expenses can also require different nominal codes or have VAT split out
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89 votes
An error occurred while saving the comment Samantha Gibson
commented
As we already have two tracking categories used for our accounts, we are not able to set up Employee Groups for payroll!!!
Employee groups should be in Payroll as Standard.
Be better if Payroll was a standalone package.Samantha Gibson
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11 votes
An error occurred while saving the comment Samantha Gibson
commented
I agree
Samantha Gibson
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334 votes
Hi everyone, to front foot some of the recent comments we will not be bringing back classic invoicing. With developments continuing within new invoicing, we do want to let you know that our product teams are highly engaged with your feedback and the ideas for new invoicing on the site.
We understand there's good interest in being able to add a payment directly from the invoice screen and appreciate the efficiencies expressed by customers in being able to do this. At present we're reviewing this feature and will move the idea across to Under Review. I'll be back to share more on the outcomes. Thanks
Samantha Gibson
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285 votesSamantha Gibson
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789 votes
Hi everyone, we appreciate wanting to hear from us on this idea and apologies for not commenting sooner. I can assure you this has not gone unnoticed and internally there have been reviews and discussions for how batch payments can be improved. We have the appetite, but as with all developments this must be weighed up and considered against many other important changes needed in product.
We want to be upfront that developing the ability to include Credit notes in Batch payments has not been planned at this stage.
As some may have seen, we do have work going on around being able to include Credit Notes as part of the reconciliation process. We understand for many on this idea the timing of including credit notes when you’re creating the batch payments is crucial, however we hope that when delivered at least being able to reconcile these more efficiently…
Samantha Gibson
supported this idea
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310 votes
Hi team, as you may have noticed we've made a change to the Invoice Date and Due Date fields that now allows you to type in these fields rather than having to select a date from the calendar drop down. It does still require entering delimiters between day month and year such as a '.' or '/' (we understand there are a few situations when entering US date formats and are continuing to look into this).
We're working on also adding this functionality to the Payment date, and I'll keep you in the know of when this is made available, here.
Samantha Gibson
supported this idea
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400 votes
Thanks for your continued engagement with us through this idea, team. As mentioned in my last update this idea spans different areas that you see defaults automating and improving efficiencies in how you invoice with Xero.
Since my last update, we've released some keyboard shortcuts to help with navigation and entry in some areas of invoicing, and we delivered the ability to invoice to your contact groups within the new experience.
As mentioned while we don't have plans for changing the behaviour of the select options when sending an invoice, these are driven by your last selection, using web browser settings.
Recently, we made a slight change to the way defaults are applied when you copy and invoice for a contact. So, now when you copy and invoice to the same contact defaults from their contact will be applied to the draft invoice, which aligns with the way this worked…
Samantha Gibson
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New Invoicing - Allow Item and Description-only lines, with no Qty or Unit Price
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241111 New Invoicing 2025-031 Draft Invoice Copy.jpg 124 KB -
241111 New Invoicing 2025-031 Data Entry Draft Invoice.jpg 137 KB -
241111 Classic Invoicing 2024-136 Invoice Copy.jpg 99 KB -
241111 Classic Invoicing 2024-136 Data Entry Invoice.jpg 129 KB -
Screenshot 2024-06-18 142006.jpg 97 KB -
Screenshot 2024-01-31 144249.png 23 KB -
Invoice INV-DJM2756.pdf 90 KB -
Invoice INV-DJM2754.pdf 92 KB -
Invoice INV-DJM2737.pdf 94 KB
483 votesThanks for all your feedback here, everyone. The way you add description only lines in new invoicing is a little different to classic and we wanted to explain in hopes it'll help with how you're using new invoicing.
When entering a description only line, you can enter text in the description field of the line. If you add detail to any other field the line will be treated as a 'financial' line and you will need to include Qty, Unit price, Account and Tax rate.
When an inventory item is added this uses the item code field and the line is treated as 'financial', so it's not possible to use inventory items as description only lines in new invoicing atm.
We appreciate this is how many of you here have been making use of inventory and our product team are closely monitoring the feedback we're getting on this. Though we don't…Samantha Gibson
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719 votes
Hi everyone, as another step toward improving history of new invoicing you'll find you'll now see an entry when an invoice is sent, and the email address it has been sent to.
We appreciate this is something we've heard a fair amount of feedback on and we hope helps in your journey to using new invoicing.
We still have more enhancements on the way for history and I'll be back again when more updates land.
Samantha Gibson
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2 votesSamantha Gibson
shared this idea
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27 votes
An error occurred while saving the comment Samantha Gibson
commented
Ours is all the same pension scheme but one employee wants a fixed amount deducted. It's always appeared on the one report before..................
Samantha Gibson
supported this idea
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31 votes
An error occurred while saving the comment Samantha Gibson
commented
Also, when transferring from another payroll provider, it would be good if the EE opening pension balance was able to be added to the existing Pension line on the payslip instead of a line that show Post Tax Pension in YTD then Aviva RAS with current and YTD. Just looks odd to me.
An error occurred while saving the comment Samantha Gibson
commented
I would have thought this would be included as standard
Samantha Gibson
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Yes I agree. It should be standard that we can decide whether to show earnings/overtime rates on payslips or not