Settings and activity
16 results found
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1 vote
Samantha Gibson
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5 votes
An error occurred while saving the comment Samantha Gibson
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11 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
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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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15 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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7 votes
An error occurred while saving the comment Samantha Gibson
commented
I agree
Samantha Gibson
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284 votesSamantha Gibson
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232 votesSamantha Gibson
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757 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
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273 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
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431 votes
Hi everyone, to keep you updated on this idea work in this space will provide the ability to add a new blank row to your invoice one at a time. Once added you'll also have the ability to drag and drop the row to where you'd like it placed in your invoice, which we know some customers use to help format their invoices and space lines out.
I appreciate that some customers have mentioned wanting to add multiple blank rows at once, and want to be open that this isn't planned with this release.
Being under development atm, we plan to have this to you all before classic invoicing is retired and I'll be back as soon as it's out to let you know, here.
Samantha Gibson
supported this idea
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359 votes
Appreciate your feedback on how you'd like to see new invoicing improved to create more efficiency processing sales with Xero. There are a couple of different requests around defaults looped into this one idea that would be good to unpick and keep separate so we can keep you updated on any progress for each individually.
For interest around being able to set a default for the 'Approve and Send' button - There's an idea that's been started for this here that I'd recommend joining.
Kathy, your recent comment sounds more like the ability to be able to send invoices to a contact group with new invoicing - we totally get the interest in this too and have an idea for this here that you can follow.
Taking on board feedback we have made a change with the new send experience so now, selections for 'Include PDF of invoice' and 'Send…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
427 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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633 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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26 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
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26 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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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.