Settings and activity

6 results found

1. UK Payroll - Bulk imports such as tips

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   submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Wilma Pretorius supported this idea  ·  27 June, 2024

2. Reporting - Ability to create own report code structure

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   201 votes

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   19 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes in the works for the UK - You can stay in the know of new features through our Xero Central Product Releases article and see what's 'coming soon' in the next quarter through The Long and Short of It

   We’re committed to helping you deliver the best service to your clients, however we want to be upfront that creating a fully bespoke solution like what's asked here is not in the pipeline. Should our position change around this we'll update you, here.

   Hi everyone, thanks for your feedback here. It’s great to see so much engagement on this idea, and we appreciate you taking the time to share your thoughts with us.

   We understand you’re looking for the ability to create your own report code structures within Xero that'd allow for more detailed and flexible reporting, helping to automate processes and provide clearer insights for your clients.

   As noted by others in the idea, you can currently leverage the existing report code mapping functionality. While it doesn't allow for entirely new report codes, you can map multiple chart of account codes to the same report codes to group them for reporting. 

   To do this in bulk, you can also export your chart of accounts, apply the mapping in a CSV, and then re-import it. 

   We see the value in providing more customisation in reporting. Right now we have some more codes… more

   Wilma Pretorius supported this idea  ·  28 March, 2024

3. Hubdoc - Ability to copy & paste document details into Xero

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Hubdoc  ·  delete…  ·  Admin →
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   Wilma Pretorius supported this idea  ·  28 March, 2024

4. NZ Payroll - Sick leave schedule of accrual

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   5 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   In development  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hey everyone, we've been making some changes to improve NZ Payroll for Xero users.

   If you're just getting started with Xero (from 5 August 2024) you can now set up the Sick leave entitlement date for an employee.

   We know people in the idea here are existing payroll users and we can assure you we're working to also develop this for existing customers. There are a few more intricacies to work through from what already exists to the new. I'll be back to share when there's more news on this and when you can get access to this too. Thanks

   Wilma Pretorius supported this idea  ·  15 January, 2024

5. NZ Payroll - Customise Cash Summary Report

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   submitted  ·  0 comments  ·  For small businesses » Payroll  ·  delete…  ·  Admin →
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   Wilma Pretorius shared this idea  ·  03 October, 2023

6. Reporting - Seperate Expenses on Profit & Loss

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   10 comments  ·  For accountants & bookkeepers » Workpapers  ·  delete…  ·  Admin →
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   submitted  ·  AdminEthan M (Admin, Xero) responded

   
   

   Wilma Pretorius supported this idea  ·  03 October, 2023