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  1. 21 votes

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    Hey community, just a quick update to let you know the team are currently working on this! No exact timeframes are available just yet but we'll pop back when we have more news to share 🗞️

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    Trevor Lowe commented  · 

    Work around of PDF conversion to Excel is still not as clean as a download to Excel format

    Trevor Lowe supported this idea  · 
  2. 48 votes

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    Hi everyone, thanks for your feedback on allowing authorised employees to approve timesheets. We appreciate you sharing how having managers approve timesheets without full payroll access could help streamline processes.

    Our product team is currently exploring more granular permission levels in payroll, so we’ve moved the idea to Accepted.

    Although this isn't currently on the roadmap, we'll keep you updated as things progress. Thanks for your continued input.

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    Trevor Lowe commented  · 

    Been looking to see if this was possible in NZ until finally coming across this idea/request. First time Xero payroll user as always been advised to stay away if possible. Used about 6 other payroll systems and timesheet approval by team lead is a standard function now. Thought Xero had it but not in NZ.

    Trevor Lowe supported this idea  · 
  3. 276 votes

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    Hi team! We've been following the conversation here and appreciate you taking the time to explain the need for this feature.

    We understand you’re looking for a way to change the default setting for the ‘Show journal on cash basis reports’ checkbox in manual journals, so that it’s unticked, and that having this box ticked by default can create inaccurate cash basis reports, which is particularly challenging when you’re correcting entries or dealing with a high volume of journals.

    We may look into this with a finer lens further down the line, but want to share that there's no immediate works planned to enable changing the default for whether a journal is Cash basis.

    As many of you have noted, right now you'll need to manually untick the box for each journal entry.

    If any change is planned for this we'll be sure to share with you all, here.

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    Trevor Lowe commented  · 

    Agree with the comments and a lot of users don't know about the current options

    Trevor Lowe supported this idea  · 
  4. 636 votes

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    Hi team, thanks for staying engaged with us here. From your feedback our product teams clearly understand there are legitimate use cases and scenarios in which you’d like to be able to simply unapprove a bill.

    While seemingly simple there is a bit of underlying work that needs to be done within Bills to enable us to build this functionality - As you’ll have experienced within the Bills list view - we’re in the process of uplifting the pages in Bills with updated technology that’ll unlock our ability to develop features like unapprove.

    So, while it’s not in our roadmap atm, we’re tuned in here and will continue to assess how we may solve this as we plan our future roadmap. I’ll make sure to share any progress with everyone here.

    Trevor Lowe supported this idea  · 
  5. 751 votes

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    Hey everyone, thanks for all the votes and feedback on this idea! Our product teams have definitely taken note and understand the effort involved in automatic report generation and sending.

    While it's something we see as valuable in the long run, it's not currently on our development roadmap with a specific timeframe. We're still keen to hear from those of you who would find this feature helpful, so please keep the conversation and votes coming. We'll be sure to update you if our plans change.

    Trevor Lowe supported this idea  · 
  6. 986 votes

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    Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.

    As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.

    This is just the initial stages of diving deeper into this work, but steering in the right direction.

    I'll be sure to share any progression around attachments within payroll with you all, here.

    Trevor Lowe supported this idea  · 
  7. 257 votes

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    Hi everyone, thanks for voting and your detailed comments on this idea.

    We understand the challenge of having to navigate away from the approval screen to find an employee's leave balance. Providing this information directly within the approval screen could streamline the process and reduce the risk of approving leave that results in a negative balance.

    The good news is that our product team's reviewed this idea and recognise the value it would deliver. It's something they’d like to work on in the long term. It's not on the roadmap just yet but we'll update you when we're able to bring more focus to this idea.

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    Trevor Lowe commented  · 

    Other payroll systems have the option if they want balances to go negative or not

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  8. 220 votes

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    Hey everyone, thanks for all your feedback on displaying leave balances in days on payslips. We recognise that many of you are keen to see this feature.

    Our product team has reviewed this suggestion. While we understand the value it'd bring, it isn't on our foreseeable roadmap. As a result, we're updating the status of this idea to 'Not in Pipeline'.

    We're keeping this idea open for votes to help us gauge its popularity when we next review our payroll priorities. We appreciate you taking the time to share your thoughts with us.🙂

    Trevor Lowe supported this idea  · 
  9. 383 votes

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    Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.

    While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.

    Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.

    Trevor Lowe supported this idea  ·