Settings and activity
9 results found
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50 votes
An error occurred while saving the comment 
Michele Furlong
supported this idea
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An error occurred while saving the comment Michele Furlong
commented
This is critical for us! We are still a small family business but growing fast and will likely fall over the £3m threshold this year. As the legal requirement is that we 'must report and pay apprenticeship levy through your EPS' (direct quote from the HMRC website) I dont see how Xero can't provide this functionality as it is a UK regulatory requirement.
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18 votesMichele Furlong
supported this idea
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An error occurred while saving the comment Michele Furlong
commented
Totally agree! Having to open periods that are locked changes the integrity of the accounts as the published numbers will change. A differetiation needs to be made between the document date, and the posting / allocation date. This needs to apply to allocating credit notes to invoices or bills and processing invoices received after a period is closed.
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165 votes
Thanks for your passion and the detailed feedback on this idea, community. We can see how much time is spent manually consolidating tracking category budgets, and why having this roll-up automatically would make a big difference.
As noted by others in the thread, one option for now is to use a third-party app from the Xero App Store. Some in the community have mentioned tools like Spotlight Reporting or Budget Consolidator are great for this, and it’s a good way to get the insights you’re after.
While we understand the value this feature would add, it isn't on our immediate roadmap to build right now. We know that's not the news you're hoping for, but we want to be transparent about what's in our current focus - You can get a view of some of the changes coming in the next quarter through our website, The Long and Short of…
An error occurred while saving the comment Michele Furlong
commented
Budgets are not working for us when using tracking categories. Ideally, I would like a single budget, but with the ability to add detailed line items by contract and revenue stream (our TC's). I have only managed to input budgets using the TC's individually - this means I would have 50+ budget veriosn when looking at the different compinations of contract and revenue stream whihc is not practical or manageable, especially when we start re-forecasting furthe along the year.
Michele Furlong
supported this idea
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4 votesMichele Furlong
supported this idea
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2 votes
Jumping the gun in my last update - sorry Marco. While Xero's date entry shortcuts can be helpful for the due date these don't quite extend to the Paid date field atm.
We'll get a sense of interest here and update if there's any plans made. 🙂
Michele Furlong
supported this idea
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48 votesMichele Furlong
supported this idea
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250 votes
Hi community, we understand there are differing needs in this idea for why you’d like a separate posting date alongside the invoice or bill date. Whether it’s for reporting, compliance, or just a more accurate view of when things happened.
While this has been carefully considered, we want to be transparent with everyone here, that this is not something we have plans for developing in the near term.
We know given the interest in this that this is not the update you’re hoping for, and please know that we’ll continue to track votes this idea receives for future consideration. We’ll keep you posted if things change down the line.
Michele Furlong
supported this idea
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60 votes
Hi everyone, thanks for sharing your feedback. We appreciate you explaining how important access to reports on draft pay runs is for your workflows, especially for client approvals and pre-submission checks.
Our product team is currently looking into payroll reporting improvements as part of a wider review, however adding additional reports to draft pay runs is not something that’s on their foreseeable roadmap.
Currently you can download payslips, P32 and Payroll Activity Details/Summary reports from draft pay runs. These provide a breakdown of employee earnings and employer liabilities, which can be used for pre-checks before submitting your pay run to HMRC.
Please continue to support other ideas, as this helps our product teams know what's important to you.
An error occurred while saving the comment Michele Furlong
commented
Absolutely agree! Ideally I need this for sign off before we post and submit FSP
Michele Furlong
supported this idea
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987 votes
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.
An error occurred while saving the comment Michele Furlong
commented
2 points to improve the product IMHO....
Ability to save a file (copy of P45 e.g.) to an employee record.
Also ability to click to next record while in the employee view would be helpful.Michele Furlong
supported this idea
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We have just reached this threshold, and to not be able to remain compliant on payroll is not acceptable. Staffing costs are growing with changes to NMW/NLW, and other factors - come on Xero! Wake up and support your customers or you may start loosing them!