Settings and activity
10 results found
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21 votes
An error occurred while saving the comment 
Michele Furlong
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16 votesMichele Furlong
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An error occurred while saving the comment Michele Furlong
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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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160 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
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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
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25 votesMichele Furlong
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An error occurred while saving the comment Michele Furlong
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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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4 votesMichele Furlong
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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
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43 votesMichele Furlong
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220 votes
Hi community, we appreciate this idea has collected a fair amount of interest which has all been shared with and reviewed by the product team.
While this isn't currently being worked on there are other ideas this team are working on right now, including a bulk void feature and highlighting rows when selected. Although these features are still under development process and we don't have confirmed release dates yet.
With regards to having a separate field for the posting date and invoice date, our team is interested in better understanding this idea as it may be something they look to develop down the track. They really appreciate and encourage you to continue to share your experiences, pain points and insights. This will help them understand how this feature can benefit you and other customers, as well as gauge demand for it.
As always, if there's any change we will…
Michele Furlong
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48 votes
An error occurred while saving the comment Michele Furlong
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Absolutely agree! Ideally I need this for sign off before we post and submit FSP
Michele Furlong
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927 votes
Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.
We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.
I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.
We understand your frustration with the timeline and the limited updates, and we're…
An error occurred while saving the comment Michele Furlong
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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
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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!