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3 results found

  1. Reports - Generate a report for transactions without receipts attached

    46 votes

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    7 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.

    We get how this is a need for some businesses to validify expenses and process payments.

    Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.

    Andy Ball supported this idea  · 

  2. Receipts - Generate receipts without creating invoice

    25 votes

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    8 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Andy Ball commented  · 

    For shops, it makes sense to create receipts for combined daily/weekly sales to match against card income or cash. We rarely issue invoices!

    Andy Ball supported this idea  · 

  3. UK Payroll - Pension enrollment and calculation to occur prior to posting the pay run.

    48 votes

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    19 comments  ·  Payroll & expenses » Payroll  ·  Admin →
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    Gaining Support  ·  AdminDavid Reynolds (Admin, Xero) responded

    Thanks for this feedback on how pension enrollment currently works in Xero payroll. It’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

    In the meantime, here's a tip to trigger pension assessment before posting the pay run:

    1. With the pay run in draft click Post.
    2. When the Automatic pension enrolment pop up displays, click Confirm.
    3. On the Complete Pay Run pop up, click Cancel.
    4. You can now open the draft payslip or download pay run reports with the pension deductions included.
    Andy Ball supported this idea  ·