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2 votes
Thanks for sharing your idea.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Brendan Hofer
supported this idea
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7 votes
Hi Nick, thanks for sharing your idea on preventing sales invoice lines from being posted to Overhead or Direct Cost codes. We're grateful for your engagement and for letting us know the changes that matter to you.
We've reviewed your suggestion, and it's now ready to gain support from other community members.
Along with votes, others can now comment to share additional detail about how restricting sales invoices to specific nominal codes could improve their experience and help prevent errors in Xero.
An error occurred while saving the comment Brendan Hofer
commented
Strongly support this idea.
In my experience, the real issue is not just overhead and direct cost accounts. The problem is that when entering a sales invoice, users are often presented with accounts that should never realistically be exposed as an option on any invoice.
My preferred solution would be a checkbox on each chart of account, for example:
Available on Sales Invoices
Available on Purchase BillsThis would allow organisations to decide exactly which accounts appear during invoice entry, regardless of account type.
As an alternative, Xero could provide an organisation-wide setting to restrict sales invoices to selected account types, such as Revenue, Sales and Other Income accounts only.
Preventing incorrect account selection at the point of entry is far better than discovering and correcting errors during reconciliation, month-end reporting, or during accountant review.
Brendan Hofer
supported this idea
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408 votes
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.
Brendan Hofer
supported this idea
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75 votes
Thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
Brendan Hofer
supported this idea
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195 votes
Hi everyone, I wanted to share another update regarding timesheet flexibility.
Our product team is currently working on a feature that will allow employees to add other unit-based earnings types directly to their timesheets via Xero Me. This means your team will soon be able to record allowances and other non-ordinary earnings pay items alongside their regular hours.
We know this has been a highly requested feature to help reduce manual adjustments for admins. We are currently in the development phase and will provide a further update here once we’re closer to a release date.
Brendan Hofer
supported this idea
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Strongly support this idea.
We currently have staff entering time in both Payroll Timesheets and Xero Projects, which creates unnecessary duplicate data entry and increases the risk of inconsistencies, omissions and administrative overhead.
For many businesses, Payroll Timesheets are the source of truth because they capture start times, finish times, breaks, ordinary hours, overtime and payroll-compliant attendance records. In comparison, Projects is where labour is allocated for costing, reporting and invoicing.
Rather than requiring employees to maintain two separate sets of time records, we would like to see Payroll and Projects integrated more closely.
Ideally a payroll integrated workflow would allow:
Employee completes their Payroll Timesheet.
Employee allocates timesheet entries to one or more Projects.
During the approval process, managers can review, add or correct project allocations if they have been missed.
Once the timesheet is approved, the approved hours automatically flow into Xero Projects.
Project costing, reporting and invoicing are then based on the approved payroll records.
This would allow employees to enter their time once while ensuring both Payroll and Projects remain aligned.
It is also important that the solution supports different methods of time allocation depending on the organisation's requirements.
Some businesses need detailed time tracking and should be able to allocate individual timesheet entries to projects throughout the day. For example:
8:00am - 10:00am → Project A
10:00am - 10:30am → Break
10:30am - 1:00pm → Project B
1:00pm - 1:30pm → Break
1:30pm - 5:00pm → Project C
Other businesses may prefer a simpler allocation model where approved hours are assigned to projects at the end of a period, for example:
Weekly allocation
Fortnightly allocation
Monthly allocation
Example:
Employee A worked 38 hours this week
Project A = 20 hours
Project B = 10 hours
Project C = 8 hours
This flexibility would allow organisations to choose the level of detail that best suits their operational and reporting requirements.
To maintain data integrity, approved and processed records should also be protected from accidental changes. Once a payroll period has been processed, or project time has been invoiced, the linked records should be locked. Where a genuine correction is required, an authorised user could perform an override and have any approved adjustment synchronised between Payroll and Projects.
The key objective is simple: staff should only need to enter their time once. Payroll Timesheets should capture attendance, breaks and payroll information, while Xero Projects should receive the approved labour allocations automatically. This would significantly reduce double handling, improve project costing accuracy, and provide a far better experience for both employees and managers.