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  1. Multiple contacts on a Project. Projects can currenlty only be built and linked to 1 contact at a time. However. in terms of training and events where there could be multiple contacts linked this is an issue. If Xero could add the option for multiple contacts this would be great. It would save all my issues in terms of tracking a job.

    19 votes

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    Hi Megan, when your talk about the training and events could you explain a bit more of your business flow when using Projects? 

    Atm, you can create bills and invoices for different contacts and associated these transactions with a single project. 

  2. We need to upload an Approval Matrix/Approval hierarchy with a scope depending on "Location" and "Total amount" with 2 levels of approvers for "Expense claims" (EC) & "Purchase Orders" (PO).
    With that, we are looking for automation on sending the EC & PO automatically by the system to the correspondent Approver depending on the scope through email.

    77 votes

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    Thanks for your idea, Micaela. Expenses and Purchase Orders are quite different transactions types in Xero. 

    We try to keep one idea per thread here so we can get a true view of the interest for that specific functionality. I've slightly adjusted the title of your idea to represent Expense Claims but welcome you to start another for Purchase Orders specifically where we can track that too 🙂

  3. Ability to approve time and expenses on Xero Projects on a single (one manager) or on a multiple (one manager and one director) level.

    15 votes

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  4. Add Public Holidays (and all other forms of leave) to the Leave Transactions report not just Annual Leave and Personal Leave.

    Why this isn't already the default behaviour astounds me!

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. Unscheduled payruns - the ability to not include pending leave. When processing bonuses etc, Xero automatically puts in the up coming leave even though it is not appropriate to be included in this unscheduled payrun and should be in the standard payrun. Because we pay monthly this only exacerbates the situation. To have the option to not include the leave in that payrun would help with this.

    30 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  6. Have the option to accrue leave on other pay items. ie. Saturday rate has to be set up with its own rate per employee as each employee is on their own rate for Saturday and isn't a "mutplication of the ordinary rate". This also needs leave to accrue on it.
    Spoken to Xero adviser and they don't have a set up for this yet.

    28 votes

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    9 comments  ·  Payroll  ·  Admin →
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  7. As per this post 3 years ago I have the same challenge.

    https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll

    Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?

    17 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  8. To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. Show the "Timesheets to Approve" section in Payroll Overview (NZ).
    We already have this in Xero AU.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. On payslips and in reports, I think there should be dates next to the following items so it isn't confusing for the employee and when checking reports. It makes it more transparent too.

    Time In Lieu
    Annual Leave
    Sick Leave
    Compassionate Leave
    RDO

    13 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. I want to be able to create a new leave policy but there is currently no functionality for this. The existing leave policies are limited and do not allow for leave to be loaded from a specific date, only the start anniversary or 1st Jan, or to be accrued gradually. I have some clients who set their leave from the first date of their financial year eg. 1st May each year. It would be useful to either have this leave policy loaded by Xero for provide the ability to create new leave policies.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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  12. We need sick leave to be recorded in days to line up with current NZ payroll legislation. 10 days sick leave. The current settings in hours only work for people who work the same hours on the same days. Anyone with variable hours or different hours on different days this does not work and manual accrual needs to be kept outside of payroll. Then leave balances need to be manually adjusted which is a lot of work. This has been an issue for many many years and would be good to get fixed.

    9 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hey team, as some may have seen we've been doing lots of work in the NZ Payroll space. For those just getting started with Xero (from 5 August 2024) sick leave will now be recorded in days, and can set up the Sick leave entitlement date.

    We appreciate many in the idea here have been using Xero for a while and we want to confirm this is something we're working on for our existing customers as well, however there are more intricacies to work through from what already exists to the new. We'll round back to confirm with more detail and to let you know when this is being released for everyone. Thanks

  13. Ability to record an annual shutdown leave.

    Purpose: Ability for a Payroll admin to easily record annual shutdown leave when needing to make a calculation around separating employee’s anniversary dates and start dates.

    16 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  14. Schedule of Accrual - Sick Leave : would love the option: Annually after 3 Months

    7 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hey everyone, we've been making some changes to improve NZ Payroll for Xero users.

    If you're just getting started with Xero (from 5 August 2024) you can now set up the Sick leave entitlement date for an employee.

    We know people in the idea here are existing payroll users and we can assure you we're working to also develop this for existing customers. There are a few more intricacies to work through from what already exists to the new. I'll be back to share when there's more news on this and when you can get access to this too. Thanks

  15. Leave types: why aren't these in alphabetical order on the leave request screen?
    I have numbered them so that they should appear in the order I want them, but they appear last. It's the same in Xero Me - I want the most used leave types to appear first, but the leave types appear in a random order.
    They are in alphabetical order on an employee's leave balance screen and when you assign a leave type

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Please adjust the Leave Authorisers in Xero Me to be the employees in the business with Payroll Admin &/or the Authority to Approve Leave.
    Currently all user with PAyroll Admin are available for selection - which includes ALL advisors.
    As an accountant - we are having to revoke our access to a client's payroll to ensure that the staff in the client's business cannot select the accountant's staff members to approve their leave.

    16 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  17. New invoicing - please add "approve and print packing slip" as a drop-down option

    2 votes

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  18. Ability to assign multiple bills into single purchase orders.

    Purpose: To improve the users’ workflow rather than having to create multiple purchase orders.

    116 votes

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  19. That Leave Liability Report is able to be exported to Excel. This would avoid double handling when I am creating graphing for the CE

    19 votes

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    10 comments  ·  Payroll  ·  Admin →
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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 🗞️

  20. Would we please be able to see staff leave at the same time when entering timesheets?

    This would be beneficial to see both when approving timesheets instead of opening up two screens.

    8 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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