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Payroll & expenses

Customer ideas for Xero Payroll, employees, expenses and using Xero Me

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Payroll & expenses

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  1. The new dashboard shows the amount of the original expenses claim and NOT the balance outstanding and it is shown under the heading "To Pay". example I added an expenses for £340.10 and paid £200 so balance to pay is £140.10. However the tile shows £340.10 and will do until it is paid in full. This is misleading and means the liability is overstated. I think it should be amended so it is clearer.

    1 vote

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    Hi Jenni, thank you for suggesting this improvement.

    We completely agree that seeing the full original claim amount To Pay after a partial payment has already been made can be misleading. As you noted, this makes it difficult to see your true outstanding liability at a glance.

    It's now up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

  2. Xero permissions are all or nothing - you either have access to timesheets and expenses or you don't. As such, you get a lot of notifications about things that aren't yours to deal with. It would be good to have a little more detail in notifications, for example; "There is a new expense from Robert Smith to review" so you know if it's relevant to you or not

    3 votes

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    Thanks for sharing your idea here, Sophie. Atm our product team are working on a few changes for expense notifications - Once live there will be a few different scenarios for notifications

    • When an expense is submitted users with the admin or approver role will receive an email notification that an expense is awaiting approval
    • When an expense is approved or declined the user that submitted the expense will receive an email notification
    • Users will no longer receive notifications when they take an action on their own expense

    I'll let you know once these changes have been rolled out. But if there are other specifics in the notifications that you'd find helpful it would be good to hear these, too.

  3. Ability to change our PAYG Withholding period to weekly. Only options are None, Monthly or Quarterly. The ATO requires we lodge and pay PAYGW weekly now and this is not possible in Xero. We have to change our PAYGW period to None so that it does not show on the BAS and manually calculate, lodge and pay this weekly.

    38 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hello everyone, we appreciate you engaging with us about this topic. To clarify, we acknowledge support in this idea has arisen from a new requirement from the ATO that means large orgs that withhold over $1M annually to submit PAYGW weekly via STP.

    While we appreciate why you'd like to automate this flow of information from Payroll to BAS within Xero there are two current options;

    • Within Payroll settings you could untick “Reportable as W1 on Activity Statement” so your payroll data is not included in BAS, or
    • Manually remove the W1 and W2 figures from your Activity Statement to lodge activity statements for clients that are submitting weekly PAYGW.

    This idea is on our product teams radar, however we want to be upfront that at this stage we don't have any plans for developing an automation of these fields.

    We'll continue to monitor this idea closely, and share if…

  4. It would assist us if the Leave Accrued Report could also show the employee's start date. Long Service Leave is only applicable to staff from the 5 or 10 year mark for us in NSW but to ascertain whether staff are eligible for it is requiring external spreadsheets that have to be manually adjusted each month. Xero already has the functionality to enable this so it can't be hard to action.

    9 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  5. UK Payroll - ability to assign employment allowance to a tracking category to save doing a manual journal for this

    6 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea and highlighting the changes that matter most to you!

    We've reviewed your suggestion, and it's now open for the community to review and support. Please share your idea with any colleagues who might benefit so they can add their vote!

    In addition to voting, other members can now comment to share more detail on how your idea could improve their experience with Xero.

  6. Please update to have the option of removing salary hours on payslips.
    We just need the Gross Salary for that line and not the hours.
    When we have employees working accross different days of the week Xero Payroll round the hours and so in our example someone on 100 hours working 11 days per fortnight, Xero Payroll rounds the Salary Hours to 99.9999 on the payslip which is close but not correct. Currently no workaround for this.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea to add the option to remove salary hours from a payslip. 

    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.

  7. It would be useful to be able to deselect employees form completing time sheets and therefore not appear on the time sheet screen. We have admin staff that don't complete time sheets but I still have to submit nil time sheets to ensure all are up-to-date

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you taking the time to let us know your idea, as you can imagine our product is constantly evolving and we need your input to help us along the way.

    We've reviewed your idea and have made it available to other members to share additional detail about how your idea could improve their experience with Xero.

  8. Is there any way in employees card that we can set up a field to capture diversity (Aboriginal,Non-Binary) etc, I'm sure this will be need in the future.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    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. As a workaround, we can suggest adding diversity information to the Notes section in your employees employment record.

  9. Save and Next option for Timesheet approval.

    Rather than having to go back to the beginning for each and every timesheet approval you should be able to save and view next in the same way you can with bills.

    9 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  10. The "Details" tab lists the employee's age under the "Date of birth" field.

    Having "Employed for # Years & # Months" below the "Start date" field would be handy. It would give a quick, "at a glance" look at how long someone has been employed by a business for estimating notice periods and anticipating imminent entitlement to LSL.

    Attached is what the "Date of birth" currently looks like (I've used my own name and birth year) and a mock-up of what I'm suggesting might look like.

    Given that the "Details" tab already does almost exactly this, it should be a…

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea to display the employment duration for employees, much appreciated!

    After reviewing your idea, we've now passed it to the wider community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  11. I would like to add CIS labourers (none employees) to payroll, so timesheets can be added like a wage slip, rather than an invoice, this would help with the likes of connecteam, with their timesheet integrations

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Your idea, along with the key changes you've identified, is very much appreciated. It has been reviewed and is now live for community feedback. To build support, be sure to share it with your colleagues so they can contribute their votes. Community members can also leave comments, further explaining the value of your suggestion to their Xero usage.

  12. It would be good to beable to add employees Annual bonuses into xero so we don't have to refer to their contracts each time. As well as a report that will show employees details Remuneration, Bonuses etc

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea for updates you would like to see in the Employee Remuneration report.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    In the meantime, we can suggest a possible workaround so that your employees bonus information is held within Xero would be to add this as a Note in each employees Employment record for easy access.

  13. There should be an audit trail in Payroll detailing when changes to an Employee record is made (for example: date an address was updated for an employee and what it was until that date, likewise for other details such as email address, bank account number, tax code etc). As an Employer we should be able to rely on the digitised Payroll system we are using to determine when changes to an Employee's record has been made. In terms of creating an audit trail, this doesn't necessarily only apply to Payroll only and should ideally be something that is normal and…

    26 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea on a payroll history report, or a audit trail to track changes made to payroll.

    To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

  14. Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.

    8 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea about linking the payroll reports under the payroll menu.

    We've reviewed your idea and now it's up to the community to get behind and support it by voting and adding comments.

    It's also useful to note that you can view payroll reports specific to a particular posted pay run by clicking the View Reports button.


  15. As a Chartered Accountant, I’ve observed an issue in Xero’s handling of sick leave entitlements that I believe warrants improvement. Currently, if an employee is not included in the pay run closest to their sick leave entitlement date, the entitlement does not accrue. This creates a significant gap in compliance with employment obligations and adds unnecessary administrative burden to correct.
    To enhance the functionality and flexibility of Xero's payroll system, I think that sick leave entitlements should automatically accrue when the employee is included in any future pay run following their entitlement date. This adjustment would ensure compliance with employment…

    5 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've reviewed your idea and it's up to the community to get behind and support it.

    To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

  16. Xero cannot current cope with companies that have more than one pension scheme. The upload I need to send to the pension provider includes payroll number, pensionable earnings for period, start date and date of birth. It would be useful if Xero had the ability to add these and additional fields if required customised in the contribution report.

    41 votes

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    16 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your feedback on adding additional details to the Pension Contribution Report. It’s been a little while since this idea was raised, we can see it's been steadily gaining support.

    To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also for all members to share how this feature would improve their Xero experience.

  17. Average Employee Numbers in the Year

    As part of preparing accounts, the average employee number is often required. If this could be generated within Xero that would save time collating the number of employees per month and working out an average for the year. It could subsequently be used as working out the amount of revenue attributable to each staff member.

    13 votes

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    2 comments  ·  Payroll  ·  Admin →
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    It’s been a bit since this idea was first raised, so we wanted to check in. To help you get the info you’re looking for, we’ve added Start and Termination dates to the Employee Contact Details report.

    We’ve officially moved this suggestion to Gaining Support. If you’d like to see more development here, please share the link with your team so they can add their votes. We’d also love to hear your thoughts in the comments on how this change impacts your experience.

  18. I hope Xero will soon introduce the feature for ABN exemption for non-employee contractors, as there are cases that they are ABN exempt. I'm sharing the ATO link with you for your reference, https://www.ato.gov.au/forms-and-instructions/statement-by-supplier-not-quoting-an-abn?

    4 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing, Michelle. Appreciate why you'd like this functionality.

    We've reviewed your idea and now it's up to the community to get behind and support it. We'll let you know if there are any updates here.

  19. Add a timsheets widget to the dashboard. Can show number of timesheet awaiting approval.

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thank you for your idea to add a timesheets widget to the dashboard to show the number of timesheets awaiting approval.

    We've reviewed your idea and have opened it up to other members to vote and share any additional ideas about how your idea could improve their experience with Xero. We'll keep you updated!

  20. Fortnightly Pay Runs to have weekly split.
    Allowing admin staff to put hours worked for employees on a weekly basis which also allows for greater visage of hours worked per week rather than an overall of the fortnight for both managing staff and the employee themselves.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    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.

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