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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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839 results found

  1. NZ Payroll - I would like a report that shows annual leave taken, any adjustments made to the leave balance and a final total of leave owing. I do not think there is anywhere that shows if an change has been made to someone's leave balance

    33 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  2. When an employee is off sick you should be able to open and input the start date and then save, to input the end date when the employee returns to work.

    8 votes

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    1 comment  ·  Payroll  ·  Admin →
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  3. Please can you remove the dog animation from the Xero Me app as a matter of urgency? It is unnecessary and has repeatedly caused anxiety issues for me (and I'm sure others like me) who suffer from a severe fear of dogs. It's just awful for me to use the app now - the previous expenses app had no issues in this regard. It should be replaced by a more relevant animation such as a timer. If this cannot be done, I will have to switch to Quickbooks.

    2 votes

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    Hi Andrew, understand being quite niche this idea hasn't picked up much traction from the community here.

    That said, we appreciate the stress this causes and though I understand you've also approached our specialists at Xero Support thought it would be worth sharing this for others here too - The best method to completely avoid this loading screen for the time being would be to use your web browser from your mobile device.

    Having connected with our product team they may look at possible changes in the long term, but we don't have immediate plans to change this screen. I'll move your idea here to Not planned, however if our position changes in the future we'll update you again. Thanks

  4. Xero Me - ability to limit access by function to prevent employee using timesheet or leave request in the app when a 3rd party app is being used for those functions.

    76 votes

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    28 comments  ·  Employees  ·  Admin →
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    Hi everyone, thanks for all your feedback. We understand how important customisable payroll access is for many of our customers to effectively run their business. As you may have seen in other parts of Xero (like inventory & reporting) we’re beginning to develop more granular controls for permissions in some areas.

    While we’ll continue to consider how we develop access to other features across Xero, we want to be upfront here that we don’t have any plans for providing the ability to disable access to timesheets or leave through the Xero Me app.

    With this in mind, we’ll move this idea to Not in pipeline. You’ll see there are other ideas surrounding Payroll permissions that may solve for what you’d be after in this idea, and I’d recommend adding your vote to those so we can share if there’s any progress toward that functionality as we keep developing.

  5. The report should be able to generate Employee Name (First & Last in separate columns), DOB, TFN, Bank Details provided, Super Funds & Address.

    We need various information like from time to time for reporting purposes but we cannot get it without having to click in to every single employees - which is hectic

    88 votes

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    39 comments  ·  Payroll  ·  Admin →
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    Thank you all for sharing your feedback on how important consolidated employee details are for your businesses.

    In November 2023, we released updated payroll reports which allow greater flexibility, however we understand this doesn't fully meet your needs

    While employee’s date of birth and account details are accessible from two separate reports, due to the sensitive nature of TFNs, there’s no plans to include these in exportable reports.

    While we truly appreciate your feedback and support in this idea, we want to be upfront that we don’t have intentions of combining all the data requested here into a single report that can be exported from Xero Payroll.

  6. Could we have the ability to update timesheets each payrun from and excel spreadsheet.
    This is so that admin staff can data enter timesheet information without necessarily having access to the payroll system. This is also in the case of Company's who do not want the Xero Me function.

    86 votes

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    36 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for all of your support on this idea.

    We've been following your comments and recognise that having a streamlined way to get timesheets from a spreadsheet into Xero Payroll would be a huge time saver.

    As noted by others in this thread, one option is to explore some of the connected time-tracking apps in the Xero App Store. While we know this isn't a perfect substitute for a direct import feature, it may help bridge the gap in the meantime.

    The good news is that we see the value this feature would provide and we want to explore it further. We'll change the status of this idea to Accepted.

    We appreciate your patience, we’ll provide any further updates right here.

  7. Send a link to on board new employees info ie TFN, bank accounts, super account and all personal particulars to get them ready for a pay run.

    122 votes

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    34 comments  ·  Employees  ·  Admin →
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    Hey everyone, as a first off we'd like to say a big thank you to everyone that filled in their details and engaged with our teams research in this space.

    I'm pleased to return with a further update for you all.

    We have been developing the capability fir employees to self onboard to Xero Payroll. Our feature would enable employees to enter their own onboarding details via a secure web form. Giving payroll admins back more time to focus on more important tasks.

    We want to be upfront that the intention is to release this in the Australian version of Xero Payroll first, with NZ and UK to follow. We will keep you up to date of the release here. 😊

  8. Give the option of adding company sick pay entitlement, which counts towards sick leave, and then when company sick pay is exhausted, revert to SSP.

    10 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. P60's should be able to be emailed direct from Xero with password protection, exactly like the payslips

    16 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  10. PAPDIS file download to include total Gross Salary and not just the Salary with the £520 not pensionable deducted and the pension provider we use (Creative) expects this in their upload. EVery month I have to edit Gross Pensionable Pay for all employees to add the £520 on the PAPDIS CSV I download.

    15 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  11. Payroll admin create timesheets with start/end/break times on web.

    5 votes

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    3 comments  ·  Payroll  ·  Admin →
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  12. Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.

    For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.

    Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.

    62 votes

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    Hello everyone, thanks for your engagement and feedback regarding using labels in Xero Expenses.

    We are currently reviewing all of our product ideas as part of a wider project to streamline the status of our community support on Xero Product Ideas and wanted to provide you with an update about this idea.

    After reviewing this idea and our product roadmap, this feature isn't currently on our immediate plans as our development teams are focused on other core improvements across the Xero platform.

    The status has now been updated to Not In Pipeline. Our product team will continue to monitor this idea and we’ll let you know if anything changes.

  13. We would like to suggest an enhancement to the Xero payroll software that could significantly improve its functionality for our company.

    Currently, Xero offers download options for various pension providers, but we've noticed that True Potential is not among them.

    We propose the addition of a CSV download option specifically for the True Potential pension provider.

    Given that Xero already possesses the necessary data, incorporating this feature would eliminate the need for manual data entry and formatting, reducing the risk of errors and saving valuable time.

    Benefits of this enhancement:

    Accuracy: Automated data transfer minimizes the potential for mistakes during…

    7 votes

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    2 comments  ·  Payroll  ·  Admin →
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  14. it would be great if you could customise Payslips template or have different formats of payslips for clients i.e remove the hour

    82 votes

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    31 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we recognise that a more customisable payslip would provide greater clarity for your employees, better reflect your brand, and save you valuable time.

    This isn’t in our immediate roadmap, however we get the benefit this would bring, and it’s on our radar for potential future development. Our product team will consider this idea as they do further roadmap planning.

    We’ll update you here if we have any news to share. Thanks

  15. Under the employees deductions sections during payroll, if one has salary sacrifice, child support, and any other deductions, you have to process the pay run initially. And then you would have to manually do a separate payment to a payee

    Is it possible to have a payee that can be linked to the payroll deductions. Meaning when you run your payroll, the deductions will go against the payee and when the payroll aba file is created, the payee will be included in that aba file

    Alternatively create a deduction for payroll that can be linked to a bank account. Currently…

    26 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi team. We can see it's been a while since we've provided you with an update about this idea. We've reviewed and it looks like it's an idea that's steadily Gaining Support.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated as we go.

  16. I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.

    14 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  17. To allow the payroll team to run reports to runs checks on the payroll before submitting the payroll. This would avoid sending numerous automatic FPS reports to HMRC.

    59 votes

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    24 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback. We appreciate you explaining how important access to reports on draft pay runs is for your workflows, especially for client approvals and pre-submission checks.

    Our product team is currently looking into payroll reporting improvements as part of a wider review, however adding additional reports to draft pay runs is not something that’s on their foreseeable roadmap.

    Currently you can download payslips, P32 and Payroll Activity Details/Summary reports from draft pay runs. These provide a breakdown of employee earnings and employer liabilities, which can be used for pre-checks before submitting your pay run to HMRC.

    Please continue to support other ideas, as this helps our product teams know what's important to you.

  18. Enable full data import from external data source (say CSV) for all emplolyee data not just basic data. That would allow organisations with more staff to easily migrate to XERO without having to manually re-enter significant volumes of data.

    71 votes

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    29 comments  ·  Payroll  ·  Admin →
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    Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.

    This may be something we consider longer term and we would like to continue to track interest through the idea here.

    If there are any plans made we'll share an update with you all on this idea. Thanks

  19. Automatically generate payment invoices when creating payroll.
    The current help article suggests creating spent money entries on the fly when reconciling.
    It would be better to be able to generate accurate payment and separate code tax invoices when the payday is filed.
    The advantages are that:
    - the payment is reconciled to where it is created ensuring it is correct,
    - the invoices are easily selectable into batch payments from payable invoices which correctly connects to bank batch payments,
    - payments to IRD could be raised to different contacts for each payment type allowing the right references to be attached…

    5 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  20. 2 TOIL options, TOIL accrued & TOIL Accrued in place of Overtime

    We are unable to mark a Time in Lieu Leave pay item as exempt from accruing SGC, which is not how the ATO classifies SGC for TOIL.

    We suggest having 2 TOIL categories, so that there is the option for a TOIL where SGC is required to be paid and one wit SGC exempt:- when super is accrued on overtime.

    18 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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