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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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600 results found

  1. It would be really useful for those of us in the UK if we could run a report to calculate holiday pay based on a 52 week average. Legally this has been a requirement since 2020.

    92 votes

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    29 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing how important automated holiday pay calculations are for you.

    We’re updating the status of this idea to Accepted to show it's formally on our radar.

    While we’ve already explored several options to automate holiday pay calculations, for the time being this is not a feature we have planned in our roadmap.

    We understand some of you are managing these calculations manually. We’d suggest running the Payroll Activity Summary or Gross to Net report over a 52 week period to assist with these calculations.

    We’re grateful for your feedback and will continue to monitor interest here.

  2. We should be able to customise our employee details report to include their job title as well, will this be look at and develop please

    50 votes

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    14 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 now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea. We update you if this gets added to the product road map in the future.

    In the meantime, it may be useful to note that the classification field is an editable field and is included in the remuneration report.

  3. It would be great to be able to change an existing payrun (without using an unscheduled one) and submit an additional FPS relating to that month. Also being able to submit an additional FPS relating to a month that has already been submitted and no changes made, but sometimes HMRC pulls through the data incorrect their end and they need just an additional FPS submitted to pull it through correct but this is not possible currently.

    21 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on RTI amendments. As you're aware, in Xero payroll any amendments need to be processed with an unscheduled pay run. When posted this submits a new RTI to HMRC with updated YTD figures rather than updating the previous RTI.

    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.

  4. Ability to edit expense code and tracking code after approval and payment.
    This is to make up for there being no data validation capability for coding.
    The workaround is to run the Account Transactions report and run 'query tests' in Excel.
    Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
    With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.

    14 votes

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     ·  3 comments  ·  Expense claims  ·  Admin →
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  5. Payroll Bill
    When submitting VAT Xero now allows you to create a bill that sits on the AP pending payment. Is it possible to have a bill create for Payroll taxes linked to payroll accounts and sits on AP pending payment? This will keep the debt much more visible for companies and make reconciling much cleaner.
    Thanks

    25 votes

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    12 comments  ·  Payroll  ·  Admin →
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    Thanks for your continued support on this, 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.

  6. UK Payroll: Payment file csv format
    Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.

    91 votes

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    53 comments  ·  Payroll  ·  Admin →
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    Hi team, we'd like to share another update as work for allowing direct wage payments via open banking with Crezco is well underway.

    We look forward to updating everyone on this idea as soon as this is released.

    As previously mentioned - we want to be upfront that we don't have any plans for extending the payment file export format to CSV, however direct payments will eliminate the need for a manual export saving you a few steps in this process. 🙂

  7. 62 votes

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    12 comments  ·  Payroll  ·  Admin →
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    It's been a while since we've provided you with an update about this idea, so wanted to touch base

    We've reviewed your comments and can see the that this idea has been steadily gaining support.

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

  8. Have the ability to set the relevant Award Rates and applicable grade so the pay rates gets automatically updated each year when the award rate changes, rather than having to manually make the changes.

    71 votes

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    18 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for your feedback and for highlighting how much Award automation would help your payroll workflow.

    While we don't have immediate plans to build this directly into Xero Payroll, there are fantastic tools available right now that solve this. We highly recommend exploring the Xero App Store, where several third-party integrations offer embedded Awards as part of their software. These apps are specifically designed to handle complex Award interpretation and can automate the manual matching process.

    We are moving this status to Not in pipeline, but we’ll be sure to update you if that changes.

  9. We have hourly paid employees who get paid 12 x per year with either a 4 week or 5 week pay period. At present, Xero doesn't give this option to change a pay period within payroll calendars. There are only set pay periods.

    42 votes

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    26 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback on flexible pay periods. We appreciate you explaining how important this is, especially for those running 4-4-5 week structures.

    The product team have reviewed this idea and, after looking into what would be involved, have confirmed it isn’t something we’re planning to add to Payroll in the foreseeable future.

    We’ve updated the status to Not in pipeline. While we’re not moving ahead with this work, your feedback is still really valuable and helps us understand the different ways you’re running payroll in your business.

  10. It would be great for those Approving Leave, to also be able to View the Leave Calendar that is currently available to Payroll Admin users in the Overview Window. Those approving leave need to know who else is on leave for the requested period, which we currently replicate in our Email Calendars, however it would be great to take this step out, it will reduce time and eliminate errors.

    64 votes

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    17 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback on the needs for leave approvers to view upcoming leave for their team. We appreciate you highlighting how important it is to have better oversight of team leave without needing full payroll access.

    Our product team is looking into how this idea may fit into a wider review of team management in AU payroll. This is in the early stages of review so not currently on the team’s roadmap, but we'll keep you updated as we learn more.

  11. Currently to reimburse employees for expenses you have to add them manually to each pay run for each employee, it would make sense for expenses that have been added using the expenses function to auto add to payroll each month to reduce work and to allow staff to be reimbursed quicker. this would also make the expenses function more worthwhile for the cost.

    This would reduce stress for staff putting on employees as expenses that have been approved will automatically be added and marked as paid.

    21 votes

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     ·  9 comments  ·  Expense claims  ·  Admin →
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  12. At the moment I am adding employee costs (wages) into xero projects.

    We have an option with bills to assign a project to that bill be awesome to be able to assign hours worked (with cost) to each of our projects in the timesheet section, and to set per line be good.

    eg;
    Monday project 1 - $250
    Tuesday project 2 - $300
    wednesday project 3 - $250

    24 votes

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    9 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience whilst this idea is gaining traction.

    We've reviewed your comments and can see the that this idea has been gaining a lot of support.

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

  13. 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.

    38 votes

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    11 comments  ·  Payroll  ·  Admin →
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    It’s been a little while since our last update on this idea, so we wanted to check in.

    We’ve reviewed your feedback and can see it’s continuing to gain support.

    While it’s not on our product team’s roadmap , we’re keeping a close eye on it and will share updates as things progress

  14. Add a second email address for an employee, for their payslips to be sent too - i.e. if payslips need to be sent to an employment agency each pay run, their email address can be added and payslips automatically sent here each pay run, rather than manually downloading payslips to send outside of Xero.

    37 votes

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    10 comments  ·  Employees  ·  Admin →
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    Hi everyone, thanks for your input and comments on this idea, we can see it's been a while since we've provided you with an update.

    We've reviewed your idea and have moved it to Gaining Support status. 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.

  15. with the new functionality of adding start end times and notes, we are not able to print or download this data in any reporting. the only way we can SEE this info is in the individual timesheet by person.
    If you can update the report to include all information that would be useful as the current process is only half done.

    46 votes

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    13 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 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.

  16. Would really appreciate the ability to export expense claims for an individual employee for a defined period which shows which are billable to a client and those that are not.

    Currently the Expense Claim Detail report only shows aged (unpaid) expenses and the Account Transactions Report shows all expenses whether paid, unpaid or submitted, but doesn't differentiate those that are general expenses from those that can be billed to Clients (Customers).

    Hard to believe we are the first small business to request this functionality.

    17 votes

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     ·  7 comments  ·  Expense claims  ·  Admin →
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  17. When uploading a 20% vat rate expense via the Xero Expense App please allow for the VAT box to be overwritten if required. This is an issue when the Xero rounding is different to that on the receipt, usually by 1p.
    Thanks
    Andrew

    16 votes

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  18. Please fix the Schedule 5 PAYG calculation to include YTD commissions and bonuses as well as ordinary earnings. This is causing issues with tax not calculating automatically because the employee's only form of income is from commissions (real estate industry) and they are forced to report it under commissions for STP Phase 2 yet the calculation things they have $0 YTD earnings.

    48 votes

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    16 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on Schedule 5 calculations for commissions and bonuses. We appreciate you explaining how important this is for commission-based industries where commission is often the primary income.

    Currently Xero payroll requires regular earnings to calculate Schedule 5 tax. We understand the current setup requires manual workarounds when employees have commission-only income.

    Our product team has reviewed this idea and moved it to Accepted so it can be formally considered in future planning cycles. We'll keep you updated as things progress.

  19. My small business client came up the idea that when we download the aba file for our payroll, it would be great to have the option to pay total PAYGW & super liabilities into a nominated bank account.
    This sets aside the money ready for the BAS'es, IAS'es and super.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  20. As an approver of timesheets i see there are couple of issues which can make the process water tight.

    1.Ability to see approved time sheets (siimilar to leaves). Currently once the timesheet is approved for an individual there is no way to check what has been approved

    2.Ability to run a report for all employees that have been approved or alternatively ability to allow access to certain reports to the approver.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

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