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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. This is not an idea; it is a requirement, Xero.
    At present, all pay types classified as commissions are being taxed as follows: "The method for Schedule 5 in Xero, calculates the PAYG withholding amount by averaging all additional payments made in the current financial year, over the number of pay periods in a financial year, and applying that to the average total earnings to date".

    If commissions are paid every month, they should not be taxed in this manner, as per this ATO web page which says "Do not use this schedule for payments for a single pay period".

    20 votes

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    8 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.

  2. When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…

    83 votes

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    26 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on having approved timesheets not override the pay template.

    We appreciate you sharing how important this is for your payroll processes, to avoid manual payslip corrections.

    Some members have shared alternative processes, such as keeping the timesheets in 'Draft' until after the pay run is posted.

    We are moving this idea to Accepted to include it in a wider review of timesheets currently being scoped by our product team. Please note, this status does not confirm a timeline for development. We will update you here on any developments.

  3. Old payslips should retain the correct postal address for the employee for that time period. Don't update the previous payslips, just move forward with the new address for new payslips. People use their payslips for various different reasons, and tracking/validating their address history etc can be one of them!

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Ability to produce P11D's and submit to HMRC

    27 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  5. Please add an opening balance for the Working Holiday Maker tax rate

    When a Working Holiday Maker (WHM) reaches the earning threshold of $45000 they must be taxed 32.5% (instead of 15% prior to $45K per financial year). When an employee is set up in Xero as a WHM this tax calculation is automatic as along as the full $45K was earned with the current employer. If the employee has earned $45K prior to starting with a new employer Xero will calculate the WHM tax as 15% instead of 32.5% and there is no option to set an opening balance.…

    15 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. 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

    45 votes

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     ·  14 comments  ·  Payroll  ·  Admin →
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  7. Audit history that shows who has submitted a super batch in Xero

    15 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  8. It would be great if the receipt analysis tool on expenses was able to identify weather a receipt is a VAT receipt or not based on the inclusion of a VAT number or a VAT amount itemised.

    4 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  9. 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.

    82 votes

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    27 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.

  10. The ability to export the auto enrolment pension report and also to "hide" deep archived employees. I check this report mid month and send a list to HR as a sanity check for those employees not yet enrolled/non eligible but now have to scroll through "all" employees past and present to get the current information. Not very user friendly. Even an export option with some way of then filtering whether the employee is current would be useful.

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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  11. 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.

    86 votes

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    49 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important a CSV payment file is, as some banks don't accept the BACS file.

    You might have seen from a related idea that our product team is currently testing a new feature to allow direct wage payments from Xero payroll.

    While this is not exactly what you’re suggesting, an integrated payment feature would defeat the need for manual payment file exports. We'll be back to share more updates on this.

  12. Add total hours to the Pay Employees screen to make sure hours entered are the same as hours worked when Timesheets aren't used.

    18 votes

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    14 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 so 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.

  13. I have a number of clients that have employees that are paid a daily rate rather than an hourly rate. We currently can't use Xero payroll for them as the payroll needs to use hours rather than days to pay. It would be great to use Xero if there was an option to pay a daily rate rather than an hourly rate.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. Xero checks employees age against pay rate and that of the National Minumum Wage so it does not get missed. It's doesn't have to change it, just highlight thsat the employee's rate needs to ber changed

    125 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hi everyone, as part of the work we're doing here, we're looking to engage some small businesses as well as accountants and bookkeepers who use our Payroll functionality to try out our new prototypes and give us feedback.

    We'd look to set up a video call over the next 3 weeks which'll take about 60 minutes. If you'd be interested in taking part, please apply by using this form. 😊 Thanks

  15. 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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  16. Are you likely to increase the number of employees you can have in Xero to more than 200? We don't want to move from Xero but may have to if the numbers can't be increased.

    5 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi team, while we appreciate you raising the idea here, the cap of processing payroll for 200 employees is to prevent any issues with your user experience - Going over this could slow down the payroll function, and create difficulties when you run payroll reports.

    If you do need to process larger payrolls, we suggest taking a look at our third-party providers in the Xero app store that can serve your needs and handle larger payroll data.

  17. ability to view and edit the whole teams draft expenses where all members can upload there expenses from devises and the one admin member can edit and submit for approval by the approver.

    8 votes

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     ·  4 comments  ·  Expense claims  ·  Admin →
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  18. 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

    23 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.

  19. REQUESTING LEAVE
    Firstly, when an employee is submitting a leave application, they are unable to adjust the number of hours they are taking when submitting this leave when the leave period is for more than one day. This is problematic for part-time employees that may work different hours on different days of their working week.
    RECORD/HISTORY OF LEAVE REQUESTS
    Also, employees used to be able to see the number of hours taken but this is no longer the case - why is this?
    LEAVE APPROVER ACCESS
    And finally, my client has multiple entities that use Xero for payroll processing however…

    56 votes

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    11 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.

  20. At present it is impossible to link a payroll item to an Asset Account in GL. This is a limitation that is wrong and should be easy to fix. It is wrong because in some cases the wages are capitalised (for instance when the resources are used in full or in part to construct capital assets). Sure, it is possible to post a journal to move costs from P&L to a Balance Sheet account but it is cumbersome and error prone. I note, a majority of competing products do not have this limitation.

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi community, while we appreciate you sharing in the idea here we don't have any plans for developing this capability in the global Pay run product. Instead, we'd recommend using a manual journal to record this.

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