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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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576 results found

  1. The gross to net report currently doesn't include reimbursed expenses, and possibly other things we haven't found yet so the net pay doesn't agree to the payslips! Please can we have a gross to net report that agrees to payslips? Failing that even a report that shows reimbursed expenses per employee would be better than nothing.

    25 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hey all, thanks for sharing your feedback on having reimbursements show on the Gross to Net report. Currently this report only captures taxable income.

    It’s been a little while since this idea was raised and we can see it's been steadily gaining support.

    To help this 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.

  2. I feel it would be very useful that once a payroll is processed and the system uploads payslips into Xero Me that the employees either get an email from the system or the associated app notifies the employee that there is a new payslip available to view.

    I understand that Xero can securely email payslips, but I think that it would be useful for Xero had the ability to be able to automatically notify employees of uploads into Xero Me

    29 votes

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    6 comments  ·  Employees  ·  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.

  3. Payroll - Leave Liability Report to include Time in Lieu or Time Banked. For Companies that choose to offer Time in Lieu to their employees, this will be extremely helpful for reporting purposes. Also if it was available in Excel would be great. Thanks.

    8 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on having all paid leave types populate the Leave Liability report.

    We've reviewed your idea and now 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.

  4. Provide the functionality to receive leave requests by SMS notification.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea with the community here, Rachel. I see it hasn't really picked up interest and with the ability for employees ti submit leave requests via the Xero Me app that is accessible from a mobile device we don't have any plans for developing SMS capability.

  5. Generally working in Xero is very efficient. However, when paying approved expense claims (and recording the payment) I have to constantly switch between keyboard to type in the payment amount (which is displayed in a cell above) and the mouse to select the payment date and payment account. I can't imagine a scenario when the amount paid is not the amount approved. Why is this cell not pre-populated with the approved amount? If it was it would halve the time it would take me to register payments against expense claims.

    3 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  6. I would like to be able to run a report on expense claims which shows who has approved them at a glance, like a payable invoice report . At the moment, you have to open each and every claim to see who has approved it.

    Thanks,
    Sarah

    7 votes

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     ·  2 comments  ·  Expense claims  ·  Admin →
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  7. The ability for the expenses claimant to process a negative claim where they have purchased something using their company card and subsequently received a credit for part or all of the original payment amount e.g. over charge or returned goods.

    24 votes

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     ·  7 comments  ·  Expense claims  ·  Admin →
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  8. To assist organisations to be able to carbon offset km travelled, we should be able to pull a report from Expense Claims in an Excel format so we can add the amount of miles/km travelled to figure out travel footprint.

    10 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  9. Add in the facility to include "description" when using the expenses app.

    Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
    Purpose - would increase visibility/transparency when reviewing credit cards

    11 votes

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     ·  6 comments  ·  Expense claims  ·  Admin →
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  10. to be able to add expenses app without having to upgrade the subscription to standard- most traders dont use Xero and we keep as managed client- but they just want the expenses app to keep receipts out their vans - ability to have expenses without the rest of the cost of upgrading to standard - lets keep costs down for folk.

    11 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  11. When running the Payment Summary Details report for a previous financial year, the report does not show the dates of the financial year the data belongs to. The report is titled Payment Summary Details as at Today's Date. For example: it should show Payment Summary Details reporting period 1st July 2017 - 30th June 2018. For audit purposes, there is no way of determining the date range the reported data relates to.

    29 votes

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

    We've reviewed your idea and can see that it's been steadily gaining community support.

    Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will update you if there are any changes.

  12. If I run the payroll on say the 22.07 and then a P6 arrives effective from say 25.07 it wouldn't be updated automatically. Surely it should be updated regardless of whether the date relates to a previous period or not? This frequently happens. I can't think of an example of when you wouldn't want the tax code to update automatically?

    15 votes

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    4 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.

    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.

  13. Update the monthly payroll to calculate based on the number of work hours in the month, rather than taking the yearly salary / 12 / number work hours. Given that each month has a different number of work days, the pay rate changes every month and this is a compliance issue.

    10 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 now reviewed this idea and have moved it to Gaining Support status.

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

    21 votes

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    13 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 🗞️

  15. Add other gender options for personal settings, non-binary & intersex

    26 votes

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    11 comments  ·  Employees  ·  Admin →
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    Thanks for confirming, Andy - Really appreciate the screenshot. 🙂

    I've checked in with our Payroll team where this detail is saved.
    We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
    Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.

  16. It would be nice if expenses could learn and assign a specific account automatically to expenses from a regular supplier.

    The process could be:
    1) I take a photo of a receipt
    2) The analyse feature reads the receipt and fills in the date, supplier and amount

    THE NEW BIT:
    3) Expeses realises this is a supplier I've analysed a receipt from recently and codes it to the account I coded it to last time

    2 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  17. Many organisations pay staff tax free money when they work away from the office more than 24 hours. Currently there is no expense claim format that allows this type of reimbursement to be entered.

    Is it possible to have flexibility to create our own expense templates?

    3 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  18. 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?

    18 votes

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    2 comments  ·  Payroll  ·  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, so just wanted to touch base.

    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.

  19. Once expenses are approved it would be fantastic to have an option to "send" this to their next approved payslip rather than having to manually add this to the payslip.

    Seems madness this isn't implemented already - what is the point in doing everything in Xero if you need to faff around making adjustments for details that are already in the system.

    Employee's submit expenses - so you know who needs reimbursed already.

    26 votes

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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.

  20. The ability to have the payroll week number showing on the payslip if it is a weekly payroll, rather than just the tax month it falls into.

    16 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for this suggestion.

    This is a clear idea that would help employees on weekly pay schedules better understand which specific tax week their pay relates to, rather than just seeing the tax month or the date range.

    We have marked this idea as Gaining Support so other users can vote and show the Community team how important this addition to the payslip is.

    In the meantime, as a temporary workaround, you could manually add the week number to the Payslip Message field on the draft pay run (e.g., "Week 12") before posting it. This message will appear at the bottom of the employee's payslip.

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