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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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595 results found

  1. Integration between Xero Payroll and Smart Pension would be great!

    49 votes

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    29 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.

  2. 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.

    51 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.

  3. It'll be good to be able to submit leave requests for the next year without affecting the current year's balance.

    Towards the end of the year for the holiday allowance, employees start to plan their time off for the next year.

    It'll be good for the system to recognise that the leave request is for the next year and only deduct off the balance once the new year starts and the balance is reset.

    38 votes

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    12 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how submitting leave requests for the next year impacts current leave balances.

    A workaround in Xero is to delay submitting or approving leave requests until the next year. We understand this may require payroll admins to track future leave outside of Xero.

    We’ve shared this idea with the product team however we need to be upfront here, there are no plans to work on this in the near future, so we'll update this to Not in Pipeline.

    We’ll keep you posted if our priorities change. Thanks for continuing to share your feedback as this helps shape Xero.

  4. Payroll doesn’t calculate pension until after you submit the payroll/RTI, so you don’t know what the actual net payments are until submitted. Try explaining to a client that what they signed off isn’t what they actual pay.

    49 votes

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    20 comments  ·  Payroll  ·  Admin →
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    Thanks for this feedback on how pension enrollment currently works in Xero payroll. 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.

    In the meantime, here's a tip to trigger pension assessment before posting the pay run:

    1. With the pay run in draft click Post.
    2. When the Automatic pension enrolment pop up displays, click Confirm.
    3. On the Complete Pay Run pop up, click Cancel.
    4. You can now open the draft payslip or download pay run reports with the pension deductions included.
  5. When entering information on time sheets for employees, the ability to hit "next" to move onto the next employee once you have approved the time sheet rather than having to go back out to the main timesheet menu, find the appropriate timesheet on the drop down list & go back in to enter the timesheet for the next employee.

    38 votes

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    11 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.

  6. I had a situation recently where we increased an employees salary but they wanted to reduce their working hours by 80%. The salary is based on 1 FTE. There is no way to actually do this in Xero Payroll. If I put the FTE salary in (to recognise the actual approved salary increase) and set working hours to 8 hours a day 4 days per week the 1 FTE salary is paid out in full over the year. But it should only be 80% of that. So I had to enter 80% of FTE and reduce the actual work hours…

    8 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Oops, looks like this might have accidentally been moved to the wrong status, thanks for letting us know. We've now 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.

  7. UK payroll - Have the ability to fully process 2 workplace pension schemes. We have 2 contribution schedules, one basic minimum level, one at higher levels. Sage can process both of these and send the correct contribution amounts to NEST. XERO is unable to do this and requires manual intervention in XERO and at NEST. This is crazy, surely I am not the only one with more than one set of contribution schedules?????

    45 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on processing multiple pension contribution levels in Xero.

    If you’re using the pension filing report in Xero, only the workplace pension scheme will populate the report. We understand some of you have created additional pension pay items, which require manual adjustments with your provider.

    The product team have reviewed this idea and, after looking into what would be involved, have confirmed that adding a second workplace pension scheme isn’t something we’re planning to add to Payroll in the foreseeable future. We know this isn’t the update you were hoping for, and we’ll continue monitoring community interest. The idea remains open for votes.

  8. When an employee leaves, it would be really useful for Xero to calculate how much leave they have left or have over used and then calculate and add/deduct the value from the final payslip. Currently, I have had to do the calculations manually, and then I add to add the holiday to the payslip and change his departure date to cover the leave period - a bit of a messy fudge.

    34 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on automatically calculating holiday pay when processing an employees final payslip.

    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 open for all members to share how this feature would improve their Xero experience.

  9. STP2 - Splitting allowances for all purpose from the hourly rate

    We have employees with all purpose allowances - ie it forms part of the base hourly rate and extrapolates in to overtime rates and annual leave loading. I now have to take it out of the rate and pay as separate line items including overtime and annual leave multipliers.

    Is Xero in their pay templates going to make changes to say have a tick box to indicate an add on allowance to the rate so regardless of the pay lines (that are set up as such) they multiply they…

    13 votes

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    5 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.

  10. Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.

    16 votes

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     ·  4 comments  ·  Expense claims  ·  Admin →
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  11. 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

    41 votes

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    8 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.

  12. Automatically accrue RDO hours after a certain amount of hours logged.

    Job management systems push 80 hours over as a timesheet in Xero.

    We would like the total combined hours logged (ordinary hours, annual leave, RDOs, personal leave and public holidays) in excess of 76 hours to automatically be converted to RDO hours.

    E.g: If I log 80 hours ordinary time, I accrue 4 hours RDO.
    E.g: If I log 78 hours ordinary time, I accrue 2 hours RDO.
    E.g: If I log 80 hours annual leave, I accrue 4 hours RDO.
    E.g: If I log 72 hours ordinary time…

    44 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for taking the time to share how you currently manage RDO and TOIL in Xero Payroll.

    We're currently working on a wider goal to manage Modern Awards into Xero, which includes automating earning rates based on award levels. As part of that broader project, we also want to look into leave accruals down the track.

    While we can't offer a specific timeline for when this will be addressed, this work is on our radar as part of our award journey.

    We’ll continue to track your feedback here and will update this thread as progress is made.

  13. Add a template another file option for payroll. HSBCnet allows file uploads with a SUN however as Xero does not have this template it means only options is to apply for a SUN and increase costs of paying our payroll. We need a file that accommodates ACH CR BACs (non-SUN) files. Requirement is Xero payroll ERP configure the file without a SUN then please ask them to do so, as it should be identical to the one we have tested for supplier payments, meaning the word ‘HSBC’ should be quoted on the VOL1 line and the areas where the SUN…

    11 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important different payment files are as some banks don't accept the file exported from Xero.

    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.

  14. To produce a report that shows all expenses entered via the expense claim feature for a specific period, which also shows who entered the expenses and details of the claims?

    This is a useful feature required for comparing budgets and forecasting future cash flow expectations.

    36 votes

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  15. Set up leave so that it automatically tops up at the start of the year with a set amount.
    I have an employee that has an arrangement of xhours per years to be used as they wish. At the start of each year this reverts back to the agreed hours. Any hours not taken during the previous year is cleared.

    12 votes

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    2 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.

  16. Have an email sent to two different email addresses when an employee requests leave.

    21 votes

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    5 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.

  17. 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?

    22 votes

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    7 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.

  18. NZ Payroll - bulk approve timesheets

    27 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your patience and feedback on this feature request.

    We’ve been slowly rolling out a new timesheet experience to all of our customers. In this new workflow, you can select multiple Draft or Pending Approval timesheets and approve them in bulk.

    Please note that bulk reject and bulk delete are not currently available, so those actions remain one at a time.

    We’ll update this status once the rollout has reached 100% across all organisations.

  19. We would like the ability to change the subject line of the payslip email. It would be useful for example to add a date to the end of the payslip PDF file name. eg payslip_20220519 That way easy to save and file each slip without having to rename. It may also be useful to add information such as the word "Confidential" for compliance reasons.

    33 votes

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    11 comments  ·  Payroll  ·  Admin →
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    Just wanted to touch base regarding this idea as it's been a while since we've posted an update.

    We've reviewed the votes and comments on this idea and can see this idea has been gaining support.

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

  20. 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.

    15 votes

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    8 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.

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