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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. leave tracking report for requests that have not been completed, it could fall in previous payroll periods or current or future. This could offer more functionalities for payroll officer to track leaves in a larger payroll.

    8 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.

  2. It would be great to be able to add commonly requested payroll reports into either the Management Report or Custom Report Pack. Namely Payroll Activity Summary and Timesheet Summary

    47 votes

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    11 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since our last update, 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.

  3. Create timesheet availability to Contractors set up in Xero payroll as Non employee.
    Currently this is only available to employees.

    Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
    Currently not available to STP2 category Contractor 'Non Employees'

    22 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for supporting this idea on non employees/contractors submit timesheets for tracking and reporting needs. 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.

  4. On payslips and in reports, I think there should be dates next to the following items so it isn't confusing for the employee and when checking reports. It makes it more transparent too.

    Time In Lieu
    Annual Leave
    Sick Leave
    Compassionate Leave
    RDO

    21 votes

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    2 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 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 keep you updated on the way.

  5. Allow a timesheet to be created for the week ahead of the pay week. This allows employees with standard hours to enter their hours in advance. It also allows managers to run payrolls in advance if circumstances need it

    14 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  6. The current option available for updating the time in lieu of XERO is to previously inform the fixed number of hours that will be added to the leave balance in the leave register. However, the number of hours varies each week, so I cannot predict in advance how many hours each employee will work.

    My suggestion includes an automatic update from the time in lieu of using a timesheet. Thus reducing the probability of errors by entering the balance manually.

    29 votes

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    11 comments  ·  Payroll  ·  Admin →
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  7. Please can the ability to calculate attachment of earnings deductions be built into the payroll module?

    69 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on having Xero automatically calculate AEO & DEA as a percentage. We appreciate you sharing how you're currently managing these deductions in payroll.

    As you’ve found, the existing Earnings Order pay item requires deductions to be manually calculated, which we understand impacts your workflows for employees with variable earnings.

    We want to be upfront that there aren't any current plans to develop this in Xero payroll.

    While automated calculations for Earnings Orders aren't on the foreseeable roadmap, we will continue to monitor interest in this space. Thanks for continuing to shape the future of Xero.

  8. When adding a new employee's super fund, being able to add the fund by entering the USI number.

    If that can't be done, at least show the USI next to the super fund name so we can make sure we are selecting the correct super fund.

    Currently to make sure I am selecting the correct super fund in Xero when adding a new employee, to confirm the USI I need to go to my organisation, settings, payroll settings, superannuation and then, because I can't sort alphabetically or search for a fund name or USI, I basically have to add a…

    46 votes

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    16 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.

  9. I have multiple 2018 bills to pay generated from the US Xero Payroll feature that I can not delete nor apply credit memos to. Those were always "locked" bills. I've been trying to void or zero out these bills for years and apparently, there is no way to actually do this. I've spent hours with customer support to no avail. Please put something in place to allow users/me to accomplish this task. My AP bills are messy and my cash basis balance sheet is messy. Journal entries are not a solution as the bills will never go away using this…

    4 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hi team, we appreciate your input in Product Ideas and the idea shared here. Since US payroll was removed from Xero in 2019 we don't have any plans for making changes in the product for this.

    We understand it's not the ideal solution however if you have tax bills or payroll transactions that weren't marked as paid before Payroll was decommissioned, you can post manual journals to adjust the balance of the relevant accounts.

    While you can post manual journals to most accounts in Xero, there are some exceptions such as accounts payable. You'll need to use other methods to make adjustments to these account balances we have some help to guide you on this in Xero central.

  10. send notifications for declined expenses (Xero Expenses). the only notification send is for approve expenses but not for declined expenses

    25 votes

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    Hi community, returning to share an update on the work we had done here - Though our product team started releasing updates to the notifications we quickly found that this meant some users began receiving a lot more notifications, and we've made the tough decision to switch these back off.

    In time our team would like to create controls so users can set notification preferences. However, this will require considerable work and not something we commit to right now.

    We're going to shift the idea back to Accepted and soon as we can pick this up again I'll make sure to share an update here.

  11. It's great that Xero Me now allow employees to add their own start, finish and break times but all hours appear as ordinary hours. Xero should have a warning prompt flagging this as it's easy to miss overtime hours and pay them as the default ordinary hours, which then needs an unscheduled pay run to correct the underpayments (assuming you work this out for yourself!). Public holidays should also be flagged so we can adjust pay rates (if needed) for these days.

    29 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  12. Allowing the payslips to be emailed before posting to HMRC to check for any errors would be great. We have multiple users involved in the payroll data input and there are usually one or two errors as there are many expenses claims. Being able to do this would make life so much easier for us.

    15 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Thanks for your interest and feedback on this idea, everyone. Currently, you can View Payslips from within the draft pay run by clicking into Options > View Payslips.

    From here you could download and email the payslips from outside Xero.

    Though no plans at present, if anything changes in this space, we’ll update you on this idea.

  13. Xero Payroll Journal non-cash option for the Cash Summary

    Currently all transactions from the Payroll Journal will pull through to the Cash Summary Report. The information that pulls through doesn't differentiate what has being paid from a bank account or non-cash.

    Suggestion to add a functionality in Xero Payroll and exclude certain items from the Payroll Journal from automatically showing in the Cash Summary Report.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. Give the ability to set a percentage (i.e) 50% on an employees bank account when paying across more than one bank.
    I have an employee who always splits her pay equally between 2 bank accounts, however she is a commission paid rep and therefore each pay amount is different. So the current function is no use to me- which allows a $$ amount to be set only. This is fine for set salaried employees but not for commissioned sales reps.
    MYOB had a function where you could set a percentage on how much went to bank account 1, and therefore…

    27 votes

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     ·  14 comments  ·  Payroll  ·  Admin →
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  15. Employee loans and advances should have the ability to add the gross amount starting date deduction amount this should then be reduced by each payment so the amount still owe can be seen at any time.

    8 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  16. Xero expenses has been with us for 5 years. There have been no significant feature upgrades despite us all paying extra for the privilege.
    Basic functionality like searchability, proper alignment with bill functionality to search suppliers and see total engagement with suppliers, ability to include attachments (e.g. bill documents from expenses) to pass through to customer invoices, ability to add a markup to expenses (e.g. for common cost plus models) etc. - NONE, not a little, nothing, zilch, nada of this has been actioned by Xero and nobody seems to be available or interested in discussing it. There are so…

    3 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  17. Have the original currency + amount available as field options in the Reports section, so I can run an expense details report and see both the original currency and the GBP.

    The use case here is that we have US people using Xero Expenses who need paying in USD. I have to go into each expense item to manually write down the USD value and the add it up to pay. It's properly daft when I know the currency amount is there. And we can't enter it as a bill because they are using Xero expenses.

    38 votes

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  18. Currently expense reports are not fit for purpose. You can't even order non-approved expenses by date or export them.

    You need to be able to order unapproved expenses by date and by project/customer.

    You need to be able to add description and project/customer information into the expense claims report.

    Xero is **** at expense management frankly and with a few minor changes could be so much better. I should get a refund on my subscription for the wasted time.

    14 votes

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    Sorry to hear your're not satisfied with Xero Expenses, Jeremy. Appreciate there are a few things that you've noted that you feel could enhance your experience when using expenses. 

    We do try to keep one idea per thread to make it simple for community to understand what they're adding their support and to help share this back with our product teams. I've adjusted the title of your idea here to reflect exporting expenses. We have an idea for changing the sort order here, and  you're welcome to start new ideas for any other points you've shared too. 

  19. Would like to be able to add a fixed amount deduction as pension contributions. Currently the option is to manually add a pension contribution, but this cannot be submitted direct to NEST, so has to be manually typed into NEST.

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  20. With the advent of Open Banking, it would be great if when you submit the payroll, it could also utilise OB to physically make the payment to the employee also. This would help automate the whole payroll process.

    16 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Thanks for supporting this idea, everyone. We appreciate the efficiency being able to directly pay your employees from Xero would bring to your workflow and the time it'd give back. 😊

    Our product team are now in testing of new functionality to allow direct wage payments within UK Payroll via open banking with Crezco. I'll be back to share more as this progresses.

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