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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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  1. We are currently facing an issue where we are unable to download supporting documents as PDF files before approving claims.

    When a PDF file contains many pages, we are forced to save each page individually as an image. In some cases, the images are unclear, which makes it difficult for us to properly review and approve the claims. Saving pages one by one is extremely time-consuming and greatly reduces our work efficiency.

    Previously, in Xero, we were able to download documents before approving claims, but this function is no longer available. It feels like the system has been downgraded instead…

    1 vote

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    0 comments  ·  Expense claims  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  2. MYOB does not require a bank feed to process super direct from payrun. I have clients with bank feed issues that cannot use auto super as the feed isnt reliable enough. perhaps develop bank account access as without live feed.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  3. Using the new Xero Onboarding can we introduce that and employee can nominate multiple bank accounts and an amount allocated so it automatically set this up for the employee

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  4. The character limit for the "Individual message for [employeefirstname]" input box on the payrun appears to be 300 characters. Please remove that limit so that I can list the titles of the jobs that the employee is being paid for at the rates shown in the Earning Rates section.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  5. Would like to be able to run a report or export the list of 'submitted', but not approved expenses, to include nominal and project allocation.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  6. Previously, PDF receipts uploaded in Expense Claims could be previewed and downloaded directly from the Expense Claim screen. Currently, PDFs only appear as image previews, and the original PDF file cannot be downloaded until the claim is approved and converted into a Bill.
    It would be great if the previous behavior could be restored, where PDF files can be previewed and downloaded as PDFs, while image files can be previewed and downloaded as images. This would make it easier to review and verify receipts during the approval process.

    1 vote

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    0 comments  ·  Expense claims  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  7. I am looking to change the automatic text that is contained in the emails that my employees receive when their Payroll Admin approves their leave. Is there a way to access the template for these emails like there is for invoicing and purchase orders?

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  8. Could you please add the Superannuation Accruals report to the View Reports dropdown list in a payrun.
    This will be a great inclusion to the report options once payday Super kicks in and for those already completing payday Super.
    Adding this along with a Fast Click to Super payments from the payrun will make payday Super processes streamline for all.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    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.

  9. I would like to be able to allocate a team tracking category to each employee on our payroll, this way when the payroll journal pulls through, each employees salary, Er NI, pension costs and any benefits will automatically be allocated to their team.

    I do quarterly reporting for our client and as it currently is, each quarter I will have to manual journal all the above accounts from an unassigned 'team', back into the same account but allocated to their correct team. I will have to work out the amounts to credit out looking at the detailed report and manually…

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  10. the current opening balance figure are only taxable pay , i need gross pay. My client has salary sacrifice and the taxable pay is less than gross so on the payslip the YTD gross is wrong. its shows the YTD figure less the deduction.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  11. I would like to see these across payroll, invoicing, etc. - all of Xero. It would be so helpful if admins could add tooltips to things to provide directions/instructions to staff. For example, a tooltip next to the "label" field in expense claims could tell staff what information this company wants in there to make that useful. Integrating tooltips could be a way to log compliance or chosen procedures/use across the platform. For example, putting a tooltip next to the options to add projects in expenses/invoices would help someone log guidance on when a project needs to be associated. Putting…

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  12. Dear Xero Product Team,

    I would like to suggest a feature enhancement within Xero that could greatly assist users in maintaining compliance with superannuation obligations.
    It would be extremely helpful if Xero could include an automated reminder feature for upcoming pay days specifically linked to super compliance deadlines. Such a feature could notify users in advance to ensure super payments are processed and reported on time.
    This functionality would improve workflow efficiency, reduce the risk of missed deadlines, and support businesses in staying compliant with superannuation requirements.

    Kind regards,
    Mayank Chavda

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  13. On the Hnry App when I wanted to upload a Receipt I could go Add image/document and then it would scan the document and only show the receipt. This functionality would be great in the Xero app. Onedrive even has this functionality.

    1 vote

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    0 comments  ·  Expense claims  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  14. In the mobile App you can add a receipt using the Plus Button. When you go to do the same in the Web app there is not Add Receipt.

    1 vote

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    0 comments  ·  Expense claims  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  15. Have the option to select what all-purpose allowances are included in the final termination pay rate. This will ensure the correct leave loading is calculated on the full pay rate on the final termination payout.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  16. When employees do their time sheets they can link their times to a project’s times at the same time they do their time sheets so they don’t have to go back into Xero projects to remember to re enter their times, you can make it compulsory to enter the project or for them to select a miscellaneous project, this will be much easier for admin and the business owners to track total labor costs on larger projects and save having to remind employees to fill in their time

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  17. More and more clients are collecting information on what allergies employees might have, it would be nice to have a field to keep this information on in Xero. It's is becoming a health and safety issue

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  18. Add Super payment sort function
    Could you add a feature that allows sorting by location? Since our employees are spread across multiple locations, this would help us group and process payments more efficiently by location.

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  19. Would be great if Xero can do the search for employees staple fund especially when Payday super comes in

    1 vote

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  20. Would be great to be able to create an expense claim for all the staff members listed in Payroll without them having XeroMe access.
    Our staff don't use XeroMe at all, but submit expense claims on the odd occasion. The Expense option is a great idea but very limiting to the staff members that we can use it for.

    3 votes

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    Hi Vanessa. Thank you for this suggestion.

    We understand that for staff who rarely claim expenses, setting them up as a Xero user just to process a single reimbursement can be administratively heavy.

    As you have found, the current Expenses module requires the "Claimant" to be an invited Xero user. Because your request is to allow claims for "non-users", we are classifying this as a new idea to Gain Support.

    A note on Xero Me access: If the main barrier is that your staff prefer not to use the mobile app, it is worth noting that they can also submit their claims via the web version of Xero Me (logging in via a desktop) instead of using the app.

    A workaround for non-users: For staff who do not have a Xero login, you can process their Expense Claim on their behalf. If you need an extra hand you can raise…

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