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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. We have multiple employees that have various deductions from their wages. This is causing the pay slip to spread accross two pages which is concerning as they may miss important information like messages at the bottom of a pay slip.
    There needs to be the either:
    1. The ability to change the payslip layout
    or
    2. Have two or three template options to choose from.

    Currently the whitespace at the top of the payslip could be utilised. The required business and employee information is great but could be in a better layout. Move the business information to the left, employee…

    3 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  2. Add default hours for Public Holiday's based on the employee's standard work pattern.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. The status of invites to XeroMe to be easily displayed

    When an employee is invited to XeroMe, it would be good to be able to see the status including:
    - sent to employee
    - employee revoewed
    - employee accepted
    - employee rejected
    - etc

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thank you for sharing your idea! 😁

    We've reviewed it. Now, it needs community support! Please share it with colleagues so they can vote and comment on how this change would improve their Xero experience.

  4. Please amend pay rates to 2 decimal places

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you taking the time to share your idea.

    Your idea has been reviewed and is now open for community support. Other members can now vote and also comment to share additional detail about how your idea could improve their experience with Xero.

  5. Please enable the ability to pay staff with a joint bank account in same pay run. We currently have to pay two couples with a joint bank account into separate accounts each run. Xero does not permit two payments into the same bank account in one pay run. I have confirmed with our bank that this is not an error on their end. Xero support have informed me that this is not a function that Xero currently offers.

    6 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  6. STP reporting - Super for employees with OTE above the maximum contribution base. ATO STP guidance allows employers to report EITHER Super Type L (the YTD SUPER liability for each employee) OR Super Type O (The YTD OTE for each employee). For employees earning OTE above the maximum Contribution base the correct STP reporting category to use is Super Type L. I have not been able to find how to set up the Super Category Type L in Xero. This option needs to be available to correctly report YTD super for employees earning above the maximum contribution base. Unfortunately the…

    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.

  7. Remove the feature of 'Other Previous Earnings', or an option of allowing us to choose whether to have this feature. Grouping all previous pay items into 'Other Previous Earnings' in the same financial year is confusing and our employees won't understand what it is for. Please get rid of it!

    41 votes

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     ·  14 comments  ·  Payroll  ·  Admin →
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  8. Please can Xero add an Employee 'Known As' Name Field to the Employee Record, and show this alongside the legal name, on the Employees Homepage (& when running payroll) with the ability to sort alphabetically by this 'known as' name in both places.
    Nearly half of our employees go by names that are not their legal name. e.g. Annie = Kit Yee, Kate = Catherine, or go by their middle name instead of their first name.

    This issue is making running payroll ever more difficult and the potential for error incredibly high, as often the legal name bears no resemblance…

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. When you go into Payroll Overview-Timesheet to Approve-then click on the individual timesheet can you please add an option to export the timesheet to pdf for printing.

    8 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  10. auto amend the ABA date to the current date for back dated payrolls

    6 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi community, appreciate your sharing in community here. Atm if you're wanting to change the payment date for an unscheduled pay run, you can edit the payment date while the pay run is in draft status. We don't have any plans for automating this.

  11. Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. The expense reimbursement function should include an option to change the submitter after the request has been sent for approval, rather than declining the request and re-enter just to be able to update the submitter name in case of 'submitting on behalf'

    Additionally, it should allow exporting the entered expenses into an Excel file to verify whether everything has been entered correctly. Currently, exporting is only possible once the request has been approved. This feature is especially important when there are numerous expense lines.

    Furthermore, the screen layout feels a bit cramped. Could the input fields be arranged in a…

    1 vote

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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!

  13. Currently the display name for payroll items doesn't extend to timesheets. So the employee sees the rate name. Really an employee should only see the display name and the rate name should be for/staff/admin/advisors. I would like to enter the default rate in the rate name as there is also no prompt in the employee file if you choose to use earnings rate to see what the rate is. You need to go back to payroll setting to check which is inefficient.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, we value your contribution!

    We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  14. Show forecasted leave balances to allow for planning of Christmas Shut Down periods

    94 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we really appreciate the sentiment and engagement on the idea of being able to forecast leave balances.

    We know this feature could make planning ahead and managing leave approvals much easier, but at this stage it’s not something we’re planning to develop in the near term, so we’ll be moving it to 'Not in pipeline'.

    We’ll continue to keep an eye on how this idea trends in the community and will leave it open for voting. If our plans change, we’ll share an update here.

  15. Generate a list of employees that can approve leave?

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. When approving timesheets it would be ideal to have separate lines underneath Ordinary Hours with Leave requested, on which days and hour amounts and to be able to approve there instead of having to go to a different screen.

    Can be hard to double check and remember correct days the leave was taken and also to ensure daily and weekly hours are met.

    *Simple layout idea attached

    23 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for supporting this idea on having leave days visible when submitting timesheets.

    We've split this idea up to gauge interest across NZ and AU. You can view and support the NZ idea here.

    Make sure you share the idea with your colleagues that this feature could benefit.

    All members can also comment to share additional detail about how this idea could improve their experience with Xero.

  17. Please remove the requirement to have a date of birth for an employee.
    We have been asking for this to be removed for years, Xero recently told us it was an IRD requirement. We contacted our account manager at Inland Revenue and they said it is not an IRD requirement and that they have been in contact with Xero Payroll to make the field non-compulsory.

    The workaround that Xero gives of adding a made up date does not work and causes issues where IRD send letters that the date of birth does not match that client.
    It is not a…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks Raelene, for submitting your idea!

    We've reviewed your idea, and it's now open for the community to support.

    Other Xero users can now vote for your idea and add comments to share how it could enhance their own Xero experience.

  18. CREATE A DEO REPORT TO CONVERT TO CSV FILE FOR DIRECT UPLOAD TO CHILD SUPPORT AGENCY

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Hello Julie,

    Thank you for sharing your idea with us.

    Your idea has been reviewed by the community team and is now live for other members to support. Alongside voting, other users can now comment to share more details about how your idea would improve their experience with Xero.

  19. It would be good if you could edit some fields in an expense after it has been paid, without having to undo the payment and redo. It would be the the same as for Bills where you can edit some fields after they have been paid.
    We pay our bills in batches so to undo a payment means you have to undo a lot of payments and redo.
    The fields we would like to edit (like a tracking category, or unassigning an expense as billable) do not affect the payment details.

    12 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  20. What I need is for it to look like the Payroll Employee Summary, but with additional columns for Annual & Personal leave taken and the value of that leave.
    The report you are telling me is to messy to read.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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