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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. I think it would be fantastic if expenses were able to be linked to payroll/ pay run. Expenses are great and the app is really easy to use but from a processing point, most firms pay with their the payroll. You currently you have to create a expense suspense and clear the expenses to that and then manually add the expenses to payroll which also get posted to the expense suspense- it all a bit of a hassle and would be fantastic if the expenses could just be added to payroll, in the same way the leave does.

    5 votes

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  2. Make creating leave requests functional when using keyboard entry.

    Currently, when I want to create a leave request, I:
    - go to the top menu, tab across to Payroll and select (4 keystrokes),
    - arrow down to Leave and select (4 keystrokes),
    - tab through to New Request and select (15 keystrokes),
    and then no matter how much I try I cannot get to select either Leave or Cash Out Leave without using the mouse.

    Then, once I have used the mouse to get the new leave request pop-up, I have to:
    - tab to the employee field (3 keystrokes)…

    2 votes

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  3. 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.

    11 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  4. My Idea: Somewhere to enter a prepaid annual or longterm expense (ie Insurance) that can first go into a Prepaid Expenses asset account and then set to either expense at regular intervals until "used up" or able to manually expense as periods come to a close. This manager would help keep track of all prepaid expenses in one place and would keep a running balance for each item. Viewing options would include being able to filter/sort by item (ie 2023 Insurance Premium), or by type (ie software subscriptions) or by expense account (ie Insurance Expense).

    5 votes

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    Hi team, while we don't have a direct feature that would automate the entire process, there is a way to record and do this in Xero.

    You could set up an account for the expense in your Chart of accounts, and reconcile the original payment to this account. You could then set up a repeating bill or invoice template to auto generate and you'd make payments on it to the same account to reduce the balance over a period of time.

  5. Whether or not you agree that emailing payslips should be considered by employers as a mandatory procedure once the payrun is logged, there are some basic improvements that should be adopted regardless of your opinion. If payslips have already been sent the the first improvement is to prompt the user that payslips have already been emailed if a user revisits the pay-run options window and clicks on email payslips. If the pay run has already been posted, the second improvement is to still provide access to an individual's payslip to record a message before emailing.

    1 vote

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  6. Currently the Salary Sacrifice is just deducted on the Gross to Net report. Where as on the TB the amount is added. It would be good if this could be segregated.

    6 votes

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  7. When an expense is raised, supplier gst tax rate should override the expense item tax rate. If the supplier coded gst free purchases, then expense items should default to gst free, not the default gst tax code of the expense ite.

    1 vote

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  8. NZ Pay Day Filing Reminder

    To avoid missing the pay day filing requirement of two days within pay day, where an email reminder notification would be handy to pick up when a pay run has not been posted to the IRD, or if it were to be showing as an error, as the IRD penalty for missing this timing is steep.

    4 votes

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  9. Please give us the option to make Tracking Groups a mandatory selection on the Employee tab before Xero users can save a new employee. This will stop users from setting up new employees & forgetting to assign the Employee Group tracking group which results in misreporting

    2 votes

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    1 comment  ·  Admin →
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    Hi team, while we appreciate your feedback and why you'd like to make this field mandatory not all businesses use tracking for payroll. We want to be upfront that we don't have any plans for making the employee groups field mandatory.

  10. It is better to not to have annual salary for casual employees in their pay sheets and also in the remuneration report in Xero as it is not a reliable figure to have in.

    2 votes

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  11. Can the date leave was applied for and approved be added to a leave request?

    4 votes

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  12. UK Payroll - allow employers who have received SMP advance funding to enter the amount received so that the SMP paid is not recovered, and the correct amount owing to HMRC shows on the Taxes and Filings page.

    9 votes

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  13. Our business is growing, and now we employ over 60 employees. Is it possible to have more than 50 employees listed on one page for payroll processing?
    It looks like '50' is the maximum of line items in the drop-down menue, and I have to go the the second page in order to approve all employees for the payroll.

    3 votes

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  14. There should be an audit trail in Payroll detailing when changes to an Employee record is made (for example: date an address was updated for an employee and what it was until that date, likewise for other details such as email address, bank account number, tax code etc). As an Employer we should be able to rely on the digitised Payroll system we are using to determine when changes to an Employee's record has been made. In terms of creating an audit trail, this doesn't necessarily only apply to Payroll only and should ideally be something that is normal and…

    6 votes

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  15. Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.

    Key Benefits:

    Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.

    Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.

    Flexibility: Different organizations or departments may have…

    27 votes

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  16. Hi,
    It would be great to be able to pay contractors (who are paid Super) in Payroll and have an option for GST. I feel the Contractor payments aren't user friendly for most small business as they have subcontractors and contractors where only GST is added and no PAYG tax is deducted.

    9 votes

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  17. Leave types: why aren't these in alphabetical order on the leave request screen?
    I have numbered them so that they should appear in the order I want them, but they appear last. It's the same in Xero Me - I want the most used leave types to appear first, but the leave types appear in a random order.
    They are in alphabetical order on an employee's leave balance screen and when you assign a leave type

    4 votes

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  18. As some employees split payments between multiple bank accounts when they're paid, it would be good to have an option where this only happens when processing a salary payment, not reimbursing expenses. Had one where there were only expense reimbursements done (no salary/PAYE etc.) but the payment was still split and majority went to IRD. Perhaps a checkbox when entering the second bank account in that says "only split on taxed earnings" or something like that to avoid having to go and delete then re-add the additional account every time.

    2 votes

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  19. When you've uploaded multiple receipts/invoices to a transaction it would be useful to have a "next" button to go through all the uploads rather than having to X out and click individually into each attachment. For example expenses. This will save time reviewing

    1 vote

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  20. I have an employee with two bank accounts - Bank Account 2 currently has a dollar amount going to it, and Primary Bank Account has the balance. The employee would like to swap which one is getting the dollar amount and which the balance. I'd like to do this with a button.

    Instead I have to do it manually, copying and pasting field by field.

    5 votes

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