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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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593 results found

  1. The problem:
    Xero Payroll does not currently allow reporting by Tracking Categories (e.g. by location, cost centre, or department). While Tracking can be applied to invoices and expenses, payroll reports (Pay Runs, Pay History, Payroll Activity, etc.) cannot be grouped or filtered in the same way.
    For businesses with multiple locations under a single entity, this means payroll costs cannot be easily allocated to the correct branch. At present, the only workaround is to export payroll reports to Excel and manually tag employees, or rely on journal postings into the P&L.
    What’s already set up
    Employees can already be allocated…

    8 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Hey Timothy! It's great to see ideas like this from the community, thank you for posting it. After reviewing your suggestion for filtering payroll reports by tracking category, we've now made it visible so it can gain support from other community members. Community members can now add their votes and comment on how your suggestion would help them. 🙂

  2. I have moved a clients payroll from Sage to Xero. They have weekly wages and pay holiday in advance. In Sage it would calculate the week wages plus week holiday to allow for the tax free allowance for both weeks. In Xero the tax is higher in the week and the following week when a payrun of zero is processed then a tax refund would show to compensate. Is Xero able to replicate this process in Sage.

    4 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hey Lorraine! 👋 Thanks so much for taking the time to share this feedback with everyone. After reviewing your suggestion for adjusting the tax calculation for advanced holiday pay in UK Payroll, we've now made it visible so it can gain support from other community members. It’s now ready to gain votes and comments from fellow Xero users who might find this useful.

  3. An Upgrade to the Timesheets function that would allow businesses to create permanent, personalised templates for individual employees.

    Currently, timesheets need to be manually updated each pay period, which increases the risk of inconsistency and errors. Having the ability to set up fixed Earnings Rate descriptions as part of a permanent template would make timesheets more efficient, accurate, and tailored to each business.

    For example, it would be very useful if a timesheet template could include pre-set lines such as:

    Ordinary hours – Direct

    Ordinary hours – Operating

    Overtime hours (exempt from super)

    Overtime hours (including super)

    Overtime Mon–Sat –…

    14 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea and providing us with all the information we need to review your idea.

    We've now opened your idea to the wider Xero community to get behind and support it.

    Other members can now vote and also offer comments to explain exactly how your suggestion could improve the way they use Xero. We're excited to see the feedback your idea will garner.

  4. Ability to set a specific account for Salary Sacrifice amounts to go into instead of a default gross wages account.

    7 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Hi Gemma, we took a closer look at your idea and can see we misunderstood your idea, our sincere apology for the mistake.

    We've now updated your idea to Gaining Support so that the community can show their support for it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  5. When you go to enter a leave request manually (not employee entered), if you select the dates first, and then realise 'oh I meant this to be sick leave, not annual leave' and change the leave type, the dates 'reset' to current date, and don't retain the information you've already entered.

    This means you can accidentally enter an incorrectly dated leave request, having done all the hard work of calculating the hours and dates, then realised at the last second that the 'type' of leave is wrong - everything resets!

    I don't always work top-down, I want my work to…

    6 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea and detailing the changes you're looking for!

    We've reviewed your suggestion, and it's now open for community support and feedback. The next step is to get your colleagues involved! Encourage them to vote and comment—the more input we receive, the clearer the benefit is for everyone

  6. If an employee does overtime which is TOIL, Xero should automatically pull this across into the leave allowances for the employee so that it can be taken. Currently you have to manually post everything which is time consuming.

    19 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea linked to TOIL and Leave

    We've reviewed your idea and the next part will be for 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!

    Other members can now comment to share additional detail about how your idea could improve their experience with Xero and vote for it.

  7. Historical Payroll reporting for analysis.

    Reports to show what remuneration each employee was on at a certain period / FY. Comparison reports for same.

    Leave balances reports with updated rates, when carrying leave accruals for leave liabilities, rate changes in employee remuneration is commonly the reason for increases in accruals monthly, although not obvious from a reporting summary.

    26 votes

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    1 comment  ·  Payroll  ·  Admin →
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    We appreciate you sharing here in product ideas.

    We've reviewed your idea so that other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  8. Feature Request: Streamlined User Re-invitation & Access Request Process for Organisations. To the Xero Product Team,

    Firstly, thank you for continuously developing a fantastic platform. We rely on Xero daily for our core business operations.

    We are writing to highlight a significant administrative challenge we face and to propose a feature that would drastically improve efficiency for organisations with a large number of employees, such as ours with 200 staff.

    1. The Problem: Inefficient Invite Management & Access Issues

    Currently, we experience a high volume of access-related issues that are incredibly time-consuming to resolve manually. We estimate receiving ~50 requests per…

    12 votes

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    0 comments  ·  Employees  ·  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. Is there any way in employees card that we can set up a field to capture diversity (Aboriginal,Non-Binary) etc, I'm sure this will be need in the future.

    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. As a workaround, we can suggest adding diversity information to the Notes section in your employees employment record.

  10. Need search feature in Xero me for adding tracking categories to timesheets instead of having to scroll through 50 plus jobs

    9 votes

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    2 comments  ·  Employees  ·  Admin →
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    Thank you for submitting your idea! We've completed our internal review.

    The next step is up to the community. Please share this with your colleagues so they can add their vote. Every vote and detailed comment is crucial for showing us the wider impact and helping us prioritize this enhancement for Xero.

  11. Can we have an audit trail on Timesheets, please? If there is a dispute around timesheet entries, changes, submissions, retractions, re-submissions, approvals etc. it would be invaluable to have an audit trail for the employee. the approver and business owner to refer to. I was surprised this didn't exist as both Xero AI and ChatGPT explained how to find it! Sadly Xero Support confirmed this audit trail does not exist.

    66 votes

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    12 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea for timesheet tracking.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  12. It would be good to beable to add employees Annual bonuses into xero so we don't have to refer to their contracts each time. As well as a report that will show employees details Remuneration, Bonuses etc

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea for updates you would like to see in the Employee Remuneration report.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

    In the meantime, we can suggest a possible workaround so that your employees bonus information is held within Xero would be to add this as a Note in each employees Employment record for easy access.

  13. Currently, employees cannot add allowances to their timesheet if they are setup as fixed amounts (i.e - nightshift allowance where an employee works at night)

    An employee should have the capability of adding the allowances they are entitled to where appropriate. The approver would then review before approving.

    12 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea Keiran !

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

    Encouraging other users to vote and comment on your idea will help it gain traction.

    Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

  14. Require an SGC statement report ( a combination of Employee remuneration + payroll activity summary report) that includes all details required about the employee and super accrued on OTE + Overtime hours worked. This would enable efficient reporting to the ATO when super payments are late.

    64 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Thanks for letting us know the report suggestions that are most important to you.

    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.

  15. For catering companies, or any business with many employees or recurring weekly staff, payroll can become stressful and very time-consuming. This is because all employees need to be unticked before running payroll for only those who actually worked in that specific week. Other companies face the same issue as well. Is there any shortcut to untick all employees at once before preparing payroll for the employees who actually worked in that week?

    16 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your votes and comments on this idea. It’s clear that a simple 'Untick All' option when creating a pay run would save you a lot of time. We understand that manually deselecting employees one by one is time consuming, especially for those who have a large number of employees but only need to process a pay run for a few. We will keep this idea updated as we move through any design and development phases.

  16. Payroll report (or add field to existing), "date employee last paid".
    We have a lot of seasonal adhoc casuals, it would be good to have a column in payroll reports showing the last pay-period they were paid in. We'd use this to off-board employees we haven't paid in a certain period of time (i.e. 12 months). We don't use Xero timesheets, so it can't be done this way.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, and letting us know the change that matters to you.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members or your colleagues can now comment to share additional detail about how your idea could improve their experience with Xero.

    In the meantime you can view the upcoming payment date for an employee under the employee page.

  17. Increase word count limit on xero me timesheets 'notes' feature. Make it much larger or unlimited ideally.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thank you for letting us know that you would like to see an increase in the word limit for timesheet notes through the Xero Me app.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  18. When running reports to review Staff costs & looking into account transactions, Payroll journals provide descriptions that don't give correct/clear context. For example, under Employers Pension Contributions, the description provided is "Benefits" rather than Employers Pension Contributions. Or under Employment Costs it just says Earnings rather than "Gross Earnings". A final example was when an employee took unpaid leave, however the only description provided was "Deductions". This does not reflect clear context. It would be helpful if Xero had the means to be able to customise these descriptions or maybe have the option to ask Payroll/Reports to mirror the descriptions…

    16 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi Sophie ✨, thanks for your feedback on this idea. We're well aware how the generic descriptions in pay run journals can be confusing when they don't align with your specific payroll settings. We understand that you've been using workarounds like exporting reports to Excel and manually editing them to get the detail you need. While this can help in the short term, we recognize it is a time-consuming process that shouldn't be necessary.We've shared your valuable feedback with our product team. As with all new features, we have to balance this against other development priorities. We can't promise a specific timeline, but the more support an idea gets, the higher it climbs on our list. Please continue to vote and comment on this and similar ideas to show your support. We'll be sure to provide another update when we can✨

  19. Xero Expense claims do not provide the field "Item" when submitting an expense claim for small items of inventory purchased infrequently. This means the inventory items purchased via expense claims will not show up on the reports "Inventory Item Details" and "Inventory Item Summary" reports" and a separate reconciliation just on expense claims will need to be run in order to account for the true inventory balance.

    3 votes

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    Hi Camilla, thanks for your engagement on this idea regarding an item field in expense claims. We know that it's not possible to add an inventory item directly to an expense claim and the current process to track inventory for an expense is to raise a bill instead. 📊 The team is still looking at the best way to address your feedback, and while we can't promise a timeframe just yet, please know that we will be watching this to see how much interest it might generate 👀

  20. It would be useful to be able to assign default tracking categories to users for expense submission so these don't need to be manually added to each individual claim.

    11 votes

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    Hello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈

    We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋

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