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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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865 results found

  1. STP2 Allowances. Not reportable at W1 should push that information through with STP, but it doesn't. Using reimbursements as a work around is not good enough - better syncing is needed.

    13 votes

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     ·  5 comments  ·  Admin →
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  2. Payroll admin create timesheets with start/end/break times on web.

    5 votes

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  3. I have employees with bank account numbers that include a letter. Xero won't accept this as valid. The bank won't accept it as a valid account without it.

    This means that I can't have the correct bank details in an employee's information, nor can I create a .aba file with the correct details for that employee, nor can I create a bill payment for a reimbursement for that employee, nor can I pay any bill for any other entity in the same position.

    I would like to be able to pay these people the same as I do everyone else.

    6 votes

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  4. It would be great if the receipt analysis tool on expenses was able to identify weather a receipt is a VAT receipt or not based on the inclusion of a VAT number or a VAT amount itemised.

    3 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  5. Multi row edit UI on expenses.

    I recent moved from Expensify, I've lost about 4 hours of productivity each week having to manually open and update 100s of expenses each week.

    I’d like to be able to update categories and VAT status on many tickets at once, a simple list view UI with checkboxes on the left and the ability to update more then one row at a time would work well.

    4 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  6. There are numerous discussion posts about Xero's lack of "Email to Expenses" functionality which is yet to be resolved, but there appears to be another gap in Expenses which makes producing many of the Bills/Expenses reports (including the TAPR) inaccurate.

    This happens because whilst the Expenses entry screen allows "Assign to Client" using Xero Contacts lookup, the Payee themselves cannot be connected this way. This means that if an employee expenses a payment, it never appears in any "By Contact" reporting, and cannot be included in the automated TAPR.

    As a small business that uses Expenses for all processing (which…

    1 vote

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  7. The ability to export the auto enrolment pension report and also to "hide" deep archived employees. I check this report mid month and send a list to HR as a sanity check for those employees not yet enrolled/non eligible but now have to scroll through "all" employees past and present to get the current information. Not very user friendly. Even an export option with some way of then filtering whether the employee is current would be useful.

    4 votes

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  8. When I am reviewing expenses that have been submitted by an employee, I would like to see the current balance of the account that the expense is being assigned to as well as the overall budget for that account. That way, I can make a more informed decision as I either approve or decline the expense.

    1 vote

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  9. Xero and NEST do not always link.

    For example a client of mine has a pay date 15th September (pay period 15/08/23-14/08/23). This gets sent to NEST from Xero using a pay reference period 15/09/23-14/10/23. This results in the submission showing in the period following the current period on NEST.

    I have spoken to NEST and they advised that Xero is incorrect and need to change the pay reference period to match the pay period so the file is submitted to the correct period within NEST.

    Please can this issue be rectified to avoid manual submissions having to be made.

    5 votes

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     ·  1 comment  ·  Admin →
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  10. Show the "Timesheets to Approve" section in Payroll Overview (NZ).
    We already have this in Xero AU.

    6 votes

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     ·  0 comments  ·  Admin →
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  11. Automatically generate payment invoices when creating payroll.
    The current help article suggests creating spent money entries on the fly when reconciling.
    It would be better to be able to generate accurate payment and separate code tax invoices when the payday is filed.
    The advantages are that:
    - the payment is reconciled to where it is created ensuring it is correct,
    - the invoices are easily selectable into batch payments from payable invoices which correctly connects to bank batch payments,
    - payments to IRD could be raised to different contacts for each payment type allowing the right references to be attached…

    5 votes

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     ·  3 comments  ·  Admin →
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  12. It would be a great addition to be able to allocate employees to a particular employee group and from this run historical employee summary reports by employee.

    At present when setting up tracking categories the tracking in employee reports will only track payruns once the employee groups are setup. Any historical payruns are not included. This makes it difficult to compare periods or look at employee group reports for the year to date.

    There should be an ability to apply the employee grouping tracking to all or some of the historical payruns.

    11 votes

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  13. At present it is impossible to link a payroll item to an Asset Account in GL. This is a limitation that is wrong and should be easy to fix. It is wrong because in some cases the wages are capitalised (for instance when the resources are used in full or in part to construct capital assets). Sure, it is possible to post a journal to move costs from P&L to a Balance Sheet account but it is cumbersome and error prone. I note, a majority of competing products do not have this limitation.

    4 votes

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    Hi community, while we appreciate you sharing in the idea here we don't have any plans for developing this capability in the global Pay run product. Instead, we'd recommend using a manual journal to record this.

  14. When an employee is off sick you should be able to open and input the start date and then save, to input the end date when the employee returns to work.

    8 votes

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    1 comment  ·  Admin →
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  15. Most businesses have their employees incur expenses, such as mileage, which are chargeable to their clients. This means that the expenses need to both be added to invoices to clients and paid back to employees. This should really be done by simply getting employees to submit their expenses using, for example Hubdoc. However, at the moment, the systems available allow to to only one of the 2 things described above thus creating a lot of unnecessary admin work and potential inconsistencies between what has been charged to clients and what has been paid to employees.

    In large companies there is…

    2 votes

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  16. Can you please give the option to inactivate past employees/leavers from payroll summary when doing reports. Every employee we have ever had is coming up on the report each time.

    Also how do I set up overtime payments to stay on employee profile instead of using the drop down menu every week.

    8 votes

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    1 comment  ·  Admin →
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    Thanks for your interest in improvements to payroll reports, everyone. Our product team have eyes on this idea and while there are no immediate plans at this time, we'll update you here if anything changes.

  17. We would like to suggest an enhancement to the Xero payroll software that could significantly improve its functionality for our company.

    Currently, Xero offers download options for various pension providers, but we've noticed that True Potential is not among them.

    We propose the addition of a CSV download option specifically for the True Potential pension provider.

    Given that Xero already possesses the necessary data, incorporating this feature would eliminate the need for manual data entry and formatting, reducing the risk of errors and saving valuable time.

    Benefits of this enhancement:

    Accuracy: Automated data transfer minimizes the potential for mistakes during…

    6 votes

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    1 comment  ·  Admin →
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  18. At the moment when one staff member accesses notifications on the main Xero dashboard and actions it i.e tax code changes the notification will not disappear for all users on the Xero subscription. It would be a good idea that this could disappear for all users once actioned to completion to ensure that work is not duplicated by two or three other staff checking that same notification.

    14 votes

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  19. Create a feature to identify whether an expense is tax deductible or non-tax deductible under Bill, Expense, and Journal. This will be extremely beneficial to the SME Accountant when preparing tax computations.

    5 votes

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  20. Add a date option on the Taxes and Filings tab to add the PAYE payment date. This would easily show if the payment has already been set in advance without having to log into internet banking to double check.

    2 votes

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     ·  0 comments  ·  Admin →
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