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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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623 results found

  1. I would like to be able to forward receipts I have received via email which are NOT attachments, but are inline / html receipts, and have Xero read them, like Expensify can.

    I waste so much time receiving emailed receipts (BPME for example) which I then have to save as a PDF and forward / upload.

    24 votes

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  2. "As an employee submitting my expenses I don't want to be left out of pocket because Xero Expenses doesn't allow me to set the exchange rate I was charged by my bank."

    Xero Expenses uses XE.com exchange rates for foreign currency exchange rates and it's not possible to override/change this.

    It should be possible for the employee, or approver, to manually set the foreign and domestic currency amounts, or set the exchange rate itself.

    52 votes

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    Thanks for sharing your idea, and letting us know that you would like to be able to enter your own exchange rate for your expenses.

    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!

  3. Ability to import timesheets to XPM from a csv/excel file

    30 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we've been following your comments and recognise that having a streamlined way to get timesheets from a spreadsheet into Xero Payroll would be a huge time saver.

    One option is to explore some of the connected time-tracking apps in the Xero App Store. While we know this isn't a perfect substitute for a direct import feature, it may help bridge the gap in the meantime.

    The good news is that we see the value this feature would provide and we want to explore it further. We'll change the status of this idea to Accepted.

    We'll let you know if there is any movement on this.

  4. I would like the payroll reports to be able to be sorted by first name or last name. I sue them for a number of reporting requirements with third parties and it would make it so much easier if I was able to do this.

    61 votes

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    21 comments  ·  Payroll  ·  Admin →
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    Hey everyone! It's been insightful reading through your comments on filtering payroll reports by both first and last name.

    Our product team have reviewed this idea and agree it's an idea they would like to develop, but it isn't currently on the roadmap.

    In the meantime, as mentioned by some of you you'll need to export the data to work with outside of Xero. We understand this may be an extra step and appreciate this feature could improve efficiency for a variety of situations.

    We'll keep you updated as things progress. Your continued input helps us understand the priority and impact of features like this one.

  5. Add the ability to extract data from scanned receipts in the Xero Expense web app.

    At the moment, both the mobile app and HubDoc can automatically scan receipts and extract data (date, amount, payee, etc). This doesn't work in the web app and Hubdoc cannot send documents to the Expense app.

    We use a document scanner to scan multiple reciepts at a time and then batch upload to our expense keeping app (Zoho Expense). Drag and drop multiple receipts into Zoho Expense and the software will automatically extract the data from multiple reciepts at a time. This is more user…

    24 votes

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     ·  6 comments  ·  Expense claims  ·  Admin →
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  6. The ability to import a spreadsheet with employees details to bulk update their information.

    25 votes

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    6 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. Xero should add "Add Note" to Expense Claim just like we have it on Bills to pay. This would be helpful for requesters to provide additional information or make comment on their payment requests. Thank you.

    14 votes

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     ·  4 comments  ·  Expense claims  ·  Admin →
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  8. Hi.
    When people put in a personal leave form, can you please add an attachment button, so that a medical certificate can be added.
    In Xero Me & Xero.
    Thanks

    90 votes

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    32 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for taking the time to explain how important this functionality is to upload files to leave requests.

    We're currently exploring ideas to attach files to employee records, however our product team confirmed that attaching files directly into leave requests is not something we're focusing on at the time. We’ve moved this idea to Not in pipeline.

    We know this isn't the update you were hoping for, but we want to be transparent about where things stand. The idea remains open for votes, so we'll continue monitoring community interest and feedback as we plan for the future.

  9. To allow the payroll team to run reports to runs checks on the payroll before submitting the payroll. This would avoid sending numerous automatic FPS reports to HMRC.

    77 votes

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    27 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback. We appreciate you explaining how important access to reports on draft pay runs is for your workflows, especially for client approvals and pre-submission checks.

    Our product team is currently looking into payroll reporting improvements as part of a wider review, however adding additional reports to draft pay runs is not something that’s on their foreseeable roadmap.

    Currently you can download payslips, P32 and Payroll Activity Details/Summary reports from draft pay runs. These provide a breakdown of employee earnings and employer liabilities, which can be used for pre-checks before submitting your pay run to HMRC.

    Please continue to support other ideas, as this helps our product teams know what's important to you.

  10. The Pensions Act 2008 requires all employers to enrol their eligible employees into an auto-enrolment compliant qualifying workplace pension scheme, if they are not already in one, and pay specified minimum contributions. At the moment there is no way to check if and when the letter was sent to the employer. As this is a point on our audit checklist for all our clients would it be possible to add a field showing the date when the letter was sent out to an employee or ideally add it to a pension report.

    23 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on having a timestamp for when eligibility letters are emailed to employees.

    To help your idea gain traction, please share this with your colleagues so they can vote for it too. The comment section is also open for other members to share how this feature would improve their Xero experience.

  11. Weekly Payroll calendars and get paid monthly.

    It would be advantageous if timesheets can be submitted daily and approved daily.
    Reason: approved cannot remember hours staff worked last 30 days. approver has to make a note of hours and then refer to notes when approving timesheets submitted.

    50 votes

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    15 comments  ·  Employees  ·  Admin →
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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  12. Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.

    For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.

    Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.

    64 votes

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    Hello everyone, thanks for your engagement and feedback regarding using labels in Xero Expenses.

    We are currently reviewing all of our product ideas as part of a wider project to streamline the status of our community support on Xero Product Ideas and wanted to provide you with an update about this idea.

    After reviewing this idea and our product roadmap, this feature isn't currently on our immediate plans as our development teams are focused on other core improvements across the Xero platform.

    The status has now been updated to Not In Pipeline. Our product team will continue to monitor this idea and we’ll let you know if anything changes.

  13. We need to know how much to provide for on the balance sheet for annual leave and long service leave each month and track these for our financial statements. All the information is available via Xero payroll (leave balances and pay rates for each employee as well as leave accrued and leave taken) but in order to account for this correctly we are expected to export reports and do the calculations ourselves. And we need to maintain external files to reconcile this to each month.
    If Xero is offering a payroll and leave tracking function it should ensure the accounting…

    109 votes

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    20 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on automating leave provisions. Currently Xero does not automatically include leave liabilities on the Balance Sheet. Some of you have mentioned workarounds such as reviewing the Leave Balances Report and creating Manual Journals to include the liability in your reporting.

    While we’re dedicated to streamlining payroll calculations, our product team confirmed this specific idea isn't on our foreseeable roadmap. We’ll be updating the status to Not in pipeline. The idea will remain open for votes so we can continue to monitor community interest.

  14. Add a second email address for an employee, for their payslips to be sent too - i.e. if payslips need to be sent to an employment agency each pay run, their email address can be added and payslips automatically sent here each pay run, rather than manually downloading payslips to send outside of Xero.

    39 votes

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    10 comments  ·  Employees  ·  Admin →
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    Hi everyone, thanks for your input and comments on this idea, we can see it's been a while since we've provided you with an update.

    We've reviewed your idea and have moved it to Gaining Support status. 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.

  15. Please allow the option to put the company's logo on the payslip.

    12 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hi all, returning to the idea here I wanted to provide an update in light of recent communications you may have received - We’re making some changes to Global Pay Run to help you manage your payroll more effectively;

    - From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date. 

    - Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run. 

    This also means that we will not be making any more updates to our Global Pay Run product, and I'll move this idea to Not planned.

    Between now and 23 July, as mentioned in my last post the best option here would be to use a pre printed letterhead to print…

  16. Xero Me App - Testing

    It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.

    39 votes

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    8 comments  ·  Employees  ·  Admin →
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    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.

    To help your idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

  17. Unscheduled payruns - the ability to not include pending leave. When processing bonuses etc, Xero automatically puts in the up coming leave even though it is not appropriate to be included in this unscheduled payrun and should be in the standard payrun. Because we pay monthly this only exacerbates the situation. To have the option to not include the leave in that payrun would help with this.

    41 votes

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    12 comments  ·  Payroll  ·  Admin →
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    It’s been a little while since our last update on this idea, so we wanted to check in.

    We’ve reviewed your feedback and can see it’s continuing to gain support.

    While it’s not on our product team’s roadmap , we’re keeping a close eye on it and will share updates as things progress

  18. Create the ability to allocate payroll items (eg Wages & Super) to multiple sets of tracking categories within payroll.

    The only way that wages can be allocated to tracking categories is via timesheets or Journals (and only one set of tracking categories is able to be included in the timesheet).

    This would be really helpful for many NFP's who require the ability to use two sets of tracking categories for all their expenses including Wages & Super (One set of tracking categories for departments and another for funding sources/grants).

    134 votes

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    48 comments  ·  Payroll  ·  Admin →
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    Heya team, thanks for all your input here. We hear you, and understand that being able to assign multiple tracking categories to pay items would improve your reporting capabilities, and simplify tracking costs for various projects, locations, or departments.

    For now, we’d suggest using manual journals to split and reallocate payroll costs after a pay run. Alternatively as some have shared, you could create specific pay items for each tracking category combination, although we recognise this may not be suitable for all.

    While this isn’t in our plans at this stage we understand the rationale here and will consider how tracking works within payroll closely as we continue to develop our roadmap.

    If there are any changes or news for tracking in payroll we’ll be sure to update you of this here.

  19. Xero should not allow employees to submit Expenses for locked periods. It must have a Posting Date & Document Date to facilitate this. The document date should always be what's on the invoice/receipt

    23 votes

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     ·  8 comments  ·  Expense claims  ·  Admin →
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  20. The ability to be able to multiple select earnings types when setting up the employee template.

    Also with the ability to select Calculation Type - either Use Earnings Rate or Enter Rate.

    If selecting 'Enter Rate' this can be input after the earnings lines are available - like usual.

    21 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update so just wanted to let you know how it's going.

    We've reviewed this idea and have moved it to Gaining Support status.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.

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