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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. Many super fund member numbers have special characters, eg, dash '-' or underscore '_'.
    At the moment, only numbers can be entered as the Member Number, which means any member numbers with special characters are deemed 'invalid' by Xero. This means we are unable to process super payments for the staff member.

    6 votes

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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  2. If Xero Expenses' OCR reader doesn't find a date in a photo/receipt, it sets it as 19 Feb 2022 (from reviewing a number of Expenses in my organisation submitted in December 2022 that don't have visible dates).

    It would be more helpful to set the date as the day the Expense was initially created.
    The submitter is likely to have incurred the Expense on the day they take a photo of the receipt.

    As it currently is, if a period isn't locked and the Approver isn't checking dates, they may inadvertently post entries to the wrong period, even a historical/filed…

    3 votes

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  3. Would really appreciate the ability to export expense claims for an individual employee for a defined period which shows which are billable to a client and those that are not.

    Currently the Expense Claim Detail report only shows aged (unpaid) expenses and the Account Transactions Report shows all expenses whether paid, unpaid or submitted, but doesn't differentiate those that are general expenses from those that can be billed to Clients (Customers).

    Hard to believe we are the first small business to request this functionality.

    17 votes

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     ·  7 comments  ·  Expense claims  ·  Admin →
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  4. UK. We employ temporary staff who do not accrue leave while taking paid leave they have previously accrued. The only way to reflect this in Xero is to manually adjust the leave balance. I would like to be able to add a pay item of paid leave that does not accrue further leave.

    3 votes

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     ·  0 comments  ·  Admin →
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  5. Simply to indicate within payroll when payslips have been emailed out.

    16 votes

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     ·  4 comments  ·  Admin →
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  6. Looking to move from using Sage payroll where this time saving feature is available when paying net bonuses, it would be great help if this was also available in Xero payroll.

    40 votes

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     ·  15 comments  ·  Admin →
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  7. This is not an idea; it is a requirement, Xero.
    At present, all pay types classified as commissions are being taxed as follows: "The method for Schedule 5 in Xero, calculates the PAYG withholding amount by averaging all additional payments made in the current financial year, over the number of pay periods in a financial year, and applying that to the average total earnings to date".

    If commissions are paid every month, they should not be taxed in this manner, as per this ATO web page which says "Do not use this schedule for payments for a single pay period".

    19 votes

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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  8. If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.

    4 votes

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    Maybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication. 

  9. When adding a new employee record, allow me to 'create new superannuation' during the process of creating their new record. Currently when adding a new employee record, I need to navigate away from the employee record to 'Settings > Payroll Settings > Superannuation' to add a new superannuation relationship. On the new employee record, when the pop up appears for superannuation, if you could add a spot to say 'Create New relationship' or something under the employee record - I'll buy you a beer.

    34 votes

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    Thanks for your patience whilst this idea is gaining traction.

    We've reviewed your comments and can see the that this idea has been gaining support.

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

  10. Currently to reimburse employees for expenses you have to add them manually to each pay run for each employee, it would make sense for expenses that have been added using the expenses function to auto add to payroll each month to reduce work and to allow staff to be reimbursed quicker. this would also make the expenses function more worthwhile for the cost.

    This would reduce stress for staff putting on employees as expenses that have been approved will automatically be added and marked as paid.

    17 votes

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     ·  6 comments  ·  Expense claims  ·  Admin →
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  11. When uploading a 20% vat rate expense via the Xero Expense App please allow for the VAT box to be overwritten if required. This is an issue when the Xero rounding is different to that on the receipt, usually by 1p.
    Thanks
    Andrew

    13 votes

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     ·  9 comments  ·  Expense claims  ·  Admin →
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  12. In order to review salaries, it would be extrememly helpful to be able to generate a report with employee names and annual salaries

    19 votes

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     ·  9 comments  ·  Admin →
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  13. currently we put all of our mileage through as an expense claim and then make a bath payment once it is a certain amount, however when creating the batch payment, the report produced at the end just simply stated expense claim. this can be clicked to go in individually however it would be nice if the description for that expense could also be shown so that it produces a better overview of what is being paid. even if this is just an option to add different columns that it can be selected from, that would improve things.

    4 votes

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  14. Ability for the employee in Xero Me. to be able to create a timesheet template so that they don't have to complete the start, finish and break times for every day every pay period.

    44 votes

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    Hi community 🙋
    Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
    The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments.

  15. Hello. Keen to have the Auto reply email address that is used for invoices to also be used for payslips. I use a different email to log in to Xero than the one I want staff to reply to.

    51 votes

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     ·  26 comments  ·  Admin →
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  16. In payroll we'd like to be able to see projected annual leave/holiday pay

    15 votes

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     ·  4 comments  ·  Admin →
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  17. Include a new filed in payroll employee data with employee number. Employees will have a unique indentifier in xero. When running a pay history report the customer number to appear on this report as well as any other payroll roll reports. Businesses are using automated payslip and messaging services for payroll and this info is required for these software's.

    6 votes

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  18. At the moment, we can only download the P45 and then email to employees by different software. It would be better if we can just email the P45 directly to employees from Xero.

    62 votes

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    Hi everyone, thanks for sharing how important streamlining P45 distribution is for your payroll workflow.

    It’s not currently possible to send P45’s directly from Xero. Our product team is actively exploring ways to enhance employee self-service features. While specific plans for this feature are not yet finalised for the immediate roadmap, this area remains a key focus for future development. We've moved this idea to Accepted.

    We'll keep you posted if anything changes. In the meantime, you can download P45s from Xero and send them via your usual email software.

  19. I cannot be the only Global Platform user that has now been waiting for basic payroll feature improvements in the Global version for over 4 years now.

    Critical features that are not available include:
    - Ability to add logo and YTD balances on pay slips
    - Template payroll emails when sending pay slips (have to type it every time now)
    - Timesheet option that syncs / built into payroll. Or at minimum an import option.
    - Holiday / sick pay / leave tracking
    - Basic employee portal for them to view pay slips and leave balances, and basic core info…

    2 votes

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    Hi everyone, thanks for the idea and support here. We appreciate all the valuable feedback and ideas shared regarding Global Pay Run.

    To be open and upfront we don't have direct plans for making changes within the Pay Run feature in the foreseeable future.

    You may like to look into connected apps for a payroll solution that could suit your business.

    We'll be sure to let you know if there's any change around this.

  20. when in an employee file, be able to search by entering next employee's name you want to view next instead of having to scroll down to the name

    15 votes

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     ·  5 comments  ·  Admin →
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