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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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839 results found

  1. That Leave Liability Report is able to be exported to Excel. This would avoid double handling when I am creating graphing for the CE

    20 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hey community, just a quick update to let you know the team are currently working on this! No exact timeframes are available just yet but we'll pop back when we have more news to share 🗞️

  2. Requirement to have flexibility in how Long Service Leave is recorded for Victoria for casual employees who have taken multiple periods of parental leave and unpaid leave so small business is able to record number of weeks and entitlement due date and be able to accrue the entitlement of .80 weeks per year of service (and have that show on their pay). At the moment we are unable to show the employee the entitlement in weeks - only hours. The hours paid per week will be variable depending on when they take the leave so having this flexibility in Xero…

    10 votes

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    2 comments  ·  Payroll  ·  Admin →
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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.

  3. Payroll doesn’t calculate pension until after you submit the payroll/RTI, so you don’t know what the actual net payments are until submitted. Try explaining to a client that what they signed off isn’t what they actual pay.

    29 votes

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    11 comments  ·  Payroll  ·  Admin →
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    Thanks for this feedback on how pension enrollment currently works in Xero payroll. It’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

    In the meantime, here's a tip to trigger pension assessment before posting the pay run:

    1. With the pay run in draft click Post.
    2. When the Automatic pension enrolment pop up displays, click Confirm.
    3. On the Complete Pay Run pop up, click Cancel.
    4. You can now open the draft payslip or download pay run reports with the pension deductions included.
  4. UK Payroll: Payment file csv format
    Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.

    86 votes

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    49 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important a CSV payment file is, as some banks don't accept the BACS file.

    You might have seen from a related idea that our product team is currently testing a new feature to allow direct wage payments from Xero payroll.

    While this is not exactly what you’re suggesting, an integrated payment feature would defeat the need for manual payment file exports. We'll be back to share more updates on this.

  5. 970 votes

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    251 comments  ·  Payroll  ·  Admin →
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    Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

    We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

    I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

    We understand your frustration with the timeline and the limited updates, and we're…

  6. Xero checks employees age against pay rate and that of the National Minumum Wage so it does not get missed. It's doesn't have to change it, just highlight thsat the employee's rate needs to ber changed

    125 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hi everyone, as part of the work we're doing here, we're looking to engage some small businesses as well as accountants and bookkeepers who use our Payroll functionality to try out our new prototypes and give us feedback.

    We'd look to set up a video call over the next 3 weeks which'll take about 60 minutes. If you'd be interested in taking part, please apply by using this form. 😊 Thanks

  7. Add other gender options for personal settings, non-binary & intersex

    26 votes

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    10 comments  ·  Employees  ·  Admin →
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    Thanks for confirming, Andy - Really appreciate the screenshot. 🙂

    I've checked in with our Payroll team where this detail is saved.
    We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
    Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.

  8. 13 votes

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    5 comments  ·  Payroll  ·  Admin →
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  9. Integration between Xero Payroll and Smart Pension would be great!

    40 votes

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     ·  28 comments  ·  Payroll  ·  Admin →
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  10. Purpose: to be able to move payroll from one Xero company to another quickly and without errors.

    When exporting employee details from payroll in order to bulk upload them onto another company's payroll, it is not possible to do a bulk export. You have to instead individually download each employee. This is fine if there are only 10-20 employees, but any bigger and you are opening yourself up to missing employees and making mistakes. Any other exports currently available do not give all the information needed to then import directly into a new payroll.

    Perhaps the main frustration, however, is…

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  11. When running the Payment Summary Details report for a previous financial year, the report does not show the dates of the financial year the data belongs to. The report is titled Payment Summary Details as at Today's Date. For example: it should show Payment Summary Details reporting period 1st July 2017 - 30th June 2018. For audit purposes, there is no way of determining the date range the reported data relates to.

    29 votes

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    13 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience whilst your idea is gaining traction.

    We've reviewed your idea and can see that it's been steadily gaining community support.

    Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will update you if there are any changes.

  12. Ability to record an annual shutdown leave.

    Purpose: Payroll admin can easily record annual shutdown leave when they need to make a calculation around separating employee’s anniversary dates and start dates.

    30 votes

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    under review  ·  8 comments  ·  Payroll  ·  Admin →
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  13. Ability to see timesheet function for employees who are on salaries.

    Purpose: To make the employees can keep track of their hours without affecting the pay runs.

    62 votes

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    24 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing how important it is for your business to have monthly salaried employees complete timesheets for tracking and reporting purposes, without impacting pay run calculations.

    Some of you have found workarounds like approving timesheets after processing pay runs, although this may create challenges down the line.

    Our product team is currently undertaking a wider review of timesheets, and this idea will be included in that process. Therefore we're updating this idea to Accepted. We'll keep you updated if there are any developments on this.

  14. Ability to send and generate online commencement forms from Xero Payroll.

    Purpose: Employees can complete and submit their own online commencement forms, rather than having to ask the employers to submit it.

    314 votes

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    72 comments  ·  Employees  ·  Admin →
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    Hi everyone, another update as we lean into the end of year I'm happy to let you know that this feature has now moved into a beta with a small group of users.

    We look forward to sharing next steps on it's release in the new year!

  15. Ability to add employee’s emergency contacts and export it.

    Purpose: Users can have their employee’s emergency contact in case they need to contact them.

    63 votes

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     ·  31 comments  ·  Payroll  ·  Admin →
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  16. Ability to have an automated scheduled payslip.

    Purpose: To make Payroll admin workflow easier, especially when they aren’t working on the day when payslip needs to be sent.

    231 votes

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    59 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your thoughts on this one, community. We know how important scheduling payslips is for many of you, and we appreciate the time you’ve taken to explain how it could help your workflow.

    We understand being able to set a future send date could make life easier when you’re managing different client paydays, covering for colleagues who are away or avoiding confusion from employees receiving payslips before the money is in their account.

    Right now the workaround is to set a reminder to log in and send payslips on the required day. We know that’s not ideal, and while we don’t have dates to share, we’re committed to improving the payslip experience. This idea is under active consideration and we’ll keep you updated on progress.

  17. Ability to trigger notification when expense claims are awaiting approval and approved status.

    Purpose: So the approver can review the expenses faster and the one who’s asking for an approval don’t need to wait longer for approval.

    142 votes

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    Hi team, we appreciate and thank everyone for feedback. While we began a roll-out for the notification changes mentioned in my last update, as shared in some of the recent comments this resulted in a fair amount of noise for some customers inbox.

    We've made the decision to turn off the recent notifications changes.

    We'd like to provide more controls around this so users can set a preference, however this does require a fair amount of work and not something we're able to do right now.

    Please know we have keen eyes on this idea and when we're in a position to progress this again I'll share news with you all here. Thanks

  18. Ability to have a flag feature when potential duplicate expense claims are uploaded.

    Purpose: To make users easily noticed when the same/similar expenses are already uploaded.

    34 votes

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     ·  6 comments  ·  Expense claims  ·  Admin →
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  19. Ability to create recurring expenses in expense claims area in Xero.

    Purpose: To save users’ time from entering their regular expenses in Xero manually.

    57 votes

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    Hello everyone, thanks for the detail and support shared for this idea. We understand how recurring expenses would enable efficiency when you have frequent expenses of a similar nature (like subscriptions), so have moved the idea to Accepted.

    Currently there is work needed within expenses to enable us to develop this capability. Once we're in a better position to be able to dive deeper into this work, we'll review all of your suggestions and share any progress with you here.

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