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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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575 results found

  1. A Planner with a visual representation of staff approved leave (with an option to note who is covering that leave) would be super helpful. We're trying to do this with with spreadsheets and it's diabolical - but the info is all there in Xero - seeing it in a planner would be AMAZING!
    It would also assist with seeing overlaps to better manage additional requests for leave before approving them.

    4 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. 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.

  2. When employees are using xero me app to book leave and the amount of leave they are requesting will cause their leave balance to go to a negative, either the app needs to not allow them to submit the leave as they are in negative already or will go negative or an alert to say that they are/will be in negative that they then need to acknowledge to submit the leave.

    43 votes

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    3 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.

  3. For mileage expenses a way to have a total amount of miles used so that I can track once I reach 10,000 miles and adjust the rate from 45p to 25p. Or have this set to automatically.

    3 votes

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    Thanks for the idea ✨ and for explaining the need to be alerted at a mileage threshold so the rate can be updated. We’ve reviewed this and, at this stage, we’re not planning to progress it. The approach needed here would rely on a GPS component for automated tracking, and this isn’t something we’re exploring right now. In the meantime, you can continue recording mileage manually and adjust the rate when you reach your threshold. We’ll keep monitoring interest in this space, and if our direction changes, we’ll update here. Thanks again for sharing your use case and helping us understand your needs 🙏

  4. When approving expenses in Xero Expenses, list the 'Assigned to: Project; show up next to the date and category for easy approval instead of having to click into the expense to ensure its been assigned to a project before approving the expense.

    3 votes

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    Hi Kim! You might've seen we just released an improved expenses list that entails a few enhancements our customers have been asking for.

    We have more planned for this space including surfacing the ability to view tracking and the customer or project an expense has been assigned to.

    I'll come back to share once the teams start work on this 😊

  5. Could you look into allowing employee groups to allow the set up different employee group with distinct expense accounts for direct cost based employees versus administrative staff (for example). this provides a better way to categorize and track labor costs as either direct costs or expenses (variable versus fixed)

    5 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. 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.

  6. The maximum of 250 historic payslips needs to be removed, or an option to turn it on or off in settings.

    In legal forensic review work this is imperative.

    While you can create a transaction report beyond 250 payslips, this does not provide the ability to identify the actual incorrect inputs by someone historically beyond the 250 limit.

    There must be a simple setting in the background you can change or update, as when you add a new payslip, the earliest, previous payslip just drops off.

    DO it NOW please.

    18 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks so much for sending in your idea and showing us what matters most! We've taken a look, and now the next step is to gather community support. The more votes the better! Please encourage any colleagues who would benefit from this change to get involved and vote. Other members can also leave comments, adding more context on how your idea would improve their experience in Xero.

  7. Fortnightly Pay Runs to have weekly split.
    Allowing admin staff to put hours worked for employees on a weekly basis which also allows for greater visage of hours worked per week rather than an overall of the fortnight for both managing staff and the employee themselves.

    1 vote

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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. 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.

  8. On the Gross to Net report, payments before August 2024 have a "posted date" set to the date the report was generated, which is incorrect. See attached example.
    To reduce confusion, either:
    - The Posted Date feature should be backdated so that payments before August 2024 show the correct "posted date"
    - Payments before August 2024 should not state a "posted date" at all.

    1 vote

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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. 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. Bulk Actions for Expenses: Restore Submit/Approve Many. With the retirement of Classic Expenses, a major efficiency feature has been lost: the ability to process expense claims in bulk.
    The Problem: Currently, each individual expense claim must be opened, reviewed, and actioned one-by-one. For anyone who needs to approve 20 claims at the end of the week, this is an incredibly tedious and time-consuming process. What was once a 30-second task now takes many times longer.
    The Solution: Reintroduce checkboxes and a bulk action menu to the expense claims overview screen. This would allow users to:
    Select multiple claims.
    Perform bulk…

    22 votes

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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.

  10. Re-introduce Vendor Auto-fill in New Expenses to Save Time & Prevent Data Duplication. The new Expenses experience is missing the vendor auto-fill/suggestion feature that existed in Classic Expenses. This is a critical time-saving tool that also prevents the creation of duplicate vendor records due to minor spelling variations or typos. Re-adding this feature would greatly improve efficiency and data hygiene.

    5 votes

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    Thanks for sharing your feedback on vendor auto-fill in the new Expenses experience. We appreciate you explaining how this could streamline your workflow and maintain cleaner data.

    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.

  11. Link the holiday group, working pattern and leave entitlement so it automatically deducts the relevant number of hours taken off for a bank holiday. Our contracts stipulate 28 days including bank holidays pro rated. The holiday group deducts the bank holidays on the pay slips but doesn't reduce the annual entitlement so the leave allowance is always higher than it should be. If you don't use the holiday group so you can circumvent the allowance being incorrect you then have to manually add the bank holidays for each user to ensure the pay and holiday allowance is correct which is…

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea and highlighting what matters most to you. Currently you don't need to process a leave request for public holidays.

    If an employee is assigned to a holiday group in their Employment information, Xero will automatically add a Bank Holiday/public holiday earnings line to the payslip and reduce their ordinary hours by this amount.

    If you want a contract that’s “28 days inclusive of bank holidays,” you can set this up by either:

    • Entering a reduced annual leave entitlement (for example, 20 days if 8 bank holidays are included).
    • Not assigning the employee to a holiday group and treating bank holidays as part of their regular annual leave.

    We’ve reviewed your idea and it’s now open for community support. Please share it with colleagues who’d benefit so they can vote, and others can comment with any additional details about how this would improve their experience with…

  12. The lack of warnings, pop ups or anything relating to accidentally finalising STP for the wrong financial year is pretty disappointing.
    I work on a large screen and didn't see the tiny little 2025-26 drop down menu top right. I've selected the employees to finalise and proceeded with the wrong year. At no point was there a warning, note, message or anything to bring light to it being the wrong year.
    Yes I know I should have concentrated more, yes I realise now the financial year is displayed at the top of the confirmation screen, but for something that has…

    1 vote

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    Thank you for submitting your idea and highlighting the key improvements you'd like to see. We have reviewed it, and now it's time for the community to show their support. Please share your idea with colleagues who would benefit so they can vote. Others can also now comment to provide more detail on how this could enhance their Xero experience.

  13. It would be great if could change casual employee to permanent without having to terminate the employee first and re-enter all their data and have to remember to delete their email address before adding to them as a new employee. It's especially annoying if they use XeroMe to submit timesheets. Other payroll such as IMS or MYOB don't require employees to be terminated and re-entered if their employment basis changes.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Hi Karen. Thanks for sharing your thoughts on how you would like to see changes in employment basis reflected in Xero.

    We've reviewed your idea and have put it forward 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 would work for their employee records too.

  14. 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…

    5 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. 🙂

  15. 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.

  16. We need the ability to allow the user to select a project within Xero me app when booking their timesheets. This would allow simple reporting of hours booked to projects

    6 votes

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    We appreciate your idea and the detail you provided! Our team has reviewed it, and now the power is in the community's hands.

    Please get the word out and share this with your network! Gathering more votes and comments is the best way to demonstrate the value of this change.

  17. 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 –…

    8 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.

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

    3 votes

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    2 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.

  19. 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…

    4 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

  20. 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.

    9 votes

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    0 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.

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