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Payroll & expenses

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Payroll & expenses

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340 results found

  1. Put Pay items in alphabetic order. Why has this changed in the first place and why is it not possible to fix? When you need numerous pay items for different areas and times of the day it is SO time consuming to have to scroll through every item to find the one you need. And they there are a lot that are similar so you have to concentrate on exactly what you need. This is such a VERY basic need, I can't believe it's not fied back to what it was a month ago.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Hey Jenny thanks for raising this Idea wiht us, we appreciate time taken to bring this to us. We have moved this to Gaining Support and encourage you to reach out to colleagues and friends to vote and/or comment so our Product team can gauge interest. Thanks again for bringing this to our attention.

  2. Schedule payslip to be sent on pay day so we don't have to manually do this on pay day... currently I process payroll on a Saturday or Sunday, set up the payements for Tuesday and then have to login on Tuesday to send the payslips as I don't want to send them over the weekend when I process pay (while the employees are relaxing)

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks so much for sharing your idea about being able to schedule payslips to be emailed automatically to employees — love that you’re thinking about ways to save time and streamline payday!

    We’ve now reviewed your idea, and from here it’s over to the wider Xero community to get behind it and show their support.

    As well as adding votes, other members can now comment to share more detail on how scheduled payslip emails could improve their experience with Xero.

  3. Why cant small operators bypass the LEAVE function and approval process. If one of my workers has a sick day it would be far easier to simply adjust the payslip to 7.6 hours under the sick category and it then automatically deducts it from the leave balance. Same for holidays etc. Its quite time consuming for small operators.

    2 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.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  4. Restrict leave requests when there is insufficient leave.

    It would be really good if we could prevent employees from requesting leave they do not have, or set an acceptable amount that they are allowed go into negative hours (eg up to -5, but not more than that, or however much each workplace deems okay). At the moment an employee with 2 hours available can request 100 hours leave. With many different dept managers approving the leave, sometimes they don't look at the balance, and approve it anyway, causing the payroll manager to have to go back to both and explain…

    3 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.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  5. There currently is no report that incorporates a list of employees based on "Income type". Hence there is no filtering that can be done by "Income Type" either. As a company that employs people from multiple income types, this feature is something of importance to us. Manually creating, updating and managing a spreadsheet for this information seems workload heavy when it should be simple as the information is already a part of XERO's requirements for employee employment information. Knowing how many Working Holiday Makers you have on your books compared to non WHM's is of significance.

    I would think many…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks so much for sharing how a report for working holiday makers (WHM) would help with your payroll!

    We’ve moved your idea to Gaining support and will be keeping an eye on how much interest it gets from other users.

    In the meantime, a couple of handy workarounds are: using the Classification field (which appears in the Employee Remuneration report), or setting up Employee Groups, which are also available in reporting.

  6. Allow previous payroll ID box to be left blank where the employee doesn't have a payroll ID. Either (1) the wording in the UK payroll part of Xero needs to be amended from "The previous payroll ID is unknown" to more clearly cover a situation in which the employee doesn't have a payroll ID or (2) the field should be permitted to be left blank. In my client's case, it isn't that his previous payroll ID isn't known, it's that he didn't have one. If Xero is concerned about allowing the previous payroll ID field to be left blank, could…

    1 vote

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    0 comments  ·  Employees  ·  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.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  7. Ability to send an employee payslip from individual employee PaySlip History either singularly or multiple payslips as requested by employees. Instead of having to go into each pay run to re-send payslips.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks so much for sharing the idea to email historic payslips from directly in the Employee record.

    We’ve moved your idea to Gaining support and will be keeping an eye on how much interest it gets from other users.

    In the meantime, a handy workaround is to tick the payslips you wish to send from the employees record and then download them and attach to an email.

  8. There should be a way to enable password protected CIS statements when sending out to subcontractors

    19 votes

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    1 comment  ·  Employees  ·  Admin →
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    Thanks for sharing with us on your needs around CIS here. I'll be sure to share if there are any updates.

    In the meantime make sure to share this idea with other colleagues this would be beneficial to so we can get a wider sense of the interest.

  9. Superannuation funds - add a search button or make them 'sortable'.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks so much for sharing this idea about being able to search or sort the superannuation funds list.

    We’ve now reviewed your idea and are moving it to Gaining support, so the wider Xero community can vote and comment to show how adding search and sort options for super funds would improve their workflow too.

  10. Include the "superannuation payments" report in the "view reports" drop down menu in Payroll / Pay Employees.

    This would be beneficial for payday super because you would be able to download the report directly from the payroll facility when processing the pay run.

    3 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.

  11. It would be very helpful if we can add custom fields on the self-onboarding form to get the information that are specific to an organisation.

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Appreciate organisations have different needs and details that they'd collect from employees. It's great to hear you're making use of self onboarding and we'll get a sense of the wider interest for customising this from the community here.

    This isn't something we have plans of at present but will share if there are any updates.

  12. The report can show a list of all current employees includes basic info e.g. DOB, Gender, employment start date, job title, Annual Salary Amount, fixed allowances, Super rate etc.; This report will be helpful for internal HR reporting purpose. Otherwise, HR will need to collect info piece by piece & summarize it manually.

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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    Thanks for sharing your idea about a New Zealand payroll report that includes full employee details as well as earnings information.

    Currently, you need to export multiple reports and collate the information outside of Xero.

    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 who could benefit so they can add their votes, too!

    Along with voting, other members can now comment to share additional details about how your idea could improve their experience with Xero.

  13. Problem
    The migration to the new Xero Expenses module has created a significant regression in workflow efficiency. Specifically:

    No bulk entry path exists. Organizations processing high volumes of expenses must manually create each item one-by-one through the new expense form — which is itself slower and more cumbersome than the legacy interface it replaced.

    The API is a dead end. Both the Receipts and ExpenseClaims endpoints are marked DEPRECATED, yet no replacement public API has been introduced for the Xero Expenses module. Receipts submitted via the deprecated API don't surface anywhere in the current Expenses UI. This means integrators and…

    8 votes

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    Thanks for re-raising the idea with us here, Ben. We'll see if this idea gains support from more community users and please do share if there are others that you feel would benefit from this too sop they can add their support.

    In terms of the API we have a separate idea forum where these ideas can be raised and experts that are better suited to handle and review these sort of requests.

    I've found an idea for an API for the Xero expense feature that you may like to support for this.

  14. Xero needs to have preservation age calculate when paying ETP's due varying PAYG rates depending on age.

    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.

  15. I have a client that often has employees opt to pay into varying bank accounts from pay to pay. There is no option to change the default bank account, you either need to manually change it or add the amount to the bank account that the employee wants to be paid into, it is very manual and cumbersome and is prone to human error. An option to change default bank account would assist with this and also eliminate all those annoying change of bank account emails that Xero send through.

    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.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  16. Entering leave and timesheets need to tie in together. Currently if an employee enters start and finish times on their timesheet it creates four decimal places and when they enter leave for the same day it does not link to the timesheet and the employee enters their leave with two decimal places resulting in the days pay not being the full hours for the day. The reports for timesheets need to default to four decimal places if that is how it is going to be calculated.

    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.

  17. It would be good to see deductions being set up for a fixed amount to deduct each pay until a total amount is reached with the option of paying the deduction to a third party bank account. Having to complete this manually and keep track is archaic!

    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.

  18. When doing an Unscheduled pay run, to have the "payment date" automatically change to todays date, or have a pop up saying to check date.

    3 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea about the payment date of unscheduled pay runs. If you're making a correction to a old pay run, in most situations you'll want the payment date to match that of the pay run you're making corrections for. However understand this is not always the case.

    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.

  19. Payslips need to have an option to show total hours paid to employees. Currently it isn't clear at a glance to employees or for auditing that paid hours total worked hours. Having this automatically calculate based on the approved timesheet and tallied at the bottom (alongside the this pay $ perhaps) would be ideal.

    3 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea to show the total hours (rather than the hours per pay item) on the payslip. We've reviewed your idea and now it's up to the community to get behind and support it. You may also be interested in a similar idea AU Payroll - Ability to generate timesheet report for hours paid vs hours submitted

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  20. PAYSLIP NOTES - move to top of payslip! No-one reads the very bottom of their payslip! Notes are likely to be the most important information on that document, so show it first.

    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.

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