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Payroll & expenses

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Payroll & expenses

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  1. Leavers can only access payslips 14 days after leave date. 14 days is not enough time as the final pay ay not have been processed at this time. So final payslips then becomes a manual process. If P45's could also be accessed that would be great.

    24 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, we understand sometimes employees need access to payslips beyond 14 days after their leaving date.

    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. Set the default time method for timesheets.

    Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.

    24 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago, so just wanted to touch base with an update. This idea isn't something our product team have plans for in the near future. However they'll continue monitoring this idea and we'll reach out if the idea is added to the product road map in the future.

  3. At the moment I am adding employee costs (wages) into xero projects.

    We have an option with bills to assign a project to that bill be awesome to be able to assign hours worked (with cost) to each of our projects in the timesheet section, and to set per line be good.

    eg;
    Monday project 1 - $250
    Tuesday project 2 - $300
    wednesday project 3 - $250

    24 votes

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    9 comments  ·  Payroll  ·  Admin →
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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 a lot of support.

    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.

  4. 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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     ·  5 comments  ·  Expense claims  ·  Admin →
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  5. This is required at year end. Annual leave owing at balance date but paid within 63 days after balance date is tax deductible in that balance date year.

    24 votes

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    4 comments  ·  Payroll  ·  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.

  6. The new update to email payslips to employees doesn't really make any sense.

    The original suggested idea was to allow flexibility to payroll processors so they don't have to log in to Xero for each payroll client and release the payslips manually. The new update for scheduled automation just really moves the responsibility to the posting date so we now need to remember to log in to Xero to post the payroll with the automation either being automatic on the day, or within a 5 day window after posting!

    Having a 1 to 5 day delay does nothing to really…

    23 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea about how to extend the functionality of the automatic payslip feature

    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. We have 2 employees that will be taking 1 day LSL every week in the new financial year and it would be very helpful if there was a way to add in this type of leave request as a recurring request for the same day each week. Rather than having to add in 1 day leave for each occasion.

    23 votes

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    4 comments  ·  Payroll  ·  Admin →
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    It's been a while since we've provided you with an update about this idea, so wanted to touch base. We've reviewed your comments and can see that this idea has been steadily 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.

  8. It would be good if you could hide leave balances on individual employee payslips. The hide/show leave balances on payslips is a global setting applying to all employees. For example, employee moved from part time to casual and had leave balances zeroed out, or hiding Long Service leave from employees that are accruing but not yet eligible.

    23 votes

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    6 comments  ·  Payroll  ·  Admin →
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    It's been a little while since you raised this case, so just touching base to give you an update.

    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.

  9. Create timesheet availability to Contractors set up in Xero payroll as Non employee.
    Currently this is only available to employees.

    Require the ability to process timesheets to pay Subcontractors for hours worked on site so Super is taken into account but PAYG is not applicable.
    Currently not available to STP2 category Contractor 'Non Employees'

    23 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for supporting this idea on non employees/contractors submit timesheets for tracking and reporting needs. 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.

  10. I would like to pay my employees for a specific period:-

    example 17 October to 26 October and would like to reflect these exact dates on the payslip. It would be great if I could to customise the dates within a pay calendar?

    23 votes

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    9 comments  ·  Payroll  ·  Admin →
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    Hey team! Thanks for raising this idea and for your patience whilst this idea has been live.

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

  11. 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.

    23 votes

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  12. 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.

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

    23 votes

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    14 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 🗞️

  14. With the pending Payday super requirements, can there be a reminder or a "can't progress" feature to prompt the person processing the payroll to also pay the Payday super?

    Can the business choose to pay superannuation using BPay details instead of linking to a bank account?

    22 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Appreciate you raising the idea with us here, Jennifer and the quick support it's starting to receive.

    We'd like to confirm that this is something our product team are working on as part of their development for Payday super in Xero. We will provide prompts to both;

    • help payroll admins set up pay items to correctly calculate super, and
    • highlight to payroll admins to pay superannuation when it's outstanding

    However, BPay will not be a supported method of payment. We'll come back to share when the prompts we've noted above are released. Thanks

  15. Employment Information > Contract Details. I inadvertently ticked the wrong box for one of our Directors and it won't let me amend. You can amend pretty much most things in Xero but not this, and while it doesn't have any impact on the Director's status or pay, it is annoying that I can't amend or delete. It would be good to have this function in place. Or, just don't have it in place for Directors.

    22 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your thoughts around the ability to amend the contract information. The Contract information is a new addition to the client information section and its great to get feedback on how this is working for our customers. We have moved this to Gaining Support, so 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.

  16. 2 TOIL options, TOIL accrued & TOIL Accrued in place of Overtime

    We are unable to mark a Time in Lieu Leave pay item as exempt from accruing SGC, which is not how the ATO classifies SGC for TOIL.

    We suggest having 2 TOIL categories, so that there is the option for a TOIL where SGC is required to be paid and one wit SGC exempt:- when super is accrued on overtime.

    22 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Just a quick update on this XPI. While it's not possible to adjust the TOIL leave pay item to mark it as exempt from SGC as suggested, we can suggest an alternative approach that may assist.

    If you use the Cashed Out option when raising a leave request for TOIL, it will be reported as Overtime and SGC not accrue on the leave taken.

    Let us know if there are any circumstances where this approach wouldn't be suitable for your situation.

  17. Need to be able to remove a leave type for employees. Ie an employee is entitled to 4 weeks annual leave p.a.. They have renegotiated their contract and are now entitled to 5 weeks AL p.a. I've set up a new leave type to accrue 5 weeks p.a. for this employee and asked that they use this option when submitting future requests. I have changed the AL 4 week code to No Calculation for this employee, however it still appears as an option when they request leave. I would like to remove this as an option because they continually inadvertently…

    22 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Thanks for taking the time to share this idea about being able to remove leave categories that are no longer used or were assigned incorrectly.

    At the moment, there isn’t a way to fully archive or delete a leave type. If the leave type has never been used for that employee, you can remove it from their record. If the leave type has been used or has a balance, you’ll need to edit the balance and stop it from accruing going forward.

    Your idea is formally logged here in Product Ideas. it’s up to the community to get behind and support it. Make sure you share your idea with any colleagues who could benefit from this so they can add their vote too!

  18. 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

    22 votes

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     ·  8 comments  ·  Expense claims  ·  Admin →
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  19. It would be great if Xero Payroll could produce a Monthly P30 report which we can send to our clients with HMRC bank details and the Accounts reference, with the month reference on the end.
    Other payroll software do this and it is really helpful for our clients.

    21 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea with us,Gary. We appreciate you taking the time to let us know what changes matter to you.

    Your idea has been reviewed by our team and is now open for support from the rest of the community. In addition to upvoting your idea, other members can now comment and share how this change would improve their experience with Xero.

  20. Currently you are able to select the tax scale Horticultural/Shearers but there is no default tax rate attached. Apparently if employee falls under this scale you need to select for reporting to ATO which means you have to then manually calculate tax when you do the pays which is not possible if you have multiple employees knowing which employee wants what rate as they all do not use the default. This also leads to errors if not picked up it doesnt calculate automatically. May I suggest that we urgently attention to have the default ATO tax scale rate included with…

    21 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since our last update, so we wanted to check in. We can see this idea has been steadily gaining support. Although it’s not on our product team’s roadmap right now, we’re keeping an eye on its progress and will continue to share updates as things evolve.

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