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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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626 results found

  1. 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.

    7 votes

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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.

  2. 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.

    7 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.

  3. I would like the facility to change the default number of working weeks in the year. We work to 52.14 weeks per year and as Xero works on 52 weeks as an unchangeable default, the minimum wage checks - a useful feature - become meaningless

    7 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, I understand that with weekly payroll you can sometimes end up with 53 pay weeks in a year, and 364 days is not entirely 1 year.

    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.

  4. 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)

    7 votes

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    1 comment  ·  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.

  5. 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…

    7 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. 🙂

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

    7 votes

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    3 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.

  7. It would be useful to be able to assign default tracking categories to users for expense submission so these don't need to be manually added to each individual claim.

    7 votes

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    Hello everyone, we understand that being able to automatically assign tracking categories to users for their expense claims would be a huge benefit, saving you time and ensuring accurate reporting. 📈

    We've heard your suggestions we're continuing to monitor the interest in this idea, but it's not on our current development roadmap. We'll be sure to update you here if anything changes in the future. 👋

  8. we have option to download pay slips of employees but, there is no option to download timesheets it would be easy to have a option to download timesheets.

    7 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hey there, thank you for sharing your idea,

    We've reviewed your idea and it's up to the community to get behind and support it. You can share your idea with colleagues, 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. Auto accrual of Alternative Leave - It would be great if there was a permanent payment item setup in Xero for public holidays worked, and when it is used Xero automatically accrued the alternative leave earned. Or at least make it more obvious that you have to manually adjust the alternative leave accrual in each pay.

    7 votes

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    1 comment  ·  Payroll  ·  Admin →
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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community team have reviewed your idea and now it can gain support from other community members.

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

  10. UK Payroll - ability to assign employment allowance to a tracking category to save doing a manual journal for this

    7 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea and highlighting the changes that matter most to you!

    We've reviewed your suggestion, and it's now open for the community to review and support. Please share your idea with any colleagues who might benefit so they can add their vote!

    In addition to voting, other members can now comment to share more detail on how your idea could improve their experience with Xero.

  11. Create a customised payroll report to include multiple but not all pay items for a specific period. As an example - view all overtime payments for relevant period

    7 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for your patience, we're just touching base as it’s been a little while since you raised this idea. 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.

  12. Currently, all our tracking categories are available to those entering expenses, however, the majority are not relevant to expenses (although they are required for invoicing so we cannot remove them from the list). We would like to be able to chose which items in the categories are available and which are not, just like we are able to with the GL accounts.

    7 votes

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    Hey Vanessa

    Thanks for submitting this idea on Xero Product Idea's.

    As you're aware, currently there isn't a restriction on which tracking options you can select when you're entering transactions and expense claims.

    We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  13. auto amend the ABA date to the current date for back dated payrolls

    7 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi community, appreciate your sharing in community here. Atm if you're wanting to change the payment date for an unscheduled pay run, you can edit the payment date while the pay run is in draft status. We don't have any plans for automating this.

  14. Leave types: why aren't these in alphabetical order on the leave request screen?
    I have numbered them so that they should appear in the order I want them, but they appear last. It's the same in Xero Me - I want the most used leave types to appear first, but the leave types appear in a random order.
    They are in alphabetical order on an employee's leave balance screen and when you assign a leave type

    7 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.

  15. I would like to be able to select the leave types in the leave balance report. As at today it gives you all leave types in the report. You cannot filter either as it only allows filtering of amount, employee group and units.

    7 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hi team, as you've noted there isn't a way to select multiple specific leave types in the Leave Balances report.

    Right now you could run the report for all leave types, and click the leave type column header to sort the leave types together.

    From here if you export to Excel you could then delete the rows of the leave types you don't want, and recalculate the totals such as amount.

    Alternatively, you can select one leave type at a time and run the report for each required leave type.

    We'll keep a track of the volumes of support this idea receives here and share if there are any updates.

  16. Currently you can only view the official submission receipts and their associated IRmark via an XML file. It would be nice to see this in a more user friendly manner and without all the associated coding tags and data.

    7 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea about making the HMRC receipt easier to read and understand.

    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. When you view a payrun, the breakdown at the top shows: Earnings, Taxes, Superannuation, Net Pay, Status & Payment Date.
    When you view the details for any of the employees there is an additional field for Reimbursements at the top of the screen.
    It would be great if the reimbursements total was also shown on the pay runs summary screen to quickly review and identify the total.
    Especially when the clients run their own payroll and we are just reconciling.

    7 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 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.

  18. In order to track and approve "Working from Home" requests it would be useful if Xero would enable pay item ("Working from Home") to be created that would function in the same manner as a leave category but was not leave (i.e. would not be reported to the Tax Office as a type of leave).
    That way employees could apply to work from home, as they do annual leave, and approved working from home hours would automatically appear on the leave calendar.

    7 votes

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    4 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.

    1. Payroll Employee Summary currently reports as a default list of employees in alphabetical order when ALL is selected - if more than one employee group the default should be Employee Group/s.

    2. Unless selecting ALL in either Employee or Employee Group, can only report on one individual employee or one employee group at a time (not particularly useful) - Both options should be customizable for multiple selections via a tick box option).

    3. Payroll Employee Summary should also include Qualifying Earnings (new from 1 Jul26) as a reporting category.

    Changes are sought for more concise summary reporting/costing of Employee Groups. Superannuation Accrual…

    6 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  19. Is it possible to have the authorisation code for a superannuation payment sent to an email address or a mobile number ?
    Also is it possible to have a second person nominated to authorise superannuation payments ?

    6 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

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