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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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602 results found

  1. 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.

    142 votes

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    9 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. An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.

    138 votes

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    37 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.

    While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.

    We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.

    While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.

  3. Currently Xero Expenses creates a single expense claim for each individual item.
    Normal practice for an expense claim is it contains multiple lines (different expenses), such as parking, a restaurant bill and a hotel.

    I would like to have the ability to group individual expense lines into one expense claim.

    I would then have a single bill to pay (an expense claim with multiple lines) appear in my Bills to pay, rather than one for each line.

    138 votes

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    Hey community, thanks for your detailed feedback on combining expenses into a single claim.

    We recognise the value in creating a more streamlined process for submitting and approving multiple expenses, especially for events like business travel.

    Our product team are currently reviewing this functionality and are in an initial discovery phase, but it isn’t set in their product roadmap yet. We’ve moved the status to In Discovery to reflect this.

    We’re continuing to monitor feedback on this idea and will keep you updated.

  4. Create the ability to allocate payroll items (eg Wages & Super) to multiple sets of tracking categories within payroll.

    The only way that wages can be allocated to tracking categories is via timesheets or Journals (and only one set of tracking categories is able to be included in the timesheet).

    This would be really helpful for many NFP's who require the ability to use two sets of tracking categories for all their expenses including Wages & Super (One set of tracking categories for departments and another for funding sources/grants).

    136 votes

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    48 comments  ·  Payroll  ·  Admin →
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    Heya team, thanks for all your input here. We hear you, and understand that being able to assign multiple tracking categories to pay items would improve your reporting capabilities, and simplify tracking costs for various projects, locations, or departments.

    For now, we’d suggest using manual journals to split and reallocate payroll costs after a pay run. Alternatively as some have shared, you could create specific pay items for each tracking category combination, although we recognise this may not be suitable for all.

    While this isn’t in our plans at this stage we understand the rationale here and will consider how tracking works within payroll closely as we continue to develop our roadmap.

    If there are any changes or news for tracking in payroll we’ll be sure to update you of this here.

  5. At the moment this isn't an available feature, and HMRCs basic PAYE tools need to be used. It would be good to see this as an option in Xero.

    133 votes

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    55 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for all of your engagement with this idea. We appreciate you taking the time to share your thoughts on being able to claim previous year's employment allowances in Xero.

    We understand this would save time and provide a more complete payroll solution.

    As noted by others in this thread, the current workaround is to process prior year claims using HMRC's Basic PAYE Tools.

    We've reviewed our upcoming development roadmap, and at this time building the functionality to process prior year Employment Allowance claims is not in our immediate pipeline.

    We will keep this idea under consideration for future development, and should our plans change, we will provide an update here.

  6. Send a link to on board new employees info ie TFN, bank accounts, super account and all personal particulars to get them ready for a pay run.

    131 votes

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    34 comments  ·  Employees  ·  Admin →
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    Hey team, me again. Apologies, getting a little ahead of ourselves with the status of this idea.

    I can confirm that self onboarding of new employees is live for Xero Payroll in AU, however this feature does not extend to NZ organisations right now.

    This will be something we continue to consider as we keep developing Payroll for NZ and I'll share any further updates with you all here. Thanks


  7. When processing payroll, be able to see a comparative between current pay run and previous pay run before completion/filing to identify any discrepancies.

    120 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Hello everyone, while you can currently export reports to compare pay runs, we understand the value of having this capability built directly into Xero and have been following this idea closely.

    For now, AU and UK organisations can use the Payroll Activity Details report for one employee at a time by selecting the relevant date range for the pay periods. To help prevent errors, we recommend checking that employee pay templates are set up correctly, ensuring future pay runs are consistent and accurate.

    Although this isn’t on our roadmap at present, we recognise the impact it'd have for customers and will continue to consider it as we plan future payroll enhancements. We’ll share any updates related to payroll comparatives here.

  8. When running employee leave transaction reports, it would be good for this report to also include employee unpaid leave, as presently this option is not available. The only way to run an unpaid leave report is to run a leave request report, export and edit as required. We have to submit reports to the ADMS for our apprentice claims, and a report including all leave is required.

    120 votes

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    44 comments  ·  Payroll  ·  Admin →
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    We really value the contributions and support this idea has received from the community here - Thanks everyone. 

    While we've evaluated and fully get why you'd like more visibility of your employees unpaid leave, we want to be transparent that atm leave reporting isn't in the roadmap for the near term. You can see some of the recent development for the AU Payroll space on The Long and Short Of It.  

    For the time being you could add a few filters within the Leave Requests report, and then export to a spreadsheet to gather the unpaid leave data you need.

    We know this will be disappointing news, but we really appreciate you taking the time to share your thoughts with us. Though we have updated the status to Not in pipeline members can continue to add votes here and we'll keep tracking the trend for future considerations. Thanks 

  9. Portable Long Service Leave Report - need a quarterly report that meets the Victorian Portable Long Service Leave requirements.

    118 votes

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    44 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.

  10. Streamlining " Multiple of Employee's Ordinary Earnings Rate" .
    I have a client who has 14 employees and 4 Ordinary Earnings Rate for each employee as their business trades 7 days a week. Each Employee is on a different Ordinary Earnings Rate. The current system on Xero requires you to create and select Multiple of employees ordinary earnings rate in the payroll settings and calculate and enter the multiplier % for each earnings rate for each employee in order for the ordinary earnings rate to be calculated and for the annual leave and carers/personal leave to be calculated. This is…

    115 votes

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    45 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important accurate leave accruals are for managing payroll when employees work at different rates across various days or departments.

    While we aren't able to add this to our roadmap right now, we want to make sure you are aware that it is currently possible to set up leave to accrue on more than one earnings rate.

    As mentioned in this thread, the key is to set the Rate Type for these additional items to "Multiple of Employee's Ordinary Earnings Rate".

    Please refer to our support article Set up overtime or earnings that accrue leave for a guide on how to do this. We'll keep this thread active for future feedback.

  11. The upgrade allowing start and end times and breaks to be entered into timesheets looks fantastic. Please can you let NZ users have access to it too.

    114 votes

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    76 comments  ·  Payroll  ·  Admin →
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    Thanks for your strong feedback on logging start and end times in NZ Payroll timesheets. We understand some of you are currently using workarounds or additional softwares to track start and end times.

    I'm pleased to let you know we're moving this idea to In discovery, which means the product team is now reviewing the viability of this feature. This is an important step as we explore what it would take to bring this functionality to NZ Payroll and how it could best serve your needs.

    We'll keep you updated as we learn more.

  12. We need to know how much to provide for on the balance sheet for annual leave and long service leave each month and track these for our financial statements. All the information is available via Xero payroll (leave balances and pay rates for each employee as well as leave accrued and leave taken) but in order to account for this correctly we are expected to export reports and do the calculations ourselves. And we need to maintain external files to reconcile this to each month.
    If Xero is offering a payroll and leave tracking function it should ensure the accounting…

    112 votes

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    20 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on automating leave provisions. Currently Xero does not automatically include leave liabilities on the Balance Sheet. Some of you have mentioned workarounds such as reviewing the Leave Balances Report and creating Manual Journals to include the liability in your reporting.

    While we’re dedicated to streamlining payroll calculations, our product team confirmed this specific idea isn't on our foreseeable roadmap. We’ll be updating the status to Not in pipeline. The idea will remain open for votes so we can continue to monitor community interest.

  13. Have automatic superannuation payments be able to be paid via credit card, through xero. Currently there seems to only be the ability to make automatic payment via direct debit but it would be good if it could be made by a credit card.

    110 votes

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    42 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we appreciate and understand the desire to use a credit card for Auto Super payments.

    We've looked into the possibility of introducing this feature. However, Australian regulations currently do not support credit cards as a payment method for Superannuation. Until these regulations change we’re unable to develop this feature.

    For this reason we’ll be changing the status of this idea to Not in pipeline. We’ll continue to monitor regulations in this area and will revisit this idea if the situation changes. Thank you for taking the time to share your feedback with us.

  14. Could we have the ability to update timesheets each payrun from and excel spreadsheet.
    This is so that admin staff can data enter timesheet information without necessarily having access to the payroll system. This is also in the case of Company's who do not want the Xero Me function.

    108 votes

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    44 comments  ·  Payroll  ·  Admin →
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    Hi team, as we continue to develop Xero Payroll for our AU customers we're pleased to share this is an idea that our product team have picked up to delve into and better understand the needs and makeup of users that are highly impacted by the manual data entry of timesheets.

    As part of their research they're looking to connect and hold interviews with a few customers, who can feedback on their new Timesheet data import prototypes.

    If you'd be interested and willing to give your time to help with this discovery, please take a couple of minutes to fill your details in our form here. 📝

    Our product team will be reaching out to interested participants over the next couple of weeks to arrange a suitable time to meet.

    *Spaces are limited so get in quick for your chance to get involved.

    Thanks for your support here and…

  15. Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.

    But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.

    For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the 45p for…

    106 votes

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    Hi everyone, thanks for your continued engagement with this idea. We know this has been a topic of conversation for a while, and we want you to know we've been listening about the challenges of claiming VAT on mileage in Xero Expenses.

    We appreciate everyone who's shared their workarounds, like splitting the mileage claim into two separate lines. While we know this isn't an ideal solution, it's great to see how you're helping each other out here.

    Your input is invaluable as we continue to evaluate the best way to address this. While we can't provide a specific timeline for a fix, please know that monitoring this is a priority for us. We'll be sure to keep you updated on any progress.

  16. I like to be able to change a payrate in advance but still be able to use the old payrate in the current pay runs. Then adding a new line for ordinary hours with the new pay rate if it starts in the middle of a pay week. This way you don't have to go into each employee to change the rate if you have a pay week where it is the old payrate for eg 2 days and the new one for 3 days. It's also handy when you have to set up pay runs in advance because you…

    105 votes

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    8 comments  ·  Payroll  ·  Admin →
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    "Thanks for the idea. We’ve reviewed your submission, and it is now available for the community to support.

    To help your idea gain traction, please share it with 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."

  17. Option to be able to view payslip in employee file rather than having to download

    103 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi there, as part of our ongoing review process, we’re in the process of updating our idea statuses to better track Xero Product Ideas.

    We’ve taken another look at this idea. Whilst we can see the value for payroll administrators to be able to view the payslip in PDF from within the Employee’s record, this update doesn’t currently fit into our product team’s road map. We’ll move this idea to a status of Accepted and will continue to review this in future planning.

  18. Hi

    There is a suggestion to add the function of automatically email employee payslips to their email address instead of spending time to manually do it again and this should be restricted for permitted user access.
    access.

    102 votes

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    40 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback and support regarding automated payslip emails. We appreciate you sharing how this feature would improve your workflows.

    The product team has reviewed this idea and confirmed that this is something they’d like to work toward in the future. Although it isn't on the roadmap yet, we've moved the status to Accepted. We'll keep you updated as things progress.

    In the meantime, payslips can be emailed manually after processing each pay run. This means if you post pay runs in advance, you may still need to log back into Xero on payday to email them.

  19. We cannot see/create leave liability in our reports and/or our balance sheet.
    I wonder how a true business value is going to be shown on balance sheet without this liability.

    To be frank and honest, it is not an idea, but quite basic necessity.

    101 votes

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    19 comments  ·  Payroll  ·  Admin →
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    Firstly, thank you for all the support and detailed input on this idea. We know an automated Leave Liability Report could be a valuable tool for accurately reflecting a business’s financial position in AU Payroll.

    While it’s not something we’re planning to build in the immediate future, we’ve seen some useful suggestions from the community, such as using manual journal entries or tracking in spreadsheets, though we recognise these aren’t perfect solutions.

    We appreciate the time and thought you’ve put into sharing your feedback. While we’re moving this idea to Not in pipeline for now, we’ll continue to monitor its traction and share any updates if plans change.

  20. Ability to attach relevant documents to employees within Xero Payroll (NZ),
    This would help with managing employees, and being able to easily access supporting files when needed.

    100 votes

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    7 comments  ·  Employees  ·  Admin →
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    Hi everyone, this idea has been created from the original post here in order to track the appetite and continue to assess the needs in attaching files to employees within Xero Payroll for NZ organisations.

    While we don't have plans for this at this time, our product team's would like to continue to track the interest, and if there's any news we will share with you all here.

    All NZ based users that voted on the original idea have been added for updates here.

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