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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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865 results found

  1. Ability to edit expense code and tracking code after approval and payment.
    This is to make up for there being no data validation capability for coding.
    The workaround is to run the Account Transactions report and run 'query tests' in Excel.
    Once the errors are found, you go back and edit the transactions for missing tracking codes, etc.
    With Expenses there is no ability to subsequently edit the transaction, though whihc measn you need to create journals which is inefficient and hard to audit.

    9 votes

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     ·  2 comments  ·  Expense claims  ·  Admin →
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  2. Enable return journeys to be entered as one claim using th3 map option.

    9 votes

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     ·  5 comments  ·  Expense claims  ·  Admin →
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  3. Ability in payroll to reinstate terminated employees past the 30 days Xero currently allows. Many businesses have seasonal workers or students who just work holidays, being able to reinstate the employee with all their information would be much easier than having to add them as a new employee every time they are re-employed. Most other payroll systems allow reinstatement of terminated employees.

    9 votes

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     ·  6 comments  ·  Admin →
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  4. To automatically reduce the RDO accrual when an employee has taken paid leave such as annual leave

    9 votes

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     ·  1 comment  ·  Admin →
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  5. Can you please create the functionality to send the payslips to both the employees and the employers.

    Currently payslips can only be sent to one email address when being sent by Xero. A second email address can't be added to an employee's record for payslips to be sent to.

    It would be beneficial to be able to send them via Xero to both the employee and employer.

    9 votes

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     ·  2 comments  ·  Admin →
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  6. Set up leave so that it automatically tops up at the start of the year with a set amount.
    I have an employee that has an arrangement of xhours per years to be used as they wish. At the start of each year this reverts back to the agreed hours. Any hours not taken during the previous year is cleared.

    9 votes

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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.

  7. I need to report on employee timesheets against my tracking categories. For example how many hours have employees recorded against Job A, Job B, Job C etc in any given timescale. In the transaction/payroll activity report it only gives £ and not into tracking categories.

    9 votes

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     ·  1 comment  ·  Admin →
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  8. To assist organisations to be able to carbon offset km travelled, we should be able to pull a report from Expense Claims in an Excel format so we can add the amount of miles/km travelled to figure out travel footprint.

    9 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  9. ATO Category pay items of Directors Fees should be able to be the Ordinary Earnings Rate for employees. Currently only the ATO category Ordinary Time Earnings can be the Ordinary Earnings rate for employees.
    Whilst adding a zero Ordinary Earnings Rate solves the problem, it leaves the processing of pays open to input errors unnecessarily

    9 votes

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     ·  5 comments  ·  Admin →
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  10. Actual vs Accrued Leave on Payslips
    A report to support this leave
    Employees are submitting leave as per there payslips and have no knowledge that this is not actual leave. They may not have been with our company 12 months or it's accured leave which only becomes actual on their anniversary. We are finding some of our employees with negative leave balances, which causes both confusion and problems on them leaving.

    9 votes

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  11. Update the monthly payroll to calculate based on the number of work hours in the month, rather than taking the yearly salary / 12 / number work hours. Given that each month has a different number of work days, the pay rate changes every month and this is a compliance issue.

    9 votes

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     ·  5 comments  ·  Admin →
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  12. Add in the facility to include "description" when using the expenses app.

    Its included in all other transactions, but when expenses imported via the app it loses this feature. Wouldn't be difficult to drag this line in surely?
    Purpose - would increase visibility/transparency when reviewing credit cards

    9 votes

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     ·  4 comments  ·  Expense claims  ·  Admin →
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  13. When receiving a superannuation bounce back amount, it would be really great to be able to click into a Superannuation Payment Details batch that has been processed and export to Excel, to be able to search and calculate totals to match the bounced back super.

    9 votes

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  14. Be able to integrate the payroll calendar on Xero with iCal, so approved annual leave automatically appears in my iCal without having to duplicate entries, and updates if someone changes their leave on Xero.

    9 votes

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  15. Purpose: to be able to move payroll from one Xero company to another quickly and without errors.

    When exporting employee details from payroll in order to bulk upload them onto another company's payroll, it is not possible to do a bulk export. You have to instead individually download each employee. This is fine if there are only 10-20 employees, but any bigger and you are opening yourself up to missing employees and making mistakes. Any other exports currently available do not give all the information needed to then import directly into a new payroll.

    Perhaps the main frustration, however, is…

    9 votes

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     ·  3 comments  ·  Admin →
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  16. Update Student Plan types to include Plan 5

    8 votes

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    Thanks for sharing your idea, Oakleigh.

    I've reviewed your idea and now it's up to the community to get behind and support it.

    Make sure to share your idea with colleagues that this could benefit so they can add their vote too!

  17. It will be great to have meaningful payroll reports. E.g., the leave overview is a blunt tool, as it shows all employees, including those who have left. The same applies to the Auto Enrolment Summary Report - it is a basic on-screen report with no filters, etc. And, yes, includes historical employees. Where there are filters, these overlook some choices which should be present. E.g., wage type, which payroll runs are they- monthly, quarterly, weekly, etc

    8 votes

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    We're grateful for your engagement and letting us know the changes that matter to you.

    Our Community 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.

  18. Payroll - Auto calculate the leave entitlement on employee including the accrual from the current pay period to exhaust all leave before unpaid leave is applied.

    8 votes

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    1 comment  ·  Admin →
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    Thanks for sharing your idea regarding paid and unpaid leave allocation, we love hearing the ideas 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.

  19. When an employee has a postponed autoenrollment the pension doesn't prompt or show up until just before the payment run has been posted. Making any prior payroll reports and payslips incorrect as the pension then tags on at the end. So reports then need to be reprinted and balanced again.

    Can the prompt no show up at the start of the pay run? This will then save any duplicated reports and potential incorrect payments.

    Also the pension filing report viewable before the RTI posting.

    Alternatively, enter the postponement date when posting the pay run in which the employee becomes eligible…

    8 votes

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     ·  2 comments  ·  Admin →
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  20. We are all required to keep tax code and other notifications from HMRC for a number of years. Currently we have to do that in hard copy. It would be great to be able to upload a copy to the employee record instead.

    8 votes

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     ·  0 comments  ·  Admin →
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