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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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839 results found

  1. 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)

    4 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.

  2. When you go to enter a leave request manually (not employee entered), if you select the dates first, and then realise 'oh I meant this to be sick leave, not annual leave' and change the leave type, the dates 'reset' to current date, and don't retain the information you've already entered.

    This means you can accidentally enter an incorrectly dated leave request, having done all the hard work of calculating the hours and dates, then realised at the last second that the 'type' of leave is wrong - everything resets!

    I don't always work top-down, I want my work to…

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea and detailing the changes you're looking for!

    We've reviewed your suggestion, and it's now open for community support and feedback. The next step is to get your colleagues involved! Encourage them to vote and comment—the more input we receive, the clearer the benefit is for everyone

  3. 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.

    4 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. 👋

  4. Will it be possible to have "description field" in the Deduction field of the Pay template? That can be changed or updated directly on the pay template. For example, to add the ending date for staff loan deductions.

    4 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi Denise, thanks so much for your suggestion about adding a description field to pay template deductions. We're grateful for your engagement and for sharing an idea that will make a difference for you and other Xero customers.

    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.

    We'll be keeping an eye on the support it gains and appreciate you taking the time to let us know what matters to you.

  5. Add a timsheets widget to the dashboard. Can show number of timesheet awaiting approval.

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thank you for your idea to add a timesheets widget to the dashboard to show the number of timesheets awaiting approval.

    We've reviewed your idea and have opened it up to other members to vote and share any additional ideas about how your idea could improve their experience with Xero. We'll keep you updated!

  6. AU Payroll - Email auto super code to email address instead of mobile number for overseas travelers who don't always have access to mobile phone

    4 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi Tayla. Thanks for sharing your idea for alternative methods to approve auto super batch payments.

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

    In the meantime, both the current auto super approver and also the subscriber can change the auto super approver details, so if there is another user who could approve superannuation batches, this maybe a workaround if the current super approver is unable to.

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

    4 votes

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    0 comments  ·  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.

  8. Please amend pay rates to 2 decimal places

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you taking the time to share your idea.

    Your idea has been reviewed and is now open for community support. Other members can now vote and also comment to share additional detail about how your idea could improve their experience with Xero.

  9. 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

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  10. Allow users to put in mileage claims at a nil rate per mile.
    This would allow the invoicing team to pick up mileage to charge to clients that is not claimed by operational staff: for example, where operational staff have a vehicle provided by the company.

    4 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  11. When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does…

    4 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.

  12. The sum and subtract function in invoices is a great feature; it would be great to use it in expenses as well. I often have to itemise a gross expense total into separate items with different VAT treatments. It would be useful to subtract the itemised line amount from the gross total directly in Xero rather than using a calculator.

    4 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  13. Add Public Holidays (and all other forms of leave) to the Leave Transactions report not just Annual Leave and Personal Leave.

    Why this isn't already the default behaviour astounds me!

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  14. Please introduce annualised working patterns, which will enable unpaid hours to be worked out correctly.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  15. Leave Request emails to show Organisation Name.
    Currently, leave requests that come directly from Xero for an employee does not show which organisation the employee is from.
    I have multiple businesses that I have payroll access and it is quite hard to recall all staff names from all businesses.
    The subject line should show Jane Doh from XYZ Pty Ltd has requested leave. This would make identifying the company much simpler.

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  16. NZ Pay Day Filing Reminder

    To avoid missing the pay day filing requirement of two days within pay day, where an email reminder notification would be handy to pick up when a pay run has not been posted to the IRD, or if it were to be showing as an error, as the IRD penalty for missing this timing is steep.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. i would like to that when you have made a superannuation payment through Xero, that it creates a bill, with a screen shot or a list of employees that has been paid. will make it easier for when you have an audit.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  18. If Reimbursements are meant to be used for certain allowances then we need to be able to set up units and unit rates in the same way as we do for allowances, otherwise the calculation becomes a manual one and leaves room for human error. It also means reporting is not clear on how the amount was calculated as even though you can enter a description on the payslip i dont beleive there is a report that summarises this.
    ie for overtime meal allowances you should be able to show how many you have paid and at what rate so…

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Where payslips are emailed to an email address that is invalid and returns a kick back message.
    Xero to forward kick back message or advise Payroll ID that sent emails out of a problem for an employee's email so that invalid email can be investigated and amended.

    We also use Xero Me for employees however not everyone sets this up on receipt of invite and just prefer to receive email advices.

    4 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.

  20. 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.

    4 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.

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