602 results found
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Payroll AU: adjust warning notification in unscheduled pay run
When making an unscheduled pay, add a warning for the user to review the distribution of the pay in the bank account section of the employee file. The reason is that if you make an unscheduled payment, which could be for many reasons, it cannot be assumed that the wage distribution to multiple bank accounts would be the same.
1 voteThanks for your feedback on the prompt when you're processing a unscheduled pay run. When creating an unscheduled pay run, you'll need to review all pay-run details and payslips manually before posting.
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.
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Expenses - Location label
Colleagues regularly attend client sites on a rota, so it would be extremely useful to have the ability to label saved locations (e.g. Client/Site) and allow colleagues to select these when recording their location.
This would save significant time for colleagues, as they would no longer need to repeatedly look up client postcodes within ‘Contacts’. It would also make the information much easier and quicker for the admin team to audit and verify.
1 voteThanks for bringing this idea to us and letting us know how useful it would be for teams who regularly visit client sites to save locations with meaningful labels, such as the client or site name, and select them directly when recording expenses⭐ This idea is now open for votes and comments, so other users can share how this would support their workflows and add their support. We’ll start to get a gauge of the support for this from your idea, here. Feel free to share the idea with colleagues who’d also like to see this so they can add their support too.
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Payroll AU: Add Pay run (PD) Identifier to Payroll Activity Details report
There's currently no way to display the Payroll Expense Journal identifier (such as PD-47) within the Payroll Activity Details report. This is a limitation of Xero's current reporting functionality.
When a pay run is posted, Xero creates a single general ledger journal titled Payroll Expense Journal - PD-[number]. The PD reference corresponds directly to the pay run number and payment date shown at the top of the Payroll Activity Details report for that period. This is the ONLY UNIQUE LINKING KEY between the general ledger and the employee-level detail in Payroll.
Many NFP's need to be able to report on…
1 voteThanks for sharing your idea. While adding the Payroll Journal IDs to this report isn't currently on our roadmap, we'd love to see what the rest of the community think about this suggestion.
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.
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Purchase GL Code – Reference Field
Sales invoice reference in the Reference column.
This makes each transaction easy to identify, trace, and reconcile1 voteSorry Lisa, it's a bit hard to interpret your idea here can you share a little more detail about the report you're running and the change you're looking for here to enhance your use of Xero?
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Payroll AU: Employment status column in pay run
Adding the employee basis somewhere on the pay employees pay run screen where it lists all the employees in the pay run have a column showing whether they are fulltime or casual etc.
1 voteThanks 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.
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US payroll - Confirmation email when payroll submitted
It would be awesome if I could get a confirmation email to my inbox when I submit my payroll. This way, when I panic because I don't remember if I did payroll or not, I can easily see in my email that I did. Just for peace of mind as well as a timestamp for when it's done.
1 voteThanks for sharing this suggestion, Kc. We understand the request for an automated email confirmation when payroll is successfully submitted. Having a confirmation in your inbox could make it easier to keep a record of the submission without needing to log back into Xero to check the status.
I’ve updated the status to Gaining Support so we can continue tracking community interest. If this could improve your payroll workflow, add your vote and let us know what information you’d want included in the confirmation email.
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Payroll AU: Approve leave requests directly in draft pay run
They should be linked with payroll
1 voteThanks for sharing your idea, totally understand the wins if you could approve pending leave requests directly within a pay run.
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.
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NZ - Payroll - Annual Leave entitlements
just found out that when an employees hours increase close to their anniversary date the hours of leave due are calculated only on the hourly rate at that time and not pro-rata for the year. example works 9 months at 35 hours and 3 months at 40 hours, the staff member should be allocated 3 x 35 and 1 x 40 weeks of annual leave = 145 hours but Xero will allocate them 160 hours. This is not a difficult fix.
1 voteThanks 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.
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Pop Up Advertising - Prevent pop up when you have automatic Superannuation payments
Xero will show me banners at certain times to tell me of a new feature that could save me some time but they do that without first checking whether I am using that feature already. For instance, Xero just told me how I could save time with automatic superannuation. I spent time reading the linked article only to realize that I already have automatic superannuation payments set up and operating. Xero has the data to know if I am using the feature they want to advertise. Xero should respect it's users' time by not suggesting features that users are already…
1 voteHey Martin, thanks for letting us know you are seeing the pop up asking you to try out a feature when you have the feature already. We have updated this Idea so other can Vote and Comment on this. Next step is to share with friends and colleagues so we can gauge impact from the community.
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Bill Payments - Display bank account balance when selecting payment accounts in Melio integration
I can choose a bank account to pay from but I cannot see how much is in that account.
1 voteHi Martin, thanks for sharing this feedback. We understand how having the bank balance visible when selecting a payment account could make payment processing more straightforward.
We’ve updated the status to Gaining Support so we can continue tracking community interest. If this would be useful, add your vote and share how this would help your process.
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Expense claims - Improve duplicate expense claim warnings and error handling
A warning banner appears every time an employee makes an expense claim for the same amount as a previous expense claim. Many expense claims are for the same amount but for different dates. Can the warning please be improved to highlight only expense claims for the same amount and the same date?
1 voteAppreciate your feedback, Jean. We understand the request to make duplicate expense warnings clearer and more useful. Providing more context around why a claim has been flagged could make it easier to review potential duplicates and avoid unnecessary interruptions for legitimate expenses.
We've moved this idea to Gaining Support so we can continue gathering feedback. If this could help your workflow, add your vote and let us know how you'd like duplicate warnings to work.
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UK Payroll - Automated integration and reporting for Scottish Public Pensions Agency (SPPA)
Other payroll software integrates directly with SPPA so that at a click of a button you can export all the information you need for your SPPA Annual return. I know from speaking to my GP Practice Manager colleagues that this is the main thing preventing them from moving over to Xero Payroll. The reruns can be quite complex, especially if you have part time staff or staff starting part way through the year so this would make life a lot easier.
1 voteThanks for raising this with the community. The request is for SPPA annual returns to be supported within Xero UK Payroll, either through a direct integration or an export in the required format.
This could reduce the manual work involved in compiling pension information for part-time employees and mid-year starters.
I’ve moved this to Gaining Support so we can continue tracking interest. If SPPA reporting is something you need, add your vote and share what information you currently have to prepare manually.
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AU Payroll: Include total employer cost section within pay run.
Please show Super+Earnings on the payroll screen so I dont have to do the calcualation manually every month for every employee when trying to work out their pay which includes super. it would be a 15 min job to add this to the screen and would be very very helpful. see screen shot
1 voteThanks 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.
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AU Payroll: Warning when posting if pay period or payment date is in the future.
This was an with EOFY. Because of Pay Day Super, even if you haven't filed the Pay Run, if the Super is lodged through the Xero super clearing house, the Pay Run cannot be altered. Same applies to a future posted Pay Date with the pay frequency getting out of sync. What should have been in the previous is now in the new FY and can't be rolled back.
1 voteThank you for sharing this feedback with us!
Currently there is a pop-up reminder each time you post a pay run; however, it doesn't explicitly prompt you to check the pay period of the pay run you're posting.
If you happen to post a pay run with an incorrect period or payment date, you can correct this by creating an unscheduled pay run to reverse the incorrectly posted earnings.
That being said, we definitely see the value in having a warning trigger if a pay period or payment date is set in the future. To help us gauge demand for this feature, I’m moving this idea to Gaining Support so other community members can vote and share their thoughts as well.
Thanks again for helping us improve!
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Expenses - Show total amount of expenses awaiting approval
Hi,
Do you have a feature where if employees have 25+ expenses it can still say the value rather than just saying approve 25+ expenses. This would mean manually adding them up to get the total? I know you can see a total on the homepage but not all employees show!
Thank you!
1 voteHi Paige, thanks for sharing this suggestion. We understand the request to show a total for expense claims awaiting approval. Having the combined amount visible at a glance could make it easier to review upcoming reimbursements and manage cash flow.
We’ve updated this idea to Gaining Support so we can continue tracking community interest. If this could improve your workflow, add your vote and share your use case.
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Payroll AU: Download super payment report from a batch
Automatic superannuation>Payment batch details>Payment processing
Would you be able to add a print option to this screen?
After processing the Superannuation payment, this is the final screen that shows that the Superannuation payments are queued up for payment with Xero.
I would like to save this record in my Payroll batch for the Accountant.
This shows the Accountant that I have processed the Superannuation payment.1 voteHi Rachel, thanks for sharing this idea!
Currently it's possible to generate reports for paid and unpaid superannuation accruals by using the Superannuation Accruals or Superannuation Payment report.
However, we can definitely see the benefit and convenience of having a bespoke report that's downloadable directly from an approved batch.
We’ve reviewed your idea, and now it’s up to the community to get behind and support it! Make sure you share this idea with any colleagues or peers whom this could benefit so they can add their vote too.
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NZ Payroll - Allow Employees to save a copy of a submitted timesheet for their records before approval/edits
It would be great for employees to have an option to save a copy of their Submitted timesheet, for their records. This means they would have proof of their Submitted timesheet to then compare to their timesheet once Approved.
Often employers may make edits to the entered hours or earnings types before Approving an employee's timesheet, and the employee having the option to save a copy of their timesheet before it is Submitted would mean they could directly compare the two, and check any edits made are correct.
1 voteThanks for highlighting this opportunity. We understand the request for employees to be able to download or save a copy of a submitted timesheet before it's approved or edited. Having access to the original submission could help employees keep their own records and refer back to what was submitted.
We've updated this idea to Gaining Support so we can continue tracking interest from the community. If this would improve your workflow, add your vote and share how you'd like this to work.
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AU Payroll - Contractor Type for Performing Artists
Contactor income type for performers
Given the changes to the entitlement to Super for performing artists and a flat rate of 20% PAYG on the payment amount in the last few years, I'd like to see an income type for performers under Contractors. It would also be useful if there is pay item to include GST (being that they are ABN contractors who could be registered for GST - I believe NZ has something along these lines).1 voteHi Natalie. Thanks for sharing your idea for a preconfigured contractor type for Performing Artists.
In regards to applying GST for contractors, this is actually an existing Product Idea. I've added your vote to it so we can keep you updated :)
On this idea, we will focus just on the Performing Artist contractor type.
It's now up to the community to let us know how an additional contractor type would improve their Xero experience.
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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UK Payroll - Tax code update emails
I wanted to set up email notifications when Xero receives a tax code change that it can't auto update.
As I am not logged in everyday I missed the effective dates of some employee tax code changes and then cannot effect the change on the correct date, as it doesn't back date far enough when manually changing the date.
I received a tax code change that Xero couldn't auto update 5 days, however I never saw the notification and now cannot back date the effective date to the correct date. I am unable to find where to have these pop…
1 voteThanks for sharing your idea about receiving emails for employee tax code notifications.
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.
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AU Payroll - Notification when a pay run with a final pay is reverted
When a final pay is created the Annual Leave is automatically paid out. However, if that pay run is posted and then reverted to draft, the Annual Leave for that final pay gets zeroed without warning.
Not expecting or being aware of this behaviour from the software, an alert message should be given when reverting a pay run with a final pay included in it, so that the Annual Leave hours can be re-added to that employees pay, or the hours should not be zeroed at all.1 voteThanks for sharing your idea. Currently it's only possible to revert a pay run if it's the most recent and hasn't been filed. There is no notification when reverting a final pay.
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.
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