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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 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.

    86 votes

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    36 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for all of your support on this idea.

    We've been following your comments and recognise that having a streamlined way to get timesheets from a spreadsheet into Xero Payroll would be a huge time saver.

    As noted by others in this thread, one option is to explore some of the connected time-tracking apps in the Xero App Store. While we know this isn't a perfect substitute for a direct import feature, it may help bridge the gap in the meantime.

    The good news is that we see the value this feature would provide and we want to explore it further. We'll change the status of this idea to Accepted.

    We appreciate your patience, we’ll provide any further updates right here.

  2. UK Payroll: Payment file csv format
    Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.

    86 votes

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    49 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important a CSV payment file is, as some banks don't accept the BACS file.

    You might have seen from a related idea that our product team is currently testing a new feature to allow direct wage payments from Xero payroll.

    While this is not exactly what you’re suggesting, an integrated payment feature would defeat the need for manual payment file exports. We'll be back to share more updates on this.

  3. When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…

    83 votes

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    26 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on having approved timesheets not override the pay template.

    We appreciate you sharing how important this is for your payroll processes, to avoid manual payslip corrections.

    Some members have shared alternative processes, such as keeping the timesheets in 'Draft' until after the pay run is posted.

    We are moving this idea to Accepted to include it in a wider review of timesheets currently being scoped by our product team. Please note, this status does not confirm a timeline for development. We will update you here on any developments.

  4. it would be great if you could customise Payslips template or have different formats of payslips for clients i.e remove the hour

    82 votes

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    31 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we recognise that a more customisable payslip would provide greater clarity for your employees, better reflect your brand, and save you valuable time.

    This isn’t in our immediate roadmap, however we get the benefit this would bring, and it’s on our radar for potential future development. Our product team will consider this idea as they do further roadmap planning.

    We’ll update you here if we have any news to share. Thanks

  5. It would be really useful for those of us in the UK if we could run a report to calculate holiday pay based on a 52 week average. Legally this has been a requirement since 2020.

    82 votes

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    27 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing how important automated holiday pay calculations are for you.

    We’re updating the status of this idea to Accepted to show it's formally on our radar.

    While we’ve already explored several options to automate holiday pay calculations, for the time being this is not a feature we have planned in our roadmap.

    We understand some of you are managing these calculations manually. We’d suggest running the Payroll Activity Summary or Gross to Net report over a 52 week period to assist with these calculations.

    We’re grateful for your feedback and will continue to monitor interest here.

  6. Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.

    78 votes

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    Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.

    Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.

    We’ll continue to monitor the support for this idea and will keep you updated with any future changes.

  7. Include a new field in Payroll Employee data with employee number. Employees will have a unique identifier in Xero. For any new employees, Xero will generate a unique number.

    78 votes

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    29 comments  ·  Employees  ·  Admin →
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    Hi everyone, thanks for your feedback on adding employee numbers to employee records.

    Currently Xero uses unique identifiers for employees which are included in STP files sent to the ATO, however there’s currently no ability to add employee numbers to employment records.

    After reviewing with our product team, this feature isn't currently on our roadmap so we'll update the status to 'Not in Pipeline'. As an alternative, payroll admins can use the Notes section or adapt an existing field in the employees record to assist with identifying employees.

    Whilst we understand this may not be the outcome you’d hoped for, we appreciate you taking the time to provide us with feedback to help shape Xero.

  8. Be able to take more than one photo on the phone app and combine to one receipt, to be used for multiple page receipts or long receipts that do not fit into the one photo

    78 votes

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    Hi everyone, thanks for your detailed feedback on combining multiple images to a single receipt.

    We are changing the status of this idea to In Discovery.

    This means our Product team has recognised that combining multiple images for a receipt will be a more streamlined process for expenses, especially for events like business travel and is the initial scoping phase, but haven’t got to the point where it’s on their road map.

    We will continue to track your votes and comments as we progress, and we will update you all once we know more.

  9. 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.

    77 votes

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    29 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since our last update, 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.

  10. Ability to export pay items and update pay rates in a spreadsheet and then re-import when pay rates have been updated. Would save so much time each year when Fair Work increases pay rates.

    77 votes

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    30 comments  ·  Payroll  ·  Admin →
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    Thanks to everyone following this idea. We understand how being able to import and export pay items would positively impact your review processes.

    Though this isn’t currently in the roadmap, we see the value this’d bring in regards to pay award updates. We’ve updated the idea status to accepted and we’ll share any future developments, here. Your input in idea’s is always appreciated.

  11. Xero Me - ability to limit access by function to prevent employee using timesheet or leave request in the app when a 3rd party app is being used for those functions.

    76 votes

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    28 comments  ·  Employees  ·  Admin →
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    Hi everyone, thanks for all your feedback. We understand how important customisable payroll access is for many of our customers to effectively run their business. As you may have seen in other parts of Xero (like inventory & reporting) we’re beginning to develop more granular controls for permissions in some areas.

    While we’ll continue to consider how we develop access to other features across Xero, we want to be upfront here that we don’t have any plans for providing the ability to disable access to timesheets or leave through the Xero Me app.

    With this in mind, we’ll move this idea to Not in pipeline. You’ll see there are other ideas surrounding Payroll permissions that may solve for what you’d be after in this idea, and I’d recommend adding your vote to those so we can share if there’s any progress toward that functionality as we keep developing.

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

    75 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.

  13. If this has already been suggested I would like to add in the payroll items an Employer Expense (not a deduction or reimbursement), similar to the way Superannuation is treated, with an expense and liability account. This would account for the BERT & BEWT that is required in the building industry.

    75 votes

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    18 comments  ·  Payroll  ·  Admin →
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    Hi team, we appreciate your engagement here and wanted to provide you with an update.

    There are many good suggestions shared in this thread on how to currently process this in Xero. Alternatively, you could create a bill to make and track these payments. Employees can then review their balance directly with the scheme provider.

    Atm, the changes required to implement this aren’t on our road map, however we’ll continue to monitor the support for this idea. We'll be sure to keep you updated if there are any changes in the future.

  14. To be able to enter and start and finish times on the time sheets on Xero me and login for staff, save miscaluculation on hours.

    73 votes

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    28 comments  ·  Payroll  ·  Admin →
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    Hey team, we’re grateful for all of the engagement this idea has received. We understand that adding start and end times to timesheets would greatly improve payroll accuracy and record-keeping.

    As noted by many of you, this feature is available in the AU version of Payroll, but there is no direct workaround for this in UK Payroll.

    I'm pleased to let you know we're moving this idea to In discovery, which means our product team is reviewing the viability of this feature. This is an important step as we explore what it would take to bring this functionality to UK Payroll.

    We'll keep you updated on any developments.

  15. Add a box to payroll for an employee's preferred name, for those who don't use their legal name as their everyday contact, it doesn't need to link to ATO, so no major coding, just be there for reference when contacting the employee. I have several clients with staff that use their middle name or a different version of their first name, that they prefer when being addressed, and it being there in payroll would simplify things.

    72 votes

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    17 comments  ·  Payroll  ·  Admin →
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    Hey everyone! It's been really insightful reading through your comments on adding a preferred name field to employees. We see how this feature could help with creating a more inclusive environment, while also helping prevent simple administrative mix-ups.

    There isn’t a dedicated way to manage this in Xero right now, but your feedback has highlighted the opportunity for one. For this reason, we have updated the idea's status to Accepted, confirming our product team agrees this is a feature we’ll put on our radar to consider developing in the future.

    We’ll let you know as soon as we have an update here.

  16. Enable full data import from external data source (say CSV) for all emplolyee data not just basic data. That would allow organisations with more staff to easily migrate to XERO without having to manually re-enter significant volumes of data.

    71 votes

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    29 comments  ·  Payroll  ·  Admin →
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    Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.

    This may be something we consider longer term and we would like to continue to track interest through the idea here.

    If there are any plans made we'll share an update with you all on this idea. Thanks

  17. Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.

    71 votes

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    20 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. Ability to import the number of days of annual leave/other leave taken per employee for the month. It is very time consuming to manually add the leave taken for each employee when completing the payroll each month.

    69 votes

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    22 comments  ·  Payroll  ·  Admin →
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    Hi team. We can see it's been a while since we've provided you with an update about this idea. Looks like it's steadily Gaining Support.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated as we go.

  19. Please can the ability to calculate attachment of earnings deductions be built into the payroll module?

    69 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on having Xero automatically calculate AEO & DEA as a percentage. We appreciate you sharing how you're currently managing these deductions in payroll.

    As you’ve found, the existing Earnings Order pay item requires deductions to be manually calculated, which we understand impacts your workflows for employees with variable earnings.

    We want to be upfront that there aren't any current plans to develop this in Xero payroll.

    While automated calculations for Earnings Orders aren't on the foreseeable roadmap, we will continue to monitor interest in this space. Thanks for continuing to shape the future of Xero.

  20. The choice of payroll reports is so limited on Xero. Can the suite of reports be expanded so that they can give us the information we need to do analysis on?

    66 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Thank you for your engagement and sharing through product ideas, everyone. While we appreciate wanting more flexibility and detail in payroll reports, with payroll development quite separated for each region, and to help our product teams best understand the data that would be most useful for our customers we're going to close this idea and recommend starting ideas for the specific fields that would be helpful in reports and why you'd find this useful.

    Taking a closer look at ideas for what's been mentioned in this thread we have a couple of ideas users in this idea may want to vote on;

    Welcome to come back and share links for other idea you create that others in this idea may want to support. 🙏

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