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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. 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

    98 votes

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    52 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we just wanted to provide a quick update on this one as the upcoming payday super changes will be top of everyone's minds.

    The current approval step is important for both cash flow management and security and the community has also suggested a few different ideas on how to approach this:

    If either of these ideas reflects what’d work best for you, please add your vote, to help us get a clearer understanding what matters most to our community.

    When we’re through the thick of EOY and initial payday super is rolled out, our product team will circle back around to these ideas to review.

  2. Hi.
    When people put in a personal leave form, can you please add an attachment button, so that a medical certificate can be added.
    In Xero Me & Xero.
    Thanks

    98 votes

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    32 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for taking the time to explain how important this functionality is to upload files to leave requests.

    We're currently exploring ideas to attach files to employee records, however our product team confirmed that attaching files directly into leave requests is not something we're focusing on at the time. We’ve moved this idea to Not in pipeline.

    We know this isn't the update you were hoping for, but we want to be transparent about where things stand. The idea remains open for votes, so we'll continue monitoring community interest and feedback as we plan for the future.

  3. The report should be able to generate Employee Name (First & Last in separate columns), DOB, TFN, Bank Details provided, Super Funds & Address.

    We need various information like from time to time for reporting purposes but we cannot get it without having to click in to every single employees - which is hectic

    96 votes

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    39 comments  ·  Payroll  ·  Admin →
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    Thank you all for sharing your feedback on how important consolidated employee details are for your businesses.

    In November 2023, we released updated payroll reports which allow greater flexibility, however we understand this doesn't fully meet your needs

    While employee’s date of birth and account details are accessible from two separate reports, due to the sensitive nature of TFNs, there’s no plans to include these in exportable reports.

    While we truly appreciate your feedback and support in this idea, we want to be upfront that we don’t have intentions of combining all the data requested here into a single report that can be exported from Xero Payroll.

  4. 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…

    96 votes

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    28 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.

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

    95 votes

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    35 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

  6. Show forecasted leave balances to allow for planning of Christmas Shut Down periods

    94 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we really appreciate the sentiment and engagement on the idea of being able to forecast leave balances.

    We know this feature could make planning ahead and managing leave approvals much easier, but at this stage it’s not something we’re planning to develop in the near term, so we’ll be moving it to 'Not in pipeline'.

    We’ll continue to keep an eye on how this idea trends in the community and will leave it open for voting. If our plans change, we’ll share an update here.

  7. 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.

    93 votes

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    29 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.

  8. 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.

    92 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.

  9. 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.

    87 votes

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    35 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

  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.

    87 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. When generating the Payroll Activity Summary report, it would be good if I could select certain employees.

    Currently you can only choose an individual or all employees.

    86 votes

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    28 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your continued feedback on this idea. We appreciate you sharing how important selecting multiple employees is for you when running this report.

    Our product team has reviewed this and agree this is something they'd like to develop, though it isn't currently on the roadmap. We’ll update the status to Accepted, so that it’s formally put up for consideration.

    In the meantime, Kelly mentioned the Payroll Activity Summary report lets you run reports by employee groups, though we understand this doesn't fully meet your needs with the two tracking category limit.

    We'll keep tracking interest here and update you if there's progress.

  12. 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.

    85 votes

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    26 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for sharing your thoughts and voting on this idea. While we recognise that an import tool for leave requests would be helpful, building a traditional import feature is unlikely to be something we develop in the near future.

    However, as we continue to expand and develop AI capabilities across Xero, exploring ways to streamline and automate data entry, like leave requests, is something we may look into down the line.

    We appreciate your patience and input here as we work to make Xero smarter and more efficient. We’ll be sure to update this thread if plans progress in this space!

  13. 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.

    85 votes

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    29 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.

  14. ability to select more than one employee when generating payroll reports, not just a single employee or All employees

    84 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for your continued feedback. We appreciate you sharing how important selecting multiple employees is for you when running payroll reports.

    The good news is our product team has reviewed this idea and agrees it is a valuable addition to Xero. We have updated the status to Accepted.

    This feature is not currently on our immediate development roadmap, however by accepting it we are formally adding it to our backlog for consideration.

    We will keep tracking interest here and update you as soon as we have news.

  15. At the moment, we can only download the P45 and then email to employees by different software. It would be better if we can just email the P45 directly to employees from Xero.

    82 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing how important streamlining P45 distribution is for your payroll workflow.

    It’s not currently possible to send P45’s directly from Xero. Our product team is actively exploring ways to enhance employee self-service features. While specific plans for this feature are not yet finalised for the immediate roadmap, this area remains a key focus for future development. We've moved this idea to Accepted.

    We'll keep you posted if anything changes. In the meantime, you can download P45s from Xero and send them via your usual email software.

  16. 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.

    81 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.

  17. 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.

    81 votes

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    19 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.

  18. 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.

    81 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.

  19. Could Xero start looking at a drop down box on the allowance to have one as Not Reportable (alongside the other catagories eg. Meals, Tools, Car), and to have it out for STP reporting? or another checkbox down the bottom along with the withholding tax, super, and W1 questions?
    Instead of going through the long winding process of creating an ordinary earning, remove as deduction and do a reimbursement as per https://central.xero.com/s/article/Process-special-pay-items-like-living-away-from-home-allowance

    80 votes

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    41 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your continued feedback. To be upfront, we do not have any planned work to change how non-reportable allowances are processed at this stage. Currently, you need to use a reimbursement pay item to process these allowances. Our product team has confirmed that this remains a compliant solution with the ATO.

    However, we hear you. We know that relying on reimbursements involves workflow challenges. While it's not on our immediate roadmap, we will continue to monitor your feedback and will update this thread if anything changes.

  20. Xero Me - Needs spot in App to input the Earnings Rate and Tracking Category for the employee. Needs a start/stop button for clocking in/out so that when the employee starts the day they simply press start and the app records the time started. When they press stop it records the stop time until the start time is pressed again. This can be used for breaks and for start and finish of the day - these can be edited if someone forgets. Currently you have to type in times and this can only be done at the end of the…

    80 votes

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    28 comments  ·  Employees  ·  Admin →
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    Hi everyone, thank you for your detailed feedback on a clock in/out functionality in Xero Me. We see how being able to clock in and out directly from Xero Me would improve accuracy for job tracking, while enabling employees to easily log start/finish times and capture breaks at the touch of a button.

    As part of a wider project to improve timesheets in Xero, we’ve updated the status of this idea to Accepted.

    While this status means the product team would like to develop this, it’s not currently on our roadmap and we don’t have a delivery timeframe. We will continue to consider your feedback as we plan future updates. Thanks for your patience and ongoing engagement.

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