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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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864 results found

  1. 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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    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

  2. Expenses - I want to be able to give an employee the ability to submit on another's behalf but not to be able to approve them or see everyone else's expenses e.g. Executive PA should only be able to submit her the Executive and not have the option to approve or see another employee's expenses.

    4 votes

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    Hi Holly, thanks for sharing your idea here.

    This can now 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.

  3. 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  ·  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.

  4. It would be really helpful if a bill could be created from the pension filing figures on payroll once you have clicked on marked as filed. (such as it is an option when you do your vat return)

    4 votes

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    Thanks for sharing your idea, it's appreciated.


    It's a great idea and I can confirm it will now be put forward to the status of Gaining Support.


    It's now 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!


    Other members can now comment to share additional detail about how your idea could improve their experience with Xero.

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

    4 votes

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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. 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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    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.

  7. 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  ·  Admin →
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  8. 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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     ·  2 comments  ·  Expense claims  ·  Admin →
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  9. 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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  10. Please introduce annualised working patterns, which will enable unpaid hours to be worked out correctly.

    4 votes

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  11. 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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  12. Can the date leave was applied for and approved be added to a leave request?

    4 votes

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  13. Leave types: why aren't these in alphabetical order on the leave request screen?
    I have numbered them so that they should appear in the order I want them, but they appear last. It's the same in Xero Me - I want the most used leave types to appear first, but the leave types appear in a random order.
    They are in alphabetical order on an employee's leave balance screen and when you assign a leave type

    4 votes

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  14. 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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  15. 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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  16. The new Payroll Activity and Summary Report is not as user friendly as the old one. It was much easier to read and find your employee name and net amount due on the older version. I also don't like how half an employees details can be on one page and the rest on the next page. I would like to revert to the old style, if possible?

    4 votes

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  17. The problem is if you set a deduction item in payroll on Xero it doesn't give option to pick P&L nominal account, where reimbursements to employees should be coded. The only work around are journals, which is ineffective when you have clients posting payroll themselves and they need management reports each month, so you have to reanalyze and repost their payroll.

    4 votes

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  18. 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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  19. 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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    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.

  20. Moving employees from Part-time to causal or visa versa without deleting them!

    The Solve: Just have a date range/calendar within their employee info for what classification of employee they are during that date range.
    Transitioning employees causes undue messiness of information, which is counter to the point of the software. You have 2 employees that are the same person. Which also counts towards how many employees a business has for xero pricing purposes.

    4 votes

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