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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. 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.

    65 votes

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    6 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.

  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

    65 votes

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    29 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. Have the ability to set the relevant Award Rates and applicable grade so the pay rates gets automatically updated each year when the award rate changes, rather than having to manually make the changes.

    65 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  4. 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.

    64 votes

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    22 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.

  5. Xero Expenses - In multicurrency expenses there is currently no ability to add more than one image/PDF to an expenses claim.
    We have many employees who travel for long periods of time or for certain jobs and need to be able to submit one large expense claim with multiple line items and also provide a photo/PDF of receipts for each of these items. But currently you can only upload one image per expense claim.

    On top of this there is no ability to set a different currency as the default currency for specifics employees which would be a helpful feature…

    63 votes

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  6. 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…

    63 votes

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    24 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.

  7. Ability to add employee’s emergency contacts and export it.

    Purpose: Users can have their employee’s emergency contact in case they need to contact them.

    63 votes

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     ·  31 comments  ·  Payroll  ·  Admin →
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  8. Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.

    For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.

    Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.

    62 votes

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    Hello everyone, thanks for your engagement and feedback regarding using labels in Xero Expenses.

    We are currently reviewing all of our product ideas as part of a wider project to streamline the status of our community support on Xero Product Ideas and wanted to provide you with an update about this idea.

    After reviewing this idea and our product roadmap, this feature isn't currently on our immediate plans as our development teams are focused on other core improvements across the Xero platform.

    The status has now been updated to Not In Pipeline. Our product team will continue to monitor this idea and we’ll let you know if anything changes.

  9. Ability to see timesheet function for employees who are on salaries.

    Purpose: To make the employees can keep track of their hours without affecting the pay runs.

    62 votes

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    24 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing how important it is for your business to have monthly salaried employees complete timesheets for tracking and reporting purposes, without impacting pay run calculations.

    Some of you have found workarounds like approving timesheets after processing pay runs, although this may create challenges down the line.

    Our product team is currently undertaking a wider review of timesheets, and this idea will be included in that process. Therefore we're updating this idea to Accepted. We'll keep you updated if there are any developments on this.

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

    61 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.

  11. Portable Long Service Leave Report - need a quarterly report that meets the Victorian Portable Long Service Leave requirements.

    61 votes

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    24 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.

  12. When using the Leave Paid out on Termination feature in xero, the paid out leave is recorded in the Holiday Leave Accrual category. This means we are unable to run a report showing the value of unused entitlements paid out on Termination. This is important information for Workcover Reconciliations etc. Please set up a report for Unused Leave Paid out on Termination.

    61 votes

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    34 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important STP reporting is.

    The existing solution is to view the STP finalisation screen, as this information is included in the employee's STP summary.

    Something to note is that leave paid out on termination has several reporting types depending on the termination reason and leave type (i.e. Type U, Lump Sum A, etc).

    If you use the STP finalisation reports, you may like to view this in conjunction with the ATO’s guide: STP Phase 2 Reporting - Quick reference guide.

    Creating a new report for unused leave paid out on termination isn’t currently on our product team’s road map, so we've updated this idea to Not in Pipeline. The idea remains open for votes though so we can continue to monitor interest.

  13. The witholding variation should be on top of the existing PAYG calculation not overrides it, as it currently does. If an employee completes a MyGov employee Tax Form and notes they want an additional % amount variation withheld - it should be on top of their existing PAYG tax, not instead of it. There is no other option to put in a percentage amount in XERO.

    Or allow the upward variation amount to be a percentage amount - not just a fixed amount.

    The screenshot attached shows this employee should be paying tax on the full amount (no threshold claimed)…

    61 votes

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     ·  24 comments  ·  Payroll  ·  Admin →
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  14. A report that provides details of employees leave to be able to see the leave accruals and leave taken for the pay period.
    This would help as an audit trail and when preparing a salary budget or during a salary review.

    60 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important granular leave reporting is for your payroll processing. We understand many of you are tracking Leave outside of Xero as a workaround.

    We hear you’re also interested in a Leave Balances Report. UK Payroll - Leave Balances Report is a separate Product Idea, so we’d love to see your votes and ideas on this topic too.

    Whilst a Leave Transactions Report is not currently set in our roadmap, our product team is reviewing the viability of developing more comprehensive reporting solutions.

    We are changing the status of this idea to Accepted. Keep an eye on this idea and we’ll update you when there are further developments.

  15. To allow the payroll team to run reports to runs checks on the payroll before submitting the payroll. This would avoid sending numerous automatic FPS reports to HMRC.

    59 votes

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    24 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback. We appreciate you explaining how important access to reports on draft pay runs is for your workflows, especially for client approvals and pre-submission checks.

    Our product team is currently looking into payroll reporting improvements as part of a wider review, however adding additional reports to draft pay runs is not something that’s on their foreseeable roadmap.

    Currently you can download payslips, P32 and Payroll Activity Details/Summary reports from draft pay runs. These provide a breakdown of employee earnings and employer liabilities, which can be used for pre-checks before submitting your pay run to HMRC.

    Please continue to support other ideas, as this helps our product teams know what's important to you.

  16. It would be great for those Approving Leave, to also be able to View the Leave Calendar that is currently available to Payroll Admin users in the Overview Window. Those approving leave need to know who else is on leave for the requested period, which we currently replicate in our Email Calendars, however it would be great to take this step out, it will reduce time and eliminate errors.

    58 votes

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    15 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback on the needs for leave approvers to view upcoming leave for their team. We appreciate you highlighting how important it is to have better oversight of team leave without needing full payroll access.

    Our product team is looking into how this idea may fit into a wider review of team management in AU payroll. This is in the early stages of review so not currently on the team’s roadmap, but we'll keep you updated as we learn more.

  17. Hi, It would be great if payslips line items match the 'pay template' pay items or alternatively, for pay items that have a YTD amount to be shown on all payslips (with the Nil or $amount for the current pay period as applicable with the YTD) to breakdown 'Other Previous Earnings'.
    This will also assist tracking multiple pay items where it can vary each pay cycle, coding and tracking STP rates and categories, YE finalisation and review. Many thanks.

    57 votes

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     ·  18 comments  ·  Payroll  ·  Admin →
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  18. Be able to produce a payroll report for leave balances with a running balance. I want to be able to see all leave accrued, leave taken and the running balance in one report.

    57 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your suggestions regarding consolidating the information provided in the current leave reports and the suggestion to include a running leave balance.

    We appreciate that the current leave reports in Xero require exporting out of Xero and manual work to track running balances. We hear that this can add time to your workflows.

    After reviewing this idea, we're updating this idea to Not in Pipeline. Whilst we can see the value to you for this particular report configuration, this isn’t an idea that’s on our product teams foreseeable roadmap.

    We know this isn't the outcome you hoped for, and we value your input as it helps us understand what matters to the community. The idea remains open for votes so we can continue gauging interest. We’re constantly reviewing the level of support for your ideas, so will keep you updated if the status changes in the future.

  19. Ability to create recurring expenses in expense claims area in Xero.

    Purpose: To save users’ time from entering their regular expenses in Xero manually.

    57 votes

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    Hello everyone, thanks for the detail and support shared for this idea. We understand how recurring expenses would enable efficiency when you have frequent expenses of a similar nature (like subscriptions), so have moved the idea to Accepted.

    Currently there is work needed within expenses to enable us to develop this capability. Once we're in a better position to be able to dive deeper into this work, we'll review all of your suggestions and share any progress with you here.

  20. Currently when opening the TIMESHEETS page the order of the timesheets is very random (example attached).

    The most common reason for visiting this page is to view and approved/reject timesheets so It'd be very helpful for us when we do open this page that the most recent timesheets awaiting approval are at the top.
    Currently we have to click on the 'Last Edited' column header to get the most recent time sheets.
    Can we please have this page DEFAULT set up to accommodate most recent date at the top (example attached).
    Please join me in my campaign to have this…

    56 votes

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    13 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback on having timesheets displayed in order from newest to oldest, by default. We appreciate you taking the time to explain how this impacts your workflow.

    We know some of you have been filtering date ranges as a workaround, though this adds extra steps.

    We're updating this idea to Accepted as part of wider timesheet updates which are currently being investigated by our product team. We'll keep you updated as we learn more.

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