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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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578 results found

  1. Looking to move from using Sage payroll where this time saving feature is available when paying net bonuses, it would be great help if this was also available in Xero payroll.

    44 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  2. Ability for the employee in Xero Me. to be able to create a timesheet template so that they don't have to complete the start, finish and break times for every day every pay period.

    44 votes

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    10 comments  ·  Employees  ·  Admin →
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    Hi community 🙋
    Thanks for starting this idea! Did you see last week that our Product Team released an update that helps speed things up on Xero Me Mobile? They’ve enabled the ability to copy previous time entries in start-end timesheets on a per day basis. To do this, enter your time entries as usual for the first day in your timesheet, and then select the “copy from [date]” option when adding a new time entry for a consecutive day.
    The team are interested in further exploring improvements in this area, but at this stage there are no firm plans to progress this idea. They’ve got their eyes on the ground though - closely monitoring your ideas, votes and comments.

  3. with the new functionality of adding start end times and notes, we are not able to print or download this data in any reporting. the only way we can SEE this info is in the individual timesheet by person.
    If you can update the report to include all information that would be useful as the current process is only half done.

    44 votes

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    12 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've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  4. Integration between Xero Payroll and Smart Pension would be great!

    44 votes

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    29 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've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  5. When employees are using xero me app to book leave and the amount of leave they are requesting will cause their leave balance to go to a negative, either the app needs to not allow them to submit the leave as they are in negative already or will go negative or an alert to say that they are/will be in negative that they then need to acknowledge to submit the leave.

    43 votes

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    3 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.

  6. "As an employee submitting my expenses I don't want to be left out of pocket because Xero Expenses doesn't allow me to set the exchange rate I was charged by my bank."

    Xero Expenses uses XE.com exchange rates for foreign currency exchange rates and it's not possible to override/change this.

    It should be possible for the employee, or approver, to manually set the foreign and domestic currency amounts, or set the exchange rate itself.

    43 votes

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    Thanks for sharing your idea, and letting us know that you would like to be able to enter your own exchange rate for your expenses.

    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!

  7. Remove the feature of 'Other Previous Earnings', or an option of allowing us to choose whether to have this feature. Grouping all previous pay items into 'Other Previous Earnings' in the same financial year is confusing and our employees won't understand what it is for. Please get rid of it!

    42 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  8. Please allow payments to be made to an employee after they have left and their P45 has been generated. Sage, for example, allows you to include past employees in a pay run and tick a 'payment after leaving' box which gives the correct 0T tax code and produces the correct FPS submission for HMRC. This is a very basic part of payroll that needs to be included in this system, the option to create a new employee file in order to pay them is not complying with HMRC and is not an acceptable alternative.

    42 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  9. Tracking Categories do not show in Xero Me mobile app when I approve my employees' timesheets. This means I cannot check that they have allocated their time to the correct Tracking Categories, so I have to approve timesheets on the computer making Xero Me useless for Timesheet approvals. Please show Tracking Categories in the Xero Me timesheets app.

    41 votes

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    Hi everyone 🤚 thanks for the idea and support. I thought I'd pop in here to share that it can be possible to have your tracking options show in the Xero Me mobile app when approving timesheets. However to do this you'll need to choose the Total hours worked timesheet setting (instead of the Start & end hours option). Appreciate that this may not be suitable in all our customer's workflows, so we'll continue to monitor interest in this idea.

  10. Have the original currency + amount available as field options in the Reports section, so I can run an expense details report and see both the original currency and the GBP.

    The use case here is that we have US people using Xero Expenses who need paying in USD. I have to go into each expense item to manually write down the USD value and the add it up to pay. It's properly daft when I know the currency amount is there. And we can't enter it as a bill because they are using Xero expenses.

    41 votes

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  11. NZ Payroll - I would like a report that shows annual leave taken, any adjustments made to the leave balance and a final total of leave owing. I do not think there is anywhere that shows if an change has been made to someone's leave balance

    40 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  12. Automatically accrue RDO hours after a certain amount of hours logged.

    Job management systems push 80 hours over as a timesheet in Xero.

    We would like the total combined hours logged (ordinary hours, annual leave, RDOs, personal leave and public holidays) in excess of 76 hours to automatically be converted to RDO hours.

    E.g: If I log 80 hours ordinary time, I accrue 4 hours RDO.
    E.g: If I log 78 hours ordinary time, I accrue 2 hours RDO.
    E.g: If I log 80 hours annual leave, I accrue 4 hours RDO.
    E.g: If I log 72 hours ordinary time…

    40 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Just wanted to touch base regarding this idea as it's been a while since we've posted an update.

    We've reviewed your comments and can see the that this idea has been 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 on the way.

  13. Payroll doesn’t calculate pension until after you submit the payroll/RTI, so you don’t know what the actual net payments are until submitted. Try explaining to a client that what they signed off isn’t what they actual pay.

    40 votes

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    16 comments  ·  Payroll  ·  Admin →
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    Thanks for this feedback on how pension enrollment currently works in Xero payroll. 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.

    In the meantime, here's a tip to trigger pension assessment before posting the pay run:

    1. With the pay run in draft click Post.
    2. When the Automatic pension enrolment pop up displays, click Confirm.
    3. On the Complete Pay Run pop up, click Cancel.
    4. You can now open the draft payslip or download pay run reports with the pension deductions included.
  14. Currently, for monthly employees, Xero does not take into consideration the fact that they have been set up to be paid the same amount each month, therefore the days in the month are meaningless from a pay perspective. Unfortunately, this means that the basis leave accrues on to work out how many hours a public holiday/personal/annual leave day should be when leave is entered is also meaningless. Instead of defaulting to 7.6 (or 8) hours/day leave taken, it does a calculation based on the number of working days in a month. So if someone is being paid on the basis…

    39 votes

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    18 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we’ve been following the conversation around how Xero calculates leave request hours for salaried employees. As you’ve mentioned, the current calculation based on the working days in a month isn't hitting the mark for everyone.

    We understand some of you would prefer an alternative calculation method and are manually adjusting leave requests so they reflect the exact amount of hours in a day.

    While this feature isn't currently on our roadmap, we see the logic in your request. We've shared this idea with the product team and moved it to Accepted. We’ll keep you posted right here if anything evolves.

  15. New Employee start date is part way through a pay week. The New pay run does not recognise the start day and calculates an entire weeks pay.
    This requires manual calculation and double check if the pay run has been recalculated. Open to errors and over payment

    39 votes

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    6 comments  ·  Payroll  ·  Admin →
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    It's been a while since we've provided you with an update about this idea, so wanted to touch base

    We've reviewed your comments and can see the that this idea has been steadily gaining support.

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

  16. When adding a new employee record, allow me to 'create new superannuation' during the process of creating their new record. Currently when adding a new employee record, I need to navigate away from the employee record to 'Settings > Payroll Settings > Superannuation' to add a new superannuation relationship. On the new employee record, when the pop up appears for superannuation, if you could add a spot to say 'Create New relationship' or something under the employee record - I'll buy you a beer.

    39 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience whilst this idea is gaining traction.

    We've reviewed your comments and can see the that this idea has been gaining support.

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

  17. We have hourly paid employees who get paid 12 x per year with either a 4 week or 5 week pay period. At present, Xero doesn't give this option to change a pay period within payroll calendars. There are only set pay periods.

    39 votes

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    25 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback on flexible pay periods. We appreciate you explaining how important this is, especially for those running 4-4-5 week structures.

    The product team have reviewed this idea and, after looking into what would be involved, have confirmed it isn’t something we’re planning to add to Payroll in the foreseeable future.

    We’ve updated the status to Not in pipeline. While we’re not moving ahead with this work, your feedback is still really valuable and helps us understand the different ways you’re running payroll in your business.

  18. I like to be able to change a payrate in advance but still be able to use the old payrate in the current pay runs. Then adding a new line for ordinary hours with the new pay rate if it starts in the middle of a pay week. This way you don't have to go into each employee to change the rate if you have a pay week where it is the old payrate for eg 2 days and the new one for 3 days. It's also handy when you have to set up pay runs in advance because you…

    38 votes

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    6 comments  ·  Payroll  ·  Admin →
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    "Thanks for the idea. We’ve reviewed your submission, and it is now available for the community to support.

    To help your idea gain traction, please share it with colleagues so they can vote for it, too. The comment section is also open for other members to share how this feature would improve their Xero experience."

  19. Require an SGC statement report ( a combination of Employee remuneration + payroll activity summary report) that includes all details required about the employee and super accrued on OTE + Overtime hours worked. This would enable efficient reporting to the ATO when super payments are late.

    38 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Thanks for letting us know the report suggestions that are most important to you.

    We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  20. Adding a feature in Xero that allows finance admins to designate specific fields on expense claims as mandatory or optional would ensure consistent data entry, improve financial tracking, and streamline the approval process.

    Key Benefits:

    Enhanced Compliance: By making certain fields mandatory, such as business function or event tracking, admins can ensure that all necessary information is provided, reducing the risk of incomplete or incorrect submissions.

    Improved Data Accuracy: Mandating specific fields ensures that critical data, like cost centers or project codes, are always captured, leading to more precise financial tracking and reporting.

    Flexibility: Different organizations or departments may have…

    37 votes

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