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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. To produce a report that shows all expenses entered via the expense claim feature for a specific period, which also shows who entered the expenses and details of the claims?

    This is a useful feature required for comparing budgets and forecasting future cash flow expectations.

    34 votes

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  2. Ability to have a flag feature when potential duplicate expense claims are uploaded.

    Purpose: To make users easily noticed when the same/similar expenses are already uploaded.

    34 votes

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     ·  6 comments  ·  Expense claims  ·  Admin →
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  3. When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.

    33 votes

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     ·  7 comments  ·  Admin →
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  4. 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.

    33 votes

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     ·  21 comments  ·  Admin →
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  5. UK Payroll- Access to a communal time off calendar for all employees.
    As a smaller business we try to have one employee off at a time where possible- it would be hugely useful if they could access a shared leave calendar in the same place as they request leave & submit timesheets from. This would pull data from my admin overview calendar and stop me having to create external calendar in iOS and another in android which leads to missing data etc and wasted holiday requests. They could see if the leave they want is available prior to the request.

    33 votes

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  6. I would like Xero to automatically lock the ABN on a client's file after the first STP event has been lodged. This will prevent clients changing the ABN when they change the entity's structure and reporting STP incorrectly across two ABNs. Undoing this mess is a nightmare.

    33 votes

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    Thanks for your feedback so far, everyone.
    We're currently looking at ways we could help fix double counting for issues at the ATO that have been made due to changes made to an organisation's ABN/Branch number and it'd be great to get input and further feedback from some of you here to help us understand and solve these issues. 

    📝If you're interested in participating in this research and would be available to connect (this week) on 24th or 25th November 2022 - Please click through and complete this short survey. Thanks 🙂

  7. 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

    32 votes

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     ·  5 comments  ·  Admin →
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  8. Unscheduled payruns - the ability to not include pending leave. When processing bonuses etc, Xero automatically puts in the up coming leave even though it is not appropriate to be included in this unscheduled payrun and should be in the standard payrun. Because we pay monthly this only exacerbates the situation. To have the option to not include the leave in that payrun would help with this.

    32 votes

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  9. Can we have an audit trail, even if similar to invoices/bills, where we can see the who, date & time of the payslips being sent out for a pay calendar?
    This helps to know the payslips have been sent out and that there is an audit trail for this.

    32 votes

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  10. 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.

    32 votes

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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

  11. Time Off
    1. As a senior manager I want to export a report, in one operation, a table of employee name and hours left to book, I need this to chase employees who are not taking leave and know the financial risk we are carrying in the business from untaken leave e.g.

    Employee name | Hours not yet booked | Hours booked but not taken yet
    Fred 80 16
    Joe 16 8
    and so on.....

    1. Any chance we could have a quick panel of employee unapproved leave requests so I can quick go through this in the morning (at the…
    32 votes

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     ·  10 comments  ·  Admin →
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  12. The new Payroll Activity Detail Report is very hard to read when there is more than a couple of employees.

    I understand that the new report format has been designed to reflect the other updated reports in Xero. However, so that it is more user-friendly, can we have:

    1 - A blank line between each employee so that it is easier to see quickly where one employee's details cease and the next employee's details start.

    2 - Highlight the employee name by shading that line, again to make it easy to see where each employee starts on the report.

    Are…

    31 votes

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     ·  4 comments  ·  Admin →
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  13. When adding new Pay Items in Australia, Reportable as W1 should be ticked as a ticked as the default as the vast majority of Pay Items in Australia are Reportable under W1.

    Every time the award changes and we import pay items from Deputy, the new items have Reportable as W1 turned off and we have to manually change them.

    Changing the Xero default may or may not fix that problem but it should be the default nonetheless.

    31 votes

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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 the votes and comments of the community and have updated the status to Gaining Support.

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

  14. UK payroll - Have the ability to fully process 2 workplace pension schemes. We have 2 contribution schedules, one basic minimum level, one at higher levels. Sage can process both of these and send the correct contribution amounts to NEST. XERO is unable to do this and requires manual intervention in XERO and at NEST. This is crazy, surely I am not the only one with more than one set of contribution schedules?????

    31 votes

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  15. Would be easier for employees & team leaders approving leave if annual leave is able to be requested in days and half days. Or to have the option to select either days or hours when requesting annual leave through the Xero Me app.

    It's the most common complaint I hear from our employees that it would be way easier if they could just put in 1 day instead of working out the hours they want to take off.

    30 votes

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    Hi team, we appreciate the interest this idea has received. Our product team have been doing work that will solve for the idea here. This is currently with a small group of users and we expect to be able to release wider very soon. I'll keep you updated on delivery and share more details of how this works in Xero.

  16. Work and Income deduction as a reducing balance under statutory deduction. Work and Income have provided a total amount and a weekly amount to be paid there needs to be a function added to provide the reducing balance, this function is available in other statutory deductions.

    30 votes

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     ·  17 comments  ·  Admin →
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  17. a payroll report that can be run by the states that employees are in. It will be great for payroll tax if company employs people across Australia

    30 votes

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  18. we will have an overseas employee (from NZ) joining our australian company. In payroll I can put under Taxes the status Foreign Resident but not his address in NZ. I find this very restrictive to only be able to choose a State in Aus and no overseas addresses. Anybody an idea how to circumnavigate this without having to find some additional app to connect with Xero as was suggested by Xero Support.

    30 votes

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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 a lot of 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.

  19. The Australian version of Xero offers a timesheet summary report. Can we have this in the UK? I need to send a manager details of his employees uploaded timesheet data and there is no report.

    30 votes

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  20. It would be beneficial for an employee to record all hours worked in the timesheet including hours to be allocated as TOIL Accrual
    i.e. employee works 35 hours, 30 hours ordinary and 5 hours to TOIL accrual?
    Then when the employees wishes to take the TOIL, they submit a Leave Request as per existing functionality.

    Currently the employee needs to separately notify payroll regarding hours worked to be allocated to TOIL Accrual. And this doesn't go through the Supervisor Timesheet Approval process.

    30 votes

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    Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update do just wanted to let you know how it's going.

    We've reviewed this idea and have moved it to Gaining Support status.

    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.

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