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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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  1. It is impossible to us the credit card bankfeed function and allow for the credit card user to account for these expenses in Xero Me.
    Solution: allow for credit card transactions to pull through into Xero Me via automatic sychronisation. This should provide a more streamline approach to recordinng individual company card expenditure, remove time in reconciling missing receipts and remove duplication.

    35 votes

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    Hi everyone, we wanted to provide a quick update on the idea to enable reconciliation of credit card expenses directly within Xero Me.

    This idea is currently classified as Gaining Support and has started to gain traction within the community. We appreciate those who have shared their interest and feedback so far.

    If this feature would help streamline your expense management, please continue to vote and share your thoughts. Your input is important in helping us prioritize future improvements.

  2. As the automatic journal for payroll is not able to be viewed before posting to accounts, we should have the option to turn off automatic journals. Currently, we have to post, then go back and do another journal to split out ER NI & Pension for different departments. This system is so unflexible.

    35 votes

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    23 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    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 all members to share how this feature would improve their Xero experience.

  3. When approving timesheets it would be ideal to have separate lines underneath Ordinary Hours with Leave requested, on which days and hour amounts and to be able to approve there instead of having to go to a different screen.

    Can be hard to double check and remember correct days the leave was taken and also to ensure daily and weekly hours are met.

    *Simple layout idea attached

    35 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Thanks for supporting this idea on having leave days visible when submitting timesheets.

    We've split this idea up to gauge interest across NZ and AU. You can view and support the NZ idea here.

    Make sure you share the idea with your colleagues that this feature could benefit.

    All members can also comment to share additional detail about how this idea could improve their experience with Xero.

  4. 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…

    35 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi all, thanks for the feedback on the layout of this report. We can see this idea has been steadily gaining support.

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

  5. Xero Me App - Testing

    It would be great if we could test the Xero Me app (similar to how we can with the Demo Company for Xero) to be able to see what employees see.

    35 votes

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    8 comments  ·  Employees  ·  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.

    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 all members to share how this feature would improve their Xero experience.

  6. It's great that Xero Me now allow employees to add their own start, finish and break times but all hours appear as ordinary hours. Xero should have a warning prompt flagging this as it's easy to miss overtime hours and pay them as the default ordinary hours, which then needs an unscheduled pay run to correct the underpayments (assuming you work this out for yourself!). Public holidays should also be flagged so we can adjust pay rates (if needed) for these days.

    35 votes

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    9 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.

    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 all members to share how this feature would improve their Xero experience.

  7. The current option available for updating the time in lieu of XERO is to previously inform the fixed number of hours that will be added to the leave balance in the leave register. However, the number of hours varies each week, so I cannot predict in advance how many hours each employee will work.

    My suggestion includes an automatic update from the time in lieu of using a timesheet. Thus reducing the probability of errors by entering the balance manually.

    35 votes

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    11 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea for time in lieu to accrue automatically if certain hours are worked (i.e. overtime, working a holiday...).

    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 all members to share how this feature would improve their Xero experience.

  8. Currently payroll is only able to child support as a deduction.

    In Australia, there is a protected amount that employee needs to earn before the deduction is taken out of their pay. There isn't a function that will allow this currently.

    Payroll officers manually have to keep track of this and remove the deduction if protected amount is not reached. Small businesses with a few employees would be able to keep track but for the likes of a bigger business with more than 20+ employees, this would be a nightmare.

    35 votes

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

    We've reviewed your idea and have updated it's status to Gaining Support.

    Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will keep you updated on the way.

  9. I work in the payroll team at a business where the majority of our employees are on salaries that include super. This means every July, I have to go into every person's pay template and recalculate what their new salary is (because xero works only on an excluding super basis).

    My suggestion: The ability to select whether a salary is including or excluding super per employee. Then every year when the statutory super amount goes up, I won't have to recalculate everyone's new salary for xero. This also means that an employee's payslip has the same salary as what is…

    35 votes

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    9 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for sharing how your businesses manage salary packages. We understand those using a Super inclusive salary model require manual recalculations with annual SGC increases.

    Xero is designed primarily to support small businesses, the vast majority operate on an exclusive salary model. This is largely driven by the award system, where SGC is paid on top of base rate.

    Our product team has let us know we don’t have plans on our foreseeable roadmap to change how these calculations are handled in Xero.

    We truly appreciate you taking the time to share your workflows with us, as it helps us understand the diverse needs of the Australian business community. We’ll let you know if our priorities change.

  10. In order to monitor expenses by venue, tracking categories in Payroll - giving staff the ability to log their time worked by venue - makes total sense. However, when staff take A/L or S/L, there is no ability to use a tracking category, so all these transactions go to the default 'unassigned'. The time involved in searching what makes up this 'unassigned' amount in a payroll of 35+ employees across 9 venues is astonishingly time-consuming, yet vital to the overall expense reports. Would love to have some time and effort put into this issue please Xero.

    34 votes

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    9 comments  ·  Payroll  ·  Admin →
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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.

  11. We need to pay two different groups of employees from two different bank accounts. Having to change the payroll settings each time I do a pay run (to change the bank account) leaves far too much room for error. Can there be an option to select which bank account you want to use for each pay group PLEASE!!?

    34 votes

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

    We've reviewed this idea and have updated it's status to 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.

  12. 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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  13. 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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  14. A simple payroll report that shows the actual wages for a period for reporting for Workers Compensation as it is a legal requirement for AU businesses. Details would be split into wages paid including super, with the residency status (+country of origin for Working Holiday Makers) - with a split if an employee has changed employment basis (i.e., moved from Casual to FT) in the period.
    And any additional details that are required by the majority of insurance companies who handle Workers Comp.

    33 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Thanks for submitting your idea for a payroll report specific to workers compensation and or insurance purposes.

    We've reviewed your idea and it's up to the community to get behind and support it.

    To help your idea gain traction, please share it with colleagues so they can vote for it too.

  15. Give the ability to set a percentage (i.e) 50% on an employees bank account when paying across more than one bank.
    I have an employee who always splits her pay equally between 2 bank accounts, however she is a commission paid rep and therefore each pay amount is different. So the current function is no use to me- which allows a $$ amount to be set only. This is fine for set salaried employees but not for commissioned sales reps.
    MYOB had a function where you could set a percentage on how much went to bank account 1, and therefore…

    33 votes

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    15 comments  ·  Payroll  ·  Admin →
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    Thank you for suggesting the ability to split wage payments by percentage across multiple bank accounts. We’ve noticed this idea has been steadily gaining momentum since it was first raised.

    To help it gain even more traction, feel free to share the link with your colleagues so they can add their votes. We’d also love to hear in the comments how this specific feature would improve your Xero experience.

  16. I feel it would be very useful that once a payroll is processed and the system uploads payslips into Xero Me that the employees either get an email from the system or the associated app notifies the employee that there is a new payslip available to view.

    I understand that Xero can securely email payslips, but I think that it would be useful for Xero had the ability to be able to automatically notify employees of uploads into Xero Me

    33 votes

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    6 comments  ·  Employees  ·  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.

  17. Bulk Actions for Expenses: Restore Submit/Approve Many. With the retirement of Classic Expenses, a major efficiency feature has been lost: the ability to process expense claims in bulk.
    The Problem: Currently, each individual expense claim must be opened, reviewed, and actioned one-by-one. For anyone who needs to approve 20 claims at the end of the week, this is an incredibly tedious and time-consuming process. What was once a 30-second task now takes many times longer.
    The Solution: Reintroduce checkboxes and a bulk action menu to the expense claims overview screen. This would allow users to:
    Select multiple claims.
    Perform bulk…

    32 votes

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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.

  18. It would be so helpful for Xero to have the ability to calculate rolled up holiday pay based on timesheets entered and show this as a separate line for holiday pay on the payslip.

    32 votes

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    12 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea here.

    We've reviewed your idea and it's up to the community to get behind and support it. Sharing the idea with any colleagues could benefit so they can add their vote too!

  19. I need to be able to approve super when I am travelling and do not have access to text messages. It is most inflexible that there is only one method for doing this! Can the Xero Verify App not be used for auto super approvals too? Then I only need wifi.

    Or, can text be received to whatsapp instead?

    32 votes

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    15 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea for alternative methods to approve auto super batch payments.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    In the meantime, Auto super payments must be approved using the authorisation code sent via SMS.

    If needed, both the current approver and subscriber can update the approval details in the event the current approver is not available.

  20. 32 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for your feedback on NI savings in pension calculations. We appreciate you sharing how you’re currently managing these contributions when processing salary sacrifice schemes.

    We understand many of you are using spreadsheets and manual workarounds to add these additional employer contributions to the payslip.

    Our product team has reviewed this request and moved it to Accepted so that it can be considered in future planning cycles. Although it isn't currently on the immediate roadmap, we'll keep you updated as things progress.

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