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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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174 results found

  1. Hi

    There is a suggestion to add the function of automatically email employee payslips to their email address instead of spending time to manually do it again and this should be restricted for permitted user access.
    access.

    77 votes

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    29 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since our last update, 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.

  2. 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.

    71 votes

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    29 comments  ·  Payroll  ·  Admin →
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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

  3. Ability to import the number of days of annual leave/other leave taken per employee for the month. It is very time consuming to manually add the leave taken for each employee when completing the payroll each month.

    69 votes

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    22 comments  ·  Payroll  ·  Admin →
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    Hi team. We can see it's been a while since we've provided you with an update about this idea. Looks like it's 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 as we go.

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

    60 votes

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    22 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.

  5. REQUESTING LEAVE
    Firstly, when an employee is submitting a leave application, they are unable to adjust the number of hours they are taking when submitting this leave when the leave period is for more than one day. This is problematic for part-time employees that may work different hours on different days of their working week.
    RECORD/HISTORY OF LEAVE REQUESTS
    Also, employees used to be able to see the number of hours taken but this is no longer the case - why is this?
    LEAVE APPROVER ACCESS
    And finally, my client has multiple entities that use Xero for payroll processing however…

    56 votes

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    11 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.

  6. Integration of all employee leave taken with a shared calendar in outlook or calendar in Xero itself that everyone can view to see who is on leave and when.

    49 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 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.

  7. It would be great to be able to add commonly requested payroll reports into either the Management Report or Custom Report Pack. Namely Payroll Activity Summary and Timesheet Summary

    47 votes

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    11 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since our last update, 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.

  8. When adding a new employee's super fund, being able to add the fund by entering the USI number.

    If that can't be done, at least show the USI next to the super fund name so we can make sure we are selecting the correct super fund.

    Currently to make sure I am selecting the correct super fund in Xero when adding a new employee, to confirm the USI I need to go to my organisation, settings, payroll settings, superannuation and then, because I can't sort alphabetically or search for a fund name or USI, I basically have to add a…

    46 votes

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    16 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 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.

  9. "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.

    42 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!

  10. 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

    37 votes

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    5 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.

  11. 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…

    37 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.

  12. 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.

    35 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.

  13. Import complete payroll information including earnings, deductions, and overtime etc from an Excel/CSV file

    33 votes

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    8 comments  ·  Payroll  ·  Admin →
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    We appreciate you taking the time to suggest this idea.

    We've reviewed your idea and is now live for community engagement. We look forward to receiving their feedback.

    We'll keep you updated!

  14. 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.

    33 votes

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    10 comments  ·  Payroll  ·  Admin →
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    It’s been a little while since our last update on this idea, so we wanted to check in.

    We’ve reviewed your feedback and can see it’s continuing to gain support.

    While it’s not on our product team’s roadmap , we’re keeping a close eye on it and will share updates as things progress

  15. 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.

    32 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 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.

  16. 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.

    32 votes

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    3 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.

  17. 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…

    31 votes

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  18. 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.

    30 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.

  19. 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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    16 comments  ·  Employees  ·  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 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.

  20. 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!!?

    30 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.

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