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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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40 results found

  1. It would be useful if XeroMe had an option for approvers to choose where their notification emails go (i.e. approvals for leave, timesheets and expense claims). Our workplace has recently set up XeroMe but our approvers are having difficulty because they have to remember to regularly check their personal email for notifications. Their choice at present is to link everything to their personal email and regularly check their personal email or link everything to their work email and have their personal payroll information sent to their work email.

    Additionally, if 2 approvers are selected, it would be useful if XeroMe…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  2. It would be great if Sick leave Logged after closing of the month would go to next Payment run. At the moment its just sitting there showing as Unpaid, even though it was paid. Or if would be possible to mark it as paid manually.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  3. Allow export of full employee, superannuation fund and amount details for import into superannuation clearing house.
    Once Xero has calculated the super payable, it should be possible to import these details direct to the employer's chosen super clearing house rather than having to manually enter, which risks data entry errors.
    Users should not be forced to use Xero's super clearing house, however the lack of suitable data export from Xero makes it difficult to efficiently use other clearing houses.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  4. The ability to zoom in on an uploaded PDF/doc seems to have been removed. Can this be reinstated? I used to be able to cut and paste details from the doc too.

    2 votes

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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  5. Critical that employees are sorted in SURNAME ORDER. Every thing that is associated with Payroll sorts in SURNAME ORDER - Particularly SUPER. So hard when trying to check lists against one another when Xero sorts in FIRST NAME and other programmes sort in SURNAME (SUPERANNUATION AS AN EXAMPLE).
    This idea has been put forward before, but I can no longer find it. Only the idea to be able to sort by different headings, not just always having EVERYTHING PAYROLL in SURNAME ORDER.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  6. TOIL leave balance hours should be visible on the employee Leave page without having to click into the leave type. Small issue but very tedious as already have to input manually, so it would be good to see quickly

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  7. I have noticed across all my clients' Xero books, that when changes are made to employee's profiles (either their Earnings Rate Name or Leave Balances) that this change is then reflected across all their PREVIOUS payslips. I find that concerning because when audits are done or simply references are made to previous pay runs, that the incorrect Earnings Rate Name is shown (although the pay rate of course, remains the same) or that the Leave Balances are capturing the change made later, in earlier payslips. I realise that Leave Transaction Reports can be run, however, a running balance is not…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  8. Insertion of a child support tab in payroll processing - Can you put a tab (just like Pay super tab) with the drop down list in payroll so it creates a list just like the list in pay super. I currently have to go into chart of accounts list to find out how much child support to pay.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  9. Is it possible to create a filter by credit card, we have staff with credit cards and Amex, currently all expenses a mixed together and you cannot see what has been uploaded for the individual cards.

    1 vote

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    0 comments  ·  Expense claims  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  10. Is it possible to create a filter by credit card, we have staff with credit cards and Amex, currently all expenses a mixed together and you cannot see what has been uploaded for the individual cards.

    1 vote

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    0 comments  ·  Expense claims  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  11. When you go into timesheets, can they please be from newest to oldest as the default, every time I go in there and need to look for a timesheet it is oldest to newest, I change it find the timesheet and go out and reverts back to oldest to newest again - PLEASE CHANGE THIS

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  12. Casual employees who provide a services are paid a percentage based on their individual takings. Would be good if xero could incorporate this into paying LSL - Long service leave. If xero could so all working that are needed to come up with the hourly rate that is paid as all employees get a set hourly LSL amount of hours added every pay but the casual employee paid percentage work all different amt of hours and all different fees

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  13. It would be great for employees to have an option to save a copy of their Submitted timesheet, for their records. This means they would have proof of their Submitted timesheet to then compare to their timesheet once Approved.

    Often employers may make edits to the entered hours or earnings types before Approving an employee's timesheet, and the employee having the option to save a copy of their timesheet before it is Submitted would mean they could directly compare the two, and check any edits made are correct.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  14. It would be good if you could edit some fields in an expense after it has been paid, without having to undo the payment and redo. It would be the the same as for Bills where you can edit some fields after they have been paid.
    We pay our bills in batches so to undo a payment means you have to undo a lot of payments and redo.
    The fields we would like to edit (like a tracking category, or unassigning an expense as billable) do not affect the payment details.

    34 votes

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     ·  8 comments  ·  Expense claims  ·  Admin →
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  15. Allow users to put in mileage claims at a nil rate per mile.
    This would allow the invoicing team to pick up mileage to charge to clients that is not claimed by operational staff: for example, where operational staff have a vehicle provided by the company.

    8 votes

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     ·  2 comments  ·  Expense claims  ·  Admin →
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  16. Currently, all our tracking categories are available to those entering expenses, however, the majority are not relevant to expenses (although they are required for invoicing so we cannot remove them from the list). We would like to be able to chose which items in the categories are available and which are not, just like we are able to with the GL accounts.

    6 votes

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    Hey Vanessa

    Thanks for submitting this idea on Xero Product Idea's.

    As you're aware, currently there isn't a restriction on which tracking options you can select when you're entering transactions and expense claims.

    We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  17. 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!

    45 votes

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     ·  16 comments  ·  Payroll  ·  Admin →
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  18. When entering expense claims, the program should be set to retain the date entered in the last expense claim item. When catching up on accounting, it is cumbersome to be working on July in December and have to go back and change the entire date for each entry. I should be able to retain the last entry date on the next and simply be able to edit the day.

    4 votes

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  19. 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.

    50 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  20. It shouldn't be so difficult to assign expenses to customers or projects, an expense or spend money item shouldn't need to be edited to add it to a customer or project.
    Simplifying this process could be as simple as an extra column that can be enabled on the Account Transactions view and if a transaction isn't assigned to a project or expense then it can be simply clicked in the column and the customer or project selected.
    Additionally Bank Rules should be able to include the option to assigned to customers or projects, if we have a client that charges…

    14 votes

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     ·  8 comments  ·  Expense claims  ·  Admin →
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