9 results found
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Expense Claims on New Home page
The new Home page only shows 'My Expenses' as I am responsible for other peoples as well I need to know how may are waiting for approval etc from the home screen-like it was on the old style
6 votesHi Carol, thanks for sharing your thoughts. Based on what you've mentioned, this is already possible within Xero. You can still show the awaiting approval expenses on the dashboard widget that are not just the ones submitted by yourself. If you're unable to achieve what you're looking for, please reach out to our support team so they can assist you.
If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂
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Uk Payroll: year dropdown in Xero Me for employee to download P60
Recently sent out P60s and a member of staff has called to say that their P60 was incorrect. It turns out they had downloaded the wrong year from XeroMe (2023/2024 instead of 2025/2026). It might be helpful if the tax year showing in the dropdown was 2025/2026 and in chronologically decreasing years.
3 votesThank you for sharing your feedback regarding the P60 year dropdown display in Xero Me.
I wanted to let you know that there is already a dropdown tool available in the web version of Xero Me that allows employees to change the tax year when viewing their documents.
Additionally, if employees use the mobile app version of Xero Me to download their P60, the relevant tax years are also visible and accessible there as well (by navigating to Pay > Taxes).
Your feedback helps us continue to refine the user experience! If you need an extra hand with navigating Xero Me you can raise a case with our Xero Support specialists. 😊
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AU Payroll - Add leave to pay run without resetting pay run
If Leave is added to a Payrun after populating an Employees details those details are deleted and need to be added again, can we have added leave not delete populated details.
2 votesGood news, you can already do this in Xero Payroll. Once a leave request is created and approved, it automatically shows up in the draft pay run without needing to reset it. If you’re viewing the employee’s payslip in a draft pay run, simply close and reopen that page, and the leave will be visible. If you need any extra support, feel free to reach out to our Xero Support team. 😊
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Payroll AU: enter saturday rates on timesheet.
When employee enters hours worked on Saturday they come through payroll as ordinary hours and we have to manually adjust, there is so much room for error, how can this be rectified
1 voteHi Jodie, thanks for reaching out with this product idea! I wanted to let you know that this is actually already possible. Employees can select different pay rates directly on their timesheets.
To set this up, you'll just need to:
- Ensure all the required pay rates are added in your Payroll Settings.
- Assign those rates to the employees' Pay Templates.
Once that's done, employees will just need to make sure they select the correct rate from the dropdown menu when they submit their timesheets.
If you hit any snags or need a hand walking through the setup, please feel free to reach out to Xero Support for more help.
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UK Payroll - Generate payroll account transactions when you post a pay run.
If I enter and approve an invoice in Xero, it picks the amount up on my UK bank transactions. Same for when I process my VAT report, it produces a bill which I can then reconcile when the money leaves my bank. It's the same for paying expenses. So, why can't Xero handle this in payroll? It's just a simple thing, would be great if Xero could raise the entry so that all data is accurate, and then when the bank statement is uploaded there is all the correct information to reconcile.
At the moment I have to use a…1 voteHi Ruth, thanks for sharing this idea.
When you post a pay run in Xero, a payroll journal is already created. Because of that, creating an additional account transaction o match the payment would risk double reporting rather than resolving the reconciliation step.
At the moment, the best option for managing this in Xero Payroll is to set up bank reconciliation rules for your payroll payments. That can help reduce the manual work involved when reconciling wages from your bank feed.
If you’d like help setting this up, please reach out to Xero Support and we can guide you through it.
Thanks again for taking the time to share your feedback.
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Tax calculation for new starter using/not using P45
For a new starter, if "This is their first job since the start of the tax year" has been selected (A), then any tax and pay figures in the YTD fields should be ignored as they could have been entered for a P45 given for a previous tax year.
1 voteHi Monica, Thank you for sharing your idea. I wanted to let you know how the system works in this scenario: for a new employee, if this is their first job since the start of the tax year, you should not enter a P45 or any opening balances in their employee record. Leaving these sections blank ensures the system calculates their tax correctly based on their current circumstances.
If you are experiencing specific calculation issues or need additional guidance setting up this employee, we highly recommend reaching out to our support team. They can securely look into your specific account setup and walk you through it. You can contact them by raising a case through Xero Central.
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Payroll AU: Long Service Leave as default Leave Type.
Long Service Leave - add to default Leave Type.
Can we have the ability to add Long Service Leave to the default leave types that are added in "Assign Leave Type"? In Australia, all Full Time and Part Time Employees are entitled to LSL (after 7 years) and often clients are not adding the LSL leave type when employees are set up therefore the entitlement has to be manually calculated.1 voteHi Jane, thanks for sharing this idea. I wanted to let you know it is currently possible to set up a leave pay item so it becomes a default leave type for new employees. You just need to add a Normal Entitlement value in Payroll Settings > Pay Items > Leave.
Once that’s set, it can be included when using Assign Default Leave Types for eligible employees. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Payroll AU: auto super without bank feed
MYOB does not require a bank feed to process super direct from payrun. I have clients with bank feed issues that cannot use auto super as the feed isnt reliable enough. perhaps develop bank account access as without live feed.
1 voteHi Amanda, thanks for sharing your thoughts on this.
To give you a bit of context, requiring a bank feed for Auto Super is actually a big part of how we prevent fraud. With cybersecurity being so important these days, this extra layer of protection is just our way of keeping your Xero account safe and making sure your employee super payments are secure.
That said, we totally get that some banks don't support standard bank feeds. If that's the case for you, we actually have a workaround process that lets you process super payments without a bank feed.
Your best bet is to give our support team a shout through Xero Central. They’ll be happy to walk you through the steps to get it sorted.
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jobs numbers in payrun
Would it be possible to add a field to the pay run document that allows wages for each employee to be allocated across multiple job numbers straight from the payrun? This would significantly reduce the need for manual journal entries at the end of each month. Same for Super annuation payments. Thank you!
1 voteHi Zhanna, thanks for sharing your idea about allocating wages to different jobs.
You can already do this in Xero Payroll!
It is currently possible to assign job tracking to payroll by using Timesheets to add that extra layer of detail. Alternatively, you can use multiple pay items assigned to specific expense accounts that correspond with your tracking categories.
We have a bit of help around this in Xero Central, but if you need an extra hand setting up those specific pay items or navigating the tracking categories, you can raise a case with our Xero Support specialists. 😊
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