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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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474 results found

  1. Please can Xero add an Employee 'Known As' Name Field to the Employee Record, and show this alongside the legal name, on the Employees Homepage (& when running payroll) with the ability to sort alphabetically by this 'known as' name in both places.
    Nearly half of our employees go by names that are not their legal name. e.g. Annie = Kit Yee, Kate = Catherine, or go by their middle name instead of their first name.

    This issue is making running payroll ever more difficult and the potential for error incredibly high, as often the legal name bears no resemblance…

    11 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea about having a preferred name field for employees. We appreciate the inclusive motivation behind this request.

    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 comment to share additional detail about how your idea could improve their experience with Xero.

  2. STP reporting - Super for employees with OTE above the maximum contribution base. ATO STP guidance allows employers to report EITHER Super Type L (the YTD SUPER liability for each employee) OR Super Type O (The YTD OTE for each employee). For employees earning OTE above the maximum Contribution base the correct STP reporting category to use is Super Type L. I have not been able to find how to set up the Super Category Type L in Xero. This option needs to be available to correctly report YTD super for employees earning above the maximum contribution base. Unfortunately the…

    2 votes

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    0 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.

  3. 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!

    44 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  4. auto amend the ABA date to the current date for back dated payrolls

    7 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi community, appreciate your sharing in community here. Atm if you're wanting to change the payment date for an unscheduled pay run, you can edit the payment date while the pay run is in draft status. We don't have any plans for automating this.

  5. When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does…

    5 votes

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    0 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.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  6. Hi Xero Team,

    I’ve noticed that Xero currently doesn’t support applying mixed tax brackets within the same pay run for Working Holiday Makers (WHM). For example, if an employee is set to receive $2,000 in one pay cycle, and the $45,000 threshold is reached after the first $1,000, the first $1,000 should be taxed at 15%, and the remaining $1,000 at 30% — both within the same pay cycle, using mixed tax brackets.

    At the moment, Xero applies one tax bracket to the entire pay cycle. However, according to the ATO guidelines, doing so results in undercharging the employee, which…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you taking the time to let us know your idea, as you can imagine our product is constantly evolving and we need your input to help us along the way.

    In the meantime, if you ever need to adjust an employees tax, click the Add Tax Line button in the employees pay slip to manually update tax.

    Other members can now vote or comment on your idea to share additional detail about how your idea could improve their experience with Xero.

  7. NZ Payroll - update minimum wage increases automatically

    There are other payroll system they do this, and with the minimum wage requirements changing every year, there should be an automatic update or prompt to change anyone who is affected by this, to avoid the error in not paying out correctly as per the legislation,

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you sharing your ideas with the Xero product community.

    We've reviewed your idea and it's now out in the community so that others can share their support for your idea. We'll be in touch again along the way to let you know how it's going.

  8. Can we please add a company logo on the payslip email?

    At the moment it just has the 'Xero me' background saying "your payslip is attached" ect. It would be nice to be able to swap that image with our company logo thanks.

    8 votes

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    0 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. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  9. Currently the display name for payroll items doesn't extend to timesheets. So the employee sees the rate name. Really an employee should only see the display name and the rate name should be for/staff/admin/advisors. I would like to enter the default rate in the rate name as there is also no prompt in the employee file if you choose to use earnings rate to see what the rate is. You need to go back to payroll setting to check which is inefficient.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, we value your contribution!

    We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  10. Show forecasted leave balances to allow for planning of Christmas Shut Down periods

    94 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we really appreciate the sentiment and engagement on the idea of being able to forecast leave balances.

    We know this feature could make planning ahead and managing leave approvals much easier, but at this stage it’s not something we’re planning to develop in the near term, so we’ll be moving it to 'Not in pipeline'.

    We’ll continue to keep an eye on how this idea trends in the community and will leave it open for voting. If our plans change, we’ll share an update here.

  11. Xero Payroll: Have an option to Exclude Kiwisaver from Allowances rather than having to manually adjust

    13 votes

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    5 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.

  12. Generate a list of employees that can approve leave?

    3 votes

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

    We can see that being able to generate a list of employees who are authorised to approve leave may be useful. It's up to the community to get behind and support it. It might be useful to note that when selecting a leave approver, employees can see a list of leave approvers and payroll admin.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  13. On the Employee Contact Details report it would be great to have a column to show the termination date and reason for termination. Being able to sort by termination date range eg last quarter would be beneficial to assist with preparing the long service leave reports. The termination date and reason needs to be included in the report. Having a summary of the information from Xero would be beneficial for all.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you reaching out to let us know you'd like to see the termination date and reason in the Employee Contact Details report.

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

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  14. What I need is for it to look like the Payroll Employee Summary, but with additional columns for Annual & Personal leave taken and the value of that leave.
    The report you are telling me is to messy to read.

    5 votes

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    0 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.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  15. UK Payroll - allow employers who have received SMP advance funding to enter the amount received so that the SMP paid is not recovered, and the correct amount owing to HMRC shows on the Taxes and Filings page.

    11 votes

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    3 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. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  16. LSL liability calculations are currently handled externally to Xero.

    It would be nice to have a system which could automatically track LSL on staff, similar to asset depreciation.

    8 votes

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    1 comment  ·  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. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  17. 1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks, Merilda, for sharing your idea!

    We've reviewed it, and it's now available for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.

  18. AU - Compulsory Employee Super When a Employee Superfund changes ABN, USI number, merges with another fund.

    The only solution at moment is to export the employee data into a file and save it. Then deactivate the Superfund. The problem is if you have a query on these past transactions you cannot do it through Xero. If you a subjected to an audit you cannot generate report for the data prior to the date of the changes made to the super fund. If you have been through an audit this creates a lot of work. Also, if you lose this…

    10 votes

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    1 comment  ·  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 have updated the status to Gaining Support. It's now up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  19. Hi, It would be great if payslips line items match the 'pay template' pay items or alternatively, for pay items that have a YTD amount to be shown on all payslips (with the Nil or $amount for the current pay period as applicable with the YTD) to breakdown 'Other Previous Earnings'.
    This will also assist tracking multiple pay items where it can vary each pay cycle, coding and tracking STP rates and categories, YE finalisation and review. Many thanks.

    65 votes

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    18 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback regarding YTD line items on payslips. We understand that "Other previous earnings" groupings can cause confusion for some employees.

    In Xero Payroll, any earnings that haven’t been included in the current pay but were paid previously in the financial year are grouped and shown as Other previous earnings.

    While we don't have plans on our immediate roadmap to change this feature, we’ll keep voting open to track interest for the future. In the meantime, you can access a detailed pay item YTD breakdown via the Payroll Activity Details and Transaction Listing Details reports.

  20. Currently, Xero does not have the feature to assign certain working days for part time employees. This becomes very frustrating when doing payroll.

    For instance, an employee works Wednesday to Friday and when a public holidays falls on a Monday, Xero will allocate either all or some of the employees ordinary hours to this date incorrectly. This means we will have to manually adjust it each time.

    A simple resolution would be to set up employees to certain working days, then the public holidays would assign correctly and there would be no need to manual adjustments.

    489 votes

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    71 comments  ·  Payroll  ·  Admin →
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    Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.

    We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.

    Right now you'll need to manually adjust leave requests.

    We'll be sure to provide another update as we move forward with our investigations.

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