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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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361 results found

  1. 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.

  2. 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…

    11 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.

  3. when printing or saving the employee summary report x group the name of the group doesn't appear. If doing multiple groups, this makes it difficult to know which group is which when referring back or from printed reports.

    26 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on including group names on the Employee Summary report.

    We've reviewed your idea and now 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.

    The comment section is open for all members to share how this feature would improve their Xero experience.

  4. For the payroll drop tap it would be good if we could have notification numbers next to say leave request and timesheets. Like the notifications of expenses.
    This helps to keep track on all leave submissions and what's approved.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea regarding notifications markers for leave and timesheets, much appreciated!

    We've reviewed your idea and now it's up to the community to get behind and support it. Other members will now be able to review, vote for it and share additional detail about how your idea could improve their experience with Xero.

  5. The week ending period on the Timesheet Detail Report is Monday to Friday and cannot be adjusted.

    Oaur pay week runs from Wednesday to Tuesday. We have to duplicate data on an Excel spreadsheet for reporting for management.

    It would be very useful if the week ending period could be edited so we could use the reporting in Xero and save time processing payroll.

    29 votes

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    9 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on filtering the Timesheet Detail report in-line with your pay schedules. Currently you can customise and re-order the Columns, however there is no direct option to filter on a singular pay frequency or pay period.

    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

  6. We have 2 employees that will be taking 1 day LSL every week in the new financial year and it would be very helpful if there was a way to add in this type of leave request as a recurring request for the same day each week. Rather than having to add in 1 day leave for each occasion.

    24 votes

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    4 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 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.

  7. Xero should deal with back dating a directorship

    As an accountants it is not unusual to only have a touch point around the year end and the client prepares the payroll. And the addition of new directors can be missed by the staff preparing the payroll.
    No HMRC guidance is that you can adjust in the next month if the directorship is in the same payroll year. Xero does not work in this scenario. You need to revert each pay run back to the start if the directorship and re run and submit and if there is a weekly pay…

    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.

  8. I would like to be able to select the leave types in the leave balance report. As at today it gives you all leave types in the report. You cannot filter either as it only allows filtering of amount, employee group and units.

    10 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Hi team, as you've noted there isn't a way to select multiple specific leave types in the Leave Balances report.

    Right now you could run the report for all leave types, and click the leave type column header to sort the leave types together.

    From here if you export to Excel you could then delete the rows of the leave types you don't want, and recalculate the totals such as amount.

    Alternatively, you can select one leave type at a time and run the report for each required leave type.

    We'll keep a track of the volumes of support this idea receives here and share if there are any updates.

  9. Has support considered the option to filter the leave balance report by employment status? When generating this report all employees are listed or only an individual employee. Why would we need the current balance of leave for terminated employees? I have some employees who have returned, so both are listed but I don't know which is active until I run the report on each.

    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.

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

  10. 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?

    78 votes

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    32 comments  ·  Payroll  ·  Admin →
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    Hiya team, popping in with an update with payday super changes at the front of everyone's mind.

    While we’re continuing to monitor interest in this idea, we don’t have any plans at this stage to change how Xero Verify works to include authorising Super payments.

    We appreciate feedback on alternative ways to authorise and wanted to share other ideas you may have interest in supporting and staying updated on:


  11. When adding second line items in super. If (I did this so I know it is easy) you add a second SGC line for a fixed amount as well as a statutory amount it would be great if xero asked a warning question 'are you sure you want to add a second SGC contribution. OR if just isn't allowed. My understanding is a employer additional contribution would be the correct line item if employer and salary sacrificing if employee (pre or post tax). This will avoid an accidental overpayment of SGC.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you reaching out regarding adding a second SGC line on a pay template.

    We've reviewed your idea and have now made it available for other members to vote or add their support to the idea. We'll keep you updated on the idea's progress.

  12. Add a warning feature to Xero, when a employee has (or will have) reached 75 years of age and is no longer allowed to salary sacrifice into their superannuation.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you reaching out to suggest adding a warning for salary sacrifice super contributions when an employee turns 75.

    We've reviewed your idea and have made it available for other members to vote to show their support for the change. We'll keep you updated!

  13. Payroll:

    Allow changes to employees' regular earnings details even when a draft pay run is in progress. If an employee's rate needs to be changed, they should be unticked or deselected in the draft pay run.

    Currently, the entire pay run needs to be deleted, even if only one out of fifty employees needs a rate change, doubling the time spent on preparing the pay run. All calculations for overtime, leave, reimbursements, and deductions will need to be redone.

    Hopefully, this can be considered.

    Thanks!

    16 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Hi Tracy, thanks for submitting your idea on updating an employee's earnings without needing to delete the whole draft pay run. We understand excluding the employee temporarily would save time.

    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.

  14. It would be helpful if there was a payroll report which shows any variances since the prior month's payroll run.

    6 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.

    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.

  15. When using the show earnings rate in the employee template have the amount show that you can verify that it is correct - rather than waiting for it to appear on the payslip.

    2 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.

  16. UK Payroll - when an unscheduled pay run has been posted for a period it stops any updates to salaries even when a full payroll hasn't been posted. It makes sense that a full run would stop updates but only people included in an unscheduled pay run should be barred from having updates applied. For instance, with an unscheduled run posted I can't adjust starting dates or salaries for staff, and these may have changed after the unscheduled run was posted.

    3 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. Currently, when you assign a leave type to a new employee, for all leave types other than annual leave and personal leave you have to go into that leave type on the employee card and manually change the leave settings to what should be the default for all employees. For example, RDOs should always be paid out on cessation of employment, but the default setting is "not paid out", and I cannot change the default setting, only each individual's settings.

    I should be able to set what the default settings are, to reduce the likelihood of stuffing it up.

    9 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 touch base. 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.

  18. There needs to be a feature to turn off automatic notifications when an employee changes their bank account,
    Every time this changes in our system our Accountant gets an email.
    Apparently there is currently no way to turn this feature off.
    A bit irritating for him to say the least...

    32 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your continued engagement on this idea. We want to be upfront that there is currently no planned work to modify bank account notifications.

    The current setup is in place as a critical layer of security. We understand this means all payroll admin are notified of bank account changes, but maintaining robust security remains a top priority.

    Although it isn’t on our immediate roadmap, we will keep monitoring your feedback and use cases, and we’ll update this thread if things change.

  19. It would be good if you could hide leave balances on individual employee payslips. The hide/show leave balances on payslips is a global setting applying to all employees. For example, employee moved from part time to casual and had leave balances zeroed out, or hiding Long Service leave from employees that are accruing but not yet eligible.

    27 votes

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    6 comments  ·  Payroll  ·  Admin →
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    It's been a little while since you raised this case, so just touching base to give you an update.

    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.

  20. We would like a function to be able to search employee's by national insurance number.

    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'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.

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