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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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537 results found

  1. Xero have added an automatic journal which credits salaries with the amount recovered from the government. This is great except we use tracking categories for all transactions in the P&L and the automatic journal leaves it blank. We have to post a manual journal to correct the posting. It would be useful for the automatic journal to include tracking.

    5 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  2. I look after a business that has been advised by the ATO that their PAYG has cycle has changed & they must remit the PAYG tax to ATO within 7 days of each payrun. This means we currently have to make a manual payment for PAYG to the ATO each week, more if there there happens to be an extra pay run for some reason. Payroll software we use for other clients in the same sitiatuon has the functionality to include the PAYG payment with the ABA file for the payrun, which means everyting is automated. It would be great…

    12 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  3. Can the Annual Leave Cash Up leave type please be automated to roll into Annual Leave once the payrun is posted. It would be a great time saver.

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  4. Have Bereavement Leave as a permanent leave item when a new employee is setup.

    8 votes

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    1 comment  ·  Payroll  ·  Admin →
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  5. Currently we can search employee's data by using the dropdown arrow and selecting a specific employee. Can we also have the option for an arrow which allows us to simply scroll through each employee's record rather than having to use the dropdown option each time

    9 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  6. Have automatic superannuation payments be able to be paid via credit card, through xero. Currently there seems to only be the ability to make automatic payment via direct debit but it would be good if it could be made by a credit card.

    100 votes

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    42 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we appreciate and understand the desire to use a credit card for Auto Super payments.

    We've looked into the possibility of introducing this feature. However, Australian regulations currently do not support credit cards as a payment method for Superannuation. Until these regulations change we’re unable to develop this feature.

    For this reason we’ll be changing the status of this idea to Not in pipeline. We’ll continue to monitor regulations in this area and will revisit this idea if the situation changes. Thank you for taking the time to share your feedback with us.

  7. Not sure about other pensions, but when using NEST, Xero doesn't currently link up how you would like it to.
    Whether you pay staff monthly or weekly, you are bound to have a cut off date for calculating hours which is before the date you send payment to employees.
    The info that gets shared when filing the pension records is the "payment date". This physical date falls under the following pay period meaning when the info is transferred to NEST it comes up as the wrong period.
    For example:
    (monthly pay) 24th Aug - 23rd Sep, with pay on 30th…

    8 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  8. It would be really helpful if there was a report that showed the actual amount of hours worked per month per individual and as a total. Our company has busy seasons, as well as quiet seasons and having a report like this would help us in planning our staffing situation.

    53 votes

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    26 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for the feedback. We recognise that a timesheet summary report would be a valuable addition to NZ Payroll.

    This idea has been moved to our Accepted for future consideration.

    While it isn’t currently on our roadmap, we’ll check back in here if that status changes.

    We appreciate you continuing to share how this would impact your workflows

  9. According to different awards Time off in Lieu is suppose to expire in 6 months time if not used. Currently you can only bank and take Time off in Lieu. It would be great if Xero could automatically expire hours not used as this is a common practice in many employee Awards.

    5 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  10. Xero provides for only one ATO Branch code to be recorded for an organisation in Settings / Organisation details. Also, Xero does not require a branch code to be recorded for Single Touch Payroll (STP) which would be resulting in a number of cases where the ATO is contacting clients and practitioners regarding incorrect branch codes for STP and requiring correction of STP filings which is time consuming and complex.

    Some businesses have different branch codes for different ATO reporting obligations. For example, a business may have a branch number of 001 for Single Touch Payroll but 003 for Taxable…

    14 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  11. Payroll UK Student Loans
    Some employees can have Plan 1 and 2 at the same time. At present Xero payroll can only deal with 1 plan. The option should exist for an employee to select more than 1 Plan and the correct deductions be made.
    This is how repayments are allocated between Plan 1 and Plan 2 loans
    For the 2023/24 tax year the repayment thresholds are as follows:
    • Plan 1 loans: £22,015
    • Plan 2 loans: £27,295
    If you earn below £22,015 you will make no loan repayments.
    If you earn between £22,015 and £27,295 you will make…

    10 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    HMRC's official guidance is that, when the employee is on more than one plan, process deductions for the plan with the lowest recovery threshold.

    We're not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  12. I've just set up a salary sacrifice for a cycle to work scheme in payroll. However there isn't an end date in Xero so I have to manually diarise a date to stop the salary sacrifice for the employees. Please could a box be added to automate this.

    15 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.

    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.

  13. The current screen and filters for Xero timesheet is not user-friendly. In particular, firstly, it would be great if the Employee Name filter allowed you to type and search. Secondly, if the Employee Name filter could include multiple names that would be useful.
    Lastly, not in the filters, but the tick boxes for each timesheet - if the tick box was bigger and next to the line, instead of in the timesheet line this would help. The way it is at the moment, it is too easy to accidentally go into a timesheet instead of ticking it to select for…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  14. When running employee leave transaction reports, it would be good for this report to also include employee unpaid leave, as presently this option is not available. The only way to run an unpaid leave report is to run a leave request report, export and edit as required. We have to submit reports to the ADMS for our apprentice claims, and a report including all leave is required.

    108 votes

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    43 comments  ·  Payroll  ·  Admin →
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    We really value the contributions and support this idea has received from the community here - Thanks everyone. 

    While we've evaluated and fully get why you'd like more visibility of your employees unpaid leave, we want to be transparent that atm leave reporting isn't in the roadmap for the near term. You can see some of the recent development for the AU Payroll space on The Long and Short Of It.  

    For the time being you could add a few filters within the Leave Requests report, and then export to a spreadsheet to gather the unpaid leave data you need.

    We know this will be disappointing news, but we really appreciate you taking the time to share your thoughts with us. Though we have updated the status to Not in pipeline members can continue to add votes here and we'll keep tracking the trend for future considerations. Thanks 

  15. We would definately want to see the hourly rate and hours for overtime for staff on annual salaries.
    At the moment the overtime hours are printed but not the rate of pay for the overtime.

    16 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  16. Could we have the ability to update timesheets each payrun from and excel spreadsheet.
    This is so that admin staff can data enter timesheet information without necessarily having access to the payroll system. This is also in the case of Company's who do not want the Xero Me function.

    89 votes

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    36 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for all of your support on this idea.

    We've been following your comments and recognise that having a streamlined way to get timesheets from a spreadsheet into Xero Payroll would be a huge time saver.

    As noted by others in this thread, one option is to explore some of the connected time-tracking apps in the Xero App Store. While we know this isn't a perfect substitute for a direct import feature, it may help bridge the gap in the meantime.

    The good news is that we see the value this feature would provide and we want to explore it further. We'll change the status of this idea to Accepted.

    We appreciate your patience, we’ll provide any further updates right here.

  17. The report should be able to generate Employee Name (First & Last in separate columns), DOB, TFN, Bank Details provided, Super Funds & Address.

    We need various information like from time to time for reporting purposes but we cannot get it without having to click in to every single employees - which is hectic

    90 votes

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    39 comments  ·  Payroll  ·  Admin →
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    Thank you all for sharing your feedback on how important consolidated employee details are for your businesses.

    In November 2023, we released updated payroll reports which allow greater flexibility, however we understand this doesn't fully meet your needs

    While employee’s date of birth and account details are accessible from two separate reports, due to the sensitive nature of TFNs, there’s no plans to include these in exportable reports.

    While we truly appreciate your feedback and support in this idea, we want to be upfront that we don’t have intentions of combining all the data requested here into a single report that can be exported from Xero Payroll.

  18. Many of my clients prefer a 37.5 hour work week (7.5 hours a day) to a 38 hour work week (7.6 hours a day).
    I am able to set the leave accruals to a 7.5 hour day but the standard work week in "'Assign default leave types" is always 38 hpw and I have to manually change it to 37.5 to match the leave accrual.
    I can remember to do this but many of my clients do their own employee set-up and will not remember to change that 38 hour work week to 37.5 each time they set up a…

    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.

  19. NZ Payroll - I would like a report that shows annual leave taken, any adjustments made to the leave balance and a final total of leave owing. I do not think there is anywhere that shows if an change has been made to someone's leave balance

    33 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  20. it would be great if you could customise Payslips template or have different formats of payslips for clients i.e remove the hour

    85 votes

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    33 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we recognise that a more customisable payslip would provide greater clarity for your employees, better reflect your brand, and save you valuable time.

    This isn’t in our immediate roadmap, however we get the benefit this would bring, and it’s on our radar for potential future development. Our product team will consider this idea as they do further roadmap planning.

    We’ll update you here if we have any news to share. Thanks

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