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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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341 results found

  1. Please give us the option to split the base rate and casual loading items WHILE working with a timesheet. At the moment this has be manually done in every pay run if we want to show the loading separately.

    33 votes

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    12 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience whilst your idea is gaining traction.

    We've reviewed your idea and can see that it's been gaining community support.

    Whilst this idea isn't currently in the pipeline, we'll keep track of members votes and comments to gain insight about how your idea could improve users experience with Xero.

  2. This is required at year end. Annual leave owing at balance date but paid within 63 days after balance date is tax deductible in that balance date year.

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

  3. Integration between Xero Payroll and Smart Pension would be great!

    48 votes

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    29 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.

  4. It would be beneficial for an employee to record all hours worked in the timesheet including hours to be allocated as TOIL Accrual
    i.e. employee works 35 hours, 30 hours ordinary and 5 hours to TOIL accrual?
    Then when the employees wishes to take the TOIL, they submit a Leave Request as per existing functionality.

    Currently the employee needs to separately notify payroll regarding hours worked to be allocated to TOIL Accrual. And this doesn't go through the Supervisor Timesheet Approval process.

    39 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update do just wanted to let you know how it's going.

    We've reviewed this idea and have moved it to Gaining Support status.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way.

  5. Payroll doesn’t calculate pension until after you submit the payroll/RTI, so you don’t know what the actual net payments are until submitted. Try explaining to a client that what they signed off isn’t what they actual pay.

    48 votes

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    19 comments  ·  Payroll  ·  Admin →
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    Thanks for this feedback on how pension enrollment currently works in Xero payroll. It’s been a little while since you raised this idea, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

    In the meantime, here's a tip to trigger pension assessment before posting the pay run:

    1. With the pay run in draft click Post.
    2. When the Automatic pension enrolment pop up displays, click Confirm.
    3. On the Complete Pay Run pop up, click Cancel.
    4. You can now open the draft payslip or download pay run reports with the pension deductions included.
  6. When entering information on time sheets for employees, the ability to hit "next" to move onto the next employee once you have approved the time sheet rather than having to go back out to the main timesheet menu, find the appropriate timesheet on the drop down list & go back in to enter the timesheet for the next employee.

    38 votes

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    11 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.

  7. I had a situation recently where we increased an employees salary but they wanted to reduce their working hours by 80%. The salary is based on 1 FTE. There is no way to actually do this in Xero Payroll. If I put the FTE salary in (to recognise the actual approved salary increase) and set working hours to 8 hours a day 4 days per week the 1 FTE salary is paid out in full over the year. But it should only be 80% of that. So I had to enter 80% of FTE and reduce the actual work hours…

    8 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Oops, looks like this might have accidentally been moved to the wrong status, thanks for letting us know. We've now 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.

  8. When an employee leaves, it would be really useful for Xero to calculate how much leave they have left or have over used and then calculate and add/deduct the value from the final payslip. Currently, I have had to do the calculations manually, and then I add to add the holiday to the payslip and change his departure date to cover the leave period - a bit of a messy fudge.

    33 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on automatically calculating holiday pay when processing an employees final payslip.

    It’s been a little while since this idea was raised, we can see it's been steadily gaining support.

    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.

  9. Automatically accrue RDO hours after a certain amount of hours logged.

    Job management systems push 80 hours over as a timesheet in Xero.

    We would like the total combined hours logged (ordinary hours, annual leave, RDOs, personal leave and public holidays) in excess of 76 hours to automatically be converted to RDO hours.

    E.g: If I log 80 hours ordinary time, I accrue 4 hours RDO.
    E.g: If I log 78 hours ordinary time, I accrue 2 hours RDO.
    E.g: If I log 80 hours annual leave, I accrue 4 hours RDO.
    E.g: If I log 72 hours ordinary time…

    43 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Just wanted to touch base regarding this idea as it's been a while since we've posted an update.

    We've reviewed your comments and can see the 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 keep you updated on the way.

  10. STP2 - Splitting allowances for all purpose from the hourly rate

    We have employees with all purpose allowances - ie it forms part of the base hourly rate and extrapolates in to overtime rates and annual leave loading. I now have to take it out of the rate and pay as separate line items including overtime and annual leave multipliers.

    Is Xero in their pay templates going to make changes to say have a tick box to indicate an add on allowance to the rate so regardless of the pay lines (that are set up as such) they multiply they…

    12 votes

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    4 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.

  11. If I run the payroll on say the 22.07 and then a P6 arrives effective from say 25.07 it wouldn't be updated automatically. Surely it should be updated regardless of whether the date relates to a previous period or not? This frequently happens. I can't think of an example of when you wouldn't want the tax code to update automatically?

    20 votes

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    7 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. We would like the ability to change the subject line of the payslip email. It would be useful for example to add a date to the end of the payslip PDF file name. eg payslip_20220519 That way easy to save and file each slip without having to rename. It may also be useful to add information such as the word "Confidential" for compliance reasons.

    32 votes

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    11 comments  ·  Payroll  ·  Admin →
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    Just wanted to touch base regarding this idea as it's been a while since we've posted an update.

    We've reviewed the votes and comments on this idea and can see this idea has been gaining support.

    Whilst this isn't currently on our product team's roadmap, we're monitoring the activity on this idea and will keep you updated as we go.

  13. Ability to change the standard Xero password when emailing payslips.

    Purpose - if emails were hacked, the current standard password (initials & birthdate) set by Xero is easily guessed. It should be possible within Xero to change this standard password.

    31 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on customising payslip passwords. It’s been a little while since this idea was raised, we can see it's been steadily gaining support.

    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. Update the monthly payroll to calculate based on the number of work hours in the month, rather than taking the yearly salary / 12 / number work hours. Given that each month has a different number of work days, the pay rate changes every month and this is a compliance issue.

    14 votes

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    8 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. The gross to net report currently doesn't include reimbursed expenses, and possibly other things we haven't found yet so the net pay doesn't agree to the payslips! Please can we have a gross to net report that agrees to payslips? Failing that even a report that shows reimbursed expenses per employee would be better than nothing.

    27 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hey all, thanks for sharing your feedback on having reimbursements show on the Gross to Net report. Currently this report only captures taxable income.

    It’s been a little while since this idea was raised and we can see it's been steadily gaining support.

    To help this 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.

  16. Payroll - Leave Liability Report to include Time in Lieu or Time Banked. For Companies that choose to offer Time in Lieu to their employees, this will be extremely helpful for reporting purposes. Also if it was available in Excel would be great. Thanks.

    8 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea on having all paid leave types populate the Leave Liability 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 also open for all members to share how this feature would improve their Xero experience.

  17. As per this post 3 years ago I have the same challenge.

    https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll

    Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?

    20 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your input and comments on this idea, we can see it's been a while since we've provided you with an update, so just wanted to touch base.

    We've reviewed your idea and have moved it to Gaining Support status. 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.

  18. When running the Payment Summary Details report for a previous financial year, the report does not show the dates of the financial year the data belongs to. The report is titled Payment Summary Details as at Today's Date. For example: it should show Payment Summary Details reporting period 1st July 2017 - 30th June 2018. For audit purposes, there is no way of determining the date range the reported data relates to.

    30 votes

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    13 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience whilst your idea is gaining traction.

    We've reviewed your idea and can see that it's been steadily gaining community support.

    Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will update you if there are any changes.

  19. The ability to have the payroll week number showing on the payslip if it is a weekly payroll, rather than just the tax month it falls into.

    19 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for this suggestion.

    This is a clear idea that would help employees on weekly pay schedules better understand which specific tax week their pay relates to, rather than just seeing the tax month or the date range.

    We have marked this idea as Gaining Support so other users can vote and show the Community team how important this addition to the payslip is.

    In the meantime, as a temporary workaround, you could manually add the week number to the Payslip Message field on the draft pay run (e.g., "Week 12") before posting it. This message will appear at the bottom of the employee's payslip.

  20. We need to change the subject line for our payslip email template to include the word Confidential so that we meet our ISO standard

    16 votes

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    1 comment  ·  Payroll  ·  Admin →
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    It's been a little while since this idea was raised & we wanted to touch base with an update. We can see that this idea has been steadily gaining support, so have updated the status.

    There is also a similar idea that is Australian specific called AU Payroll | Payslip - Change formatting of payslip file name so we've linked any Australian based supporters to the correct region and made this idea UK specific.

    Our product team are keeping an eye on this idea and if there are any future updates, we'll let you know!

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