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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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485 results found

  1. Add a box to payroll for an employee's preferred name, for those who don't use their legal name as their everyday contact, it doesn't need to link to ATO, so no major coding, just be there for reference when contacting the employee. I have several clients with staff that use their middle name or a different version of their first name, that they prefer when being addressed, and it being there in payroll would simplify things.

    82 votes

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    19 comments  ·  Payroll  ·  Admin →
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    Hey everyone! It's been really insightful reading through your comments on adding a preferred name field to employees. We see how this feature could help with creating a more inclusive environment, while also helping prevent simple administrative mix-ups.

    There isn’t a dedicated way to manage this in Xero right now, but your feedback has highlighted the opportunity for one. For this reason, we have updated the idea's status to Accepted, confirming our product team agrees this is a feature we’ll put on our radar to consider developing in the future.

    We’ll let you know as soon as we have an update here.

  2. Please can we have the option in Regular earnings to have pay items that can be setup with day units and not hours so taht it shows on payslip as number of days x rate.

    Thank you.

    35 votes

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    17 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your feedback on having Xero calculate payroll based on days rather than hours.

    It's been a while since this idea was shared. To help us gauge interest on this, please share this idea with colleagues so they can support it too.

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

  3. When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.

    38 votes

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    9 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on having Xero generate a Superannuation guarantee charge statement. We appreciate you sharing how this could streamline late SGC reporting.

    We’ve shared this idea with our Product Team who see value in developing this.

    While this is not currently on our roadmap, we'll keep you posted if anything progresses.

    In the meantime we’ll continue to gauge your support and feedback on this thread.

  4. We are wanting to create a report for timesheet information for hours worked submitted by employees, that have been reviewed by their managers, i.e. rejected and unapproved overtime worked. The timesheet report only lists the paid hours. We would like to know the hours submitted by employees on their timesheets, versus the hours that were eventually approved and paid for. Are we able to create a custom report for this, to work out unapproved (as revised by the approver) overtime hours per employee, for a specific time period. This information is needed to do the BOOT test each year for…

    10 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.

  5. It would be a great addition to be able to allocate employees to a particular employee group and from this run historical employee summary reports by employee.

    At present when setting up tracking categories the tracking in employee reports will only track payruns once the employee groups are setup. Any historical payruns are not included. This makes it difficult to compare periods or look at employee group reports for the year to date.

    There should be an ability to apply the employee grouping tracking to all or some of the historical payruns.

    16 votes

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    4 comments  ·  Payroll  ·  Admin →
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    It's been a little while since you raised this, so just wanted to touch base.

    We've reviewed your idea and have move it to gaining support. It's 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. It would be great to be able to stream leave approvals by team so only a team leader gets to see/approve their own team rather than everyone's leave applications

    22 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.

    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.

  7. Have the ability to enter employer pension contributions in the opening balances when adding a new client to Xero. At present the resulting payslip is incorrect as the YTD employer pension figure only shows the current month and not YTD.

    52 votes

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    20 comments  ·  Payroll  ·  Admin →
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    Hey everyone, it’s been a little while since this was raised, so we wanted to check in.

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

    To help the 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.

  8. When operating tracking income and expenses in two areas, payroll allows for the primary tracking category when setting up the employee and the time sheet allows the secondary tracking option to be selected.

    Currently the timesheet option only allows for the 'hours worked' to be allocated to the secondary tracking option. Any allowance can only be added at the pay run which means it cannot be added to the secondary tracking category.

    Can we have the ability to add allowances as an option in the timesheet?

    196 votes

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    41 comments  ·  Payroll  ·  Admin →
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    Hi everyone, I wanted to share another update regarding timesheet flexibility.

    Our product team is currently working on a feature that will allow employees to add other unit-based earnings types directly to their timesheets via Xero Me. This means your team will soon be able to record allowances and other non-ordinary earnings pay items alongside their regular hours.

    We know this has been a highly requested feature to help reduce manual adjustments for admins. We are currently in the development phase and will provide a further update here once we’re closer to a release date.

  9. Currently Xero does not assign annual leave and public holiday to a project/job as timesheet doesn't have this function.
    Superannuation generates from payroll (pay run) , however, there is no place to allocate superannuation to different projects/jobs as well.

    3 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. Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.

    3 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.

  11. Create the ability to allocate payroll items (eg Wages & Super) to multiple sets of tracking categories within payroll.

    The only way that wages can be allocated to tracking categories is via timesheets or Journals (and only one set of tracking categories is able to be included in the timesheet).

    This would be really helpful for many NFP's who require the ability to use two sets of tracking categories for all their expenses including Wages & Super (One set of tracking categories for departments and another for funding sources/grants).

    136 votes

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    48 comments  ·  Payroll  ·  Admin →
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    Heya team, thanks for all your input here. We hear you, and understand that being able to assign multiple tracking categories to pay items would improve your reporting capabilities, and simplify tracking costs for various projects, locations, or departments.

    For now, we’d suggest using manual journals to split and reallocate payroll costs after a pay run. Alternatively as some have shared, you could create specific pay items for each tracking category combination, although we recognise this may not be suitable for all.

    While this isn’t in our plans at this stage we understand the rationale here and will consider how tracking works within payroll closely as we continue to develop our roadmap.

    If there are any changes or news for tracking in payroll we’ll be sure to update you of this here.

  12. Could we include a notification when a staff member has a birthday? This has multiple benefits including allowing us to check if their award salary or benefits need to change and also be able to congratulate them on their birthday. Surely it wouldn't be a huge change to make but would be a unique and helpful change for many SME as I currently need to create a new Google calendar for staff birthdays, creating additional work especially when we have 50+ staff and low retention in hospitality. Thank you.

    256 votes

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    58 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.

    After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.

    We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here. 

  13. An option to enter a recurring message on payslips.

    30 votes

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    10 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 so just touching base to let you know 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."

  14. Hello. Keen to have the Auto reply email address that is used for invoices to also be used for payslips. I use a different email to log in to Xero than the one I want staff to reply to.

    64 votes

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    34 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on customising the “Reply-To” email address which payslips are sent. We appreciate you sharing how important it is to have control over the reply-to address, considering sometimes bookkeepers process payroll.

    As you’re aware Xero has the functionality to set a default reply-to email address for some emails, however this doesn't extend to payslips.

    Our product team sees merit in the idea for future development. We’ll update the status of this to Accepted so that it’s formally marked for consideration.

  15. As an employee, I receive an email every time a leave request was approved.
    My boss receives an email every time a leave request is submitted and every time a timesheet is submitted.
    It would be great to disable these email notifications

    21 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago, so just wanted to touch base with an update. This idea isn't something our product team have plans for in the near future. However they'll continue monitoring this idea and we'll reach out if this idea is added to the product road map.

  16. Approve employee leave requests directly from notification email.

    As a Leave Approver, I want to be approve or reject leave applications directly from the notification email so that I don't have to continually login.

    29 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your thoughts on this. We agree that streamlining leave approvals would be a time saver. However, approving leave directly via email raises some security concerns. Allowing updates to sensitive payroll records without a secure login creates risks around unauthorised access.

    While we do have upcoming improvements planned in the leave space, approving leave via email won't be part of those changes. Currently, approvers can easily review and approve leave requests on the go using the Xero Me app.

    Thank you again for your input and understanding.

  17. The upgrade allowing start and end times and breaks to be entered into timesheets looks fantastic. Please can you let NZ users have access to it too.

    114 votes

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    76 comments  ·  Payroll  ·  Admin →
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    Thanks for your strong feedback on logging start and end times in NZ Payroll timesheets. We understand some of you are currently using workarounds or additional softwares to track start and end times.

    I'm pleased to let you know we're moving this idea to In discovery, which means the product team is now reviewing the viability of this feature. This is an important step as we explore what it would take to bring this functionality to NZ Payroll and how it could best serve your needs.

    We'll keep you updated as we learn more.

  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…

    17 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.

  19. At the moment when one staff member accesses notifications on the main Xero dashboard and actions it i.e tax code changes the notification will not disappear for all users on the Xero subscription. It would be a good idea that this could disappear for all users once actioned to completion to ensure that work is not duplicated by two or three other staff checking that same notification.

    15 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.

  20. 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.

    21 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.

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