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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. 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

    41 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  2. We need to know how much to provide for on the balance sheet for annual leave and long service leave each month and track these for our financial statements. All the information is available via Xero payroll (leave balances and pay rates for each employee as well as leave accrued and leave taken) but in order to account for this correctly we are expected to export reports and do the calculations ourselves. And we need to maintain external files to reconcile this to each month.
    If Xero is offering a payroll and leave tracking function it should ensure the accounting…

    98 votes

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    20 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on automating leave provisions. Currently Xero does not automatically include leave liabilities on the Balance Sheet. Some of you have mentioned workarounds such as reviewing the Leave Balances Report and creating Manual Journals to include the liability in your reporting.

    While we’re dedicated to streamlining payroll calculations, our product team confirmed this specific idea isn't on our foreseeable roadmap. We’ll be updating the status to Not in pipeline. The idea will remain open for votes so we can continue to monitor community interest.

  3. Looking to move from using Sage payroll where this time saving feature is available when paying net bonuses, it would be great help if this was also available in Xero payroll.

    47 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  4. Hi.
    When people put in a personal leave form, can you please add an attachment button, so that a medical certificate can be added.
    In Xero Me & Xero.
    Thanks

    79 votes

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    31 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for taking the time to explain how important this functionality is to upload files to leave requests.

    We're currently exploring ideas to attach files to employee records, however our product team confirmed that attaching files directly into leave requests is not something we're focusing on at the time. We’ve moved this idea to Not in pipeline.

    We know this isn't the update you were hoping for, but we want to be transparent about where things stand. The idea remains open for votes, so we'll continue monitoring community interest and feedback as we plan for the future.

  5. The feature request is to allow the defining of current liability accounts for pay items with pay types set to Deductions, Payroll Taxes, and Post-tax Deductions. This will enable the tracking of payroll source deductions and taxes necessary for remittance reports to the tax authority (such as EI, CPP and income taxes for T4 and T4 summary completion in Canada).

    There are two ways I believe Xero developers could achieve this goal.

    Below is an explanation of what currently happens during pay runs:

    For pay items with a pay type set to Wages, Allowances, or Non-taxable Allowances, the journal entry…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing and engaging with Product ideas. While we understand wanting to see improvements to Global Pay Run, however as you may have recently read -

    We’re making some changes to help you manage your payroll more effectively;

    - From 23 July 2025 Global Pay Run will become read-only. You'll still be able to see all your past payroll information, however you will not be able to process any new pay runs after this date. 

    - Global Pay run will be retired after April 2026, at which point you'll no longer be able to access pay run. 

    With this update we want to be upfront here that we don't have any intentions of further developing Global Pay Run, and will close this idea.

    For AU, NZ or UK businesses we have Xero payroll which is specifically tailored to your regions unique requirements. You can see more information of…

  6. 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

    15 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.

  7. 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…

    14 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.

  8. 2 TOIL options, TOIL accrued & TOIL Accrued in place of Overtime

    We are unable to mark a Time in Lieu Leave pay item as exempt from accruing SGC, which is not how the ATO classifies SGC for TOIL.

    We suggest having 2 TOIL categories, so that there is the option for a TOIL where SGC is required to be paid and one wit SGC exempt:- when super is accrued on overtime.

    22 votes

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    6 comments  ·  Payroll  ·  Admin →
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    Just a quick update on this XPI. While it's not possible to adjust the TOIL leave pay item to mark it as exempt from SGC as suggested, we can suggest an alternative approach that may assist.

    If you use the Cashed Out option when raising a leave request for TOIL, it will be reported as Overtime and SGC not accrue on the leave taken.

    Let us know if there are any circumstances where this approach wouldn't be suitable for your situation.

  9. 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.

    106 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.

  10. 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.

    100 votes

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    42 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.

  11. 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.

    57 votes

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    27 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

  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.

    16 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. To allow the payroll team to run reports to runs checks on the payroll before submitting the payroll. This would avoid sending numerous automatic FPS reports to HMRC.

    70 votes

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    24 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback. We appreciate you explaining how important access to reports on draft pay runs is for your workflows, especially for client approvals and pre-submission checks.

    Our product team is currently looking into payroll reporting improvements as part of a wider review, however adding additional reports to draft pay runs is not something that’s on their foreseeable roadmap.

    Currently you can download payslips, P32 and Payroll Activity Details/Summary reports from draft pay runs. These provide a breakdown of employee earnings and employer liabilities, which can be used for pre-checks before submitting your pay run to HMRC.

    Please continue to support other ideas, as this helps our product teams know what's important to you.

  14. 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.

  15. Enable full data import from external data source (say CSV) for all emplolyee data not just basic data. That would allow organisations with more staff to easily migrate to XERO without having to manually re-enter significant volumes of data.

    80 votes

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    32 comments  ·  Payroll  ·  Admin →
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    Hey team, we appreciate wanting to upload more employee details when setting them up. While we have recently released an updated process to bulk uploading employees, we want to be upfront that this only allows the bulk upload of basic fields such as names, dates of birth and addresses.

    This may be something we consider longer term and we would like to continue to track interest through the idea here.

    If there are any plans made we'll share an update with you all on this idea. Thanks

  16. 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.

    111 votes

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    44 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 

  17. Under the employees deductions sections during payroll, if one has salary sacrifice, child support, and any other deductions, you have to process the pay run initially. And then you would have to manually do a separate payment to a payee

    Is it possible to have a payee that can be linked to the payroll deductions. Meaning when you run your payroll, the deductions will go against the payee and when the payroll aba file is created, the payee will be included in that aba file

    Alternatively create a deduction for payroll that can be linked to a bank account. Currently…

    29 votes

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    10 comments  ·  Payroll  ·  Admin →
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    Hi team. We can see it's been a while since we've provided you with an update about this idea. We've reviewed and it looks like it's an idea that's 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 as we go.

  18. it would be great if you could customise Payslips template or have different formats of payslips for clients i.e remove the hour

    87 votes

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    34 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

  19. 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

    92 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.

  20. 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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    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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