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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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75 results found

  1. Offering a simple update to the Xero system which would dramatically improve one grey area:

    I had a discussion with my team and it's a common topic that keeps coming up - we find it very awkward having the 'Time Off' allowance displayed in 'Hours'.

    Just like some other tracking systems, they allow you to see your 'Time Off' as 'Days' which is much easier to glance at - instead of having to continuously calculate hours, which takes time and can cause confusion on some occasions.

    We would all very much appreciate it if you at least give the option…

    259 votes

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    41 comments  ·  Payroll  ·  Admin →

    Hi team, we're happy to share that we've recently released a couple of updates to solve for the needs here!

    • Payroll admins can now view employee leaves balance in weeks, days and hours where the employee has a consistent working pattern set up.
    • On the employee front, you'll be able to view leave balances in hours and (days) within the Xero Me app.

    We'd like to say a big thank you to everyone for contributing here and being engaged with our product team to deliver functionality that's most impactful for our customers.

    We have more enhancements coming to the Xero Me app soon, stay in the know through the Long and Short of it, and releases on Xero Central.

  2. There has always been a date column - add it back - why mess with something that has been used for so many years. Absolutely so desruptive to our professional services.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →

    Hiya Simona, sorry for not updating you on this sooner.

    Shortly after the release of the new report our team made a change based on feedback, so the report now shows Employee name and Date as separate columns, and the columns will be included when running the report by default.

  3. For example, to produce a report showing employee name, job title, start date, current hours and current annual salary for pay award decisions.

    60 votes

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    30 comments  ·  Payroll  ·  Admin →

    Hi everyone, thanks for your patience. We have now rolled out an enhanced Employee Contact Details report.

    This new report includes additional columns such as DOB, Start & Termination dates, and Employment Groups.

    We hope this report helps you with managing your workflows.

    Thanks again for supporting this idea and being the voice of change.

  4. Would be great if we could have a tidier and shorter one (selecting what you want) rather then the CSV file

    8 votes

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    4 comments  ·  Payroll  ·  Admin →
  5. It would be great if Xero could implement an automatic change/suggestion to change to category A after an H-category employee doesn't meet the criteria anymore.
    One of our employees just had his birthday and I noticed the category doesn't automatically update and there's no flag to say they might now be ineligible for a certain code.
    I imagine there are more companies with the same problem where it's gone unnoticed that the National Insurance Category hasn't automatically updated as nearly everything else does and it's easy to miss a birthday!

    164 votes

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    37 comments  ·  Payroll  ·  Admin →

    Hi community, we've rolled out a change to Xero Payroll (UK), and now Xero will automatically apply the new NI category to a pay run based on an employees birthdate, and if they are entering into a new NI category. Meaning you no longer have to manually track and updates these.

    We appreciate all your contributions and letting us know how valuable this feature is for you. 😊

  6. With ever changing minimum wage requirements (UK only) which are based on an employees age it would be useful to be able to have a 'one pager' report that lists the employee name and the current age. Their age is data which is already in Xero as part of the employee profile. A report would be useful to help payroll staff check who needs to move onto new wages / salaries based on age groups.

    23 votes

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    6 comments  ·  Payroll  ·  Admin →

    Thanks for sharing your desire for a report which includes the employees' age.

    I wanted to let you know that we've recently released an updated Employee Contact Details report which includes multiple new columns including DOB and age.

    Thanks for your continued feedback, this helps shape the future of Xero.

  7. Don't merge cells in the Excel export of AU payroll reports

    2 votes

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    1 comment  ·  Payroll  ·  Admin →

    Hi team, returning to the idea here I am pleased to share that with the updated payroll reports cells are no longer merged when you export the report to Excel.

    We appreciate your engagement with us on this here. Thanks for sharing through product ideas! 😊

  8. Ability to record an annual shutdown leave.

    Purpose: Ability for a Payroll admin to easily record annual shutdown leave when needing to make a calculation around separating employee’s anniversary dates and start dates.

    16 votes

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    2 comments  ·  Payroll  ·  Admin →

    Hi everyone, thanks for your feedback on having a seamless way to record shutdown leave in Xero.

    We recently released an update to all NZ Payroll organisations which now makes it easier to manage shutdown leave in Xero.

    Once an organisation has migrated to having leave balances in weeks and days, the leave anniversary for an employee is decoupled from their start date.

    For step-by-step guidance please see our support article.

    We really appreciate everyone who supported and commented on this idea and hope these changes make it easier to manage shutdown leave.

  9. Ability for Payroll Admin to delete holidays. When an employee books the wrong day or is off sick during a period of pre-booked holiday and wants his/her holidays cancelled, the payroll admin should be able to delete the holiday but cannot.

    2 votes

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    1 comment  ·  Payroll  ·  Admin →

    Hi team, rounding back on the idea here I want to confirm that currently Payroll admins can reject approved leave requests which will delete it.

    If the leave request has been included in a draft or posted payrun, the payroll admin will need to revert to draft and delete the payrun before the leave request can be rejected.

  10. Xero checks employees age against pay rate and that of the National Minumum Wage so it does not get missed. It's doesn't have to change it, just highlight thsat the employee's rate needs to ber changed

    125 votes

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    14 comments  ·  Payroll  ·  Admin →

    Hi everyone, we wanted to provide an update on this. We’ve begun rolling out our NMW checker to all UK payroll organisations.

    Once relevant pay items are set as Subject to National Minimum and Living Wage calculations, Xero will check employees’ ages and pay rates against current NMW rates.

    If an employee’s pay falls below the required minimum, Xero highlights this for payroll admins to review and update.

    Thank you to everyone who supported this feature, please continue to share your thoughts as it helps our product team understand what’s important to you.

  11. Simply to indicate within payroll when payslips have been emailed out.

    18 votes

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    5 comments  ·  Payroll  ·  Admin →

    Hi everyone, we’ve now rolled this feature out to all UK payroll organisations. This means that payroll admins can now click onto posted pay runs to see if payslips have been emailed to employees.

    Thanks for supporting this idea and driving the future of Xero.

  12. Can we have an audit trail, even if similar to invoices/bills, where we can see the who, date & time of the payslips being sent out for a pay calendar?
    This helps to know the payslips have been sent out and that there is an audit trail for this.

    33 votes

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    10 comments  ·  Payroll  ·  Admin →

    Hi all, thanks for supporting this idea. We understand the need to be able to confirm exactly when payslips were emailed to employees.

    I'm please to let you know it's now possible to review when payslips were emailed to employees in the AU and UK versions of Xero payroll.

    While this feature has been available for a few years in AU, we recently released an update in UK payroll, allowing payroll admins to view if and when payslips were sent to employees.

    We thank you for your continued efforts to shape the future of Xero.

  13. With the advent of Open Banking, it would be great if when you submit the payroll, it could also utilise OB to physically make the payment to the employee also. This would help automate the whole payroll process.

    17 votes

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    10 comments  ·  Payroll  ·  Admin →

    Hi everyone, I'd like to confirm that making direct wage payments with Crezco is now available to all UK organisations with Xero Payroll.

    You can find out more of the details about this through our Xero Central article.

    It's worth noting scheduling payments is possible. However, there are some banks that do not support scheduling so it's best to check in with your bank if they do.

    We appreciate your feedback and sharing the difference this improvement could make for your business. Thanks !

  14. Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.

    19 votes

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    8 comments  ·  Payroll  ·  Admin →

    Hi everyone, thank you all for sharing your feedback and upvoting this request!

    You might have already noticed some of our recent updates to the automatic superannuation payment screen, which have now been fully rolled out to all AU payroll customers.

    We’ve refreshed the flow and improved the filters, making it much easier to organise, manage, and process your superannuation payables.

    We really appreciate you taking the time to share your thoughts with us, as your feedback helps us continue to improve the payroll experience in Xero.

  15. We should be able to adjust the holiday year to the UK tax year as that seems to be very common. ( There is already a discussion topic for this but I cannot see it on this list.
    We should also be able to show holidays in days not hours.
    We should be able to calculate holiday hours for employees that do not do a 5 day week. The hours taken on holiday need to be overwritten every time a PT employee books time off.

    76 votes

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    16 comments  ·  Payroll  ·  Admin →

    Hi community, happy to share that these changes have now been released in UK Payroll! 🎉 You now have the ability to set employee's leave to accrue based on a custom date of your choosing. We appreciate your inputs and based on the feedback we've made a change so that leave will now accrue on the first day of your annual accrual method.

  16. Currently, when super payments bounce, Xero sends us an email letting us know that a payment to a particular super fund from a particular payment batch has failed. Once we've identified whose it was, and got the updated details, we then have to contact Xero to get a re-processing authorised.

    All of this takes time, during which the Directors of my clients may become liable for late super payments. I'd like a button to click to speed up at least the contacting Xero for re-processing bit - preferably as part of the process identify the refund received and connect the…

    15 votes

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    4 comments  ·  Payroll  ·  Admin →

    Hi team, sorry we haven't joined in this idea sooner. Earlier this year we released an improvement so now if an auto superannuation payment is returned the authoriser will receive an email including the reason for the return. They will be able to withdraw the payment from the processed batch to reprocess the contributions. We have detailed help for this on Xero Central, but if you run into any snags as always our Xero Support team are available to help. 🙂

  17. PAYROLL AS AN ADD-ON IN AUSTRALIA

    Please allow payroll as an add on in Australia. The very basic plan is enough for most small businesses and sole traders, but the jump in price just to add one apprentice is prohibitive. I feel small businesses and tradies are not catered for well. We often don't need all the bells and whistles, but just something basic. To pay my apprentice via Xero will cost me an extra $360/year which is ridiculous.

    7 votes

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    1 comment  ·  Payroll  ·  Admin →

    Hey team, as you may have recently seen on our blog payroll is now included in all of our business edition plans!

    We received valuable feedback from our customers on their needs in this feature with our lower tier plans, which has helped inform this change.

    Thanks for your feedback, and sharing what matters to you in Xero Product Ideas! 🙂

  18. I have a client who would like to give access to payroll only for a user and not have access to the bank accounts. Is this on the future roadmap?

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
  19. It is easier those for admin employees who work sitting at the office.

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
  20. It would be great if you could download the Employee-year-to-date preview report after payroll finalisation in Australia.
    Currently, this report can only be downloaded as part of the finalisation process not after. After finalising payroll you can only download a CSV file. We missed a transaction when reconciling that was in column BY - we spent hours trying to reconcile a payroll finalisation that could have been easily checked with the Employee year-to-date preview report which is all on one page.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →

    You can now download the STP Year-to-Date Summary report for a specific employee after STP finalisation, Lisa. 😊

    1. From the Payroll menu select 'Single Touch Payroll'
    2. Click the 'Tax year' drop box in the top right > Select the required tax year
    3. Go into the Finalisation tab > Click 'View report'
    4. Select the required employee/s > Click the 'Export' button to download the report
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