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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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  1. Remove the feature of 'Other Previous Earnings', or an option of allowing us to choose whether to have this feature. Grouping all previous pay items into 'Other Previous Earnings' in the same financial year is confusing and our employees won't understand what it is for. Please get rid of it!

    42 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  2. When an employee onboards and doesn't have a Tax File Number (TFN) either because they are new to Australia and have just applied for one or they are under 18 and exempt. Xero should have a feature that warns you when they either turn 18 or they have passed the 28 days allowed to work without a TFN and it should automatically change their tax declaration to no TFN provided and change the tax withheld rate, until a TFN is provided. There also needs to be a constant warning in each pay run, 'this person is over 18 and does…

    5 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.

  3. Hi Xero Team,

    I’ve noticed that Xero currently doesn’t support applying mixed tax brackets within the same pay run for Working Holiday Makers (WHM). For example, if an employee is set to receive $2,000 in one pay cycle, and the $45,000 threshold is reached after the first $1,000, the first $1,000 should be taxed at 15%, and the remaining $1,000 at 30% — both within the same pay cycle, using mixed tax brackets.

    At the moment, Xero applies one tax bracket to the entire pay cycle. However, according to the ATO guidelines, doing so results in undercharging the employee, which…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you taking the time to let us know your idea, as you can imagine our product is constantly evolving and we need your input to help us along the way.

    In the meantime, if you ever need to adjust an employees tax, click the Add Tax Line button in the employees pay slip to manually update tax.

    Other members can now vote or comment on your idea to share additional detail about how your idea could improve their experience with Xero.

  4. Please can Xero add an Employee 'Known As' Name Field to the Employee Record, and show this alongside the legal name, on the Employees Homepage (& when running payroll) with the ability to sort alphabetically by this 'known as' name in both places.
    Nearly half of our employees go by names that are not their legal name. e.g. Annie = Kit Yee, Kate = Catherine, or go by their middle name instead of their first name.

    This issue is making running payroll ever more difficult and the potential for error incredibly high, as often the legal name bears no resemblance…

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. When you go into Payroll Overview-Timesheet to Approve-then click on the individual timesheet can you please add an option to export the timesheet to pdf for printing.

    8 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  6. auto amend the ABA date to the current date for back dated payrolls

    6 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi community, appreciate your sharing in community here. Atm if you're wanting to change the payment date for an unscheduled pay run, you can edit the payment date while the pay run is in draft status. We don't have any plans for automating this.

  7. Can you please add a link to Payroll Reports under the Payroll Section. It's a simple change that would make Payroll a true one-stop shop.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. Currently the display name for payroll items doesn't extend to timesheets. So the employee sees the rate name. Really an employee should only see the display name and the rate name should be for/staff/admin/advisors. I would like to enter the default rate in the rate name as there is also no prompt in the employee file if you choose to use earnings rate to see what the rate is. You need to go back to payroll setting to check which is inefficient.

    2 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, we value your contribution!

    We've reviewed your idea and now it's up to the community to get behind and support it. Other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  9. Show forecasted leave balances to allow for planning of Christmas Shut Down periods

    94 votes

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    7 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we really appreciate the sentiment and engagement on the idea of being able to forecast leave balances.

    We know this feature could make planning ahead and managing leave approvals much easier, but at this stage it’s not something we’re planning to develop in the near term, so we’ll be moving it to 'Not in pipeline'.

    We’ll continue to keep an eye on how this idea trends in the community and will leave it open for voting. If our plans change, we’ll share an update here.

  10. Generate a list of employees that can approve leave?

    3 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We can see that being able to generate a list of employees who are authorised to approve leave may be useful. It's up to the community to get behind and support it. It might be useful to note that when selecting a leave approver, employees can see a list of leave approvers and payroll admin.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  11. When approving timesheets it would be ideal to have separate lines underneath Ordinary Hours with Leave requested, on which days and hour amounts and to be able to approve there instead of having to go to a different screen.

    Can be hard to double check and remember correct days the leave was taken and also to ensure daily and weekly hours are met.

    *Simple layout idea attached

    23 votes

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    3 comments  ·  Payroll  ·  Admin →
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    Thanks for supporting this idea on having leave days visible when submitting timesheets.

    We've split this idea up to gauge interest across NZ and AU. You can view and support the NZ idea here.

    Make sure you share the idea with your colleagues that this feature could benefit.

    All members can also comment to share additional detail about how this idea could improve their experience with Xero.

  12. What I need is for it to look like the Payroll Employee Summary, but with additional columns for Annual & Personal leave taken and the value of that leave.
    The report you are telling me is to messy to read.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  13. Can we please add a company logo on the payslip email?

    At the moment it just has the 'Xero me' background saying "your payslip is attached" ect. It would be nice to be able to swap that image with our company logo thanks.

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

  14. Average Employee Numbers in the Year

    As part of preparing accounts, the average employee number is often required. If this could be generated within Xero that would save time collating the number of employees per month and working out an average for the year. It could subsequently be used as working out the amount of revenue attributable to each staff member.

    8 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  15. 1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks, Merilda, for sharing your idea!

    We've reviewed it, and it's now available for the community to support. Other Xero users can now vote and comment on how it would improve their Xero experience.

  16. AU - Compulsory Employee Super When a Employee Superfund changes ABN, USI number, merges with another fund.

    The only solution at moment is to export the employee data into a file and save it. Then deactivate the Superfund. The problem is if you have a query on these past transactions you cannot do it through Xero. If you a subjected to an audit you cannot generate report for the data prior to the date of the changes made to the super fund. If you have been through an audit this creates a lot of work. Also, if you lose this…

    10 votes

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    1 comment  ·  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 have updated the status to Gaining Support. It's now 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.

  17. Xero Payroll: Have an option to Exclude Kiwisaver from Allowances rather than having to manually adjust

    11 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  18. Xero cannot current cope with companies that have more than one pension scheme. The upload I need to send to the pension provider includes payroll number, pensionable earnings for period, start date and date of birth. It would be useful if Xero had the ability to add these and additional fields if required customised in the contribution report.

    24 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your feedback on adding additional details to the Pension Contribution Report. 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 for all members to share how this feature would improve their Xero experience.

  19. Hi, It would be great if payslips line items match the 'pay template' pay items or alternatively, for pay items that have a YTD amount to be shown on all payslips (with the Nil or $amount for the current pay period as applicable with the YTD) to breakdown 'Other Previous Earnings'.
    This will also assist tracking multiple pay items where it can vary each pay cycle, coding and tracking STP rates and categories, YE finalisation and review. Many thanks.

    61 votes

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    18 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback regarding YTD line items on payslips. We understand that "Other previous earnings" groupings can cause confusion for some employees.

    In Xero Payroll, any earnings that haven’t been included in the current pay but were paid previously in the financial year are grouped and shown as Other previous earnings.

    While we don't have plans on our immediate roadmap to change this feature, we’ll keep voting open to track interest for the future. In the meantime, you can access a detailed pay item YTD breakdown via the Payroll Activity Details and Transaction Listing Details reports.

  20. In service industries like hospitality salaried employees will work a different set of shifts each week across 7 days. Currently I have to set up a working pattern and if they phone in sick on a Saturday for example if that day isnt set as their working day (i.e we set them up as Mon-Fri for ease) we have to record the sick day on the Monday to ensure it is deducted. But in these industries the working days are different each week and they dont work on a set pattern. Need the ability to set that the employee works…

    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. 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 now comment to share additional detail about how your idea could improve their experience with Xero.

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