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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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25 results found

  1. Option to be able to view payslip in employee file rather than having to download

    69 votes

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    9 comments  ·  Payroll  ·  Admin →
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    Hi there, as part of our ongoing review process, we’re in the process of updating our idea statuses to better track Xero Product Ideas.

    We’ve taken another look at this idea. Whilst we can see the value for payroll administrators to be able to view the payslip in PDF from within the Employee’s record, this update doesn’t currently fit into our product team’s road map. We’ll move this idea to a status of Accepted and will continue to review this in future planning.

  2. Suggest the ability to apply work patterns to part time employees. For example, we have a part time employee who works 7 hours on Mon, 6 hours on Tues and 6 hours on Wed.
    At the moment, if a Public Holiday falls on a Monday, it does not correctly work out hours worked.
    The same happens if Annual Leave is taken; incorrect hours are calculated which affects AL accruals.
    Hours worked have to be calculated and added manually.

    265 votes

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    62 comments  ·  Payroll  ·  Admin →
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    Hey everyone 👋 Thanks so much for all the detailed feedback on applying work patterns for part-time employees. We’ve been following the conversation and understand that manually adjusting pay runs for pro-rata entitlements can be a real challenge. It’s clear that having this automated could save time and give you greater peace of mind.

    I’m pleased to let you know our product team has reviewed this idea and we’re updating the status to ‘Accepted’. This means that while it’s not on our immediate roadmap, it’s something we see real value in and want to bring into Xero when we can prioritise the work.

    In the meantime, the workarounds shared here, like manually adjusting hours in each pay run, remain the best approach. We really appreciate you taking the time to share your thoughts, as your feedback plays a crucial role in shaping Xero. We’ll keep you updated on any developments…

  3. ability to select more than one employee when generating payroll reports, not just a single employee or All employees

    55 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thank you for your continued feedback. We appreciate you sharing how important selecting multiple employees is for you when running payroll reports.

    The good news is our product team has reviewed this idea and agrees it is a valuable addition to Xero. We have updated the status to Accepted.

    This feature is not currently on our immediate development roadmap, however by accepting it we are formally adding it to our backlog for consideration.

    We will keep tracking interest here and update you as soon as we have news.

  4. When processing payroll, be able to see a comparative between current pay run and previous pay run before completion/filing to identify any discrepancies.

    104 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hello everyone, while you can currently export reports to compare pay runs, we understand the value of having this capability built directly into Xero and have been following this idea closely.

    For now, AU and UK organisations can use the Payroll Activity Details report for one employee at a time by selecting the relevant date range for the pay periods. To help prevent errors, we recommend checking that employee pay templates are set up correctly, ensuring future pay runs are consistent and accurate.

    Although this isn’t on our roadmap at present, we recognise the impact it'd have for customers and will continue to consider it as we plan future payroll enhancements. We’ll share any updates related to payroll comparatives here.

  5. A report that provides details of employees leave to be able to see the leave accruals and leave taken for the pay period.
    This would help as an audit trail and when preparing a salary budget or during a salary review.

    60 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on this idea. We appreciate you sharing how important granular leave reporting is for your payroll processing. We understand many of you are tracking Leave outside of Xero as a workaround.

    We hear you’re also interested in a Leave Balances Report. UK Payroll - Leave Balances Report is a separate Product Idea, so we’d love to see your votes and ideas on this topic too.

    Whilst a Leave Transactions Report is not currently set in our roadmap, our product team is reviewing the viability of developing more comprehensive reporting solutions.

    We are changing the status of this idea to Accepted. Keep an eye on this idea and we’ll update you when there are further developments.

  6. Ability to change our PAYG Withholding period to weekly. Only options are None, Monthly or Quarterly. The ATO requires we lodge and pay PAYGW weekly now and this is not possible in Xero. We have to change our PAYGW period to None so that it does not show on the BAS and manually calculate, lodge and pay this weekly.

    37 votes

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    12 comments  ·  Payroll  ·  Admin →
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    Hello everyone, we appreciate you engaging with us about this topic. To clarify, we acknowledge support in this idea has arisen from a new requirement from the ATO that means large orgs that withhold over $1M annually to submit PAYGW weekly via STP.

    While we appreciate why you'd like to automate this flow of information from Payroll to BAS within Xero there are two current options;

    • Within Payroll settings you could untick “Reportable as W1 on Activity Statement” so your payroll data is not included in BAS, or
    • Manually remove the W1 and W2 figures from your Activity Statement to lodge activity statements for clients that are submitting weekly PAYGW.

    This idea is on our product teams radar, however we want to be upfront that at this stage we don't have any plans for developing an automation of these fields.

    We'll continue to monitor this idea closely, and share if…

  7. Currently, Xero does not have the feature to assign certain working days for part time employees. This becomes very frustrating when doing payroll.

    For instance, an employee works Wednesday to Friday and when a public holidays falls on a Monday, Xero will allocate either all or some of the employees ordinary hours to this date incorrectly. This means we will have to manually adjust it each time.

    A simple resolution would be to set up employees to certain working days, then the public holidays would assign correctly and there would be no need to manual adjustments.

    457 votes

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    62 comments  ·  Payroll  ·  Admin →
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    Thanks for your engagement with this idea to allow setting specific working days for part-time employees in AU Payroll. We understand wanting to handle these common working arrangements smoothly and accurately.

    We know this is a key area for improvement and we'd like to look into this deeper in the long term, however it’s not in our roadmap just yet.

    Right now you'll need to manually adjust leave requests.

    We'll be sure to provide another update as we move forward with our investigations.

  8. Currently when opening the TIMESHEETS page the order of the timesheets is very random (example attached).

    The most common reason for visiting this page is to view and approved/reject timesheets so It'd be very helpful for us when we do open this page that the most recent timesheets awaiting approval are at the top.
    Currently we have to click on the 'Last Edited' column header to get the most recent time sheets.
    Can we please have this page DEFAULT set up to accommodate most recent date at the top (example attached).
    Please join me in my campaign to have this…

    55 votes

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    13 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your feedback on having timesheets displayed in order from newest to oldest, by default. We appreciate you taking the time to explain how this impacts your workflow.

    We know some of you have been filtering date ranges as a workaround, though this adds extra steps.

    We're updating this idea to Accepted as part of wider timesheet updates which are currently being investigated by our product team. We'll keep you updated as we learn more.

  9. Having a 2nd person as a Super Authoriser would be helpful when the 1st person goes on leave.

    171 votes

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    57 comments  ·  Payroll  ·  Admin →
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    Hi team, thank you for engaging with us on your needs around auto super. I want to confirm that our product team are aware of your interest in this here.

    Right now, there are a few other items that need their immediate attention, so while there are no immediate plans for developing this, it's something they'll continue to review as resource becomes available. If there is any change to share around this we'll update you all through this idea.

  10. 967 votes

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    251 comments  ·  Payroll  ·  Admin →
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    Hi community, thanks for the strong support in being able to attach files within Xero Payroll, both for employee records and pay runs. We really appreciate you sharing the value and efficiency this could create for you when working with Xero. It's evident that being able to store important documents like licenses, sick notes, and onboarding papers directly in Xero would remove the need for external storing systems or manual processes.

    We acknowledge it's not the end goal but wanted to highlight the use of apps, as some have shared like Dext, to help bridge this gap in the meantime.

    I want to assure you that enabling attachments in payroll is part of our long-term intentions. However, to deliver this functionality effectively and reliably, we first need to develop some foundational elements within our payroll platform.

    We understand your frustration with the timeline and the limited updates, and we're…

  11. When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in…

    253 votes

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    42 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for voting and your detailed comments on this idea.

    We understand the challenge of having to navigate away from the approval screen to find an employee's leave balance. Providing this information directly within the approval screen could streamline the process and reduce the risk of approving leave that results in a negative balance.

    The good news is that our product team's reviewed this idea and recognise the value it would deliver. It's something they’d like to work on in the long term. It's not on the roadmap just yet but we'll update you when we're able to bring more focus to this idea.

  12. An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.

    123 votes

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    28 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.

    While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.

    We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.

    While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.

  13. Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense

    164 votes

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    82 comments  ·  Payroll  ·  Admin →
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    Thanks everyone for your continued feedback on the need for a Leave Balances Report in UK Payroll. We appreciate you all taking the time to vote, comment, and share how this feature would improve your workflow.

    Currently the options for viewing this information is via individual payslips or within each employee’s leave tab.

    As part of a wider review into improving UK Payroll reporting, we’re moving the status of this idea to Accepted. We agree a Leave Balances Report is a valuable addition and it’s something we want to address.

    While it isn’t on our immediate roadmap right now, it is formally on our radar for consideration as we plan future payroll updates. We will share another update here when we have more news on our plans.

  14. 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.

    71 votes

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    17 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.

  15. 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?

    157 votes

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    34 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your feedback on adding allowances and other unit types to timesheets. We appreciate you sharing how important this is for managing your payroll.

    We’ve reviewed this idea and we certainly see the benefits it would deliver, so we're updating this idea to Accepted.

    While it’s not currently on our roadmap, we'll let you know right here if there are any developments on this. Thanks for your continued engagement.

  16. Currently, Xero lists a super accrual for employees under the age of 18 when they earn over $450/mth. However, it doesn't take into account how many hours that employee works per week. Under 18s are not eligible to be paid super unless they work over 30 hours per week (even if they earn over $450/mth), but Xero doesn't recognise this. Unfortunately this shows up a s liability for the employer, even though a liability doesn't exist. I know that it can be worked around in the pay run, but it just means extra work for the payroll admin - particularly…

    198 votes

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    46 comments  ·  Payroll  ·  Admin →
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    Hey everyone! Thanks for your ongoing feedback on this. We appreciate you taking the time to highlight how important it is to get superannuation calculations exactly right, especially with the specific rules around employees under 18.

    Our product team has reviewed this idea and agrees this needs to be addressed. The current workaround of manually adjusting each pay run isn't the seamless experience we want to provide, especially for businesses with multiple under-18 employees.

    As a result, we're moving this idea to 'Accepted'. While we can't give a specific timeframe for a solution right now, this status means it's on our radar and something we'd like to develop in the future.

    We appreciate you taking the time to share your thoughts with us and for your patience. 🙂

  17. At the moment, we can only download the P45 and then email to employees by different software. It would be better if we can just email the P45 directly to employees from Xero.

    63 votes

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    5 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing how important streamlining P45 distribution is for your payroll workflow.

    It’s not currently possible to send P45’s directly from Xero. Our product team is actively exploring ways to enhance employee self-service features. While specific plans for this feature are not yet finalised for the immediate roadmap, this area remains a key focus for future development. We've moved this idea to Accepted.

    We'll keep you posted if anything changes. In the meantime, you can download P45s from Xero and send them via your usual email software.

  18. 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.

    86 votes

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    36 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.

  19. I would like the payroll reports to be able to be sorted by first name or last name. I sue them for a number of reporting requirements with third parties and it would make it so much easier if I was able to do this.

    55 votes

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    20 comments  ·  Payroll  ·  Admin →
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    Hey everyone! It's been insightful reading through your comments on filtering payroll reports by both first and last name.

    Our product team have reviewed this idea and agree it's an idea they would like to develop, but it isn't currently on the roadmap.

    In the meantime, as mentioned by some of you you'll need to export the data to work with outside of Xero. We understand this may be an extra step and appreciate this feature could improve efficiency for a variety of situations.

    We'll keep you updated as things progress. Your continued input helps us understand the priority and impact of features like this one.

  20. Ability to export pay items and update pay rates in a spreadsheet and then re-import when pay rates have been updated. Would save so much time each year when Fair Work increases pay rates.

    76 votes

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    30 comments  ·  Payroll  ·  Admin →
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    Thanks to everyone following this idea. We understand how being able to import and export pay items would positively impact your review processes.

    Though this isn’t currently in the roadmap, we see the value this’d bring in regards to pay award updates. We’ve updated the idea status to accepted and we’ll share any future developments, here. Your input in idea’s is always appreciated.

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