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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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39 results found

  1. Upon approving an employee’s submitted details via the self-onboarding feature, we observed that the transaction history reflects the approver as the one who entered the details, rather than the employee who originally submitted them.

    For audit trail purposes, it would be helpful to identify the employee as the original submitter, while maintaining a separate record of the approver’s action.

    Alternatively, a feature that allows printing or exporting the submitted self-onboarding form (as originally completed by the employee) would also address this need.

    63 votes

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    5 comments  ·  Employees  ·  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.

  2. There should be a way to enable password protected CIS statements when sending out to subcontractors

    23 votes

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    2 comments  ·  Employees  ·  Admin →
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    Thanks for sharing with us on your needs around CIS here. I'll be sure to share if there are any updates.

    In the meantime make sure to share this idea with other colleagues this would be beneficial to so we can get a wider sense of the interest.

  3. It would be good for Xero to add a Medicare Levy surcharge option for a percentage in the Taxes tab of employee set-up.
    Currently if an employee wants a percentage taken we have to manually adjust each pay run to ensure the correct amount is taken and and reporting to ATO is therefore done correctly.
    Leaving something as important as this to human error is not a good idea.

    15 votes

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    3 comments  ·  Employees  ·  Admin →
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    Thanks for sharing your idea about adding the Medicare levy to AU payroll tax calculations.

    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.

  4. Under the field "start date" have Xero automatically calculate their total length of service to the current date, and under the field "end date" once an employee is terminated, calculate their total overall service.
    This would save the user from needing to manually calculating the service for notice periods, redundancy payments and long service leave in some states.

    20 votes

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    0 comments  ·  Employees  ·  Admin →
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    Thanks for sharing your thoughts on automatic length of service calculations in AU Payroll. We appreciate you highlighting how this could help streamline payroll processes.

    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.

  5. It would be beneficial that under the payroll overview drop there would be number of notifications in every category. For example Leave 1 if there is one leave request and so on. Maybe a exclamation mark next to overview that there is something to action with. This way the payroll officer would spot the actioned items easily.

    4 votes

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    0 comments  ·  Employees  ·  Admin →
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    Thanks for sharing your idea about visible notification for unapproved timesheets or leave requests.

    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.

  6. Can you implement a notification sent to payroll admin in advance of a team member turning 18, so we can prompt them to set up or choose a superfund to ensure compliance with payday super

    5 votes

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    0 comments  ·  Employees  ·  Admin →
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    Thanks for sharing your idea to notify an employee asking for their superfund details when they turn 18. We can certainly see how this would streamline the process for you.

    Whilst the system won't currently remind your employee, we can suggest a workaround as a reminder ask the employee for this info when they turn 18.

    Here's how:

    For under 18s, leave the superannuation line out of their pay template. When they hit 18, you'll receive an error when attempting to post a pay run stating that there's a missing super line with SGC contribution type from their payslip. This can serve as a reminder to set up or add a SGC line in their pay template.

    Our product team will keep an eye on this idea's progress and we'll update along the way.

  7. More and more clients are collecting information on what allergies employees might have, it would be nice to have a field to keep this information on in Xero. It's is becoming a health and safety issue

    5 votes

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    0 comments  ·  Employees  ·  Admin →
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  8. We use the description field to identify when staff use different types of leave that reduce the PL balance, but require tracking - Moving Days, Wellbeing Days, Special Leave etc. Being able to include these descriptions in the Leave Request report enables us to keep track more efficiently.

    9 votes

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    4 comments  ·  Employees  ·  Admin →
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  9. Please allow email addresses to be re-used. It is a pain having to do into a past employee and delete the email address because you cant re-use it when you set them up again.

    2 votes

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    0 comments  ·  Employees  ·  Admin →
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    Thanks for sharing your idea. As you're aware, a single email address cannot currently exist in more than one employee record, so you'll need to remove it from the terminated record before adding it to the new one.

    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 who could benefit so they can add their vote, too!

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

  10. Add the P45 link in the Employee row, like P60.

    If you have selected one or more employees to download the P45 you then have to scroll back up to the top of the page to find P45 Download button.

    I had to use the Help resource to find it, rather than it be obvious.

    3 votes

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    0 comments  ·  Employees  ·  Admin →
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    Thanks for sharing your idea about a quick link to download individual P45s directly from the employee list.

    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.

  11. A useful addition to Xero Payroll would be a dedicated Licences & Qualifications tab within each employee’s profile.

    When adding or managing an employee, the employer could record items such as:

    Driver Licence
    High Risk Work Licence
    Forklift Licence
    Working at Heights
    Confined Space
    White Card
    First Aid Certificate
    Trade licences or other industry-specific qualifications

    For each licence or qualification, Xero should allow the employer to enter the licence type, licence/registration number, issuing authority, issue date, expiry date, and ideally upload a copy of the licence or certificate.

    The most important feature would be automatic expiry reminders. For example, Xero…

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  12. Give employees the ability to request a change or cancel approved leave submissions

    1 vote

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    0 comments  ·  Employees  ·  Admin →
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     ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  13. Xero currently provides two tracking categories with multiple options, and also offers project tracking. However, these existing structures do not meet the needs of organisations that manage payroll funded by multiple external funders.

    In many organisations, especially in the charity and grant-funded sector, a single employee’s payroll cost is often covered by three or more separate funding sources. These are not projects or internal cost centres. They are external funders who jointly or separately contribute to the cost of one employee’s role.

    Current Limitation

    Payroll does not allow direct allocation of an employee’s cost to multiple tracking category options linked…

    2 votes

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    0 comments  ·  Employees  ·  Admin →
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    Hi Abimbola Thanks for the great explanation of how adding multiple tracking codes to payroll costs using percentages would streamline the process of allocating this to fund providers.

    We can see how this would help with complex funding arrangements so have moved this to Gaining Support.

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

  14. The report can show a list of all current employees includes basic info e.g. DOB, Gender, employment start date, job title, Annual Salary Amount, fixed allowances, Super rate etc.; This report will be helpful for internal HR reporting purpose. Otherwise, HR will need to collect info piece by piece & summarize it manually.

    3 votes

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    0 comments  ·  Employees  ·  Admin →
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    Thanks for sharing your idea about a New Zealand payroll report that includes full employee details as well as earnings information.

    Currently, you need to export multiple reports and collate the information outside of Xero.

    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 who could benefit so they can add their votes, too!

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

  15. Allow previous payroll ID box to be left blank where the employee doesn't have a payroll ID. Either (1) the wording in the UK payroll part of Xero needs to be amended from "The previous payroll ID is unknown" to more clearly cover a situation in which the employee doesn't have a payroll ID or (2) the field should be permitted to be left blank. In my client's case, it isn't that his previous payroll ID isn't known, it's that he didn't have one. If Xero is concerned about allowing the previous payroll ID field to be left blank, could…

    2 votes

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    0 comments  ·  Employees  ·  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.

  16. Feature Request: Streamlined User Re-invitation & Access Request Process for Organisations. To the Xero Product Team,

    Firstly, thank you for continuously developing a fantastic platform. We rely on Xero daily for our core business operations.

    We are writing to highlight a significant administrative challenge we face and to propose a feature that would drastically improve efficiency for organisations with a large number of employees, such as ours with 200 staff.

    1. The Problem: Inefficient Invite Management & Access Issues

    Currently, we experience a high volume of access-related issues that are incredibly time-consuming to resolve manually. We estimate receiving ~50 requests per…

    10 votes

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    0 comments  ·  Employees  ·  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.

  17. Need search feature in Xero me for adding tracking categories to timesheets instead of having to scroll through 50 plus jobs

    6 votes

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    1 comment  ·  Employees  ·  Admin →
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    Thank you for submitting your idea! We've completed our internal review.

    The next step is up to the community. Please share this with your colleagues so they can add their vote. Every vote and detailed comment is crucial for showing us the wider impact and helping us prioritize this enhancement for Xero.

  18. Hi,

    Our employees work standard hours each day, but in addition to this there are often additional items on their timesheets, such as overtime, trip and overnight stay bonuses.

    The use of timesheet templates simplifies this process by automating the inputting of their standard hours, though due to the remote nature of their work timesheets are being submitted through the mobile application which does not allow the uploading of templates.

    Can the ability to upload templates be added to the mobile app or a default template be added when creating a new timesheet?

    23 votes

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    9 comments  ·  Employees  ·  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.

  19. Allow users to attach a file to their timesheet entry so they can take a picture of the job they are working on and attach it to their timesheet entry

    4 votes

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    0 comments  ·  Employees  ·  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.

  20. Ability to enter a PAID Break - This would be particularly helpful in Contruction industry, where most awards provide employees with a paid tea break on OT & Weekend work. This would mean employers will meet their obligations for Start/Finish Times as well as break times.

    3 votes

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    1 comment  ·  Employees  ·  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.

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