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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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826 results found

  1. Fixing issues with holidays and making pro-rata holiday calculations automatically
    Calculate starting holiday allowance from the starting date of the employee for new employees joining throughout the year.
    Calculate final holiday allowance based on the end of employment date when employees leave.
    Since Xero knows the holiday hours per year and the working patterns, it has everything it needs to calculate this.
    If an leaving employee has taken too many holidays before they leave, it is important to ensure the leave is negative.
    Furthermore, at the end of the year the employee should be given the option to carry over…

    13 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi everyone, appreciate the feedback on the idea here. Being open we don't have any immediate work planned for this.

    However, I also wanted to highlight with differing needs and regulation our payroll products are developed separately for region specifically. We try to keep the ideas regionally separated in community here as it helps when feeding back to the team and also in keeping customers updated.

    That said we have a separate idea for this similar feature in AU Payroll and I've added any voters from AU to that idea to keep updated there.

  2. Xero should deal with back dating a directorship

    As an accountants it is not unusual to only have a touch point around the year end and the client prepares the payroll. And the addition of new directors can be missed by the staff preparing the payroll.
    No HMRC guidance is that you can adjust in the next month if the directorship is in the same payroll year. Xero does not work in this scenario. You need to revert each pay run back to the start if the directorship and re run and submit and if there is a weekly pay…

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  3. Invoices submitted by contractors - Xero should have a tick box where we can tick 'I need to pay super on this invoice' and it tracks and records contractor super owing.

    8 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  4. The week ending period on the Timesheet Detail Report is Monday to Friday and cannot be adjusted.

    Oaur pay week runs from Wednesday to Tuesday. We have to duplicate data on an Excel spreadsheet for reporting for management.

    It would be very useful if the week ending period could be edited so we could use the reporting in Xero and save time processing payroll.

    26 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  5. Has support considered the option to filter the leave balance report by employment status? When generating this report all employees are listed or only an individual employee. Why would we need the current balance of leave for terminated employees? I have some employees who have returned, so both are listed but I don't know which is active until I run the report on each.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. The sum and subtract function in invoices is a great feature; it would be great to use it in expenses as well. I often have to itemise a gross expense total into separate items with different VAT treatments. It would be useful to subtract the itemised line amount from the gross total directly in Xero rather than using a calculator.

    4 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  7. Hi

    There is a suggestion to add the function of automatically email employee payslips to their email address instead of spending time to manually do it again and this should be restricted for permitted user access.
    access.

    74 votes

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    28 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience, it’s been a little while since our last update, so we wanted to check in. We can see this idea has been steadily gaining support. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  8. We have 2 employees that will be taking 1 day LSL every week in the new financial year and it would be very helpful if there was a way to add in this type of leave request as a recurring request for the same day each week. Rather than having to add in 1 day leave for each occasion.

    20 votes

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    3 comments  ·  Payroll  ·  Admin →
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    It's been a while since we've provided you with an update about this idea, so wanted to touch base. We've reviewed your comments and can see that this idea has been steadily gaining support. Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will continue to keep you updated along the way.

  9. Add Public Holidays (and all other forms of leave) to the Leave Transactions report not just Annual Leave and Personal Leave.

    Why this isn't already the default behaviour astounds me!

    4 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  10. Currently the Salary Sacrifice is just deducted on the Gross to Net report. Where as on the TB the amount is added. It would be good if this could be segregated.

    6 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  11. As we don't have the ability to turn off automatic posting of payroll, can you add nominal codes for ER NI & ER Pension, other analysis fields to employees records rather than at Company level to allow easier analysis and posting of payroll journal.
    There is a field on the employee record to enter the nominal code for their wages cost so why can't there be more fields for different codes?

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  12. When using the xero me app to capture an receipt image to upload to an expense, the capture is much too quick, and does not allow enough time for the phone camera to focus. Also it does not support multi receipt capture.

    3 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  13. When adding second line items in super. If (I did this so I know it is easy) you add a second SGC line for a fixed amount as well as a statutory amount it would be great if xero asked a warning question 'are you sure you want to add a second SGC contribution. OR if just isn't allowed. My understanding is a employer additional contribution would be the correct line item if employer and salary sacrificing if employee (pre or post tax). This will avoid an accidental overpayment of SGC.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you reaching out regarding adding a second SGC line on a pay template.

    We've reviewed your idea and have now made it available for other members to vote or add their support to the idea. We'll keep you updated on the idea's progress.

  14. Add a warning feature to Xero, when a employee has (or will have) reached 75 years of age and is no longer allowed to salary sacrifice into their superannuation.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    We appreciate you reaching out to suggest adding a warning for salary sacrifice super contributions when an employee turns 75.

    We've reviewed your idea and have made it available for other members to vote to show their support for the change. We'll keep you updated!

  15. I have an employee with two bank accounts - Bank Account 2 currently has a dollar amount going to it, and Primary Bank Account has the balance. The employee would like to swap which one is getting the dollar amount and which the balance. I'd like to do this with a button.

    Instead I have to do it manually, copying and pasting field by field.

    6 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  16. Would be great if Xero could trigger an automated (email and/or text) reminder to the superannuation payment approver 10, 5 and one days out from the superannuation due date each quarter.

    A similar reminder feature already exists in XPM for Activity Statement Lodgements - reminders can be turned on.

    Xero also has the ability to automate reminders to Customers around bill payment.

    Xero has the email and SMS of the superannaution approver already on file.

    Advantage of these reminders:

    • Super gets paid on time - we're all human and life can take over and sometimes things get missed - a…

    179 votes

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    16 comments  ·  Payroll  ·  Admin →
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    Hey everyone! Thanks so much for your feedback and for sharing your thoughts on this. It’s clear from the support this idea has gained that automated reminders for superannuation payments could be a huge help for many of you. We hear you and can see how this could make managing your obligations smoother.

    Our product team has taken a look at this and we’re exploring how we can build it in to help you stay on top of the proposed PayDay Super changes. It’s on our roadmap, and we’ll keep you posted as things move forward. 🙂

  17. When using the show earnings rate in the employee template have the amount show that you can verify that it is correct - rather than waiting for it to appear on the payslip.

    2 votes

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  18. Allow submission of PDF expenses. We frequently see invoices paid on expenses in small businesses that come in by email as PDFs but need to be printed and photographed to upload the expense.

    1 vote

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    Thanks for sharing your idea about importing expense claims from PDF files.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    You might like to share this idea with any colleagues that this could benefit, so they can add their votes and comments too!

  19. When entering expense claims, the program should be set to retain the date entered in the last expense claim item. When catching up on accounting, it is cumbersome to be working on July in December and have to go back and change the entire date for each entry. I should be able to retain the last entry date on the next and simply be able to edit the day.

    2 votes

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  20. 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?

    6 votes

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     ·  0 comments  ·  Employees  ·  Admin →
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