864 results found
-
Payroll | Employees - Upload/attach files in notes section
Ability to attached files to a pay run and employees
958 votesHi 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…
-
AU Payroll - List leave types in alphabetical order
Leave types: why aren't these in alphabetical order on the leave request screen?
I have numbered them so that they should appear in the order I want them, but they appear last. It's the same in Xero Me - I want the most used leave types to appear first, but the leave types appear in a random order.
They are in alphabetical order on an employee's leave balance screen and when you assign a leave type4 votes -
UK Payroll - Opening Balance for Attachment of Earning Orders
I have an employee with an Attachment of Earnings Order (AEO) and whilst I have been able to set up the amount to be deducted on the payslip template each month, it appears that it is not possible to enter an opening balance on Xero for this deduction. I don't know if it is usual to show a YTD figure for AEOs - certainly Student loans have a YTD figure on the payslip and I would imagine that it will feature on the P60, but I can't see how Xero is going to produce this correctly without allowing me to…
6 votes -
AU Payroll - Voice automated super approval for overseas
Voice automated codes for super approval when overseas where mobile carriers have restrictions on text messaging.
1 vote -
AU Payroll - Superannuation to create a Bill with a list of the employees paid
i would like to that when you have made a superannuation payment through Xero, that it creates a bill, with a screen shot or a list of employees that has been paid. will make it easier for when you have an audit.
4 votes -
Expense claims - auto populate data like date, organisation, amount when uploading
When uploading an expense claim, Xero should auto populate data like date, organisation, amount to cut down on data entry and mistakes.
Hubdoc has this feature, can this be applied to expense claims?
1 voteAppreciate you confirming that you were referring to this from the desktop version, Kelly. I'll re-open the idea here. It's not something we have plans on at present but will track this here, and let you know if any change i s planned.
-
AU Payroll - Units and Rates for Reimbursements
If Reimbursements are meant to be used for certain allowances then we need to be able to set up units and unit rates in the same way as we do for allowances, otherwise the calculation becomes a manual one and leaves room for human error. It also means reporting is not clear on how the amount was calculated as even though you can enter a description on the payslip i dont beleive there is a report that summarises this.
ie for overtime meal allowances you should be able to show how many you have paid and at what rate so…4 votes -
AU Payroll - Change Employees' Status without deleting
Moving employees from Part-time to causal or visa versa without deleting them!
The Solve: Just have a date range/calendar within their employee info for what classification of employee they are during that date range.
Transitioning employees causes undue messiness of information, which is counter to the point of the software. You have 2 employees that are the same person. Which also counts towards how many employees a business has for xero pricing purposes.4 votes -
Dashboard - Add staff calendar to Dashboard
There is a good calendar in payroll that I would like to add to my dashboard so I can keep up to date with daily requirements and also see availability of staff including when they will be on leave from my dashboard
8 votes -
UK Payroll - Activity Details and Summary report format
The new Payroll Activity and Summary Report is not as user friendly as the old one. It was much easier to read and find your employee name and net amount due on the older version. I also don't like how half an employees details can be on one page and the rest on the next page. I would like to revert to the old style, if possible?
4 votes -
UK Payroll - When setting up a deduction item in payroll we need an option to pick P&L nominal accounts
The problem is if you set a deduction item in payroll on Xero it doesn't give option to pick P&L nominal account, where reimbursements to employees should be coded. The only work around are journals, which is ineffective when you have clients posting payroll themselves and they need management reports each month, so you have to reanalyze and repost their payroll.
4 votes -
AU Payroll - Add YTD figures on payslips for recurring reimbursements
Add YTD figures for (recurring) reimbursements on an employee"s Payslip, such as non-reportable travel allowances (paid as reimbursements).
I followed a Xero direction to process non-reportable travel allowances as reimbursements, as it ws creating discrepancies in our BAS (even though include in W1 was not checked).
For an employee not to be able to see their total YTD renumeration on their payslip, including these reimbursements, is disappointing (particularly as it won't show on their EOFY payment summary).
2 votes -
AU Payroll - Make employee groups mandatory
Please give us the option to make Tracking Groups a mandatory selection on the Employee tab before Xero users can save a new employee. This will stop users from setting up new employees & forgetting to assign the Employee Group tracking group which results in misreporting
2 votesHi team, while we appreciate your feedback and why you'd like to make this field mandatory not all businesses use tracking for payroll. We want to be upfront that we don't have any plans for making the employee groups field mandatory.
-
Payroll: Show employee leave balances when approving leave
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…
251 votesHi 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.
-
AU Payroll - Super Accruals Report to include TFN and Addresses
Recently did the super and needed to add the TFN of each and every individual employee manually into the file.
If it's a required field for the clearing house file then it should be included in the super accruals report - obviously.
5 votes -
AU Payroll - Fixed amount leave requests for employs on an accrued leave balance
Currently, for monthly employees, Xero does not take into consideration the fact that they have been set up to be paid the same amount each month, therefore the days in the month are meaningless from a pay perspective. Unfortunately, this means that the basis leave accrues on to work out how many hours a public holiday/personal/annual leave day should be when leave is entered is also meaningless. Instead of defaulting to 7.6 (or 8) hours/day leave taken, it does a calculation based on the number of working days in a month. So if someone is being paid on the basis…
36 votes -
UK Payroll - Employee tab layout
Employee tab - make the layout available for users to choose between Portrait or Landscape orientation.
Since updates were made on 20.12.2024, the Landscape one (on this particular tab - Employees) did not fit on the screen. It looks like a tech error rather than an update...1 vote -
NZ Payroll - Separate "Post" and "Submit to IRD" actions
Currently, when you connect your Xero login to myIR, Xero automatically files the pay run with the IRD as soon as it is posted. Unfortunately, there is no option to opt out of this automatic filing without disconnecting from myIR entirely.
It would be much more flexible if posting and filing could be done as separate steps. While it's possible to have another user who isn't connected to myIR handle this, small businesses often rely on a single person to manage the entire payroll process.
We would prefer to post the pay run, send payslips, complete banking, and then submit…
2 votes -
UK Payroll - Bulk imports such as tips
We currently need to manually enter additions such as tips to several employees which is time consuming. It would be nice to enter all the tips with one CSV import into Xero.
5 votes -
AU Payroll - Notify of invalid email addresses
Where payslips are emailed to an email address that is invalid and returns a kick back message.
Xero to forward kick back message or advise Payroll ID that sent emails out of a problem for an employee's email so that invalid email can be investigated and amended.We also use Xero Me for employees however not everyone sets this up on receipt of invite and just prefer to receive email advices.
4 votes
- Don't see your idea?