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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. 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

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. Ability to restrict which pay items an employee can view in Xero Me to only those that apply to that employee. Without this ability employees sometimes choose pay items that do not apply to them. Most often this is picked up at the authorisation stage but why allow the possibility for error in the first place.

    93 votes

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    35 comments  ·  Employees  ·  Admin →
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    Thanks everyone. We appreciate the thinking behind wanting to restrict which earnings rates employees can choose when they fill out a timesheet.

    Since this idea was first raised we’ve made a small update - You can now assign earnings rates to employees and these'll appear first in the Xero Me app when an employee enters a timesheet. Just a heads-up that any other earnings rates will still show underneath and can still be selected.

    As we continue to develop Xero Payroll in Australia this is something our product team have been keeping a close eye on. We’re planning work that’d let employees select only the earnings types in their Pay Template or the default rate from their employee record.

    When this work moves forward I’ll come back here and share an update with you all. 🙂

  3. This is basic, if you want people to move to XERO make it easy to import data from existing systems. I have a huge amount of expenses to get into XERO and you can't use Bills because that is limited to 5 Bills per month!

    I pay for expenses so if the work around is use Bills import then remove the 5 Bill/m limit.

    8 votes

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     ·  4 comments  ·  Expense claims  ·  Admin →
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  4. 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 vote

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    Appreciate 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.

  5. 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

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. 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…

    37 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  7. 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

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     ·  2 comments  ·  Admin →
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  8. 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

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. 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 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hi 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.

  10. 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…

    254 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.

  11. Ability to draft future payruns - ie more than 1 darft payrun. Especially at Christmas time. I would like to draft up future payruns before Igo on leave, but still have the ability to adjust this week payrun for overtime etc. At the moment I can't move forward until I complete current payrun. or i have to do un unscheduled payrun to fix it. Very time consuming

    12 votes

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    7 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 the 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.

  12. Could Xero please introduce the ability to report child support deductions and garnishees via STP reporting to the ATO.

    Xero currently does not support reporting of child support deductions through STP Phase 2 with Xero Payroll.

    55 votes

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    14 comments  ·  Payroll  ·  Admin →
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    Hi everyone, and thank you for your feedback on reporting child support via Single Touch Payroll (STP).

    Xero doesn’t currently support child support reporting through STP. While this isn't in active development at this exact moment, we are reviewing it for potential inclusion in our longer-term roadmap.

    For now, we suggest you continue to process child support using an 'Other/None' deduction category and submit the required monthly report to the Child Support registrar manually.

    We appreciate your patience and will update you if the status changes.

  13. 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

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     ·  0 comments  ·  Payroll  ·  Admin →
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  14. 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

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     ·  0 comments  ·  Payroll  ·  Admin →
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  15. 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

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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.

  16. Our business is growing, and now we employ over 60 employees. Is it possible to have more than 50 employees listed on one page for payroll processing?
    It looks like '50' is the maximum of line items in the drop-down menue, and I have to go the the second page in order to approve all employees for the payroll.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. Unpaid Intern. I have an Uni student doing an internship. We offered to pay $500 per month as a transport allowance. The unpaid intern is not an employee. When I wanted to set this person up in Payroll, I found limitations: the only available contracts are full time, part time and casual. I tried to set her up as casual, which is wrong, and link the transport allowance. An error pop up asking to calculate Superannuation. I give up.
    In this case, MYOB is better, as we have an option to "not report" and we don't pay superannuation for the…

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  18. Changing an employee's surname due to marriage, for example, changes their details for historical payslips and all other payroll historical reports. Could a field be added perhaps that allows for 'maiden name' or 'previously known as' without disrupting historical info?

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  19. When viewing historic employees, being able to view the next historic employee would be great, rather than having to come back out of history employees, which only shows the historic employee you have selected, with a drop down list of current employees only, then you have to go back in again to employees/history again to look up the next historic employee

    7 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. Hi I need a detailed report like the Payroll transaction list report that also includes the account code the amount was posted too. I want to reconcile the journal posting to the Indvidual's so i can see who is incorrectly setup.

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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