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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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757 results found

  1. Stop staff viewing salary information via the contact or the account code, this is a MASSIVE problem and is costing real money right now. I am sure we are not the only business for whom this is a huge problem!

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Hi Damien, we'll need a bit more information on your workflow to best understand your needs here, and this would be best raised with our support team directly as a start.

    It doesn't look like you've been in touch with our specialists at Xero Support yet, so I'd recommend raising a case with them through Xero Central where they'll be able to get more detail of your processes and if there's any recommendations they can make to help you to censor sensitive information from your staff.

  2. If in a 'normal' pay run an employee takes Annual Leave then Leave loading is shown as a separate line item - clear to the payroll person and the employee. However in a Final Pay run it does not show. Being consolidated with the leave sum is not obvious. Please keep to the 'normal' format, then it's clear to everyone

    10 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your feedback letting us know the how important this is for you.

    We've reviewed your idea and can see it's been gaining support. We'll be monitoring the ongoing community response and will keep you updated along the way.

  3. Xero Payroll restricts the payment date to no more than 90 days after the end of the payroll period. This isn't a legal or taxation limitation, but does restrict the occassions where clients are paying payroll in less regular intervals (such as paying their entire salary annually).

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi team, while we appreciate the request here,considering compliance requirements for payroll in AU we want to be upfront that we don't have plans for changing the ability to set the payment date beyond 90 days.

    For any employees that you may pay on an annual salary basis, we'd recommend setting the payment date 90 days before the employee's annual pay date.

  4. Would be great if, at the end of the month, Xero automatically generated an invoice for PAYE owed to the IRD

    2 votes

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     ·  0 comments  ·  Admin →
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  5. It would be helpful if there was a payroll report which shows any variances since the prior month's payroll run.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. When closing a UK PAYE scheme in Xero Payroll, I struggled to locate the option to end a PAYE Scheme within the system but found guidance in Xero help resources.
    I suggest moving the "scheme cease date" box to the "HMRC" Xero Payroll Settings tab for better visibility and less confusion.
    Your step-by-step explanation was helpful, but some adjustments could enhance user experience.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. Payroll:

    Allow changes to employees' regular earnings details even when a draft pay run is in progress. If an employee's rate needs to be changed, they should be unticked or deselected in the draft pay run.

    Currently, the entire pay run needs to be deleted, even if only one out of fifty employees needs a rate change, doubling the time spent on preparing the pay run. All calculations for overtime, leave, reimbursements, and deductions will need to be redone.

    Hopefully, this can be considered.

    Thanks!

    8 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  8. Display number of employee's allowed depending on the subscription they're on, in the Employee list screen.

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi there, we're aware it's been a while since you've raised this case, so wanted to update you. We've reviewed this idea and whilst showing the number of employees allowed directly in the pay run isn't in the pipeline, we can suggest a workaround.

    To confirm the number of employees included in a posted pay run within the current calendar month, you can run the Payroll Employee Summary report and filter it by posted date

    The pay run’s posted date determines which month it falls under.

    It's important to note that the plan limits for employees per month isn't set by the number of active employees, but by the total number of employees paid during the calendar month.

    This includes any terminated employees paid during the calendar month and employees that have been included in a pay run with a blank payslip.

  9. 983 votes

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    261 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we'd like to return with an update for all who've supported the idea for attaching files within Payroll.

    As we develop foundations of payroll to enable us to consider new features like this, we're beginning discovery of how we might build this capability and when this could be planned in our roadmap.

    This is just the initial stages of diving deeper into this work, but steering in the right direction.

    I'll be sure to share any progression around attachments within payroll with you all, here.

  10. We are after a report which shows the leave accrual rates for each individual employee in bulk report. I know we can view each individual employee by clicking on their leave balance and looking at the "Hours of leave accrued annually by a full-time employee. However for businesses with a large number of employees, this is very time consuming, therefore we would like a bulk report we can run to view all employees accrual rates in the one report.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  11. Hi Team, Im not sure if this has been raised, but can we get the ability when setting up an employee to be able to allocate a % of their salary costs between different department / cost centres. At this stage we do not have the option of splitting salary costs without having to do manual journals

    13 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  12. To minimise additional payroll payment processing it would be great to have the ability to pay employees from more than one Company bank account using the Payroll Batch payment functionality i.e Employee 1,2,3,4 gets paid from Bank Account A and Employee 5,6,7,8 gets paid from Bank Account B.

    10 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  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.

    6 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

  14. 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.

    96 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. 🙂

  15. 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…

    39 votes

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    18 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we’ve been following the conversation around how Xero calculates leave request hours for salaried employees. As you’ve mentioned, the current calculation based on the working days in a month isn't hitting the mark for everyone.

    We understand some of you would prefer an alternative calculation method and are manually adjusting leave requests so they reflect the exact amount of hours in a day.

    While this feature isn't currently on our roadmap, we see the logic in your request. We've shared this idea with the product team and moved it to Accepted. We’ll keep you posted right here if anything evolves.

  16. Voice automated codes for super approval when overseas where mobile carriers have restrictions on text messaging.

    1 vote

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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.

  17. 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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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term. As a workaround we can suggest using the Superannunation Payment report to view employee payment information for super.

    As this idea is not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.


  18. 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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  19. 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.

  20. 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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    Hi there, we appreciate you raised this a little while ago. This isn't something we have plans for in the near term.

    Not getting a lot of support from other members we’ll soon remove this from Product ideas. If it’s still highly valuable to you, welcome to start it again and see if it gets renewed interest.

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