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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. Currently you can only view the official submission receipts and their associated IRmark via an XML file. It would be nice to see this in a more user friendly manner and without all the associated coding tags and data.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  2. An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.

    124 votes

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    29 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for sharing your thoughts on having a payroll report that calculates payroll state tax. We understand some of you are required to calculate tax across multiple states.

    While we don't currently have a report which calculates earnings based on state, some of you have mentioned workarounds such as using the Payroll Activity Summary report. This report includes earnings totals and can be filtered by a date range and employee groups.

    We recognise the value a report of this nature could have for our customers and it’s been added to the wider pool of ideas for our product team to consider for future development.

    While it’s not on our immediate roadmap, we’ll be sure to keep you looped in if there’s any progress.

  3. A report that shows current annual leave hours, plus leave available to take in advance hours for each employee. It's very time consuming to have to calculate leave if you want to give an employee leave in advance. Using the "show leave available to take in advance" option in the employee set up tends to give the wrong balances on the employee payslip which leads to confusion.

    7 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  4. Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense

    166 votes

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    86 comments  ·  Payroll  ·  Admin →
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    Thanks everyone for your continued feedback on the need for a Leave Balances Report in UK Payroll. We appreciate you all taking the time to vote, comment, and share how this feature would improve your workflow.

    Currently the options for viewing this information is via individual payslips or within each employee’s leave tab.

    As part of a wider review into improving UK Payroll reporting, we’re moving the status of this idea to Accepted. We agree a Leave Balances Report is a valuable addition and it’s something we want to address.

    While it isn’t on our immediate roadmap right now, it is formally on our radar for consideration as we plan future payroll updates. We will share another update here when we have more news on our plans.

  5. If I want to change the Payment Frequency for Superannuation from quarterly to monthly, I currently have to do it for each and every employee individually, A fair waste of time because there are many employees on the list to change, but I've done it. When it becomes mandatory in 2024 to pay all employees fortnightly, I'm hoping to be able to 'Select All' employees, and select to change the Payment Frequency' from Monthly to Fortnightly. Do you know if this has been discussed or is likely to become an option for us?

    15 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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  6. Having this feature would alleviate the need to click into each expense claim to check the VAT is correct, as it will be included in the expense information along with the spend date and nominal code.

    1 vote

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  7. Xero recommends creating a new, duplicate employee record when a terminated employee returns to the organisation. This can also happen when an employee switches from permanent to casual, as they need to be terminated to pay out annual leave.

    Due to HR add-ons that make the issue of setting up a new, duplicate employee in Xero extremely complicated and almost unworkable, I would really like to see an additional workflow in Xero to handle this. When unterminating an employee, I'd like to see Xero asking whether we're doing this to fix something or because we're rehiring the same employee, at…

    24 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 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.

  8. New Employee start date is part way through a pay week. The New pay run does not recognise the start day and calculates an entire weeks pay.
    This requires manual calculation and double check if the pay run has been recalculated. Open to errors and over payment

    37 votes

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    5 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.

  9. Overtime needs to be recorded on Timesheets and be included in pay runs for employees on a fixed annual salary.

    We've been using Xero for 5+ years. It's brilliant in so many ways, and this basic functionality is missing, or rather, I expect is poorly coded.

    We have a number of employees on a fixed, 5 day per week, annual salary, which is divided by 12 to generate their pay every month. However, it's not uncommon for them to work overtime: additional hours here and there and sometimes whole extra days.

    Currently, the flaw (I really think this is a…

    9 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  10. Option already exists to have multiple bank accounts, however If bonus etc is process separately this option doesnt work as its a different pay run, it would be good to have a fixed amount option that lasts for the month and then re-sets, regardless of how many times employee is paid, after fixed amount is paid, balance goes into different account for that month and then re-sets

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. Whether or not you agree that emailing payslips should be considered by employers as a mandatory procedure once the payrun is logged, there are some basic improvements that should be adopted regardless of your opinion. If payslips have already been sent the the first improvement is to prompt the user that payslips have already been emailed if a user revisits the pay-run options window and clicks on email payslips. If the pay run has already been posted, the second improvement is to still provide access to an individual's payslip to record a message before emailing.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  12. Xero Expenses - The ability (like with bills) to forward an email invoice to Xero and it to be automatically added to your Xero expenses app.

    77 votes

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    Hey everyone, we've been following the conversation closely and appreciate the invaluable feedback regarding expenses in Xero.

    Whilst we can see how forwarding expenses to an email address would be useful for your staff, this is currently a functionality that is not on our product team’s roadmap. In line with our new Xero Product Idea status, we’ve now updated this to Not In Pipeline.

    We’ll continue to monitor the support for this idea and will keep you updated with any future changes.

  13. When you view a payrun, the breakdown at the top shows: Earnings, Taxes, Superannuation, Net Pay, Status & Payment Date.
    When you view the details for any of the employees there is an additional field for Reimbursements at the top of the screen.
    It would be great if the reimbursements total was also shown on the pay runs summary screen to quickly review and identify the total.
    Especially when the clients run their own payroll and we are just reconciling.

    4 votes

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    2 comments  ·  Payroll  ·  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 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.

  14. It is better to not to have annual salary for casual employees in their pay sheets and also in the remuneration report in Xero as it is not a reliable figure to have in.

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  15. Could a similar function that UK organsiations have to "deep archive" employees be rolled out to AU organsiations? This will assist to adhere to legal requirements of retaining employee records for 7 years.

    11 votes

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    4 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.

  16. Being able to delete pay calendars that are no longer used, or at least being able to remove them from being seen in the timesheet drop down.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing with us here, community. While your idea has been reviewed by our product team we want to be open that we will not develop the ability to delete old pay runs. Instead, there is the mark as inactive option.

    We have rolled out new functionality in NZ payroll for timesheets, and while inactive ones are in the list, these are grouped together at the bottom, meaning you don't have to scroll through them, but can still view any old timesheets linked to that calendar.

  17. The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g

    The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.

    I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I…

    4 votes

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    2 comments  ·  Payroll  ·  Admin →
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  18. Given that we are now can add employees into different tracking/groups on Xero.
    It works well when we post a pay run and it puts all transactions in Wages expenses, super expenses, PAYG W and super payable, but not Wages Payable. Seems odd that it doesn't.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. Could we have the ability to add the amount paid to a Deduction.

    (A staff member messaged me the other day asking if the $450 showing on his pay slip was the amount he had left to pay for tools deductions or the amount he had paid. After checking I saw it was the amount he had paid and he has $468.93 left to pay.)

    Q: Is there any way to add the amount he has left to pay for tools to the pay slip.

    6 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. As above - in the drop down on the main screen that allows you to create new items, please add 'expense claim'

    1 vote

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    Hi Kelly, we appreciate your feedback here and I did want to share an update seeing as we have recently released our new navigation. While we hope you'll find your overall experience in navigating Xero simpler we do want to be upfront that we have not made any additions to the '+' menu options at this time.

    For now we'll continue to watch the appetite for this grow through your idea and share if there are any updates. Thanks

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