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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. Having an option to customize the details on the main "Expense Claims - To Review" screen (Business > Expense Claims) would be very helpful. A “detailed view” option, allowing key information to be seen at a glance, would streamline the approval process by reducing the need to open each individual claim. Specifically, seeing if an attachment has been added, with the ability to hover to expand it directly from the main screen, would significantly speed up reviews and approvals.

    1 vote

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  2. Since the latest Payroll update there seems to be no functionality in Xero to change how the name of the Employee Summary report appears when saved. There are too many _ between words, for example: JoeBloggsPtyLtd-PayrollEmployee_Summary 4 June 2024.

    So frustrating. Bring back the old style PDF format.

    3 votes

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    1 comment  ·  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.

  3. Amend status of timesheet - I accidentally ran a Pay Run without having approved the timesheet. The status of the timesheet then was Approved, and didn't become 'Processed'. An 'Approved' staus meant I couldn't change the calendar setting s etc for the employee. It becasme a challenge to do what was necessary to get the status to 'Processed'.

    3 votes

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  4. AUSTRALIA PAYROLL - Can we PLEASE have a separate Lock Date for Payroll. I have had many incidents where I have prepared an Activity Statement ( PAYG), and the client reverts a pay run to draft, makes a change AFTER THE ENDOF MONTH AND IAS CREATION, and then we have to re-calculate and re-submit IAS for signature.

    The lock date is unable to be added as the ACCOUNTS are still being reconciled, but the payroll is complete.

    This will also be extremely helpful at EOFY.

    5 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.

  5. In the same way that there are tick boxes for "Exempt from PAYG withholding", "Exempt from SGC" & "Reportable as W1" on Pay Items, can we have a check box for Subject to or Exempt from PTX & Workers Compensation so that a report can be generated for Payroll Tax & Workers Compensation calculations.

    1 vote

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  6. Other programs allow for rounding of time in timesheets to blocks of time.

    Having the ability to round to blocks of 15 minutes is a request of one of my clients as their old program allowed for this.

    1 vote

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  7. I use Xero Me to upload expense receipts and assign to a client. I rename the photo of the receipt so that it should be traceable. The expenses are then visible when I create an invoice for that client. All good so far, however, there are two things that could be improved:

    1. There is no option to add the receipt file to the invoice when the expenses are added. Very often clients want to see the original invoice when expenses are charged back at cost.

    2. The expense files are saved in the fie library, however, the names I have given…

    3 votes

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     ·  3 comments  ·  Expense claims  ·  Admin →
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  8. As some employees split payments between multiple bank accounts when they're paid, it would be good to have an option where this only happens when processing a salary payment, not reimbursing expenses. Had one where there were only expense reimbursements done (no salary/PAYE etc.) but the payment was still split and majority went to IRD. Perhaps a checkbox when entering the second bank account in that says "only split on taxed earnings" or something like that to avoid having to go and delete then re-add the additional account every time.

    2 votes

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  9. Be able to change an employee/director to be excluded from the pension at any time.
    At the moment, if a director is not excluded from the pension scheme straight the way, the payroll has to be rolled back to when the director was assessed. This is fine for small payrolls but would be very timely on the larger payrolls.

    2 votes

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  10. Why can't the payroll be separate to Xero? I can't allocate Employee Groups because I've already got two tracking categories in use!

    3 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. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  11. Xero Expenses - In multicurrency expenses there is currently no ability to add more than one image/PDF to an expenses claim.
    We have many employees who travel for long periods of time or for certain jobs and need to be able to submit one large expense claim with multiple line items and also provide a photo/PDF of receipts for each of these items. But currently you can only upload one image per expense claim.

    On top of this there is no ability to set a different currency as the default currency for specifics employees which would be a helpful feature…

    62 votes

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  12. There is an issue in payroll where you will get a rounding error due to other pay items such as Leave/Holiday.

    e.g. Salary £12,570 per year
    Paid in May the calculations are as follows:
    1685.692935=£956.41308 Rounded: £956.41
    8
    5.692935=£45.54348 Rounded: £45.54
    8*5.692935=£45.54348 Rounded: £45.54

    Total = £1047.50084 Rounded Total: £1047.49 instead of £1047.50

    This should be corrected somehow to use the correct number before rounding as the final calculation. The rounding can either be ignored from the line items, added to the first line item (the total pay) or added as a new line item specifically for the rounding…

    2 votes

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  13. Would like the option to send a request to an Expense user to submit an invoice/receipt for a Company Paid Expense that has appeared on any of the Company Bank or Credit Card Account

    2 votes

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  14. The ability for an employee to be able to enter the number of kilometres travelled each day. This number being able to filter through to the pay run so the employer can pay an allowance of cents per kilometre.

    7 votes

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  15. UK - Have the option to set the default leave allowance in the payroll settings for the whole organisation

    4 votes

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  16. NZ Payroll. Contractors invoicing us on piece of work basis, we need to deduct WT and to do Payday filing with IRD. In Xero Payroll, can Xero split "Contractors" from "Employees" clearly in all reports (I see many others have asked for that already) and add a "bill feature" to Contractors in Xero Payroll similar to that we use in Xero Payables so we can copy/edit them in future? This will enable saving contractor's bills in each pay run and use bill layout document vs timesheet. Otherwise, if contractors bills that include WT are processed in Xero Payables, can Xero…

    4 votes

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  17. Ability to specify a set approver for a specific employee for when they submit leave requests.

    Employees who are nominated as a leave approver should only be able to approve leave for the specific employees who have them nominated as their approver.

    Alternatively, employees who have the "Authorised to Approve Leave" checkbox ticked should only be able to approve leave by employees in the same Employee Group.

    Only payroll admins should be able to approve leave for all employees.

    377 votes

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    86 comments  ·  Payroll  ·  Admin →
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    Thanks for the great discussion and all the votes on this idea. We know that without the ability to set specific leave approvers, it can be harder to keep governance clear, avoid self-approval and ensure requests go to the right person.

    While we’re not planning to develop dedicated approval workflows in the near term, we want to share a tip that many have found useful. You can help streamline the process by guiding employees to select their direct manager from the approver list. While all payroll admins and leave approvers are listed, this step helps make sure requests reach the right person and keeps oversight clear.

    Your feedback here is incredibly valuable for future planning and we’ll continue to keep an eye on this idea’s traction. We’ll keep it open for voting and will share any updates if plans change down the track.

  18. Set a default mileage rate for reimbursement in Xero expenses

    125 votes

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    Hi everyone, thanks for all of your valuable feedback on this idea. The number of detailed comments clearly show how important this feature is for many of you.

    We also agree that this would add significant value to Xero Expenses. That’s why we’re pleased to update the status of this idea to Accepted. This means we have reviewed your feedback and it aligns with our product vision.

    While it is a feature we’d like to build, it’s not currently on our roadmap, so we can't provide a delivery timeframe just yet. We will share another update on this thread as soon as we have more news.

  19. PAYE Finalisation Notification to prompt in the Notification bell when it comes due or when it will be coming due

    2 votes

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  20. It would be good to see the number of notes in the Notes Tab (perhaps in brackets, for example: 'Notes (2)'), so you can see at a glance, if there are any notes for the Employee and if yes, how many.

    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.

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