Skip to content

Payroll & expenses

Customer ideas for Xero Payroll, employees, expenses and using Xero Me

Learn about the forums, how to contribute and create a good idea on Xero Central

Payroll & expenses

Categories

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

603 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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.

  2. Please can we have the option in Regular earnings to have pay items that can be setup with day units and not hours so taht it shows on payslip as number of days x rate.

    Thank you.

    35 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    17 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing your feedback on having Xero calculate payroll based on days rather than hours.

    It's been a while since this idea was shared. To help us gauge interest on this, please share this idea with colleagues so they can support it too.

    The comment section is also open for all members to share how this feature would improve their Xero experience.

  3. It would be great if an employee could update their bank details and pay disbursements on their xero me app.

    56 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    10 comments  ·  Employees  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, thanks for supporting and sharing how enabling employees to update their own bank details in Xero Me would be beneficial to you.

    We’ve recently released updates to Xero Me so that employees can view and update certain personal details directly from their app. This is part of our ongoing work to give employees more control over their information and reduce manual work for payroll admins.

    However, the ability for employees to update their own payment details in Xero Me is not something we’re currently planning. When it comes to bank account and payment details, there are additional considerations we need to take into account. In many regions, employment legislation as well as fraud-prevention obligations mean we must be especially careful about how payment details are collected, changed and who can authorise those changes.

    We really appreciate you taking the time to share how you’re using Xero Me today…

  4. When a client fails to pay Superannuation Guarantee levy on time the employer should lodge a Super Guarantee charge form. Is it possible to develop a form where the affected employees can be printed & exported to excel to enable a simple "cut & paste"? If the ATO have started an investigation this can save many hours of work especially if the period covered is several years.

    38 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    9 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, thanks for your feedback on having Xero generate a Superannuation guarantee charge statement. We appreciate you sharing how this could streamline late SGC reporting.

    We’ve shared this idea with our Product Team who see value in developing this.

    While this is not currently on our roadmap, we'll keep you posted if anything progresses.

    In the meantime we’ll continue to gauge your support and feedback on this thread.

  5. Add a box to payroll for an employee's preferred name, for those who don't use their legal name as their everyday contact, it doesn't need to link to ATO, so no major coding, just be there for reference when contacting the employee. I have several clients with staff that use their middle name or a different version of their first name, that they prefer when being addressed, and it being there in payroll would simplify things.

    79 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    19 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hey everyone! It's been really insightful reading through your comments on adding a preferred name field to employees. We see how this feature could help with creating a more inclusive environment, while also helping prevent simple administrative mix-ups.

    There isn’t a dedicated way to manage this in Xero right now, but your feedback has highlighted the opportunity for one. For this reason, we have updated the idea's status to Accepted, confirming our product team agrees this is a feature we’ll put on our radar to consider developing in the future.

    We’ll let you know as soon as we have an update here.

  6. We are wanting to create a report for timesheet information for hours worked submitted by employees, that have been reviewed by their managers, i.e. rejected and unapproved overtime worked. The timesheet report only lists the paid hours. We would like to know the hours submitted by employees on their timesheets, versus the hours that were eventually approved and paid for. Are we able to create a custom report for this, to work out unapproved (as revised by the approver) overtime hours per employee, for a specific time period. This information is needed to do the BOOT test each year for…

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status. Our product team are keeping an eye on this idea and we will continue to share updates as things evolve.

  7. It would be a great addition to be able to allocate employees to a particular employee group and from this run historical employee summary reports by employee.

    At present when setting up tracking categories the tracking in employee reports will only track payruns once the employee groups are setup. Any historical payruns are not included. This makes it difficult to compare periods or look at employee group reports for the year to date.

    There should be an ability to apply the employee grouping tracking to all or some of the historical payruns.

    16 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    4 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    It's been a little while since you raised this, so just wanted to touch base.

    We've reviewed your idea and have move it to gaining support. It's 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.

  8. Have the ability to enter employer pension contributions in the opening balances when adding a new client to Xero. At present the resulting payslip is incorrect as the YTD employer pension figure only shows the current month and not YTD.

    52 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    20 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hey everyone, it’s been a little while since this was raised, so we wanted to check in.

    We've reviewed this idea and have moved it to Gaining Support status.

    To help the idea gain traction, please share it with colleagues so they can vote for it too. The comment section is also open for all members to share how this feature would improve their Xero experience.

  9. When operating tracking income and expenses in two areas, payroll allows for the primary tracking category when setting up the employee and the time sheet allows the secondary tracking option to be selected.

    Currently the timesheet option only allows for the 'hours worked' to be allocated to the secondary tracking option. Any allowance can only be added at the pay run which means it cannot be added to the secondary tracking category.

    Can we have the ability to add allowances as an option in the timesheet?

    193 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    41 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, I wanted to share another update regarding timesheet flexibility.

    Our product team is currently working on a feature that will allow employees to add other unit-based earnings types directly to their timesheets via Xero Me. This means your team will soon be able to record allowances and other non-ordinary earnings pay items alongside their regular hours.

    We know this has been a highly requested feature to help reduce manual adjustments for admins. We are currently in the development phase and will provide a further update here once we’re closer to a release date.

  10. Expenses module: We want the ability to customise the Expenses Claim Reference.

    All expenses under the Reference are set as "Expense Claims," which makes it impossible to search specific claims/events or others. Can this not be customised within the expenses Module ?

    The recommendation from Xero is to revert to manual expenses, which defeats the objective of paying for the Expenses module. Any chance this can be added or will we need to remove the feature as there is no point paying for something we need to do manually?

    37 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for sharing this idea and explaining how being able to customise the bill reference for expense generated bills could improve your workflow ✨.

    Our Community team have reviewed your idea and moved it to Gaining Support so it can gather input from other members. This means others can now vote and comment to share how this change could improve their experience with Xero.

    At this stage, we do not have any current plans to share for developing this specifically for expense generated bills. We will continue to watch the support and detail this idea receives from the community, as that helps us better understand the level of demand and the use cases behind the request.

    If others would also find this helpful, their votes and comments can add useful context for future review.

  11. For permanent employees, all XERO business customers should be able to calculate their future leave balances. This will allow a business owner to know if they can approve the leave or not, or what conversation to have with a team member.

    I hope this idea is backed and implemented.

    218 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    51 comments  ·  Employees  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hiya community, thanks for the feedback we received from our last update. This aided in the teams refinement of this work.

    I'm pleased to share that this has progressed and our product team are well into development to provide the ability for Payroll admins to view an employees available leave balance for the period the employee's requesting.

    We appreciate the importance of this visibility to enable businesses to make more informed decisions when approving leave.

    We're going to start rolling this out very soon, and I'll be back to share when it's fully released along with more details of where and what this looks like.

  12. An option within the employee page, once selected, to send app notification reminders that timesheets are due by specific date/time.

    171 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    32 comments  ·  Employees  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for your support and joining in this idea. We get the challenges involved in manually chasing up employees to complete timesheets each pay period.

    Although it's not the integrated solution you’re looking for, you could look to set up recurring calendar events or using external communication tools to prompt your team members.

    We want to be transparent that we don't have any plans for adjusting the existing notifications for timesheets.

    We'll continue to monitor this idea, and should our priorities shift in the future we'll let everyone know here.

  13. Currently Xero does not assign annual leave and public holiday to a project/job as timesheet doesn't have this function.
    Superannuation generates from payroll (pay run) , however, there is no place to allocate superannuation to different projects/jobs as well.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. It would be great to be able to stream leave approvals by team so only a team leader gets to see/approve their own team rather than everyone's leave applications

    20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Thanks for your patience, it’s been a little while since you raised this idea, so we wanted to check in. We've now reviewed this idea and have moved it to Gaining Support status.

    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 comment to share additional detail about how your idea could improve their experience with Xero.

  15. Allow us to turn off the pop up that shows when posting a pay run. I don't need reminders to pay the employees and file the pay run especially when I do payroll for 20+clients.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. Create the ability to allocate payroll items (eg Wages & Super) to multiple sets of tracking categories within payroll.

    The only way that wages can be allocated to tracking categories is via timesheets or Journals (and only one set of tracking categories is able to be included in the timesheet).

    This would be really helpful for many NFP's who require the ability to use two sets of tracking categories for all their expenses including Wages & Super (One set of tracking categories for departments and another for funding sources/grants).

    136 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    48 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Heya team, thanks for all your input here. We hear you, and understand that being able to assign multiple tracking categories to pay items would improve your reporting capabilities, and simplify tracking costs for various projects, locations, or departments.

    For now, we’d suggest using manual journals to split and reallocate payroll costs after a pay run. Alternatively as some have shared, you could create specific pay items for each tracking category combination, although we recognise this may not be suitable for all.

    While this isn’t in our plans at this stage we understand the rationale here and will consider how tracking works within payroll closely as we continue to develop our roadmap.

    If there are any changes or news for tracking in payroll we’ll be sure to update you of this here.

  17. An option to enter a recurring message on payslips.

    30 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    10 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, thanks for your input on this idea. We can see it's been a while since we've provided you with an update so just touching base to let you know we've reviewed this idea and have moved it to Gaining Support status.

    Whilst this idea isn't currently on our product team's roadmap, we're monitoring the activity and will keep you updated on the way."

  18. Could we include a notification when a staff member has a birthday? This has multiple benefits including allowing us to check if their award salary or benefits need to change and also be able to congratulate them on their birthday. Surely it wouldn't be a huge change to make but would be a unique and helpful change for many SME as I currently need to create a new Google calendar for staff birthdays, creating additional work especially when we have 50+ staff and low retention in hospitality. Thank you.

    253 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    58 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, thanks for your feedback and votes on adding birthday notifications to Australian payroll - we understand how this could help with team celebrations and managing age-based award rate compliance.

    After reviewing with our product team, this feature isn't currently on our roadmap, and we'll update the status to 'Not in Pipeline'. Right now, setting up an external calendar could help you track these important dates.

    We appreciate you all taking the time to share your feedback with us, and will continue to watch the traction this idea receives through Votes. If there is any change, we will share an update here. 

  19. Approve employee leave requests directly from notification email.

    As a Leave Approver, I want to be approve or reject leave applications directly from the notification email so that I don't have to continually login.

    29 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We can see it's been a while since we've provided you with an update about this idea. We've reviewed and it looks like it's an idea that's steadily Gaining Support.

  20. Hello. Keen to have the Auto reply email address that is used for invoices to also be used for payslips. I use a different email to log in to Xero than the one I want staff to reply to.

    63 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    32 comments  ·  Payroll  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Hi everyone, thanks for your feedback on customising the “Reply-To” email address which payslips are sent. We appreciate you sharing how important it is to have control over the reply-to address, considering sometimes bookkeepers process payroll.

    As you’re aware Xero has the functionality to set a default reply-to email address for some emails, however this doesn't extend to payslips.

    Our product team sees merit in the idea for future development. We’ll update the status of this to Accepted so that it’s formally marked for consideration.

  • Don't see your idea?