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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. Client has just realised that they hadn't entered an IRD number into Xero Payroll details for one of their contractors on withholding tax. Xero Payroll allowed the submission of payday filing to go through without error or notifying the client of the missing information.

    6 months later, client is contacted by contractor to say IRD don't have any record of withholding income or tax withheld on behalf even though the details were submitted and tax paid on to IRD. Without the IRD number, IRD was unable to allocate it to the contractor's income records.

    I don't think this should be…

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  2. to be able to add expenses app without having to upgrade the subscription to standard- most traders dont use Xero and we keep as managed client- but they just want the expenses app to keep receipts out their vans - ability to have expenses without the rest of the cost of upgrading to standard - lets keep costs down for folk.

    11 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  3. When running the Payment Summary Details report for a previous financial year, the report does not show the dates of the financial year the data belongs to. The report is titled Payment Summary Details as at Today's Date. For example: it should show Payment Summary Details reporting period 1st July 2017 - 30th June 2018. For audit purposes, there is no way of determining the date range the reported data relates to.

    29 votes

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    13 comments  ·  Payroll  ·  Admin →
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    Thanks for your patience whilst your idea is gaining traction.

    We've reviewed your idea and can see that it's been steadily gaining community support.

    Whilst this idea isn't currently in the pipeline, we'll keep monitoring the activity and will update you if there are any changes.

  4. Small businesses are now much more global and have employees in multiple countries. Therefore payroll should also accomodate for multi currencies, otherwise several different payroll sytems need to be used. DEEL is available in multi currency so it would be logical that Xero Payroll is also

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  5. Xero Payroll - Bank payment details - is currently restricted to BSB & Account Number.

    This needs to be expanded to allow for PayID details as more and more employees utilise this.

    12 votes

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    2 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.

  6. If I run the payroll on say the 22.07 and then a P6 arrives effective from say 25.07 it wouldn't be updated automatically. Surely it should be updated regardless of whether the date relates to a previous period or not? This frequently happens. I can't think of an example of when you wouldn't want the tax code to update automatically?

    15 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  7. Be able to add a message for each individual employee to tell them what their premium is for their medical insurance benefit.

    The premium for each employee is different, so can't use the payslip message on a payroll run. Adding individual data to a person's payslip each month is too labour intensive.

    Maybe some type of pay item without affecting their pay/tax/NI etc. It could then be added to their pay template so it appears every month.

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. The gross to net report currently doesn't include reimbursed expenses, and possibly other things we haven't found yet so the net pay doesn't agree to the payslips! Please can we have a gross to net report that agrees to payslips? Failing that even a report that shows reimbursed expenses per employee would be better than nothing.

    22 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  9. For clients we have with director only payroll, if we could schedule all the filings and pay runs to be done automatically and we just get a pop up box just before they go to confirm nothing has changed for a number of different clients rather than one at a time? I believe Sage Payroll are working on this and Keypay payroll system can already do this too. Just wondering if there's anything on the radar for Xero to to the same?

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. Start and finish time to auto calculate overtime for 1.5x and 2x based on company payroll settings

    15 votes

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    1 comment  ·  Payroll  ·  Admin →
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  11. It would be nice if expenses could learn and assign a specific account automatically to expenses from a regular supplier.

    The process could be:
    1) I take a photo of a receipt
    2) The analyse feature reads the receipt and fills in the date, supplier and amount

    THE NEW BIT:
    3) Expeses realises this is a supplier I've analysed a receipt from recently and codes it to the account I coded it to last time

    2 votes

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     ·  1 comment  ·  Expense claims  ·  Admin →
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  12. Add other gender options for personal settings, non-binary & intersex

    26 votes

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    10 comments  ·  Employees  ·  Admin →
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    Thanks for confirming, Andy - Really appreciate the screenshot. 🙂

    I've checked in with our Payroll team where this detail is saved.
    We appreciate wanting more options for gender when entering personal details, and in some regions such as AU & NZ this is optional.
    Currently, in order to ensure successful payroll filings with HMRC in the UK, we need to match the schema they provide. That said, our team are reassessing how this fits in Xero so I'll shift this Idea to 'under review' and can share any updates that come.

  13. Update the monthly payroll to calculate based on the number of work hours in the month, rather than taking the yearly salary / 12 / number work hours. Given that each month has a different number of work days, the pay rate changes every month and this is a compliance issue.

    10 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  14. Is it possible to assign a password to each employee that they need to enter before they can open their payslip?

    7 votes

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    1 comment  ·  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.

  15. Have tax rates added to Pay Items and or a way to add employee tax rate to unscheduled pay runs so you don't have to edit tax rate when processing.

    This will ensure correct tax rate is applied to all employees every time a pay is processed, whether is a normal pay run and or unscheduled pay (bonus etc)

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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  16. It would be great to be able to edit text on a payslip. For example, one of my clients would like to hide the percentage of leave loading on their employees' payslip. Currently the payslip would read "Annual Leave - Leave Loading (17.5%, exempt from SGC)" for each time leave is taken, and they would like to hide the "(17.5%, exempt from SGC)" part.

    9 votes

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    2 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.

  17. Ability to record an annual shutdown leave.

    Purpose: Payroll admin can easily record annual shutdown leave when they need to make a calculation around separating employee’s anniversary dates and start dates.

    30 votes

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    under review  ·  8 comments  ·  Payroll  ·  Admin →
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  18. STP2 - Splitting allowances for all purpose from the hourly rate

    We have employees with all purpose allowances - ie it forms part of the base hourly rate and extrapolates in to overtime rates and annual leave loading. I now have to take it out of the rate and pay as separate line items including overtime and annual leave multipliers.

    Is Xero in their pay templates going to make changes to say have a tick box to indicate an add on allowance to the rate so regardless of the pay lines (that are set up as such) they multiply they…

    7 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hey community 👋 thanks for the interest in this idea! 

    Just to clarify, when creating a new allowance pay item, you'll have the options to 'Contribute towards annual leave rate' and 'contributes towards overtime rate'.

    This setting will include allowance type pay items in the calculation of annual leave and overtime rates. 

    I can see the main request here was a 'box to indicate an add on allowance'. 

    Can you confirm if this tick box in payroll settings solves that request? 

    -Ethan M

  19. Many organisations pay staff tax free money when they work away from the office more than 24 hours. Currently there is no expense claim format that allows this type of reimbursement to be entered.

    Is it possible to have flexibility to create our own expense templates?

    3 votes

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     ·  0 comments  ·  Expense claims  ·  Admin →
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  20. As per this post 3 years ago I have the same challenge.

    https://central.xero.com/s/question/0D51N00004DBrgFSAT/annual-leave-ledger-code-setup-in-payroll

    Can Australia be configured the same as NZ by having ability to send Leave taken to a balance sheet leave liability account?

    18 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hi everyone, thanks for your input and comments on this idea, we can see it's been a while since we've provided you with an update, so just wanted to touch base.

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