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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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90 results found

  1. When booking more than one days holiday Xero does not allow you to edit the hours taken. Xero assumes everyone works a 5 day week. So if a part time employee who works 5 hours a day 3 days a week totalling 15 hours books two days holiday Xero assumes they will be taking just 6 hours when it should be 10. There is not an option to amend the hours taken like there is if you just book 1 day.

    12 votes

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    2 comments  ·  Payroll  ·  Admin →

    Hi community, with the recent change in UK Payroll to introduce working pattern templates so now you can now create default work schedules for employees, ensuring their pay and leave are calculated correctly. You can have up to 100 templates with up to 13 weeks of entries. 

    Working patterns provide visibility around earnings rate calculations and will eliminate the need to amend miscalculations manually.

    We appreciate your interest in this here. Thanks 

  2. When processing backpay for employees where they have a Termination Date currently involves either an Unscheduled Pay run for a period the employee was employed or undo the Termination date, and run a payrun, then Terminate again.
    Both of these are very time consuming, particularly when there are some 40 employees over an 18 month period that need to be included who have a Termination date.
    It would be useful to have a function in a payrun to "include terminated employees" which keeps all the previous data, but includes them for the backpay without having to manual update each, just…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
  3. UK Payroll: Leave / Sick Days
    Xero payroll nearly always miscalculates sick pay and absence deductions if staff are paid an annual salary for two reasons;
    1) It works on average number of days in a month when month vary in working days every month and recalculates an inaccurate hourly rate from which it deducts absence (sometimes this is in favour of the employee but more commonly isn't) meaning that it often deducts too much from them and has to be manually recalculated.
    2) It does not have the capability to deal with part-timers so if you have someone who…

    11 votes

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    1 comment  ·  Payroll  ·  Admin →

    Hi everyone, I wanted to confirm with the release of working patterns this is now possible 😊

    Working pattern templates create default work schedules for employees to ensure they are paid and accrue leave correctly, as part of their salary and wages settings.

    You can now; 

    • Create or select from working pattern templates
    • Add working patterns manually or using the template
    • Setup multiple weeks of a working pattern

    Thank you for your support and contribution through the idea here. 

  4. We recently had an employee which had a leave type reinstated after a period of over 12 months of it not being used. There was a balance sitting in there for the duration of time that it wasn’t active, and therefore not showing on any payslips that were provided to the employee or filed. We are now in a position that we had to reactive this leave type to be in line with STP requirements and showing leave loading on a separate line. When we reactivated this leave type, ALL payslips for the period of over 12 months were updated…

    2 votes

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    0 comments  ·  Payroll  ·  Admin →

    Hey Amy, I know it's been a little while since you started your idea here. Taking another read through the situation you described, there are a couple of options which depend on whether you need a record of the adjustment.

    • If you do need a record of the adjustment you'd want to post an unscheduled pay run to reverse out the leave balance for the pay period in which it should have been paid out.
    • In the case you don't need a record, you could simply adjust the opening balance for the leave type within the employee's record.

    We have help for both of these processes detailed in this article on Xero Central.

  5. It would save a lot of errors if you had an employment type option where once 'casual' was selected as a type, you could only then enter what was needed for casual staff and leave/holiday pay would automatically change accordingly. I have anumber of clients who, when entering new casual staff, inadvertently add hours per day and days per week which then starts the accrual of annual leave and unless they tick the little box under holiday pay, the employee is not paid their 8%.

    7 votes

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    0 comments  ·  Payroll  ·  Admin →

    Hi team, thanks for your patience. We're pleased to let you know that we've recently rolled out mandatory Employment types for all NZ payroll organisations.

    This means you can now set up and define your employees as casual.

    The set up slow looks slightly different if your organisation began using Xero payroll before or after 5 August 2024. Take a look at our support article for more information.

  6. On the employees interface it would be helpful to have the number of hours booked showing against the holiday. Currently it only has the dates that have been booked. The hours are shown on the employer interface

    1 vote

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    0 comments  ·  Employees  ·  Admin →

    Crossing back over your idea here, Katie it looks like this is actually possible - When an employee taps on the leave request in their Xero Me app, it'll bring up all the details of their leave including the total hours. 😊

    If they're unable to see this, we'd suggest asking them to raise a case with our team of specialists through Xero central who can get a closer inspection to help.

  7. In pay employees, add pay run the column last edited isn't wide enough to show the full description. It would be helpful to be able to read the whole description of when the entry was last edited. It would also be helpful to know who entered and edited the pay entry.
    If new staff are in training and have completed the data entry but are nervous to speak up if an error was found/made knowing exactly who entered it would help to educate that staff member no what might have gone wrong.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →

    Looping back across your idea here, Kristy - you can view this from the History at the bottom of the screen. This'll show details of changes made to that pay run with the dates, times, the user and the change that was made, which should help identify and educating staff 🙂

  8. To have a filter or sort option on expenses to filter by spent date.

    Purpose: To easily check whether expenses have been entered by the users or not.

    24 votes

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    Hi community! The ability to Sort by spent date is now available in the new Expenses list 😁

    Meaning you can quickly view and scan expenses based on the date the expense was made.

    We appreciate and hope this new view helps you with processing expenses with Xero.

  9. Ability to have an automated scheduled payslip.

    Purpose: To make Payroll admin workflow easier, especially when they aren’t working on the day when payslip needs to be sent.

    243 votes

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    64 comments  ·  Payroll  ·  Admin →

    Hi everyone, thank you so much for your patience and for sharing your feedback on this idea.

    We’re excited to announce that we have recently released an update for all UK Payroll customers that makes payslip scheduling possible!

    Payslips can now be sent to your employees automatically based on a pre-set schedule. This means you can post pay runs in advance and set a date for the payslips to be emailed. To get started, check out our support article: Automatically email employees their payslips.

    Your feedback is what drives change here at Xero, so thank you again for helping us shape the product.

  10. Ability to trigger notification when expense claims are awaiting approval and approved status.

    Purpose: So the approver can review the expenses faster and the one who’s asking for an approval don’t need to wait longer for approval.

    143 votes

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    Hi team, I'm happy to be able to share an update on this idea with you all.

    We've now released an update for Xero Expense notifications so you can manage and control email notifications you receive for expenses.

    By default users will receive emails when their own expenses are approved or declined, and if you're an Expense Approver or Admin you can optionally turn on email notifications when an expense is submitted for your approval by someone else in your organisation.

    These can be managed within your Expense Settings.

    Additionally you'll not receive notifications on your own expense claims if you did the approve or decline action yourself.

    Again, thank you all for the attention and input you've had in this idea we appreciate your feedback and hearing how we could improve this experience. 😊

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