826 results found
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Expenses - Show remaining balance "To pay" if part payment is made.
The new dashboard shows the amount of the original expenses claim and NOT the balance outstanding and it is shown under the heading "To Pay". example I added an expenses for £340.10 and paid £200 so balance to pay is £140.10. However the tile shows £340.10 and will do until it is paid in full. This is misleading and means the liability is overstated. I think it should be amended so it is clearer.
1 voteHi Jenni, thank you for suggesting this improvement.
We completely agree that seeing the full original claim amount To Pay after a partial payment has already been made can be misleading. As you noted, this makes it difficult to see your true outstanding liability at a glance.
It's now up to the community to get behind and support this idea. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
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Expense Claim without staff using XeroMe
Would be great to be able to create an expense claim for all the staff members listed in Payroll without them having XeroMe access.
Our staff don't use XeroMe at all, but submit expense claims on the odd occasion. The Expense option is a great idea but very limiting to the staff members that we can use it for.1 voteHi Vanessa. Thank you for this suggestion.
We understand that for staff who rarely claim expenses, setting them up as a Xero user just to process a single reimbursement can be administratively heavy.
As you have found, the current Expenses module requires the "Claimant" to be an invited Xero user. Because your request is to allow claims for "non-users", we are classifying this as a new idea to Gain Support.
A note on Xero Me access: If the main barrier is that your staff prefer not to use the mobile app, it is worth noting that they can also submit their claims via the web version of Xero Me (logging in via a desktop) instead of using the app.
A workaround for non-users: For staff who do not have a Xero login, you can process their Expense Claim on their behalf. If you need an extra hand you can raise…
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AU Payroll - Option for Weekly PAYG Withholding period
Ability to change our PAYG Withholding period to weekly. Only options are None, Monthly or Quarterly. The ATO requires we lodge and pay PAYGW weekly now and this is not possible in Xero. We have to change our PAYGW period to None so that it does not show on the BAS and manually calculate, lodge and pay this weekly.
37 votesHello everyone, we appreciate you engaging with us about this topic. To clarify, we acknowledge support in this idea has arisen from a new requirement from the ATO that means large orgs that withhold over $1M annually to submit PAYGW weekly via STP.
While we appreciate why you'd like to automate this flow of information from Payroll to BAS within Xero there are two current options;
- Within Payroll settings you could untick “Reportable as W1 on Activity Statement” so your payroll data is not included in BAS, or
- Manually remove the W1 and W2 figures from your Activity Statement to lodge activity statements for clients that are submitting weekly PAYGW.
This idea is on our product teams radar, however we want to be upfront that at this stage we don't have any plans for developing an automation of these fields.
We'll continue to monitor this idea closely, and share if…
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Xero Me - streamlined User Re-invitation & Access Request Process
Feature Request: Streamlined User Re-invitation & Access Request Process for Organisations. To the Xero Product Team,
Firstly, thank you for continuously developing a fantastic platform. We rely on Xero daily for our core business operations.
We are writing to highlight a significant administrative challenge we face and to propose a feature that would drastically improve efficiency for organisations with a large number of employees, such as ours with 200 staff.
- The Problem: Inefficient Invite Management & Access Issues
Currently, we experience a high volume of access-related issues that are incredibly time-consuming to resolve manually. We estimate receiving ~50 requests per…
2 votesThanks 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.
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Xero Expenses - Custom list of accounts per expense user/role
In "Expense claim settings" you can select from the chart of accounts which are available in expense claims, and there is a separate list for mileage claims. I would like to be able to customise these lists by user, or better still to be able to create user roles and assign customised account lists to each role. This is to prevent people submitting expenses against accounts that are irrelevant to them, and to simplify the expense entry process.
1 voteThanks 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. Remember to 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.
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AU Payroll - Ability to edit timesheet tracking after a pay run is processed
At the moment, if an employee allocates their hours to the wrong cost centre (i.e. the incorrect Xero tracking category) and the payroll has already been posted, there’s no way to correct the allocation — even if the pay run hasn’t yet been submitted to the ATO.
This becomes problematic for organisations like ours that rely on accurate tracking of labour costs by project or cost centre. In most cases, the number of hours worked remains correct — it’s just the cost centre allocation that needs fixing.
Would it be possible to introduce a feature that allows tracking categories to…
3 votesThank you for your engagement and letting us know the changes that matter to you.
Our Community have reviewed your idea to allow tracking categories to be edited after a payrun has been posted. This has now moved to the Gaining Support status.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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AU Payroll Employee diversity field
Is there any way in employees card that we can set up a field to capture diversity (Aboriginal,Non-Binary) etc, I'm sure this will be need in the future.
2 votesThanks 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. As a workaround, we can suggest adding diversity information to the Notes section in your employees employment record.
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Xero Me - Timesheets - Employees to view timesheets submitted on their behalf.
It would be good to have the ability to add timesheets to the payslips sent to the staff.
Our staff don't work set rostered hours and the times are entered by the Supervisors due to the nature of the work. When the employees want to check their pay, they haven't got anything to reference. Having the approved timesheets sent with the payslip would allow them to query their pay more accurately.
1 voteThank you for sharing your idea, and letting us know about the changes that matter most for you and your team.
We understand the need for employees to easily reference their timesheet details when reviewing their pay.
We wanted to point out that if you provide your employees with Xero Me access, they can submit and view their own approved timesheets directly within the app. This provides them with the reference needed when they receive their payslip.
It’s now up to the community to get behind and support it! Please share your idea with any colleagues who 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.
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UK Payroll - Allow non employees to add timesheets through the Web or Xero Me
I would like to add CIS labourers (none employees) to payroll, so timesheets can be added like a wage slip, rather than an invoice, this would help with the likes of connecteam, with their timesheet integrations
1 voteYour idea, along with the key changes you've identified, is very much appreciated. It has been reviewed and is now live for community feedback. To build support, be sure to share it with your colleagues so they can contribute their votes. Community members can also leave comments, further explaining the value of your suggestion to their Xero usage.
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NZ Payroll - Include bonuses in Remuneration Reports
It would be good to beable to add employees Annual bonuses into xero so we don't have to refer to their contracts each time. As well as a report that will show employees details Remuneration, Bonuses etc
2 votesThanks for sharing your idea for updates you would like to see in the Employee Remuneration report.
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.
In the meantime, we can suggest a possible workaround so that your employees bonus information is held within Xero would be to add this as a Note in each employees Employment record for easy access.
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UK payroll - Turn off automatic journal posting for payroll
As the automatic journal for payroll is not able to be viewed before posting to accounts, we should have the option to turn off automatic journals. Currently, we have to post, then go back and do another journal to split out ER NI & Pension for different departments. This system is so unflexible.
24 votes -
Payroll - Suggestion for a visual staff leave planner to manage overlaps and cover
A Planner with a visual representation of staff approved leave (with an option to note who is covering that leave) would be super helpful. We're trying to do this with with spreadsheets and it's diabolical - but the info is all there in Xero - seeing it in a planner would be AMAZING!
It would also assist with seeing overlaps to better manage additional requests for leave before approving them.1 voteThanks 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.
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AU Payroll - Employee Remuneration - Ability to view date employee last paid
Payroll report (or add field to existing), "date employee last paid".
We have a lot of seasonal adhoc casuals, it would be good to have a column in payroll reports showing the last pay-period they were paid in. We'd use this to off-board employees we haven't paid in a certain period of time (i.e. 12 months). We don't use Xero timesheets, so it can't be done this way.2 votesThanks for sharing your idea, and letting us know the change that matters to 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 or your colleagues can now comment to share additional detail about how your idea could improve their experience with Xero.
In the meantime you can view the upcoming payment date for an employee under the employee page.
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Expense claims - Item field
Xero Expense claims do not provide the field "Item" when submitting an expense claim for small items of inventory purchased infrequently. This means the inventory items purchased via expense claims will not show up on the reports "Inventory Item Details" and "Inventory Item Summary" reports" and a separate reconciliation just on expense claims will need to be run in order to account for the true inventory balance.
2 votesHi Camilla, thanks for your engagement on this idea regarding an item field in expense claims. We know that it's not possible to add an inventory item directly to an expense claim and the current process to track inventory for an expense is to raise a bill instead. 📊 The team is still looking at the best way to address your feedback, and while we can't promise a timeframe just yet, please know that we will be watching this to see how much interest it might generate 👀
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Xero Me - Add detail to notifications
Xero permissions are all or nothing - you either have access to timesheets and expenses or you don't. As such, you get a lot of notifications about things that aren't yours to deal with. It would be good to have a little more detail in notifications, for example; "There is a new expense from Robert Smith to review" so you know if it's relevant to you or not
2 votesThanks for sharing your idea here, Sophie. Atm our product team are working on a few changes for expense notifications - Once live there will be a few different scenarios for notifications
- When an expense is submitted users with the admin or approver role will receive an email notification that an expense is awaiting approval
- When an expense is approved or declined the user that submitted the expense will receive an email notification
- Users will no longer receive notifications when they take an action on their own expense
I'll let you know once these changes have been rolled out. But if there are other specifics in the notifications that you'd find helpful it would be good to hear these, too.
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AU Payroll - Payrun history expand or collapse button OR group in payroll years
Ability to have an expand and collapse button for pays previously posted and presented under Pay Run History.
After using Xero for a number of years, locating a previous pay run becomes looking for a needle in a haystack as this section is just a swamp of pays.
Grouping in payroll financial years or having a date filter would assist greatly also.
2 votesHi Yvonne, thanks so much for raising this idea and sharing your thoughts with us. We totally see how useful it’d be to have the option to expand or collapse pay run history, or group it by financial year in the Payroll product.
As pay run history builds up, it can definitely get a bit tedious trying to scroll through and find what you need. Having a more organised view would really help when you’re digging into older payroll data.
As a temporary workaround, you may find it helpful to use Ctrl + F (or Command + F on Mac) to quickly search the screen for a specific date or payroll year. We know it’s not a perfect fix, especially when there’s a lot of data, but it might make things a little quicker in the meantime.
Right now, your idea’s in the ‘Gaining support’ stage, and we’re keeping a…
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Au Payroll - Timesheets widget on dashboard to show no. awaiting approval.
Add a timsheets widget to the dashboard. Can show number of timesheet awaiting approval.
4 votesThank you for your idea to add a timesheets widget to the dashboard to show the number of timesheets awaiting approval.
We've reviewed your idea and have opened it up to other members to vote and share any additional ideas about how your idea could improve their experience with Xero. We'll keep you updated!
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AU Payroll - Fortnightly payslips, split hours worked visually over 2 week
Fortnightly Pay Runs to have weekly split.
Allowing admin staff to put hours worked for employees on a weekly basis which also allows for greater visage of hours worked per week rather than an overall of the fortnight for both managing staff and the employee themselves.1 voteThanks 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.
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UK Payroll - Reports - Backdate Posted Date/Payment Date functionality beyond August 2024
On the Gross to Net report, payments before August 2024 have a "posted date" set to the date the report was generated, which is incorrect. See attached example.
To reduce confusion, either:
- The Posted Date feature should be backdated so that payments before August 2024 show the correct "posted date"
- Payments before August 2024 should not state a "posted date" at all.1 voteThanks 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.
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UK Payroll - Select or deselect all employees in a pay run
Our payroll requirements vary across the year as we are very seasonal. It would be useful to be able to 'select all' or 'deselect all' when selecting who to pay when setting up a pay run. Having to deselect about 30 of 35 staff one by one is painful!
5 votes
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