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  1. Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense

    85 votes

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    45 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we have just released the Leave Requests report in UK Payroll. As mentioned earlier users with the Payroll Admin role will be able to access this report from the Reports Centre. This report lists the details for leave requested, approved and taken, for all employees or can be run for a singular employee. We appreciate while it addresses some needs here it is not the equivalent of the Leave Balances report and we'll keep this idea open and share if there is any work planned toward this specific report. We have also created a new idea to track the interest in a Leave Transactions report and I encourage those interested in this here to also join and support the idea for this.

  2. At the moment this isn't an available feature, and HMRCs basic PAYE tools need to be used. It would be good to see this as an option in Xero.

    84 votes

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     ·  35 comments  ·  Payroll  ·  Admin →
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  3. It would be good if payroll reports could be customised, i.e. after making a change to an existing report, such as Gross To Net report, the new template could be saved as a Custom Report.

    At the moment, it isn't possible to save the updated format, so I have to make the same changes to the standard report every month.

    81 votes

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     ·  23 comments  ·  Payroll  ·  Admin →
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  4. Having a 2nd person as a Super Authoriser would be helpful when the 1st person goes on leave.

    76 votes

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     ·  16 comments  ·  Payroll  ·  Admin →
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  5. 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.

    76 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Appreciate the interest through the idea, but want to be open that we don't have any development planned for adding reminders or notification of an employees birth date atm. 

    I see there are some supporters from NZ and UK in the idea here and wanted to point you across to these specific ideas for each region that I'd encourage adding your support for - Each version of Xero Payroll has been developed specifically for the that regions tax and reporting obligations and this would need to be developed for each version separately. Thanks

  6. 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.

    69 votes

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     ·  27 comments  ·  Payroll  ·  Admin →
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  7. When running employee leave transaction reports, it would be good for this report to also include employee unpaid leave, as presently this option is not available. The only way to run an unpaid leave report is to run a leave request report, export and edit as required. We have to submit reports to the ADMS for our apprentice claims, and a report including all leave is required.

    66 votes

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     ·  22 comments  ·  Payroll  ·  Admin →
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  8. The upgrade allowing start and end times and breaks to be entered into timesheets looks fantastic. Please can you let NZ users have access to it too.

    63 votes

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     ·  37 comments  ·  Payroll  ·  Admin →
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  9. Employers are only required to pay superannuation guarantee up to a quarterly threshold (maximum contribution base). At the moment Xero doesn’t cap the super at this level, and will allow super above the cap to be booked. (In fact, to limit the super at the cap requires a work-around adding 2 lines, one with 0% super and another with the fixed amount up to the cap.). Employers can easily overpay their employees’ super. This functionality needs to be built into Xero.

    59 votes

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     ·  21 comments  ·  Payroll  ·  Admin →
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  10. We need to know how much to provide for on the balance sheet for annual leave and long service leave each month and track these for our financial statements. All the information is available via Xero payroll (leave balances and pay rates for each employee as well as leave accrued and leave taken) but in order to account for this correctly we are expected to export reports and do the calculations ourselves. And we need to maintain external files to reconcile this to each month.
    If Xero is offering a payroll and leave tracking function it should ensure the accounting…

    56 votes

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     ·  11 comments  ·  Payroll  ·  Admin →
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  11. Attach pdf files to a pay run and option to email them to the employee with the payslips.

    54 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  12. An automatic monthly payroll tax report would be fantastic. I've noticed Xero cannot do an automatic calculation of Payroll Tax like MYOB can. MYOB allows you to select pay categories (pay items) to exclude and run a monthly payroll tax report.

    53 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi community 👋

    Thanks for sharing and supporting this idea - while I don't have an update specific to this one, I thought you might be interested in the following:

    Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to have an automatic monthly payroll tax report is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!

    They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.

    The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.

    They aim to discover:

    • Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
    • Whether this conceptual…
  13. Xero Me - ability to limit access by function to prevent employee using timesheet or leave request in the app when a 3rd party app is being used for those functions.

    53 votes

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     ·  24 comments  ·  Payroll  ·  Admin →
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  14. More explicit flagging of a leave application resulting in a negative leave balance.

    51 votes

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     ·  13 comments  ·  Payroll  ·  Admin →
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  15. When a Pay Template has been created for an employee, only the matching Earnings Rate should be overwritten by entries in Timesheets. Any other Earnings Rates that are set up in the Pay Template should still should still be available in the Payslip - they shouldn't have to be added back in again when processing the pay run. For instance, Fares & Travel Pattern Allowance needs to be paid over and above the Ordinary Hours recorded on the Timesheet. If it is listed on the Pay Template as an Earnings Rate for an Employee it should appear regardless of whether…

    48 votes

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     ·  17 comments  ·  Payroll  ·  Admin →
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  16. We cannot see/create leave liability in our reports and/or our balance sheet.
    I wonder how a true business value is going to be shown on balance sheet without this liability.

    To be frank and honest, it is not an idea, but quite basic necessity.

    47 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  17. When generating the Payroll Activity Summary report, it would be good if I could select certain employees.

    Currently you can only choose an individual or all employees.

    47 votes

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    17 comments  ·  Payroll  ·  Admin →
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  18. Ability to see timesheet function for employees who are on salaries.

    Purpose: To make the employees can keep track of their hours without affecting the pay runs.

    47 votes

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     ·  15 comments  ·  Payroll  ·  Admin →
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  19. The report should be able to generate Employee Name (First & Last in separate columns), DOB, TFN, Bank Details provided, Super Funds & Address.

    We need various information like from time to time for reporting purposes but we cannot get it without having to click in to every single employees - which is hectic

    46 votes

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     ·  24 comments  ·  Payroll  ·  Admin →
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  20. UK Payroll: Payment file csv format
    Lloyds bank doesn't accept .txt format. It would be great if we could download a csv payment file to upload the employee pays to the bank.

    45 votes

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     ·  30 comments  ·  Payroll  ·  Admin →
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