Payroll: Assign multiple tracking categories to pay items
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).
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Shelley Grainger commented
I completely agree with Luke Reade's comments below. We have exactly the same issue as a NFP. For grant acquittals we are asking all of our staff to track their hours by grant using tracking categories but then can't run reporting on it! It doesn't make any sense at all.
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Ivonne Allen commented
Very important!!!, I have clients that they want the same option as MYOB, tracking categories for payroll for superannuation, annual leave, LSL, PAYG Withholding and other expenses regarding payroll that consider important to start using Xero instead of MYOB.
Also, it is important to business that working with grants.
I believe that Xero can do better job than MYOB.
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Luke Reade commented
I've just spent some time trying to find how to do this - to view, by month, tracking category breakdown of staff salaries paid, for the purposes of both 1) grant reporting and aquittal, and 2) budget management. What's the point of staff filling out time sheets, assigning hours to tracking categories, and then not seeing this breakdown, having to use a spead sheet to convert hours (in 'timesheet details' report) to dollars spent, including superanuation etc).
We should be able to do a monthly P&L, click on salaries and see a column with the tracking category breakdown. This could also be done in timesheet details report giving a column in $ not just hours.
We could do this for non-salary expenses by having charts of accounts that reflect budget line items, but salaries are different in that a staff member could spend various times on different tracking categories.
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Caragh Porter commented
I agree with so many of the comments. I would like to be able to split an employee's wages across multiple tracking categories for funding acquittal purposes.
I think that adding tracking categories to the pay template would be great as you can set and forget until circumstances call for the template to be updated. It would mean you can add multiple earning lines to track across multiple categories too. On top of this you can add tracking to reimbursements, deductions and superannuation.
It would be a valuable upgrade to many.
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Lea Winter commented
Please allow and update XERO timesheets with project tracking to be approved and not override salary wage earners and then this would allow the tracking to work on each project P&L report without having to manually produce these in an EXCEL Spreadsheet, thank you!
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Mark Rudd commented
I believe there is a simple solution to the problem of tracking categories in payroll.
You allow a default Employee Groups and Timesheet Category to be setup for each Employee. Currently only the Employee Group is able to be nominated in the Employment section when setting up an employee.
In this way all employee costs will be allocated correctly to the 2 tracking categories and eliminate the need for manual journals.
If the employee's costs are to be allocated to a different Employee and/ or Timesheet Category this can be done via timesheets.
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Admin Admin commented
Would be geat to be able to add an additional employee group in tracking categories. I currently have 2 tracking categories one being for enterprise and the second being for property. It would be handy to be able to allocate to both trackers as when we go to do a budgets in xero and we select the enterprise and then the property, the payroll does not allocate to the report as payroll only allocates to one level of the tracking and not both.
This also relates to all reports in Xero. I do not want to add manual journals to fix this error, as similar to the above, it is time consuming and then I have to reconcile to make sure I have allocated it all correctly.
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Ang Weston commented
This is essential for charity accounting
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Matt Cannon commented
Agree completely.
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Carol Payne commented
Would be good to be able to put a tracking code on a pay item eg reimbursements
Currently have to do this in a journal to track phone reimbursement for various departments.
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Bhumica Solanki commented
It is important to classify the Pay of employees from different functional area. As every functional area head will have a visibility on overall expenses with respect to their departments.
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Claudia Towner commented
As a charity, I would like to be able to split an employees pay across different grants/funds. Being able to assign an employee to more than one employee group with a specified % split for each fund/group would have a massive impact for me. At the moment I am having to do so many manual journals which are error prone as others have said.
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Kerry Mitchell commented
Yes very time consuming when doing big payrolls, we have to then go and do a manual journal for all allowances, super, leave for everything we can't code on timesheets.
Would be great to be able to set this up on their templates with the option of being able to split out the coding also so if an employee was working on several jobs.
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Fiona Show commented
100% agree - this is really important. the only way to do this at the moment is with manual Journals which is tedious, time-consuming and error prone!
No idea why it wouldn't be there as standard if 2 Tracking codes are available on all the other transactions.
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Lily Zhou commented
As Xero does not provide multiple tracking categories to be linked to timesheet, I have to reverse the payroll journal and enter the GL with the job code. It is really time consuming by re-allocating the job code to each employee's pay, just like manually redoing the payroll.