Option to copy superannuation payment to bill
Have a button to copy a Superannuation Payment to a draft bill, to simplify reconciliation of the payment.
I pay myself every week, and pay superannuation as part of the process. While the details are in front of me, I create a bill for the superannuation payment, which Xero then recognises as matching the payment when I do the reconciliation - I don't need to find the numbers again when it's time to reconcile the payment.
Offering a button to automate that bill creation would streamline the process.
From where I sit, it looks simple. Might not be so simple for a larger business.
Scott Sando
shared this idea
Thanks for sharing this idea about adding a button to copy a Superannuation payment to a draft bill to make reconciliation easier. We understand the workflow pain you’re trying to solve.
From an accounting and payroll-reconciliation perspective, converting payroll super liabilities into a bill can introduce duplication of liability. If a bill is coded to a superannuation expense, it double counts expense and creates an extra payable. Best practice is to clear the existing superannuation payable when you make the payment (ideally via Auto Super), rather than re‑creating it as a bill.
To keep Payroll reports and your General Ledger aligned, we recommend using the Superannuation Accrual or Superannuation Payments report and reconciling payments against the superannuation payable liability. This avoids overstating costs or liabilities and maintains clean auditability.
If you need an extra hand with using the Auto superannuation payment feature you can raise a case with our Xero Support team. 😊
