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63 results found
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AU Payroll - Reports - Remove merge cells when exporting to excel
Don't merge cells in the Excel export of AU payroll reports
2 votesHi team, returning to the idea here I am pleased to share that with the updated payroll reports cells are no longer merged when you export the report to Excel.
We appreciate your engagement with us on this here. Thanks for sharing through product ideas! 😊
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UK Payroll - Leave Summary Report
UK Payroll - need a summary report showing leave taken / remaining by employee for a given leave year - This is already available in AU payroll
77 votesHi team, as an update to my last post, we have now rolled out the Leave Requests report in UK Payroll. This report lists the details for leave requested, approved and taken, for all employees or can be run for a singular employee, and will help when planning rosters or work schedules. Payroll Admins will be able to find and access it through the Reports Centre found in the Accounting menu. We're aware that the Leave Requests report does not meet all of the requirements as outlined in the comments of this idea, and we have created a new idea for a Leave Transactions Report. We will track interest of this idea and keep an eye on this separately, so please do join and support if this is of interest to you.
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AU Payroll - Create historical payslips
Ability to create historical payslips.
Purpose: Users can easily create historical payslips prior to using Xero Payroll.
9 votesHey community, 👋 thanks for all your support on this idea.
We rolled out support for downloading a payslip template in AU 🎉 It includes free payslip template as an editable PDF giving you the option to create an historical payslip from Xero.
For those wanting bulk download of payslips this is available for UK payroll, or for those in AU you can vote for this over here. We appreciate your contributions.
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AU Payroll - changes to Unit reporting on Payroll Activity Details
Very recent change to the Payroll Activity Details report, now Units capped at two decimal places, changed within the last fortnight.
This needs to revert to four decimal places, as that is what is allowed when entering your payroll. Why has this been changed as now, the Payroll Activity report is the only available report to use to check a payroll, is no longer of any use as it does not reflect the correct data entry.6 votesHi everyone, we appreciate your feedback here. Apologies we haven't updated sooner, as I can confirm that we made a change in July to the Payroll Activity Details report so it will now show 4 decimal places.
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AU Payroll | Payroll Activity Detailed report - Separate date and Employee name columns
I hope that there's separate columns for date and employee name as seen in the previous report as it's totally useful when summarising data for various period. For instance, when generating the old report, it's completely quicker to use the pivot table and other excel formulas to calculate the total hours work and the corresponding cost in a certain period and prepare a comparative report for various pay item/period and employee using the old payroll activity detailed report. It's a single payroll report where all the relevant information is included.
32 votesHiya team, thank you for sharing your feedback and letting us know the detail and why this is valuable to you. Based on feedback we received on the Employee name and Date columns the team have just released an update to the Payroll Activity Detailed report to include Employee name and Date as separate columns in the report and these will now show by default.
This will help as noted when exporting and using the data for further analysis outside of Xero.
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AU Payroll: Differentiate leave loading on payroll reports
Could you please change the name on the Payroll Activity Details for Leave Loading Please. Not sure why you call it Annual Leave. It seems to be in the background and I can't change it. See picture attached.
4 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch it across to delivered!
The Payroll Activity Details report now shows a breakdown of Annual Leave - Leave Loading separate from Annual Leave.
Thanks again for your feedback.
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AU Payroll: Define default leave types
Currently under employees leave tab you can assign default leave types, but you can't define what the default leave types are.
Perhaps there is a simple checkbox for leave items in the payroll settings that allows you to choose.
Currently I have 4 leave types set as default, when I only really need two.6 votesHi everyone, I'm changing this idea to Delivered! 🥳
Leave types can be defined as default when a value in the 'Normal Entitlement' field in Payroll settings is entered.
To remove this leave type from being added each time a new employee is entered, you can:
- Click into Payroll, then select Payroll settings
- Click Pay Items tab, then Leave
- Click on a Leave Type that you'd like to remove as a Default Leave Type
- Remove the number of units the employee is entitled to each year under 'Normal Entitlement'
- Click Save
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AU Payroll - Access to Employee YTD Summary
It would be great if you could download the Employee-year-to-date preview report after payroll finalisation in Australia.
Currently, this report can only be downloaded as part of the finalisation process not after. After finalising payroll you can only download a CSV file. We missed a transaction when reconciling that was in column BY - we spent hours trying to reconcile a payroll finalisation that could have been easily checked with the Employee year-to-date preview report which is all on one page.1 voteYou can now download the STP Year-to-Date Summary report for a specific employee after STP finalisation, Lisa. 😊
- From the Payroll menu select 'Single Touch Payroll'
- Click the 'Tax year' drop box in the top right > Select the required tax year
- Go into the Finalisation tab > Click 'View report'
- Select the required employee/s > Click the 'Export' button to download the report
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AU Payroll - Public Holiday for Friday before the AFL Grand Final
Payroll - Victorian Public Holidays -
Please add:
Friday before the AFL Grand Final Friday 27 SeptemberI tried but was not able to manually add this as an extra Public Holiday
4 votesThanks for sharing in the idea here, Faye! While we don't have plans to change the current set up - as suggested when you choose to "Add Holiday" rather than selecting one of the drop down options, you can just type in the Holiday that you want to add.
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AU Payroll - Resubmit bounced automatic superannuation payments
Currently, when super payments bounce, Xero sends us an email letting us know that a payment to a particular super fund from a particular payment batch has failed. Once we've identified whose it was, and got the updated details, we then have to contact Xero to get a re-processing authorised.
All of this takes time, during which the Directors of my clients may become liable for late super payments. I'd like a button to click to speed up at least the contacting Xero for re-processing bit - preferably as part of the process identify the refund received and connect…
15 votesHi team, sorry we haven't joined in this idea sooner. Earlier this year we released an improvement so now if an auto superannuation payment is returned the authoriser will receive an email including the reason for the return. They will be able to withdraw the payment from the processed batch to reprocess the contributions. We have detailed help for this on Xero Central, but if you run into any snags as always our Xero Support team are available to help. 🙂
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AU Payroll - Pay Day Superannuation
The ability to make pay day superannuation contributions (on a weekly basis) prior to the government mandated deadline of 2026.
6 votesHi team, as noted in my last response it's already possible to pay superannuation contributions weekly.
Auto Super allows you to make superannuation payments as regularly as you'd like.
We'll shift this post to Feedback and I have created a separate idea for making the approval button more obvious as Kylie has suggested here.
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AU Payroll - Create a report that shows when a salary change was actioned
Hi Guys, I'm not sure if this has been raised previously, but would like a payroll report that will detail employee salary changes and the date they changed.
4 votesHey team, if you'd like to see a report that shows changes made to payroll such as salary changes, you can use the Payroll History report.
It can be run for a specified date range and will show the date the changes were made, what the changes were, the employee affected and the user who made the changes.
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AU Payroll - Detailed pay run journal report
A detailed pay run journal report would be much more useful than the current summary version. It is especially unhelpful that selecting the entry in an expense account just takes you to the pay run - it doesn't show you what is coded to which expense account. With many employees this can take a long time to find errors or to manually journal multiple costings
10 votesHey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered!
Last year, we rolled out support for the new journal reports 🎉 These can be filtered by account and account code or even the description.
For more information check out our support article on our new Journal reports here.
Thanks again for your feedback. We know this has been a highly anticipated feature for the community and we appreciate your contributions.
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AU Payroll - Edit export of STP Finalisation
Would be great if we could have a tidier and shorter one (selecting what you want) rather then the CSV file
8 votesHiya all, thanks for your interest in this idea. An update our team have made in Xero Payroll makes reconciling payroll much simpler. You can now see key payroll totals in the Finalisation screen, and you'll also find you have access to an organisation finalisation report that includes totals, which can be exported to PDF format. 😊
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AU Payroll - Employee Notes Report
It would be great to be able to export a report of all notes on employees contact. We use the notes section to record notes about attendance issues, conversations, warnings given.
2 votesHi Kylie, while there's not a specific employee notes report, you can run the Payroll History with a few filters to get what you need here.
When you run the report you can either run it for all employees, or select the specific employees from the drop down. Set the Type to 'Employees' and Apply.
Once run you can then enter 'Notes' in the search to further filter and only show employees notes added to their records in the set date range. If needed you'll also be able to export the report to Excel or PDF.
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UK Payroll: Customise default working week
Ability to set up standard week in Xero Payroll.
Purpose: To make users easily calculate their employee’s wages. Especially for industries that run 7 days a week.
186 votesHi everyone, we’re pleased to share that we’ve now released working patterns to all UK organisations that use Xero Payroll.
This change reduces manual workarounds enabling you to enter more information employees’ working patterns to support accurate allocations of leave and earnings rates. You’ll find 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
We’ve shared a few videos on YouTube that’ll help guide you through the change 😊
We really appreciate everyone who’s engaged with us on this idea and those who’ve been involved in testing some of the functionality with us through the journey.
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AU Payroll - Timesheet report for leave
Would be great if we could run a report detailing which staff have taken leave (annual, personal) during the period to confirm it agrees to leave entered in Xero Me.
2 votesHi team, just returning to this idea, I've slightly amended the title and we'll move across to delivered.
As mentioned in my last update, you can use the Leave requests report which will show the start and end dates, as well as units and dollar amount. It's also possible to run the report for all, or just specific employees for the period. 🙂
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Payroll | Instant data refresh / auto sync when entering payroll details
Payroll doesn't refresh data unless you scroll up and down inside an employees pay all the time
Can you fix this ? Even if you had a button which you could hit to pull changes
into pay amounts quicker
It takes a long time waiting doing the payroll when putting in hours and different rates for each employee each week for the amounts to change and pull through properly10 votesHi everyone, we're going to move this idea to 'Delivered' with the change the team made to Payroll updates!
Thanks for sharing and supporting your personal 'ideal state' - feedback like this really helps shape our product 😊
If you are having issues with the speed of our Payroll function, you can raise a case with Xero support and the team can take a look.
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Payroll Reports
- YTD payroll report (to see total salaries earned by staff for each reporting period)
- Pay cycle report (report to be saved in the Payroll module after each pay cycle)
- Ability to save employee contracts in Payroll module under each employee (for audit and transparency purpose)
1 voteWe appreciate your feedback about Payroll Reports and adding files to Employee records.
We don't accept ideas that have multiple requests in one post.
Please create separate ideas for each feature you'd like to see this developed.
You can see the qualities of a good idea on Xero Central.
In regards to saving contracts to employee records you might like to take and view and support this existing idea.
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NZ Payroll - YTD payroll report
YTD payroll report (to see total salaries earned by staff for each reporting period)
1 voteHi Yash, thanks for submitting your idea for a YTD payroll report.
Good news! You can currently achieve this in NZ Payroll using the following existing reports:
- Pay History Report: Run this report for your desired date range (e.g., 1 April to today) to view a detailed breakdown of what has been paid to employees. It lists payments by date, allowing you to see salaries earned for each reporting period.
- Gross Earnings Report: This report can be generated for a specific date range (YTD) to see total earnings per employee, or for a specific pay run to see the totals for that reporting period.
I will close this idea as Existing functionality. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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