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  1. P11 PAYE & P11 NIC annual reports, need to have an option to export as Excel, instead of auto downloading as a webpage.
    My auditor requested these in Excel format and there was not an option for this, it would make it much easier if these type of reports could have download options, so you could export to excel.
    This will also allow usage for tracking and internal auditing.
    Yes, you could copy all and paste into excel, but this isn't always reliable as sometimes it will paste it all in to one cell, (which is a pain to fix)…

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hey Sam, thanks for sharing this idea.

    As you’ve found, it’s not possible to export the P11 reports in excel format. Totally understand that copying and pasting details from the .html file is a time-consuming process!

    Just curious if there’s specific information required in the P11 reports that’s unavailable in our other reports?

    You can find much of the same information in the ‘Gross to Net’ and ‘Payroll Activity Detail / Summary’ reports, and they do support saving as an excel file.

    Let me know if that solves this one for you, and we’ll switch this one to delivered 😊

  2. Please give us the option to split the base rate and casual loading items WHILE working with a timesheet. At the moment this has be manually done in every pay run if we want to show the loading separately.

    20 votes

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     ·  12 comments  ·  Payroll  ·  Admin →
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  3. Automatically accrue RDO hours after a certain amount of hours logged.

    Job management systems push 80 hours over as a timesheet in Xero.

    We would like the total combined hours logged (ordinary hours, annual leave, RDOs, personal leave and public holidays) in excess of 76 hours to automatically be converted to RDO hours.

    E.g: If I log 80 hours ordinary time, I accrue 4 hours RDO.
    E.g: If I log 78 hours ordinary time, I accrue 2 hours RDO.
    E.g: If I log 80 hours annual leave, I accrue 4 hours RDO.
    E.g: If I log 72 hours ordinary time…

    37 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  4. NZ Payroll - bulk approve timesheets

    26 votes

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     ·  7 comments  ·  Payroll  ·  Admin →
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  5. It'll be good to be able to submit leave requests for the next year without affecting the current year's balance.

    Towards the end of the year for the holiday allowance, employees start to plan their time off for the next year.

    It'll be good for the system to recognise that the leave request is for the next year and only deduct off the balance once the new year starts and the balance is reset.

    28 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  6. This is required at year end. Annual leave owing at balance date but paid within 63 days after balance date is tax deductible in that balance date year.

    20 votes

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    2 comments  ·  Payroll  ·  Admin →
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  7. I had a situation recently where we increased an employees salary but they wanted to reduce their working hours by 80%. The salary is based on 1 FTE. There is no way to actually do this in Xero Payroll. If I put the FTE salary in (to recognise the actual approved salary increase) and set working hours to 8 hours a day 4 days per week the 1 FTE salary is paid out in full over the year. But it should only be 80% of that. So I had to enter 80% of FTE and reduce the actual work hours…

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  8. ATO Category pay items of Directors Fees should be able to be the Ordinary Earnings Rate for employees. Currently only the ATO category Ordinary Time Earnings can be the Ordinary Earnings rate for employees.
    Whilst adding a zero Ordinary Earnings Rate solves the problem, it leaves the processing of pays open to input errors unnecessarily

    9 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  9. PAPDIS Pension reports for submission should include ALL employees not just those who have not opted out as the pension provider (creative) I submit to need all the information as they do the pension assessment on everyone every month. I have to manually edit the csv downloaded every month which can lead to mistakes.

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  10. with the new functionality of adding start end times and notes, we are not able to print or download this data in any reporting. the only way we can SEE this info is in the individual timesheet by person.
    If you can update the report to include all information that would be useful as the current process is only half done.

    17 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  11. Termination reason.
    Can we please have the termination reason to show in the payslip in the pay run so it can be reviewed without having to post the pay run and go in to the employees settings to check.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  12. When an employee leaves, it would be really useful for Xero to calculate how much leave they have left or have over used and then calculate and add/deduct the value from the final payslip. Currently, I have had to do the calculations manually, and then I add to add the holiday to the payslip and change his departure date to cover the leave period - a bit of a messy fudge.

    26 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  13. It would be beneficial for an employee to record all hours worked in the timesheet including hours to be allocated as TOIL Accrual
    i.e. employee works 35 hours, 30 hours ordinary and 5 hours to TOIL accrual?
    Then when the employees wishes to take the TOIL, they submit a Leave Request as per existing functionality.

    Currently the employee needs to separately notify payroll regarding hours worked to be allocated to TOIL Accrual. And this doesn't go through the Supervisor Timesheet Approval process.

    29 votes

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    3 comments  ·  Payroll  ·  Admin →
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  14. Bulk delete/mark inactive pay items. We use deputy Awards integration and every time an award is updated we have to delete/inactivate so many pay items.

    11 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  15. Until this month, this was not an issue. However this month Xero has taken away the ability to send the superannuation SMS authorisation code to international numbers. What happens when you change a number or move overseas but still work for the company. Why take this away? Without discussion with your customers. If it's not broken, why is Xero trying to fix it?

    11 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  16. Suggestion? Please fix the Salary Sacrifice % of Earnings to include all gross earnings, not just payroll items selected for SGC.

    Currently Xero will only apply a Salary Sacrifice % amount to any payroll item that is selected for SGC. If an employee chooses to Salary Sacrifice a % of their gross earrings that may include overtime worked, a manual calculation work around is required.

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  17. Currently the super funds appear in the super settings page in no particular order. It would be great if they appear in order so its easier to find and check if they have already been added or if a payment bounces and you need to check details.

    3 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  18. When reconciling bank transactions,
    It would be great if payroll transactions offered an automatic reconciliation in the same way that a batch payment of bills gives an auto option.

    14 votes

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    8 comments  ·  Payroll  ·  Admin →
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  19. My team member complained about the privacy of Xero me Overview page.

    The page lists the payslip information on default. It is considered a risk of privacy exposure when people open Xero Me in the office area.

    Maybe it would be good to add a funtion in Xero Me overview page to Hide the payslip information.

    2 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  20. Link the data already on file in the Pay Templates directly to the Employees Time sheet. Or at least remove the ability for Employees to view ALL pay items on their time sheet. This creates friction among Employees and angst re different levels that they may not be on. Despite the fact they can't see a dollar amount. Even if I need to create a new Time Sheet Template as long as ALL pay item are hidden on the time sheet from the Employee point of view. Seems an easy fix. get it done please.

    18 votes

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     ·  6 comments  ·  Payroll  ·  Admin →
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