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  1. 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

    83 votes

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     ·  38 comments  ·  Payroll  ·  Admin →
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  2. 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…

    81 votes

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     ·  13 comments  ·  Payroll  ·  Admin →
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  3. Currently to reimburse employees for expenses you have to add them manually to each pay run for each employee, it would make sense for expenses that have been added using the expenses function to auto add to payroll each month to reduce work and to allow staff to be reimbursed quicker. this would also make the expenses function more worthwhile for the cost.

    This would reduce stress for staff putting on employees as expenses that have been approved will automatically be added and marked as paid.

    14 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  4. Set the default time method for timesheets.

    Allow the payroll admin to set the default method for all employees to capture the timesheet details. EG set all employees to use only the time in and time out method not the hours method.

    18 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  5. My EOM reports include PL, BS, Receivables AND payroll. Management report doesn't allow payroll reports to be added. Please allow this to be added to minimise time generating additional reports.

    1 vote

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     ·  1 comment  ·  Payroll  ·  Admin →
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  6. Payroll reports - it will be good to have a COMPARISION field on payroll reports just like the P&L - to compare with previous n number of months / periods.

    While the grouping / summarizing features are good - they are limited to just reporting on a particular period.

    Hence any Comparisions are tedious to run / export and consolidate on excel.

    For. eg. I'd like to run a report to display :
    Afternoon Shift Loading & Overtime work for a month OR the full FY with monthly columns.
    Is this something we can get to without having to export…

    5 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  7. Turn off rounding in payroll deductions and superannuation in Pay Template. Is it possible to turn off rounding for payroll deductions in pay templates, as we have defined benefit member salary sacrifice percentage rates that are more than two decimals and Xero automatically rounds down or up which creates the designated ATO rate lower or higher than specified. Also payroll deduction amounts for Novated Leasing for pre and post tax amounts are rounding down or up to an amount which then we will have to create a journal later to fix the incorrect amount being direct debited from our…

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  8. PLEASE, PLEASE, PLEASE add an option to Payroll that allows employer expenses to be processed. The Union our company is a member of insists we pay as an employer expense into a redundancy program and also an income protection program for each employee. The Union demands that the payments are detailed on each employees payslip. We can only do this if we have an employer expense option. One of my clients in the United Kingdom uses the UK version of XERO and their version allows for this. Come on Australia, catch up!!!

    3 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  9. Search by Employee across all of Payroll reports. We have 110 - 120 staff, currently we have to scroll down to find the right employee, can we have a standards search by employee. ie/ start typing their name and then hit enter

    9 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Hi Belinda, to check in on your idea here are you looking for similar to the Pay History report that allows you to search the employee versus drop down and select as you do in the Leave Transactions report? 

  10. Need to be able to accumulate annual leave and sick leave when an employee has to rates of pay for example: working in two departments - one pay 24.50hr and the other department pays $24.17hr, currently Xero does not accumulate pay on multiple ordinary hours pay rates, one has to be and overtime rate using multiple of hours how can you do this for a rate with a difference of 33c. I also have the same issue with an employee who works week days at one rate, saturdays at another rate and sundays at a third rate. - I have…

    9 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  11. In order to monitor expenses by venue, tracking categories in Payroll - giving staff the ability to log their time worked by venue - makes total sense. However, when staff take A/L or S/L, there is no ability to use a tracking category, so all these transactions go to the default 'unassigned'. The time involved in searching what makes up this 'unassigned' amount in a payroll of 35+ employees across 9 venues is astonishingly time-consuming, yet vital to the overall expense reports. Would love to have some time and effort put into this issue please Xero.

    29 votes

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     ·  9 comments  ·  Payroll  ·  Admin →
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  12. REQUESTING LEAVE
    Firstly, when an employee is submitting a leave application, they are unable to adjust the number of hours they are taking when submitting this leave when the leave period is for more than one day. This is problematic for part-time employees that may work different hours on different days of their working week.
    RECORD/HISTORY OF LEAVE REQUESTS
    Also, employees used to be able to see the number of hours taken but this is no longer the case - why is this?
    LEAVE APPROVER ACCESS
    And finally, my client has multiple entities that use Xero for payroll processing however…

    39 votes

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    8 comments  ·  Payroll  ·  Admin →
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    Hi everyone, appreciate we haven't engaged directly in this idea sooner and reading through the detail of the original post here we do want to break this down a little to provide more clarity.

    It's correct that currently it's not possible to enter a number of hours leave if the request spans more than a day. We have another idea that's gathering support around this and we'd urge those interested in this to join.

    Similarly, we have another idea based around the permission to approve or decline leave request and provide read-only access to Payroll reports that you can support, here.

    Understanding the importance around being able to see history of events in payroll, you may have noticed we've rolled out payroll history to the employee record-level and most recently you can now see a history of user activity in the Organisation, Calendars, Pay Items, Superannuation & STP Settings…

  13. 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 votes

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    1 comment  ·  Payroll  ·  Admin →

    Hi 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:

    1. Click into Payroll, then select Payroll settings
    2. Click Pay Items tab, then Leave
    3. Click on a Leave Type that you'd like to remove as a Default Leave Type
    4. Remove the number of units the employee is entitled to each year under 'Normal Entitlement'
    5. Click Save
  14. Once a timesheet has been deleted for a given pay period by an employee, both the employee and the payroll administrator should be able to create a new timesheet for this same period.

    We have had instances where the employee has accidently deleted their timesheet after it was declined by payroll administrator (instead of fixing it), and once deleted there is no ability for either employee or payroll administrator to create another timesheet for this period (I submitted a support request to Xero and they confirmed this).

    13 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  15. It would be great to be able to remove past employees from the drop-down menus when generating Payroll reports. This would be particularly helpful for businesses who employ a lot of staff members, especially if there's a high churn rate.

    12 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  16. It would be great if the employee group was included in the payroll reports. The company I am working for requires the employee ID (or employee group) to be displayed in the reports along side the name of the employee. Or if Xero could create a new field that has the employee ID number so that it is displayed in all payroll reports.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  17. I look after a business that has been advised by the ATO that their PAYG has cycle has changed & they must remit the PAYG tax to ATO within 7 days of each payrun. This means we currently have to make a manual payment for PAYG to the ATO each week, more if there there happens to be an extra pay run for some reason. Payroll software we use for other clients in the same sitiatuon has the functionality to include the PAYG payment with the ABA file for the payrun, which means everyting is automated. It would be…

    11 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  18. Could we have the ability to update timesheets each payrun from and excel spreadsheet.
    This is so that admin staff can data enter timesheet information without necessarily having access to the payroll system. This is also in the case of Company's who do not want the Xero Me function.

    80 votes

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    33 comments  ·  Payroll  ·  Admin →
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    Appreciate raising the idea here, Mona


    With improvements to XeroMe our intention is to make it simpler for employees to self enter this sort of information. 

    Is there a particular reason why you'd prefer not to use this function? Would be good to be able to share this back with our team or perhaps there's another idea I could be connecting you in with here 

  19. As I am an external accountant to several client, each with several pay-calendars across numerous entities, I would much appreciate if the ABA files (much like pdf reports) could be given a naming convention that ties the ABA clearly to entity, and pay-calendar when I screen through my downloads.

    14 votes

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  20. Show the "Timesheets to Approve" section in Payroll Overview (NZ).
    We already have this in Xero AU.

    6 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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