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  1. 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.

    13 votes

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     ·  5 comments  ·  Payroll  ·  Admin →
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  2. When reviewing the 'Account Transactions' report in Xero there is an ability to filter by 'Source' type. However, only the 'Select all' option includes Payroll Expense Journals.

    Considering I can filter around every other transaction type, I don't see why Payroll Expense Journals can't be added as a source option?

    I know exporting to Excel works as a workaround - but considering every other source type is available adding one more shouldn't be difficult?

    4 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi team, appreciate recent feedback when we recently merged this idea to this one. Understand that there's a bit of a difference in what's being asked between the two ideas, and we've unmerged to continue to track these ideas separately. 

    Being open there are no current plans to add a filter for Payroll expense journal to Source, however we will continue to get a sense of the interest in this and let you know if any progress is made, here. 

  3. Hi
    I would like to request that we keep the publish button on the new GST layout. The new GST Return layout does not have the Publish to Reports function (this has been removed). The Publish Function is an important function for clients, bookkeepers and auditors to access all relevant publish reports in one place.

    180 votes

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    Hi community, appreciate your feedback on the new GST return and detail of how the Publish feature is useful to you. While we don't have immediate plans for developing this in the new return, this is something we're monitoring and will consider as a future improvement. If there is any change around this we'll share this with you all through the idea here.

  4. When running employee leave transaction reports, it would be good for this report to also include employee unpaid leave, as presently this option is not available. The only way to run an unpaid leave report is to run a leave request report, export and edit as required. We have to submit reports to the ADMS for our apprentice claims, and a report including all leave is required.

    87 votes

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     ·  38 comments  ·  Payroll  ·  Admin →
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  5. Xero Payroll - It would be useful if you had the option to show holiday entitlement to selected employee's, rather than all or none in the X

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  6. When I was paying just GST, I could file my tax return directly to the IRD from XERO. I am now paying GAP (GST and Provisional Tax) and no longer get the option to file my GST return directly from XERO - I can only file it manually, which is obviously much more time consuming. XERO, can you please make changes to your setup so that GAP payments can be filed with the NZ IRD straight from XERO. Thank you.

    1 vote

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  7. 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 vote

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    0 comments  ·  Payroll  ·  Admin →

    You can now download the STP Year-to-Date Summary report for a specific employee after STP finalisation, Lisa. 😊

    1. From the Payroll menu select 'Single Touch Payroll'
    2. Click the 'Tax year' drop box in the top right > Select the required tax year
    3. Go into the Finalisation tab > Click 'View report'
    4. Select the required employee/s > Click the 'Export' button to download the report
  8. When I review payroll I want to know if the employee is casual, part-time, full time or contractor.

    I want to know the typical hours worked in the payslip cycle so as to determin whether overtime entitlements apply.

    3 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  9. Currently, when the Payroll Activity Detail report downloads to PDF, it includes deductions (including those that are not salary-sacrificed super) and reimbursements. However, when the Excel report is downloaded, those lines are missing. Please include everything that's in the PDF version in the Excel version.

    2 votes

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  10. Where payslips are emailed to an email address that is invalid and returns a kick back message.
    Xero to forward kick back message or advise Payroll ID that sent emails out of a problem for an employee's email so that invalid email can be investigated and amended.

    We also use Xero Me for employees however not everyone sets this up on receipt of invite and just prefer to receive email advices.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. Xero payroll ~ To have additional setting to include end date for employee when resigned so that the employee will not appear in pay run.

    1 vote

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    0 comments  ·  Payroll  ·  Admin →

    Thanks for your suggestion, Lynn. There are no plans to streamline ending employment or adding employee end dates for our Global Pay Run product.

    Currently, you can archive the employee’s contact in Pay Run - This way the contact won't appear in future pay runs, but you can still access their payment history.

    Pay run is a lightweight, simple payroll tool for paying a few employees in your base currency, as well as running pay reports and managing basic employee information. If you need a more full-featured payroll experience in the global version of Xero, we'd recommend checking out payroll app partners.

  12. It was bought to my attention after using xero for over 2 years that depending on how you pay your staff using multipayment or individually that when you reconcile if your staff have access to contacts then they will see the payments made.

    This is a concern for me that they can see the amounts whether your reconcile as a bulk amount and allocate to them or a generic contact - if you use the cash coding area then xero creates a dummy payee called unknown which again can be seen by your staff with standard access.

    They can also…

    5 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  13. To be able to sort Pay Employees by Surname and it holds them in that order instead of refreshing

    103 votes

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    57 comments  ·  Payroll  ·  Admin →

    Hiya community, thanks for your support in this. Totally get why you may want to set the default view to sort by surname in Payroll. Being open, with many of the teams resource working hard to fine tune payroll for STP phase 2 there are no direct plans for developing the option to set a default for sorting of employees atm.

    To confirm, right now from your list of employees you can click on the column header to sort ascending or descending alphabetically - So, once on the screen you can click Last name to sort your employees by this column.

    We'll update again if there's any change planned.

  14. Create the report "Leave Balances". This report is available in the AUS version of Xero and is useful when calculating annual leave expense

    120 votes

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    58 comments  ·  Payroll  ·  Admin →
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    Hi everyone, we have an exciting opportunity for a few customers to meet some of our Xero team who are working hard to improve payroll for you.

    You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!

    If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, add your details through our form.

    Spaces are limited so sign up as soon as you can.🙂 If you don't get the chance this round our team may reach out when another opportunity arises.

  15. Have a paid parental leave pay item so that a balance can be input and 'drawn down' on. The employee and the employer have clear visibility on how much time has been taken and how much is left.

    Since STP PH2 compliance has come in, paid parental leave has just become an earnings pay item and not a leave pay item.

    The workaround of running the Payroll Activity Summary or Transaction Listing Summary report to keep track of the earnings processed for the employee, is onerous and not available to the employee.

    5 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  16. At the moment this isn't an available feature, and HMRCs basic PAYE tools need to be used. It would be good to see this as an option in Xero.

    120 votes

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    52 comments  ·  Payroll  ·  Admin →
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    Hi team, we have an exciting opportunity for a few customers to come meet some of our Xero team who are working hard to improve payroll for you

    You'd get a chance to tell us your honest experience with using Xero for payroll, as well as get a tour of the Xero London office!

    If this sounds like something you'd be interested in and are available on Monday Sept 30, 1:45 - 3:15pm and could come into our Xero London office, share your details in our form here.

    We have a limited number of spots, so sign up as soon as you can.

  17. auto amend the ABA date to the current date for back dated payrolls

    6 votes

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    4 comments  ·  Payroll  ·  Admin →

    Hi community, appreciate your sharing in community here. Atm if you're wanting to change the payment date for an unscheduled pay run, you can edit the payment date while the pay run is in draft status. We don't have any plans for automating this.

  18. Canadian Payroll - Xero should allow import of CSV file journal entry for Canadian payroll

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  19. We have multiple sites within our payroll company. Each site is in a different physical location. We have set each location up as a "Group" Each employee is set to a group. This way, we can sort and report on each location within our payroll entity.
    However, we need the payslip to show the address of the location, rather than the address which is showing in the organisation settings. I understand that we can set up a different physical address, but is it possible to have a separate address for each group or location within this organisation?
    We need this…

    2 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  20. Not a new product idea by any means, just a request to put the GST return back the way it was before the update. So far with the new update, we can no longer see the late claims on a separate tab, we cannot publish the final return in Xero and now we can not be in two different entities at once even if we are incognito mode or in a different web browser.
    When querying Xero about this problem, it was suggested that I post it as a product idea, because they are all known issues but can't do…

    17 votes

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