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  1. We need sick leave to be recorded in days to line up with current NZ payroll legislation. 10 days sick leave. The current settings in hours only work for people who work the same hours on the same days. Anyone with variable hours or different hours on different days this does not work and manual accrual needs to be kept outside of payroll. Then leave balances need to be manually adjusted which is a lot of work. This has been an issue for many many years and would be good to get fixed.

    9 votes

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    1 comment  ·  Payroll  ·  Admin →
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    Hey team, as some may have seen we've been doing lots of work in the NZ Payroll space. For those just getting started with Xero (from 5 August 2024) sick leave will now be recorded in days, and can set up the Sick leave entitlement date.

    We appreciate many in the idea here have been using Xero for a while and we want to confirm this is something we're working on for our existing customers as well, however there are more intricacies to work through from what already exists to the new. We'll round back to confirm with more detail and to let you know when this is being released for everyone. Thanks

  2. We are a multi-currency business. We send out invoices in GBP (base currency), EUR and USD. We have 3 bank accounts (GBP, EUR, USD. I therefore had to create separate invoice templates for each currency, to show the correct bank details. I added the relevant invoice theme when setting up a new contact (customer). This works well when raising an invoice. However when manually sending out a statement it does not take the invoice theme from the one chosen on the invoice (= in our case normally default invoice theme on contact). It takes the ‘defau

    22 votes

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  3. LSL liability calculations are currently handled externally to Xero.

    It would be nice to have a system which could automatically track LSL on staff, similar to asset depreciation.

    4 votes

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     ·  0 comments  ·  Payroll  ·  Admin →
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  4. Export in CSV format to upload Payroll Payments to RBS Bankline to save manually entering payment details.

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  5. IDEA - CIS suffered report to calculate the CIS suffered correctly.

    ISSUE - If you apply a credit note to an invoice that has both CIS labour and CIS materials, Xero does not calculate the CIS suffered correctly. Even though the credit note is coded to the correct nominal code, Xero doesn't recognise this. This causes the CIS suffered report to reduce the deduction amount which is incorrect. This means the figure you submit to HMRC is lower than it should be. Meaning less of a refund of CIS suffered than it actually should be.

    5 votes

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  6. 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.

    16 votes

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     ·  4 comments  ·  Payroll  ·  Admin →
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  7. It would help if the list of emplyees were sorted in alphabet order, by Surname. Also, a BACS report that just shows the employee, amount to be paid, and the total at the bottom.

    7 votes

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     ·  2 comments  ·  Payroll  ·  Admin →
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  8. Adding a "Resend authorisation code" link on the approval page for a batch.

    Purpose: To make sure authorisation code is sent for an approval, in case the code hasn't been received.

    5 votes

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    0 comments  ·  Payroll  ·  Admin →
  9. Currently we have employees and contractors paid fortnightly through payroll. When printing annual earnings certificates the cert list contractors as employees rather than contractors and scores xero's for kiwisaver deductions and other taxes etc.

    We need to be able to print different annual earnings certs that reflect info for employees, and reflect info for contractors with different titles on cert as contractor, not employee.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  10. Voice automated codes for super approval when overseas where mobile carriers have restrictions on text messaging.

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  11. Inside Xero Me, when you set your Timesheet type to "Start and end times" you can add notes for working days.

    It would be great if we could add notes when we have our Timesheet type set to "Total hours worked".

    As an employee, not being able to add a note & select an earning type is inconvenient and can cause confusion which leads to slower timesheet approvals

    20 votes

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     ·  10 comments  ·  Payroll  ·  Admin →
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  12. It would help employees to understand their payslips if we could choose the order that pay elements appear on the payslips

    8 votes

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     ·  3 comments  ·  Payroll  ·  Admin →
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  13. It would be great if an employee could update their bank details and pay disbursements on their xero me app.

    42 votes

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     ·  8 comments  ·  Payroll  ·  Admin →
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  14. If I run the payroll on say the 22.07 and then a P6 arrives effective from say 25.07 it wouldn't be updated automatically. Surely it should be updated regardless of whether the date relates to a previous period or not? This frequently happens. I can't think of an example of when you wouldn't want the tax code to update automatically?

    8 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  15. At present it is impossible to link a payroll item to an Asset Account in GL. This is a limitation that is wrong and should be easy to fix. It is wrong because in some cases the wages are capitalised (for instance when the resources are used in full or in part to construct capital assets). Sure, it is possible to post a journal to move costs from P&L to a Balance Sheet account but it is cumbersome and error prone. I note, a majority of competing products do not have this limitation.

    4 votes

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    0 comments  ·  Payroll  ·  Admin →

    Hi community, while we appreciate you sharing in the idea here we don't have any plans for developing this capability in the global Pay run product. Instead, we'd recommend using a manual journal to record this.

  16. So we have set up and had a lot of success with email templates in Xero. it would be useful to have the ability to have a default option for each contact (or group of contacts) a specific template for a specific reason eg new invoice or AR. so that everytime we go to email an invoice for example it preloads on a certain template.

    Eg we have a number of clients that only speak read German and/or french so it would be nice to be able to set these contacts to default to…

    26 votes

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  17. Ability to turn off invoice reminders based on the invoice branding template.

    This would mean we can prevent invoice reminders being sent to customers who have payments scheduled via direct debit.

    22 votes

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    Thanks for sharing with us here, everyone. We appreciate there are many improvements our customers would like to see to improve their workflows for setting up invoice themes for their customers. We do have a product team that have been focused on improvements to simplify and enhance the look of branding applied to your invoices. Being upfront this doesn't stretch to adding invoice reminders at the branding theme level for the time being.

    We're continuing to watch and stay tuned to the ideas we have around this in our community and if there are any changes to share we'll post an update for you all, here.

  18. Permanent inventory item on a specific invoice template

    For example, we are an automotive repair shop
    If I was to have a specific invoice template for 'vehicle servicing' and would like every service invoice to come up with Sundries and Freight automatically

    This would be a great way to save time as well as making sure everything is being charged out correctly

    11 votes

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    Hi everyone, thanks for your interest in the idea here. While we don’t have immediate work planned for adding the ability to enable permanent items within an invoice template, as mentioned in my last update an option for now would be to create a 'dummy' contact that you could create invoices for and leave in a draft status. When you want to use that invoice as the template you can then use the copy to option.

    On a separate note, our teams are doing some more discovery to better understand our invoicing users and we wanted to engage you all here. 

    As we continue to plan further developments within invoicing, our product teams would like to better understand our invoicing users for future improvements. If you'd be interested in giving your input, we’d appreciate your feedback and have a survey here ✍️that will just take a few mins to fill…

  19. I love the fact that our girls can do their timesheets with start and finish times and leave a comment. However, I need to see this when approving the timesheets for payroll.

    If their could be a way for the approved payroll person who approves the timesheets to see the start, finish, comments and total hours would be perfect. Otherwise I will have to keep using the old system of excel spreadsheet.

    7 votes

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    1 comment  ·  Payroll  ·  Admin →

    Hi everyone, as you might have seen, earlier this year we added in start and end times as well as notes in time entries to Xero Timesheets.

    I’m pleased to let you know that we’ve added a bit of extra functionality to these two updates, for the manager view. If you’re authorised to approve timesheets you now have the ability to view start and finish times, any comments added, as well as total hours in both the web and Mobile app 🎉

    Thanks again for all your feedback!

  20. When a staff member has a HECS debt or other Student Loan selected AND is salary sacrificing - the Student loan amount is only calculated on the GROSS amount AFTER the salary sacrifice however when the staff member has gone to do their tax return, they have a tax bill because the ATO looks at the taxable income as an amount INCLUDING the salary sacrifice so via Xero not enough PAYGW has been withheld - can this be amended?

    3 votes

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    2 comments  ·  Payroll  ·  Admin →
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