28 results found
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AU Payroll - Default Member Number for Employer Default Fund
Dear Xero Team,
I’d like to submit a request for an enhancement to Xero Payroll to improve the setup and management of default superannuation funds.
Currently, when adding a default fund in Xero, there is uncertainty around what should be entered in the Member Number field. We typically process super contributions through the ATO Portal, but we would love to have the ability to do this directly within Xero.
Specifically, we would like the ability to:
Add a Default Fund chosen by the employer.
Assign employees who do not have an existing super fund to this default fund.
Have a…
20 votesHi Jonathan,
Thanks so much for sharing your idea about default super funds in Xero Payroll.
In Xero, Auto Super does let you add new employees to your chosen default fund without needing a default member number. In the membership number field for new employees, you can enter NEW or UNKNOWN as a placeholder, although we recommend checking with the fund directly to confirm they’re happy with this.
When you process a payment to that fund using Auto Super, the fund will receive the employee details and create a membership for them. Once you receive the new member number from the fund or the employee, just open their Employment tab in Xero, click into the existing super line, overwrite the placeholder with the new membership number.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Find & Recode - Support expenses
Currently coding can be edited by admins for things that have been posted to the wrong account code for example. This isn't possible with expenses once they have been submitted. It'd be good to be able to do as sometimes they're not seen by Accounts dept until they've been approved.
3 votesHi Christine
I'm just following up on this one, as the Find and Recode option should allow you to search for and recode Expense claims that are either: Awaiting Payment, Paid or Archived.
We have a bit if help around this in Xero Central (see: https://central.xero.com/s/article/About-Find-Recode-UK#Supportedandexcludedtransactions). If this isn't working for you, please raise a case with our Xero Support specialists, who'll be happy to check this out. 😊
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AU Payroll - HH:MM entry format for timesheets
It would be wonderful to have the option to use HH:MM format for timesheet entries, instead of only decimal time. Hard to convince employees to do timesheets as it is, but to also ask them to convert two weeks of project works over numerous jobs into decimal format is a big ask! Not many people are used to entering 4.6667 hrs instead of 4hrs 40min. If this is a feature of Xero Practice Manager, can it not be easily made available to the rest of us?
20 votesThanks so much for sharing this idea around using HH:MM format for timesheets.
Just to share a current option that may help: if employees change their Xero Me app timesheet settings to “Start and end times”, they can enter their hours using HH:MM (for example 4:40) without needing to convert to decimal hours. This lets them record their times in a more familiar format while still flowing correctly through to payroll.
We appreciate you raising how important this is for making timesheets easier for employees to complete, and we’ll keep monitoring interest in expanding time-entry flexibility further.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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I run the same payroll every week. Is it possible for this to be done automatically as it is the same every week
I run the same payroll every week. Is it possible for this to be posted and submitted automatically as it is the same every week, for only one employee
1 voteThanks for suggesting this.
While Xero doesn't currently offer a fully automated "set and forget" feature that posts and files on your behalf, you can already automate the amounts you include in your pay runs.
By setting up an Employee Pay Template, you can automate the gross amounts and specific pay items that appear in each pay run. Once configured, the pay run will automatically populate with these details every pay, removing the need for manual data entry.
As Xero is a software provider and not a payroll intermediary, we do not process financial data on your behalf. For reasons regarding compliance and accuracy, you are required to review and validate your financial documents—including pay runs—to ensure they are correct before they are posted.
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minimum wage with bonuses
Minimum wage currently only looks at salary/regular earnings but what about guaranteed bonuses that count in minimum wage? For an employee on a very low basic - lower than minimum wage but with a very high percentage of turnover bonus taking salary to 6 figures e.g. a senior or a sales person then clearly they are not on minimum wage but your software would flag or report them as below the minimum.
Is it not possible to have a guaranteed bonus item in the payroll template so that this is added to the minimum wage calculation every month? Also if…
1 voteHi Dave
Good news, you can already achieve this within Xero's Payroll settings.
To ensure your guaranteed bonuses or commission are included in the Minimum Wage calculation you just need to make sure the pay item is Subject to National Minimum Wage calculations:
- Go to Payroll settings > Pay Items.
- Click on the Bonus pay item you use for these employees (or create a new one specifically for "Guaranteed Bonus").
- Tick the checkbox labeled Subject to National Minimum and Living Wage calculations.
- Click Save.
Once enabled, Xero will add these bonus amounts to the employee's base pay for that period when performing the minimum wage checks.
Check out the Xero Central link on National Minimum Wage alerts in Xero.
If you need an extra hand you can raise a case with our Xero Support team. 😊
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NZ Payroll - employee earnings summary report for each pay run.
Pay cycle report (report to be saved in the Payroll module after each pay cycle)
1 voteThanks for sharing your idea.
You can actually already view employee earnings summary reports for any posted pay run. These reports are saved automatically against the pay run once it is posted.
To view them:
- Go to Payroll > Pay employees.
- Click on the specific Pay Period you want to view.
- Click the Options button.
- Select the report you want.
I will close this idea as Existing Functionality. If you need an extra hand you can raise a case with our Xero Support team.
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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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Option to copy superannuation payment to bill
Have a button to copy a Superannuation Payment to a draft bill, to simplify reconciliation of the payment.
I pay myself every week, and pay superannuation as part of the process. While the details are in front of me, I create a bill for the superannuation payment, which Xero then recognises as matching the payment when I do the reconciliation - I don't need to find the numbers again when it's time to reconcile the payment.
Offering a button to automate that bill creation would streamline the process.
From where I sit, it looks simple. Might not be so simple…
1 voteThanks for sharing this idea about adding a button to copy a Superannuation payment to a draft bill to make reconciliation easier. We understand the workflow pain you’re trying to solve.
From an accounting and payroll-reconciliation perspective, converting payroll super liabilities into a bill can introduce duplication of liability. If a bill is coded to a superannuation expense, it double counts expense and creates an extra payable. Best practice is to clear the existing superannuation payable when you make the payment (ideally via Auto Super), rather than re‑creating it as a bill.
To keep Payroll reports and your General Ledger aligned, we recommend using the Superannuation Accrual or Superannuation Payments report and reconciling payments against the superannuation payable liability. This avoids overstating costs or liabilities and maintains clean auditability.
If you need an extra hand with using the Auto superannuation payment feature you can raise a case with our Xero…
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NZ Payroll - Adjust hours automatically in 1st pay run to recognise employee start date
Xero defaults to full pay period hours for a new employee in the 1st payrun even if the employee start date (already entered into Xero) is part-way through a payrun. This doesn't make sense and is too easy to overpay a new employee in this way, if a manual override has not been done. Ideally, Xero would calculate the expected hours for a salaried employee based on the start date, but another idea would be to flash up a warning before finalising a payrun with employees that have a start date listed within the pay run period.
11 votesHi everyone, thanks for your feedback on having Xero automatically adjust hours in a pay run if the employee starts or leaves part way through a pay period.
We released work patterns to all NZ payroll organisations in August 2024. If an employee has been assigned a Regular week work pattern, their first and final pay runs will be automatically pro‑rated based on their start or end date in the pay period.
For employees still set up on “Days and Hours”, Xero doesn't have enough information about which specific days they work, so automatic pro‑rating doesn’t occur in those cases and a manual adjustment to the hours in the pay run will be required.
For more details on how to set up work patterns please see our Xero Central article.
We really appreciate everyone who voted and commented here. We hope this helps make first and final pays more accurate.
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AU Payroll - Option to hide Payroll from navigation bar
Wish I could remove it from the top row of tabs. Keep it simple.
Previous versions allowed it to be removed by turning off the Payroll Add-on. Cheers Pete1 voteHi Peter, I wanted to let you know that it's currently possible to remove the payroll section from showing in Xero.
If Payroll is included in your pricing plan but you don't want to use it, you can hide payroll functions by removing the payroll admin permission from all users.
Only users with the payroll admin user permission can see payroll features.
I've included a link to our support article for more information about the payroll admin permission.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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AU Payroll - Copying previous wages across to current week shortcut
It would be great if there was an option (tick the box) to copy last week's wages for the current week for payroll. I have casual staff who sometimes have the same hours as the previous week's so not having to replicate this would be great and the quickest way would be to have a tick the box which can copy it across to the current payroll
2 votesHi Lien, thanks for your suggestion! I wanted to let you know that it’s actually currently possible to have a set amount of hours automatically populate in a pay run, which might solve this for you.
Even for casual employees, you can go into their Pay Template and enter the number of hours they normally work per week. Once this is saved, those hours will automatically pull through to the draft pay run each time you create one. You can then just overwrite them on the odd occasion that their hours change, rather than having to manually enter them every single week.
If you need a hand getting this set up, I’d recommend reaching out to our Xero Support team.
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UK Payroll - Download links for Payroll reports
Once Payroll is posted we require the relevant reports (journal and activity), I feel a download link (alike the one for payslips) would be beneficial rather than having to view reports and then having to export download for printing or saving purposes, this would save users time.
2 votesHi Craig, thanks for your feedback on an easy download link for payroll reports.
I wanted to let you know that it's currently possible to download payroll reports directly from pay runs.
From a posted pay run, you can open it and download the Payroll Activity Summary, Payroll Activity Details, and the Pay Run Journal.
I hope this helps and saves you time.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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AU Payroll - Superannuation Payment Reporting - Column for Paid on time and Paid late
Subject: Enhancement Request: Superannuation Payment Reporting
Dear Xero Team,
I am writing to suggest an enhancement that would greatly benefit our operations during tax return preparations. Currently, distinguishing between superannuation contributions paid on time and those paid late is a time-consuming and sometimes confusing process, especially for newcomers. I propose the development of a comprehensive report within Xero that automatically categorizes superannuation payments into 'Paid On Time' and 'Paid Late' based on statutory deadlines. This report should allow users to select specific quarters or custom date ranges, include detailed breakdowns with payment and due dates, and offer export options in…
7 votesIt sounds like you would like a report that allows you to group contributions between what was paid on time and what was paid late.
Whilst the existing reports don't have the ability to group in this way, there is a lot of useful payment information in the Superannuation Payment report.
This report shows the due date of the contribution, plus the date the contribution was sent to the super fund (if you look at the payment code, the first 6 numbers are the date the batch was approved).
This report can be downloaded in PDF, Excel or Google Sheets if you would like to work with the data further in these formats🙂
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AU Payroll - Payment summaries - copies or reprints
Payment Summaries in STP - Copies of prior years.
- It would be helpful if we could retrieve copies or make reprints of prior year payments. This is particular helpful where a new client comes on board, and you will not have history on files.
2 votesHi Andrew, it's been a little while since you posted this idea so just touching base with an update. If you would like to see historic payment summaries, you can already do this in Xero.
- In the Payroll menu, select Employees.
- Click Payment Summaries.
- If you've set up Single Touch Payroll, you can access previous years' payment summaries. Click End of year reports, select Payment Summaries, then click View payment summaries.
We have a bit if help around this in Xero Central but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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AU Payroll - Show leave balance on payslip without accruals
Australian Payroll - sick leave on payslip - want to show balance without accrual in the payrun, and to be able to do this after employment has commenced. Currently this is only possible if you allocate the full balance to employee's at the start of the employment. Historically this has not been done and it needs to be changed to avoid staff confusion and having to reset the leave each payrun.
4 votesIt sounds as though you wish to show a lump sum leave balance in the employee's pay slip without incurring leave accruals.
If you set a leave type to "No Calculation" then update the opening balance figure, the balance (less any leave taken) will show be shown in the employees pay slip. You can update the opening balance field in a leave type at any time, not just when the employee first starts.
If you'd like to try this out before taking action in your own org, you can use the demo company to test it. 🙂
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AU Payroll - Submit Casual Rate timesheets during the week and also the weekend
As you’ve found, right now it’s not possible to submit timesheets using the casual rate during the weekday and then also to be able to submit timesheets for the casual rate that applies on the weekend.
2 votes -
NZ Payroll - Timesheets for contractors
I would like to have my contractor be able to submit timesheets via XeroMe and have the timesheets linked to a "Withholding Income" pay item.
It currently looks like timesheets require a Regular Earnings pay item to be selected before they can be submitted and then approved
3 votesThanks for the suggestion — this is already possible in NZ Payroll.
Contractors can submit timesheets (via Xero Me) or have them entered by a payroll admin. You can select a Withholding Income earnings rate on the timesheet so it flows into the pay run.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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UK Payroll - Adding Employee Group data to reports
You can enter a group for an employee on the employment information but this function cannot be used on the reports.
If the information of which employee is in which group, then surely its not a huge leap to add this function to the reports. Using the gross to net report, you could select a group rather than an individual, saving a lot of time.
15 votesThanks so much for sharing this idea and explaining how you’d like to use employee groups in your payroll reporting.
It’s currently possible to filter most UK Payroll reports by Employee Groups, which can help you quickly see totals and other details for a specific group rather than individual employees one by one.
If you’re not seeing the Employee Groups filter, or you’d like help using the report filters for your specific scenario, our Xero Support team can walk you through the steps and check what’s available in your organisation.
If there’s a specific payroll report you feel should include an Employee Groups filter, please feel free to submit a new Product Idea with the report name and how you’d like to use that filter.😊
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UK Payroll - Alternative NI Calculation type for directors starting mid-year
When adding a Director to payroll midway through the year the status can only be set to 'Annual'
It would be great if we were able to choose either 'Annual' or 'Alternative' Setting a new director on 'Annual' in January has affected their NI contributions. On Annual the NI does seem to vary but sort its self out by the end of the tax year. It just means paying more NI for a period of time.15 votesHi everyone, I wanted to provide an update on this request to select the Alternative method for directors with mid-year start dates.
We actually released an update in August 2024 which allows Payroll admins to add new directors with and select the Alternative method regardless of start date. Apologies this was not communicated effectively.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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UK Payroll - Ability to re-instate an employee
A single button click to re-instate a previous employee, rather than having to re-enter all the information. Particularly useful for example when employing students in college holidays
6 votesThanks for sharing this idea around reinstating employees in UK Payroll.
It is currently possible to reinstate an employee in Xero Payroll. To reinstate an employee:
- In the Payroll menu, select Employees.
- Select the History tab.
- Click the employee’s name then select Employment information.
- Next to your employee’s initials, click the menu icon, then select Reinstate employee.
We generally recommend creating a new employee record if an employee is rehired, as HMRC guidance is that employees shouldn’t be paid again after a P45 has been issued.
If you’d like help working through reinstating an employee, please reach out to Xero Support and they can step through it with you.
- Don't see your idea?