10 results found
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Payroll AU: TOIL leave balance should be visible on employee leave tab
TOIL leave balance hours should be visible on the employee Leave page without having to click into the leave type. Small issue but very tedious as already have to input manually, so it would be good to see quickly
6 votesHi Nicole,
Thanks for reaching out!
You can view all leave type balances for an employee directly on their Leave tab—no extra clicks needed. Additionally, you can choose whether or not these leave balances are visible to employees on their payslips.
If you need any further assistance with this setting, feel free to reach out to our support team!
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Xero Me - Add Receipt
Xero Me - Company credit card receipts
One thing that MYOB did very well with their MYOB Assist app was the ability to Capture a Receipt. Take a photo, and it was added to Uploads to be matched to a transaction.
We do not use expense claims. Credit card transactions are reconciled daily, same as bank accounts.
In the Xero Me app, add a Capture a Receipt function, that will add the receipt to either Draft Bills, or Awaiting Approval.
2 votesYou can already do this in the Xero Accounting App Danielle! The user just needs the right permissions to access the bank accounts and they can add a receipt which will become a spend money transactions or they can add a bill if they don't have access to the bank accounts. 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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super on contractors that computes per Xero rate
On Payroll of Contractors, we are currently unable to use the items to correctly calculate Super for contractors based on the current ATO required rate. (image attached)
Could you please create a new payroll item that calculates Super in the same way as Ordinary Time Earnings while ensuring it is excluded from all other payroll items that are not applicable to contractors? (image attached)
This will help ensure contractor Super is calculated accurately and remains compliant with current ATO requirements.
Thank you for your assistance with this matter.
1 voteHi Menandro, thanks for sharing this. I just want to clarify how this can currently be handled in Xero.
In Xero Payroll, SGC for non-employee contractors is not automatically calculated, as non-employees cannot be paid regular wages through Xero Payroll. Because of this, you will need to manually calculate the 12% super amount and add it directly to the pay run as a fixed amount. We don't have any plans to change the process for paying contractors via Xero Payroll at this stage.
As you're aware, the ATO requires Qualifying Earnings (QE) to be reported. For non-employees set up in Xero, QE is automatically calculated and reported based on the total super amount processed.
Hope this helps clarify how to process non-employee super in Xero! If you need an extra hand, you can raise a case with our Xero Support specialists. 😊
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Post payroll to different GL codes
Can we please have the ability for employee salary to be posted automatically to their appropriate GL codes? We currently have to do a manual journal every payroll to assign employee salaries (a mix of direct costs and overhead) to the correct GL code, since currently Xero Payroll in NZ can only post a salary to the organisation wide setting (ie one GL code you select). In this day of automation it seems crazy that we have to do a seemingly simple thing manually.
1 voteHi Nikki, thanks for sharing this! Just to clarify, this functionality is actually already supported in Xero Payroll. You can assign individual pay items to specific GL codes to manage wage expenses, deductions, and other liabilities.
If you want another layer of separation, you can use Tracking Categories to track costs by location, department, or work type.
If we’ve misunderstood your suggestion or if you were looking for a specific enhancement to how this works, please reply with a few more details so we can better understand what you'd like to see!
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saving employee details form, TFN declaration and super form in Xero rather than expenal
It was be good if Xero had a feature so that all employee details forms, TFN, super etc could be saved within Xero rather than storing externally
1 voteHi Jodie, thanks for sharing your feedback on this!
Just to clarify, it is currently possible to save these specific employee details directly within the employee record in Xero Payroll.
However, if you are looking for broader document management, we are actively working on a related feature that will allow you to upload and attach documents directly to the Notes tab in employee records.
If that functionality would be helpful for your workflow, feel free to check out and support this idea:
👉 Payroll | Employees - Upload/attach files in notes section
Thanks again for helping us improve Xero!
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Payroll Warning for Employees with Pending Leave Requests
When approving a pay run, Xero should check whether any employees included in the pay period have leave requests that are still awaiting approval and inform the payroll officer.
If pending leave requests exist, display a warning before the pay run can be completed, for example:
"2 employees included in this pay run have pending leave requests awaiting approval for the selected period."
This warning should work regardless of whether the business uses Xero Timesheets, enters payroll manually, or imports hours from a third-party timekeeping system.
Why this is important
In many businesses, leave approvals are performed by line managers…
1 voteHi Brendan, just to let you know, this capability already exists in Xero Payroll!
If an employee has an unapproved leave request or timesheet for the pay period of a draft pay run, Xero displays a warning message directly in the draft pay run view:
- "This employee has an unapproved leave request for this pay run. Approve it now."
- "This employee has an unapproved timesheet for this pay run. Approve it now."
This ensures you are alerted to any outstanding requests before posting your pay run.
Hope this helps clarify how this functions! If you need any further assistance setting up or managing pay runs, feel free to reach out to our Xero Support team. 😊
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UK Payroll - Lock draft payslips so no tax codes can be automatically changed etc
BrightPay ID have a feature where you can lock the payslips before submission (once you have processed them) and can "reopen" them on an individual or group bases to make any changes before making any submissions to HMRC.. It is a great feature and something Xero should seriously consider so no errors of automatic tax code changes can be pulled through whilst waiting for autorisation etc.
1 voteHi Sarah, thank you for sharing this feedback with us!
Currently, HMRC tax code updates do not automatically flow into Xero if a pay run is already in draft status when HMRC issues the update. Draft pay runs lock in the active details at creation, any updates received while in draft won't automatically apply unless the paylips is reset.
Looking into your account details, we can see that this was raised as a query directly with Xero Support and has since been resolved.
We really appreciate you sharing your thoughts on how automatic updates in draft pay runs could streamline payroll processes. Community feedback like this helps us understand where we can improve efficiency for our users.
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timesheet start date
Can we change the start date of timesheets, please? Timesheets are often completed after the fact and I do payroll up to 10 days ahead of the end of the month, so I have a cut-off date for timesheets so that they can be processed for payroll. This means that the last one or two weeks of the month have to be included in the following month's timesheet (on Xero) as a lump at the beginning of the month, labelled as "Previous Month". Some months include 4 weeks and some include 5 weeks, so it can't be a set date…
1 voteHi Alison, thanks for sharing this on Xero Product Ideas.
I wanted to let you know that it is currently possible to change the period of your timesheets, as they are linked to the pay frequency you use.
If your employees need to complete timesheets and you're paying them on the 15th of the month, you might like to change your pay frequency so that the pay period ends on, say, the 14th of the month. This will allow the employees to submit all of their timesheets before payday.
If you need an extra hand, you can raise a case with our Xero Support specialists. 😊
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UK Payroll: Employee group nominal settings
post gross wages and net wages to a specific nominal depending on group settings and staff settings. Have the ability to set the nominal codes in the individual employee settings.
1 voteHi Jackie, thanks for reaching out and sharing this suggestion on Xero Product Ideas.
While assigning group tracking to nominal codes isn't on our roadmap, you can achieve this setup using a couple of existing methods:
- You can assign a specific expense account directly to an Employee Earnings Rate. Whenever wages are posted using a pay item tied to a specific nominal code, those costs will automatically post to that account in your Chart of Accounts.
- Alternatively, you can apply group tracking categories to your payroll setup. Assigning employees to specific tracking groups will allow you to break down and report on your wage expenses by tracking category (such as department, region, or project) in your financial reports.
Hope this helps! If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Payroll AU: Return To Work SA Report
Can we get a RTWSA payroll report that we can automatically open and it will give us all the information we will need when we update our remuneration
1 voteHi Matt👋
Thanks for sharing this suggestion! While we don't have a dedicated Return To Work SA Report built directly into Xero, you can easily pull all the necessary remuneration and worker details using our existing payroll reports:
- Payroll Activity Summary: Filter this report by your SA Tracking Category to get a clean breakdown of earnings, superannuation, and rateable allowances for your SA staff.
- Payroll Employee Summary: Use this report to verify individual employee totals
If you have contractors who are "deemed workers" under RTWSA legislation, remember to check your ledger reports for those non-payroll payments as well.
Hope this helps with your annual RTWSA declarations! If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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