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AU Payroll - Filter superannuation payments screen

Multi select or more filter options when processing superannuation payments. This would expediate processing super payments for large employers. For example, you should be able to filter the super payment to show only last month super and select all and submit for payment. At the moment, if we want to process the previous month's super, we have to manually unselect each employee super that relates to the next month or quarter that we aren't required to pay yet.

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Madeline Gasparroni shared this idea  ·   ·  Report…  ·  Admin →
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  • Adele Whiting commented  ·   ·  Report

    Agreed this is a great idea, the 'payment date' of the payroll would also be beneficial to help balance the amount outstanding with the balance sheet liability

  • Paula Wyeth commented  ·   ·  Report

    I also think that if we need quite a lot at once, but not all outstanding, we should be able to tick the say box 1 then tick box 20 and all in between would automatically tick. When doing large payrolls, it takes too long to tick 4 weeks worth of pays when not wanting to include the first pay run of the next month.

  • Melanie Louth commented  ·   ·  Report

    It would be great to be able to filter by the PAYROLL DATE not just the DUE DATE for Superannuation Payments.
    This would make it a lot easier when creating smaller super batch payments.
    Currently, we pay our 100 staff's super each month (30 days after) and this means I need to manually click next to each individual payment line. I can multi-select all, but that will select every single line for all months.

  • Rochelle Spencer commented  ·   ·  Report

    I agree Madeline.
    Many of my clients prefer to lodge monthly and it is a painful process to manually select the pays to be included.
    The other issue is that the pay period end date might be in one month but the payment date in the next month.
    Whilst this might not cause any issues if contributions are included before they were intending to be paid (eg; pay fortnight ending February, paid in March but included with February super payment); it becomes an issue if you commence lodging super through Xero partway through a quarter and need to ensure contributions lodged outside of Xero are not paid again, or missed entirely.
    This happened with one of my clients who commenced lodging super through Xero with the March 2023 contributions.
    Unfortunately, pays with a pay period ending in February were not included in the March 2023 lodgement as it was not realised that they were paid in March.
    As a result, approximately $1,700.00 in penalties have been imposed on the SGC statement completed.
    Xero, it would be really appreciated if you could look at amending the filter options on super lodgements.