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'AU Payroll - Option to allocate employee salary across different departments' has been merged into this idea

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AU Payroll - Assign multiple tracking categories to pay items

Create the ability to allocate payroll items (eg Wages & Super) to multiple sets of tracking categories within payroll.

The only way that wages can be allocated to tracking categories is via timesheets or Journals (and only one set of tracking categories is able to be included in the timesheet).

This would be really helpful for many NFP's who require the ability to use two sets of tracking categories for all their expenses including Wages & Super (One set of tracking categories for departments and another for funding sources/grants).

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Matt Withers shared this idea  ·   ·  Report…  ·  Admin →
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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Heya team, thanks for all your input here. We hear you, and understand that being able to assign multiple tracking categories to pay items would improve your reporting capabilities, and simplify tracking costs for various projects, locations, or departments.

For now, we’d suggest using manual journals to split and reallocate payroll costs after a pay run. Alternatively as some have shared, you could create specific pay items for each tracking category combination, although we recognise this may not be suitable for all.

While this isn’t in our plans at this stage we understand the rationale here and will consider how tracking works within payroll closely as we continue to develop our roadmap.

If there are any changes or news for tracking in payroll we’ll be sure to update you of this here.

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  • Jodi Stephenson (Numera) commented  ·   ·  Report

    Agree. I created tracking categories for each state, thinking I could utilize them to generate a Payroll Employee Summary and filter it by state for payroll tax purposes. Nope!

  • Samantha Harrison commented  ·   ·  Report

    AU Payroll - Option to allocate employee salary to project costs.
    We have run into the same issues. Processing a Payrun through ABA and Xero not then being capable of reading the ABA data from the pay run to allocate the individual wages to a project cost. Xero Support say its for anonymity - there is a huge need clearly for years to seperate the individual transaction value to Head office, admin costs, or project cost. It makes zero sense as Xero is creating this ABA Data and subsequently the journal data in the first place. Why wouldn't it be a priority to close the circle correctly and have the details for the payment listed within the journal entry

  • Timothy Belcher commented  ·   ·  Report

    I’m from NZ and this is essentially

    I need to allocate all costs and expenses to three different salon locations

    This includes payroll

    I can put employee into categories/groups. BUT I can pull a report that has these groups for payroll.

    This is crazy

  • Zac Zdrinis commented  ·   ·  Report

    Add this!! i am only new to Xero, and this was one of the first things I picked up. How has Xero ignored superannuation as an expense that needs to be allocated just as wages and salaries are? This is soooooooo frustrating.

    Simply put, all expenses and income need to be able to be tracked to any category.

  • Alex Scobie commented  ·   ·  Report

    Please add this to the bottomless void that is Xero feature request.

  • Ben Parker commented  ·   ·  Report

    We run a weekly payroll and I'm really bored of having to do manual journals every week to correctly allocate payroll into two tracking categories. It also makes the transaction reports look really messy as there are lots of in/out transactions.

    Surely you can switch on two tracking categories for payroll and save my sanity??

  • Accounts Accounts commented  ·   ·  Report

    This is critical and vital!
    Employees do work on different aspect of the business and it would be really, really helpful to be able to track the different aspects.....also multiple tracking categories is important.. Need this asap!

  • Melanie Gaud commented  ·   ·  Report

    Surely! this can be built into the payrun where one could assign a line item towards a tracking category - so split timesheet hours against multiple categories. I feel like this could definitely be built into a payrun, much easier than reinventing the wheel .... so,
    Pay Employees | +Add Payrun | edit employee lines...

  • Tammy Denaro commented  ·   ·  Report

    The ability to assign categories to unscheduled pay runs is also required. It would be ideal if Xero took a leaf out of MYOB's book and allowed you to add additional lines in the pay run payslip to split costings, timesheet tracking is clunky and no matter how you try to split it, there are still issues with super and leave not tracking correctly.

  • Kellie Carmichael commented  ·   ·  Report

    We really need this for costing our departments, projects and grants! It is so time consuming having to allocate superannuation separately. Superannuation should be allocated when wages are allocated. They are linked. One would not be payable without the other!

  • Melanie Gaud commented  ·   ·  Report

    This is really important to be able to change tracking categories each week within our wages.

  • Marianne Nair commented  ·   ·  Report

    In MYOB, under Payroll details tab and Salary and Wages tab, you can select a Wage expense category (account) for each employee. This is really handy if we have lots of staff and different departments. In Xero, we can allocate a specific tracking category eg. Cafe, Factory, Admin, but not a specific Wage expense account for each employee. So all wages are allocated to the Wages and Salaries account, and each month I need to do a manual journal to reallocate to the correct wage expense accounts. Eg. Reallocate Wages and Salaries to Wages and Salaries - Admin, Wages and Salaries - Factory, Wages and Salaries - Cafe. Unfortunately when running the Balance Sheet report and applying filters, it shows a negative amount under Wages Payable - Payroll account, and a Tracking Transfers account with a positive amount. These figures cannot be hidden either. Having each employee with a specific wage expense account would be brilliant!

  • Reggis Rego commented  ·   ·  Report

    I would like to second Matt Withers idea. It would be helpful if two sets of tracking categories can be included in Payroll so we can effectively generate the required information in Xero at source.

  • Janet Elmes commented  ·   ·  Report

    We can categorise invoices into two tracking categories so why not payroll?

  • Nicole Mackenzie commented  ·   ·  Report

    We are a not for profit and I spend so long each month journaling the wages and super! Makes me want to go back to Reckon!

  • V Fraser commented  ·   ·  Report

    Agreed - spend sooo much time figuring out what hasn't been assigned a tracking category in wages, it's not just the leave & super but items added that aren't on timesheets like allowances.
    Totally painful and such a waste of time!

  • Ann Groves commented  ·   ·  Report

    We really need to track hours between jobs but then also to be broken up in cost codes (tasks in the job)

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