24 results found
-
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. 😊
-
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.
-
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. 😊
-
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…
-
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.
-
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. 😊
-
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.
-
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. 😊
-
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🙂
-
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. 😊
-
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. 🙂
-
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. 😊
-
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.😊
-
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. 😊
-
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.
-
Payroll Report - Annual Payroll Summary
A year-end payroll report which lists the employees, and provides total amounts for Gross earnings, PAYE, and all other deductions for the financial year, with company totals at the bottom. Basically it could just be a one-page summary for the year, depending how many employees there are. Most other payroll systems have the report option, and it's very important for end of year wages reconciliations.
39 votesHi everyone, it's been some time since this idea was shared. I can see there is support from multiples regions.
I wanted to provide some context around year-end payroll reports in Xero payroll.
For those using Xero Payroll in AU, NZ, and the UK, there are existing payroll reports that can be run for a full financial year and used to get an end-of-year summary by individual employees earnings rates, as well as company-level view.
If you need an extra hand on how to view these reports you can raise a case with our Xero Support specialists. 😊
-
NZ Payroll - Opening leave balance negative
When transferring from another payroll system, Xero has not accounted for the user case of an employee starting with a negative entitlement.
A lot of businesses allow employees to use annual leave as it's accrued and do not always enforce the 12 month stand-down as per legislation. As a user who has just entered 12 months of payroll information for a transferred employee, I should not then have to calculate what the balance now is.
As per other requests, there should be three fields which you should be able to enter when setting up an employee which is their current…3 votesHey thanks, for raising this query on our ideas website. If you're transferring to Xero from a different payroll software, you should enter current leave balances from the previous software.
It is possible to enter negative values as leave opening balances when moving to Xero.
For details on entering employee leave balances see our support article in Xero central. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
-
AU Payroll - Support for international SMS in Automatic Superannuation
Until this month, this was not an issue. However this month Xero has taken away the ability to send the superannuation SMS authorisation code to international numbers. What happens when you change a number or move overseas but still work for the company. Why take this away? Without discussion with your customers. If it's not broken, why is Xero trying to fix it?
11 votesWhilst it's possible to add overseas numbers as , certain countries and providers can have restrictions in place which prevent SMS messages from being delivered, unless they originate from within that country.
If you have questions around your particular situation, we can suggest raising a case with Xero Support. If you'd like to vote for similar ideas that suggest workarounds to SMS, we'd love you to add your support to : AU Payroll - Voice automated super approval for overseas & AU Payroll - Option for Auto Super approval code sent to email instead of phone
-
AU Payroll | Lock ABN in Organisation settings once STP filed
I would like Xero to automatically lock the ABN on a client's file after the first STP event has been lodged. This will prevent clients changing the ABN when they change the entity's structure and reporting STP incorrectly across two ABNs. Undoing this mess is a nightmare.
33 votesHi Everyone, thanks for supporting this idea. I wanted to provide an update on this feature.
As you're aware, it’s not currently possible to lock organisation details in Xero, as this would prevent users from correcting genuine mistakes. However, we absolutely agree that the ABN should not be intentionally changed once STP has been filed.
In April 2023, we released an STP reset tool which can be used to easily reverse all STP filings processed under an incorrect ABN or branch number.
While this is not exactly what you’re asking for, it does provide a similar outcome by making it much easier to fix these errors if they occur.
Thanks again for your feedback.
- Don't see your idea?