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Payroll & expenses

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651 results found

  1. Track Sole Trader Wage Withdrawals

    1 vote

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     ·  0 comments  ·  Payroll  ·  Admin →
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  2. Make creating leave requests functional when using keyboard entry.

    Currently, when I want to create a leave request, I:
    - go to the top menu, tab across to Payroll and select (4 keystrokes),
    - arrow down to Leave and select (4 keystrokes),
    - tab through to New Request and select (15 keystrokes),
    and then no matter how much I try I cannot get to select either Leave or Cash Out Leave without using the mouse.

    Then, once I have used the mouse to get the new leave request pop-up, I have to:
    - tab to the employee field (3 keystrokes)…

    2 votes

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  3. Sometime in the last week, the order in which data is presented in the Payroll Activity Summary report has changed from
    - Earnings
    - Tax
    - Super
    - Net payable
    - Actual paid
    to
    - Earnings
    - Net payable
    - Actual paid
    - Super
    - Tax

    Put it back, please, it makes no sense to have something other than Wages less Tax equals Payable. Also reinstate the highlighted total lines in this report and in the Payroll Employee Summary, I'm ashamed to send this to my client with their IAS, it's not readable enough.

    The two screenshots I've attached are…

    7 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes that matter most for you.

    We've reviewed your idea and now it's up to the community to get behind and support it.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  4. If this has already been suggested I would like to add in the payroll items an Employer Expense (not a deduction or reimbursement), similar to the way Superannuation is treated, with an expense and liability account. This would account for the BERT & BEWT that is required in the building industry.

    75 votes

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    18 comments  ·  Payroll  ·  Admin →
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    Hi team, we appreciate your engagement here and wanted to provide you with an update.

    There are many good suggestions shared in this thread on how to currently process this in Xero. Alternatively, you could create a bill to make and track these payments. Employees can then review their balance directly with the scheme provider.

    Atm, the changes required to implement this aren’t on our road map, however we’ll continue to monitor the support for this idea. We'll be sure to keep you updated if there are any changes in the future.

  5. Having a 2nd person as a Super Authoriser would be helpful when the 1st person goes on leave.

    179 votes

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    62 comments  ·  Payroll  ·  Admin →
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    Hi team, thank you for engaging with us on your needs around auto super. I want to confirm that our product team are aware of your interest in this here.

    Right now, there are a few other items that need their immediate attention, so while there are no immediate plans for developing this, it's something they'll continue to review as resource becomes available. If there is any change to share around this we'll update you all through this idea.

  6. Unallocated leave. The only leave an employee should be allowed to create is leave that has been allocated to them. Unpaid leave if it has been created is automatically an option for all employees despite them not having it allocated to them. And thus the employees choose that leave which also requires no approval, which should also be a thing, why can employees automatically give themself unpaid leave without manager approval? So 2 changes above that I'd like implemented

    5 votes

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     ·  1 comment  ·  Payroll  ·  Admin →
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  7. 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 votes

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  8. Can you please consider adding an option under Employee> Leave to sort by employee first name. You already had an option to sort by surname however it would be great to also be able to sort by first name. Thanks

    1 vote

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  9. Integrate Xero Payroll with NHS Pension Scheme.

    It will be really helpful if you have integration with NHS Pension Scheme. This may also help many GP Practices and NHS organisation use the software for both Accounting and Payroll

    11 votes

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  10. I have had a few scenarios where an employee requests leave and then I have gone into Xero and there are no requests. The employee has cancelled the request, but I have no visibility on this and so I have to reach out to the employee and check so could a notification be sent if an employee cancels a leave request before it is approved? Or if the leave request was left in Xero, but with a 'cancelled by employee' status or something? It is important to have visibility in some form.

    8 votes

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  11. I would like to be able to select the leave types in the leave balance report. As at today it gives you all leave types in the report. You cannot filter either as it only allows filtering of amount, employee group and units.

    4 votes

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    2 comments  ·  Payroll  ·  Admin →
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    Hi team, as you've noted there isn't a way to select multiple specific leave types in the Leave Balances report.

    Right now you could run the report for all leave types, and click the leave type column header to sort the leave types together.

    From here if you export to Excel you could then delete the rows of the leave types you don't want, and recalculate the totals such as amount.

    Alternatively, you can select one leave type at a time and run the report for each required leave type.

    We'll keep a track of the volumes of support this idea receives here and share if there are any updates.

  12. NZ Pay Day Filing Reminder

    To avoid missing the pay day filing requirement of two days within pay day, where an email reminder notification would be handy to pick up when a pay run has not been posted to the IRD, or if it were to be showing as an error, as the IRD penalty for missing this timing is steep.

    4 votes

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  13. Stop staff viewing salary information via the contact or the account code, this is a MASSIVE problem and is costing real money right now. I am sure we are not the only business for whom this is a huge problem!

    1 vote

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    0 comments  ·  Payroll  ·  Admin →
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    Hi Damien, we'll need a bit more information on your workflow to best understand your needs here, and this would be best raised with our support team directly as a start.

    It doesn't look like you've been in touch with our specialists at Xero Support yet, so I'd recommend raising a case with them through Xero Central where they'll be able to get more detail of your processes and if there's any recommendations they can make to help you to censor sensitive information from your staff.

  14. It would be great to have a Leave Balances report that reported in hours to match the employees' payslip balances for management to use. The current leave balances report only shows accrued leave in dollars not hours.

    6 votes

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  15. If in a 'normal' pay run an employee takes Annual Leave then Leave loading is shown as a separate line item - clear to the payroll person and the employee. However in a Final Pay run it does not show. Being consolidated with the leave sum is not obvious. Please keep to the 'normal' format, then it's clear to everyone

    10 votes

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    4 comments  ·  Payroll  ·  Admin →
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    Thanks for sharing your feedback letting us know the how important this is for you.

    We've reviewed your idea and can see it's been gaining support. We'll be monitoring the ongoing community response and will keep you updated along the way.

  16. Xero Payroll restricts the payment date to no more than 90 days after the end of the payroll period. This isn't a legal or taxation limitation, but does restrict the occassions where clients are paying payroll in less regular intervals (such as paying their entire salary annually).

    3 votes

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    0 comments  ·  Payroll  ·  Admin →
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    Hi team, while we appreciate the request here,considering compliance requirements for payroll in AU we want to be upfront that we don't have plans for changing the ability to set the payment date beyond 90 days.

    For any employees that you may pay on an annual salary basis, we'd recommend setting the payment date 90 days before the employee's annual pay date.

  17. It would be helpful if there was a payroll report which shows any variances since the prior month's payroll run.

    3 votes

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  18. UK Payroll - when an unscheduled pay run has been posted for a period it stops any updates to salaries even when a full payroll hasn't been posted. It makes sense that a full run would stop updates but only people included in an unscheduled pay run should be barred from having updates applied. For instance, with an unscheduled run posted I can't adjust starting dates or salaries for staff, and these may have changed after the unscheduled run was posted.

    2 votes

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  19. When closing a UK PAYE scheme in Xero Payroll, I struggled to locate the option to end a PAYE Scheme within the system but found guidance in Xero help resources.
    I suggest moving the "scheme cease date" box to the "HMRC" Xero Payroll Settings tab for better visibility and less confusion.
    Your step-by-step explanation was helpful, but some adjustments could enhance user experience.

    3 votes

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  20. Display number of employee's allowed depending on the subscription they're on, in the Employee list screen.

    3 votes

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