Annual Limit for Reimbursements

We’ve heard your requests for setting an annual limit for custom reimbursement items and are happy to announce that this feature is now available. This new feature allows you to set an annual cap that applies to the cumulative value of reimbursements from both self-service requests and payroll administrator capturing.

If you wish to use this feature, you’ll first need to contact our Support team, as this is currently a free-of-charge opt-in feature.

Once the feature has been enabled, a new field called Reimbursement Limit Type will be available when creating or editing a custom reimbursement item. If you change the dropdown menu for this field from “Unlimited” to “Fixed per year”, a new field called Annual reimbursement limit will appear. This field allows you to set the maximum that can be reimbursed for this item per employee per year.

Once the limit is set, approvers will not be able to approve claim requests that exceed this limit (although employees will still be able to submit the request) and payroll administrators will also not be able to capture values for this payslip item if it exceeds the annual limit.

We hope that you love this new feature and that it helps make managing reimbursements even easier. For more information on custom items, head to this help page.

As always, please feel free to reach out if you need any assistance.

Team SimplePay

Customise System Items

SimplePay is all about you, our users. So when you asked for more power to customise the system to suit your payroll needs, we listened. We’re delighted to announce our latest feature – the ability to create custom items that follow the same tax and payroll rules as system items.

This new feature allows you to:

  • Create multiple items of a certain type:
    • Monthly Commission
    • Non-monthly Commission
    • Employer Loans
    • Savings
  • Customise the names of these items. For example, you may want to differentiate between different types of commissions.
  • Map different versions of a specific type of item to different Xero accounts. For example, you may want to give an annual bonus to two different employees but you want one of them to be mapped to an account in Xero called “Director’s Costs” and the other to an account in Xero called “Employee Costs”. You can add the bonus to the payslips as two different items.

How does it work?

When creating a custom item (Settings > Custom Items > Add), there is now an option to select create a copy of an existing system item. Select the system item that you wish to use and give it a custom name. You can then add it to your payslips in the same way you would the system item of that type (Regular Inputs or Payslip Inputs).

Read our help page here for more information on creating custom items.