AU Payroll - Sort by Surname
To be able to sort Pay Employees by Surname and it holds them in that order instead of refreshing
Hiya community, thanks for your support in this. Totally get why you may want to set the default view to sort by surname in Payroll. Being open, with many of the teams resource working hard to fine tune payroll for STP phase 2 there are no direct plans for developing the option to set a default for sorting of employees atm.
To confirm, right now from your list of employees you can click on the column header to sort ascending or descending alphabetically - So, once on the screen you can click Last name to sort your employees by this column.
We'll update again if there's any change planned.
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Vicki Caban commented
Yeah - we all know that already... the problem is that it keeps defaulting back to sort by First Name so you have to keep clicking the Surname header to get the list back into Surname order ... it is VERY frustrating and time consuming having to re-sort the list every time you do something... why can't you just give the option to have surname shown in the first column and default back to that each time instead of First Name... it's pretty standard practice...!
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Lisa Wegner commented
Pretty sure we're all aware of being able to "sort", however it always reverts back to christian name when you've finished the particular screen you're on, or whenever a screen/page is refreshed, so still not achieving what we need this software to achieve!! Nowhere else and no other software automatically sorts by christian name, so why is it so difficult for Xero to fix this issue ??
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Michelle Ervin commented
Sure you can sort it, in one window, but you can't work inside the payroll run in surname order by using the "Next" function after updating someones timesheet record for the payrun. It just defaults back to First name.
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Liam Thomas commented
My CRM software that records hours is sorted by surname and it would make payroll far more efficient if xero did the same!
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Mim Khoshaba commented
It creates less confuison if in surname order
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Nicole Cummins commented
I am astonished that we have to even be voting on this!!!
I thought it was a common sense fix
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Emma Rosenblatt (Accounts) commented
Super annoying we cannot do this!
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Johanne Brigham commented
It is a real pain that Xero lists employee names alphabetically by Christian names when the rest of the world does it by surname, including ATO. It is a complete nuisance.
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Selwyn Aldred commented
I need surname or employee or Employee Number.
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Rebecca Forster commented
All other systems and current employee records are sorted/filed by surname. Would make sense and be consistent with filing principles to have Xero sort by surname and to hold that setting.
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Liz James commented
Only payroll system I know that sorts by first names - too much time is wasted as a result
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Rebecca McGinty commented
First names can be really inconsistent. Bob/Robert, Becky/Rebecca, Liz/Elizabeth, payroll really should be via surname.
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Aileen Candy commented
How many votes does this have to get before it's actioned... I believe people have been crying out to Xero about this since 2019 or earlier... COME-ON... Xero, listen to those who use the package. Action urgently needed.
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Helen Holley commented
Make life a lot easier if this option was available for all of my client base.
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Aileen Candy commented
Such a PAIN that it keeps sorting on first name - not just in payroll but all over. Hard copies are never sorted on first name and neither are any other programs that I know of... Ridiculously cumbersome when shifting data - every report I export to Excel so I can change the order. PLEASE Xero - LISTEN to your clients and do something about this.
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Michelle Macdonald commented
It seems like such a small fix would make such a difference - it drives my Managing Director crazy & I have to resort everything to match the reports based on christian name. If MYOB can do it surely Xero can do it better.
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Lisa Wegner commented
Xero - it's about time this easy fix is instigated......don't see anyone that thinks it's a bad idea / not important !!
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Leesa Thomas commented
It is a critical issue. Looking forward to the update soon.
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Joanne EGGINS commented
The ability to sort by surname is the best professional way to do business and aligns with all other programs. Is this in Xero planning stages?
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Cate Crichton commented
Come on Xero - please update your system to run by surname. Every other payroll system runs like that