Custom payroll reports
It would be good if payroll reports could be customised, i.e. after making a change to an existing report, such as Gross To Net report, the new template could be saved as a Custom Report.
At the moment, it isn't possible to save the updated format, so I have to make the same changes to the standard report every month.
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Kate Burland commented
As an extension of this request, I would like to be able to export payroll reports to excel - currently they are all automatically pdf and I can't opt to export like other reports in Xero.
Additionally the standard reports do not show the information I require. For example, the P32 is so small you can't read it. It does not have the month number included (UK, January is month 10. I have to start at April each time to check!). Then PAYE is listed as Income Tax. It is not income tax, it is PAYE! The employer and employee NIC are added together - I need to see them separately for my accounts and payments but there is no report where this is easily shown. I have to go to payroll detail reports than calculate manually. Because I can't download into excel. Plus the summary and detail reports are not useful as there are no totals - the summary total shows no specific detail for individual employees but the full detail for the employee shows no totals. Which would be ok if I could download into excel to calculate. So I have to calculate manually. I have to say everything else about Xero is great but the payroll is horrid. I have just moved from Sage and am beginning to regret it.... please someone check how easy Sage is and try and make Xero similar. Or simply allow us to download reports into excel! I will provide copies of Sage reports if required
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Ian Waring Green commented
This, in common with a number of other requested items has been going on for over a year now, with absolutely no response from Xero.
If we weren't so heavily designed into this wretched system, I would love to ditch it, but I suspect that the developers know this and therefore couldn't give a stuff about their customers. Please WAKE UP, Xero -
Katrin Richter-Scaife commented
we need this done so we can easily upload csv with all necessary data onto our super clearing house. Currently have to enter everything manually which is very time consuming.
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Elaine Hardy commented
This would be a great feature for our clients. I understand that payroll reports contain sensitive data, and therefore probably can't sit in the customized folder, but it would be great if there was a solution.
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Gael Beddoes commented
I have commented before but I am certain that you could previously edit a payroll report and save it. I had a customised version of the Gross to Net report for ages as I need a specific column order and also can omit lots of the columns for my reporting. I don't understand why a previous functionality has been withdrawn.
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Ian Waring Green commented
I would sadly agree with the last comment about filing things in the "too hard" basket - it seems that xero is only interested in prettying up and changing its existing reports (not often an improvement, BTW) rather than acting on simple requests often many years old. The developers could do with having to use their own software for a bit...
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Anne Norman commented
@Parker adam - you obviously havent been using Xero for long. Critical needs are simply put in the too hard basket by Xeros so-called "support" ........
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Parker adam commented
This is a fantastic idea. Custom payroll reports would be a game-changer for small businesses using Xero. It's great to see Xero's platform evolving based on user suggestions. Such reports would undoubtedly provide valuable insights and flexibility.
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Lia Perre commented
I would really like a custom report that allows us to see actual salary and superannuation amounts paid in the calendar month despite when the pay run was paid.
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Sandy Gillespie commented
It would make things much easier each month to split our PAYE payments between departments and bank accounts.
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Letitia Kowski commented
As reporting Wages for QLEAVE especially in the Community Services industry this is A Critically required report that I can show as a summary of employees and what their Gross Wages is summarised by for all employees, not having to do it ONE BY ONE.
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Amanda Darby commented
I would also like to be able to save a custom report rather than changing it every week
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Anne Norman commented
Why oh why can't Xero have the functionality to create custom reports? Even basic reports require downloading to Excel and data manipulation. For example - Payroll Tax. To create a report to allow calculation of payroll tax is an exercise in frustration with Xero. Other packages allow you to create the report once and then save it as a custom report.
Just another field where Xero has really dropped the ball. -
Leah Fox (Baker Tilly Staples Rodway) commented
A custom deductions report using the pay history report would be ideal for weekly reporting for withheld staff deductions as there is no reducing balance option for deductions.
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Vaitheeswaran Ramaswamy commented
Will Payrun Summary report help? It gives the summary info without details.
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Helen Christopher commented
It would be useful to be able to print a gross to net payroll summary before posting the payroll.
We prepare payroll for clients and they don't really like to detailed report as it is long-winded, but like to see a summary of each employee's gross to net pay to check before confirming that they are happy for us to post the pay run. -
Ian Waring Green commented
Hear! hear! It adds time and frustration to have to customise the Gross to Net every time.