UK Payroll - Journal summary
I would like to be able to firstly differentiate my payroll journals from other journals and then produce an end of year report of the payroll journals.
How you could facilitate this:
-Tick box on the journal to identify it as payroll related.
Alfie Ansell
shared this idea
Thanks so much for taking the time to share this idea with us.
This is already possible today using report filters. When you run your journal or account transactions reports, you can filter the results to show only payroll journals, for example by using the narration filter to isolate your payroll-related entries.
If you’re creating manual journals for payroll amendments, we’d also recommend using a consistent naming convention in the narration that’s similar to your automatic payroll journals. That way, all of your payroll-related postings (automatic and manual) can be easily grouped together using the same narration filter. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Eleanor Hawkes
commented
This is such a good idea! I would find this extremely useful
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Lauren Bone
commented
This is a brilliant idea, think it would be very beneficial to users!
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Tasnia Begum
commented
This is an incredible idea and will transform the software!