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Reporting: Account transaction report - Filter to pick up Payroll & Super transactions

In the account transaction report I would like to use the source filter to pick up Payroll & Super transactions only, however there seems to be no option, it would be great if there was one

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Lana-Michelle Noftall shared this idea  ·   ·  Report…  ·  Admin →
Existing functionality  ·  AdminDavid Reynolds (Admin, Xero) responded  · 

Hi everyone, thanks for your feedback on being able to filter the Account Transactions report on Payroll Journals only. While there isn’t a dedicated Source = Payroll Expense Journal filter, you can achieve this outcome by filtering on the Reference field.

To see only Payroll Expense Journals in the Account Transactions report:

  1. Add a Filter.
  2. Under Reference, Type: "Payroll Expense Journal"
  3. Run the report.

If you need an extra hand you can raise a case with our Xero Support specialists. 😊

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  • Belinda Coombs commented  ·   ·  Report

    Yes, it is incredible that there is no way to print a payroll journal.

  • Kim Fay commented  ·   ·  Report

    The employee details payroll reports in Xero do not include TFN, banking or super fund/member details.
    They are incomplete employee detail reports.
    This would be useful when new payroll providers / payroll apps are beign employed.
    Plus to check all employee details are correct.
    Please kindly consider including this information. Only those who have Xero Payroll access would be privy to this sensitive information.
    Thanks