Settings and activity
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11 votes
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Yetunde Sogunle
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77 votesYetunde Sogunle
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74 votes
Thanks for your interest in being able to send a PDF of an invoice via the Xero Network.
While this isn't something we're looking to develop atm. For those in AU and NZ you could look into sending e invoices via the Peppol network.
Through e invoices you can attach and include files as well as a PDF of the invoice - See more on Xero Central
Yetunde Sogunle
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16 votesYetunde Sogunle
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19 votesYetunde Sogunle
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18 votes
An error occurred while saving the comment Yetunde Sogunle
commented
Xero Payroll should have a way to assess employees for pension enrollment without having to first post a payroll.
I also noticed that the assessment is based on the monthly salary for the initial payroll rather than the employee's annual salary. So, eligible employees who start partway through a month and earned less than the monntly pension threshold in their month are assessed as not eligible. The system then has to reasses them the following month when they earn a full month's salary and reach or exceed the monthly earnings threshold.
Xero really need to come up with a better way to do the pension assessments.
Yetunde Sogunle
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30 votes
An error occurred while saving the comment Yetunde Sogunle
commented
This report, in a tabulated format, is a standard report in all the other payroll softwares that I have used in the past 25 years. Many businesses have to submit the total earnings and deductions per each employee report to their year-end accountants or auditors. Businesses who make R&D tax credit claims would also have to provide a similar report with the monthly payroll breakdown per employee to the provider managing their R&D claim.
I'm surprised that Xero doesn't have this standard and basic report. Instead we have to run the payroll Activity details report for the year but the report is in an odd layout (like the Xero payslips) so, you end up wasting time manually collating the data into a spreadsheet. Thanks to Xero Payroll's weird reports, a 1 minute exercise becomes a time-consuming task.
If Xero won't provide tabulated annual summary reports, I wish they would at least let user be able to design and create their own reports from scratch.
Xero has a p
Yetunde Sogunle
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76 votesYetunde Sogunle
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185 votesYetunde Sogunle
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452 votes
Hey community, 👋 thanks for all your support on this idea, I’m pleased to let you know that this has been delivered for UK Payroll initially! It includes the ability to select the date range you’re interested in, and check boxes to either select all results or multiple. Then you can download your selection as a single PDF of multiple payslips.
For users in AU and NZ we know this is a highly anticipated feature, however to be open this is not any immediate plans for those teams so we’ll leave this idea open. While we appreciate it doesn’t help employers needing bulk downloads, employees can be invited into the Xero Me portal to self-serve payslip collection.
Yetunde Sogunle
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Can Xero please include the start and end dates for deductions where an employee pays a fixed recurring amount for a specific period of time.
Deductions such as Cyclescheme (Cycle to Work), Childcare Voucher scheme, Season Ticket Loans are usually a fixed amount for a period range. At present, the user must remember when the last deduction is made and manually remove the pay item from the employee's payroll profile to stop any further deductions being made. However, removing the pay item from the employee profile means that the year-to-date deduction amount in the tax year is no longer displayed on the subsequent payslips after the final deduction was made.
Example, UK Payroll, April to March tax year:
A £1,200 student ticket loan is being repaid over 10 months from May to February. A £120 per month deduction pay item is added to the employee profile from May. I must manually remove this pay item in March to avoid any futher deductionns being made. However, iremoving the pay item means that the £1,200 YTD deduction will not be displayed on the March payslip as it should.
Start and end dates feature should also be available for benefits (e.g., medical insurance) because the annual amount changes each year and, in most cases, the benefit year usually differs to the tax year.
This is a standard feature in other payroll systems. Why was this omitted from Xero Payroll?