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Sounds like you're wanting to copy the employees net pay from the pay run overview screen, but it's taking you into their payslip, Tom?
Instead you could download the payslips report by opening the required pay run, clicking 'View Reports'and selecting Payslips - This'll download a PDF with all the employees payslips included. From this, you can copy and paste each employee's net pays into your online banking. 🙂
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Tom Fuyala
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7 votesTom Fuyala
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Hi Kelly, Thanks for this suggestion. I'd think it would still be worth looking at improving this workflow. What you propose introduces a couple more steps in the process, including a new screen. It also complicates because that report shows bank account name rather than employee name, therefore often changing the order of employees - which introduces risk. What you ideally want is that the order of the employees in Xero and in your bank payments portal is identical, and what most people would be using as key is employee name I'd think that a small tweak to the screen that everyone is already on when processing payments to allow copy and paste from there would save collectively tens of thousands of hours around the world. Also I note this is in AU payroll, it's intended for NZ payroll - I don't know if that matters. Thanks!