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658 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
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Diana Heywood
commented
Please could this important feature be added as a matter of urgency. Your nearest competitor (Quickbooks) has this feature and therefore it should be a priority for Xero and a matter of courtesy for loyal clients of Xero that wish to leave for their own specific reasons.
Diana Heywood
supported this idea
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59 votes
Hi everyone, thanks for sharing your feedback. We appreciate you explaining how important access to reports on draft pay runs is for your workflows, especially for client approvals and pre-submission checks.
Our product team is currently looking into payroll reporting improvements as part of a wider review, however adding additional reports to draft pay runs is not something that’s on their foreseeable roadmap.
Currently you can download payslips, P32 and Payroll Activity Details/Summary reports from draft pay runs. These provide a breakdown of employee earnings and employer liabilities, which can be used for pre-checks before submitting your pay run to HMRC.
Please continue to support other ideas, as this helps our product teams know what's important to you.
An error occurred while saving the comment Diana Heywood
commented
We would like a Gross to Net report that can be produced whilst the payrun is in "draft" before being finalised. This is so that the report can be sent for client approval prior to the payroll being finalised. Is this possible.
Although there is the detailed report, it is not in an easy to read format ie all on one page as with the Gross to Net report that can be generated for all Posted payruns.Diana Heywood
supported this idea
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Thanks to Campbell Green for trying to explain and resolve this query that has been ongoing for years. What I struggle to understand is that Quickbooks Online already has this bulk export facility of attachments. If the technology is as difficult to build as described, why can Quickbooks Online do it and Xero can't? You would imagine that Xero has the resources to buy the know how from Quickbooks if they can't develop it themselves? Quickbooks exports excel attachments into zip files so would still need to be manually printed but most people don't need an instantly readable picture of all the files, they just want access to those files should they/HMRC wish to look at any of them in the future.