Settings and activity
13 results found
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83 votes
Hi team we appreciate the feedback and interest in adding the Tracking Summary report to Report Templates here. Being upfront this isn't something we have plans for.
However, we've made a recent update to enable you to adding a custom Tracking Summary report to Adviser packs which may meet some of the needs here.
I see there's also been mentions in this thread of users that'd like to add payroll report to report templates and I wanted to highlight this idea that I'd recommend adding your vote for if of interest. Thanks!
Pauline Sowemimo
supported this idea
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52 votes
An error occurred while saving the comment Pauline Sowemimo
supported this idea
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65 votes
Hi everyone, thanks for providing your thoughts on this idea. We appreciate you sharing how important a CSV payment file is, as some banks don't accept the BACS file.
You might have seen from a related idea that our product team is currently testing a new feature to allow direct wage payments from Xero payroll.
While this is not exactly what you’re suggesting, an integrated payment feature would defeat the need for manual payment file exports. We'll be back to share more updates on this.
Pauline Sowemimo
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18 votesPauline Sowemimo
supported this idea
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2 votes
We're grateful for your engagement in product ideas and letting us know how adding bank details to the SA100 would be useful to you.
Being open this isn't something we have any plans around right now, however we'd like to gather interest from community through your idea here. If there are any updates we'll share with you, here.
Pauline Sowemimo
supported this idea
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7 votes
Hi all, thanks for sharing your feedback on this as an idea. Our team are currently working on developing SA801 Property Income pages within Xero Tax(UK). I'll be back to confirm once this available, here. 🙂
Pauline Sowemimo
supported this idea
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7 votes
Thanks for your support in this idea, everyone. While this isn't in our plans atm we're continuing to review the ideas from the forums here.
We'll keep a gauge on the interest for SA102M Ministers of Religion and let you know if there are any updates for this, here.
Pauline Sowemimo
supported this idea
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82 votes
Hi everyone, our product team are looking for partners to take part in a beta for partnership tax for ordinary partnerships. If you have any clients you think would be suitable, please fill out this expression of interest form and our team will be in touch. Thanks!
Pauline Sowemimo
supported this idea
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An error occurred while saving the comment Pauline Sowemimo
commented
Would be great to be able to use xero tax for Partnership LLP Accounts and Tax. When will this be available. 2025 I hope...........
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12 votes
Hi everyone, thanks for your interests in the SA900 through this idea.
We understand how returns for Trusts would be beneficial in Xero Tax (UK). This isn't in our immediate roadmap, but we're keen to continue tracking the interest for this from community through the idea. If any progress is made we'll share an update for you all here.
Pauline Sowemimo
supported this idea
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13 votes
An error occurred while saving the comment Pauline Sowemimo
commented
It would be great to have a payroll template that can be customised similar to (import bank statement) to use for bulk upload of employee pay especially where salary changes every month and there are various pay items on the payslips.
We have clients who have multiple pay items for over 120 employees every month so the pay is never the same. A template similar to that used for manual import of bank statement will be ideal and would reduce the time it takes to do the payrun.
Pauline Sowemimo
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5 votesPauline Sowemimo
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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 Pauline Sowemimo
commented
Yes draft gross to net report in excel format will be great to review pay runs before final submission to HMRC. The current pdf is quite cumbersome to check especially where you have large numbers of employees.
Pauline Sowemimo
supported this idea
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10 votes
An error occurred while saving the comment Pauline Sowemimo
commented
Yes this will be really handy and also for clients to be notified when we upload files as well
Pauline Sowemimo
supported this idea
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Currently, there is no functionality on xero payroll to download CSV for multiple employees details (clicking the three dots to download a CSV) is designed to work for individual employees. However, it would be great to have the ability to generate the report for all employees, both current and historical, in one go instead of one by one. This will save on time and make the payroll reporting experience less tasking.