Settings and activity
2 results found
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4 votes
Hey Sam, thanks for sharing this idea.
As you’ve found, it’s not possible to export the P11 reports in excel format. Totally understand that copying and pasting details from the .html file is a time-consuming process!
Just curious if there’s specific information required in the P11 reports that’s unavailable in our other reports?
You can find much of the same information in the ‘Gross to Net’ and ‘Payroll Activity Detail / Summary’ reports, and they do support saving as an excel file.
Let me know if that solves this one for you, and we’ll switch this one to delivered 😊
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Zoe Sterling
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.
Zoe Sterling
supported this idea
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I've just migrated from Staffology to Xero in order to unify the accounting and payroll systems. In order to create a means of reconciling payroll, we keep a manual spreadsheet of 50 staff, enter all the adjustments and make sure that the net pay on the spreadsheet tally's with payroll software. The issues are that the Activity Detail Report has headings and sub totals for every line item and instead of just showing you a list of employee names, their NI, ENI, PAYE and Net pay values, the span down the page and its hideous to scan through and find the figures you're looking for. Secondly, I used to be able to (in staffology) download excel payroll sort it in order and copy and paste the NI, ENI and PAYE into the payroll spreadsheet, then copy and paste net pay in to a reconciliation column that showed me any discrepancies, now I'd have to manually key them in from the activity details report.
I have managed to create a power query excel spreadsheet that now manipulates the messy payroll activity detail report for me into nice rows and columns with NI, ENI, PAYE, Net Pay and Employee name in separate columns.
The 'Gross to Net' report only runs for payroll that has been posted/submitted.
Tech support said it's done like this for GDPR so all info not in one report. But that's nonsense because its all in the Activity Detail report, just not in a format that is easy to understand or work with.