Xero payroll - YTD costs by employee report?

Xero payroll - YTD costs by employee report?

Didn't find your answer?

Where a client has been running his or her payroll, for me the Year-to-date Payroll Summary by Employee report is the most useful in making sure that nothing silly is going on:

1.  Ensuring the director employees are on the right salary levels and have been correctly set up as directors not employees.

2.  Sense checking the NI and tax paid by each employee to make sure nothing silly is happening with codings.

3.  Sense checking the overall bill and the PAYE / NI creditor.

All vital stuff in year-end preparation, in this case for a 31 January 2016 year-end.  Well in Xero there are various reports which look as if they might do the job, but in the filters none seems to me to have an option to look at the report by employee.

Following another thread about Xero payroll, I suspect the answer is that this report does not exist which is pretty grim right now for me, but even grimmer I suspect for anyone who has already Auto-Enrolled.  But I live in hopes that someone from Xero can post up details of how to run it.

Replies (7)

Please login or register to join the discussion.

avatar
By cparker87
16th Dec 2015 15:30

I don't use Xero Payroll

But you could probably knock together a quick Pivot (or Power Pivot) to run the report(s) requested from a "Detailed Accounts Transcation Report" in Xero.  EDIT: after taking it to Excel of course. 

I do that to slice and dice the data all the time. 

Thanks (1)
Chris M
By mr. mischief
16th Dec 2015 16:22

yes thanks will do

Yes thanks that should work.  I will probably be able to work out from that why the Xero payroll report globally does not tie in to the trial balance, too.

Thanks (0)
avatar
By cparker87
16th Dec 2015 16:23

Still annoying

It is still quite an annoying report, depending on what it is used for.

E.g. it doesn't drawdown depreciation entries that have been posted to GL.. 

 

Thanks (0)
Chris M
By mr. mischief
16th Dec 2015 19:43

The official answer from xero

"At the moment, year end reporting isn't available in Payroll in Xero.

Our Product Team are currently working on including this reporting in Payroll in time for the tax year end 2015/16. However, we're not able to provide a time scale for this at the moment."

Tick tock tick tock....

Is that the HMRC clock ticking down to the tax year-end?  Or the timer on a bomb which will explode in the middle of the Xero profit and loss account when HMRC start dishing out the fines in May or June?

 

 

Thanks (0)
Chris M
By mr. mischief
16th Dec 2015 19:49

Question for Xero users

Has anyone who uses Xero payroll submitted year-end accounts for a company whose year-end was after 6 April 2015 but before today?

If so, how did you satisfy yourself that the trial balance payroll entries tied back to what was submitted to HMRC?  I'm going to be running pivot tables to sort out the mess my client has produced, having been seduced by the fancy Xero marketing spiel back in April.  I very much doubt if my client or his book-keeper would have a prayer of running pivot tables, sorting out why the trial balance does not agree to the cumulative payroll totals, and why the PAYE creditor does not agree to the P32 less payments made.

If anyone from Xero is reading this, have you alerted payroll module users to these issues you have?  My client confirms he has had no such alerts, in my view they are now well overdue.

 

Thanks (0)
Man of Kent
By Kent accountant
16th Dec 2015 20:26

I'm a big fan of Xero

I don't use Xero payroll though - clunky, costly and lacking in reporting functionality.

Why look beyond Moneysoft? Just one simple journal entry every month to get the information reported correctly in Xero.

Thanks (0)
Chris M
By mr. mischief
16th Dec 2015 22:22

Not my choice

My supplier of choice is Able, though my sub-contractor book-keeper uses Moneysoft and I have to agree that it is more intuitive.  Both have great integrity, and the reports enable you quickly to make sure the balance sheet and P&L all stack up etc.

Xero came to me via a new client of 2 months ago, so his decision to pick Xero was made 10 months before he became a client.  If I had been his accountant in March, I am 99% confident I would have kicked the Xero tyres hard enough to identify that:

1.  They were punting a half-written (if i am very generous) product, and

2.  That they had previous form in punting half-written stuff and crossing fingers.

So I would at that stage very strongly have advised him to stick with Sage, or if he really wanted to switch then go Moneysoft or Able.

At this stage we are looking at doing that for 2016-17 as my confidence in Xero payroll has been utterly shattered.

Thanks (0)