Set up your organisation with payroll – Xero Central.Xero Payroll Feature: What You Need to Know – Approved Accounting

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GOTW | Xero: Process Pay Runs | BWR Accounting.

 

The unscheduled pay run creates an empty payslip so you can fill in the relevant information. Click Post. You can do this after 19 April for your employee's previous year-to-date figures in Xero.

You can't create an EYU if you've posted a pay run that falls after 19 April in the new tax year and contains a payment date in the previous tax year. You need to revert pay runs that match this criteria, then delete them. UK website to submit your changes.

To reconcile the differences submitted in the EYU, you need to post a manual journal to the General Ledger. UK website.

Remove any existing EYU drafts for the pay calendar you want to use. Only one EYU can exist for each pay period. Click Update in the row next to any employee you want to include in the submission.

Review the year-to-date figures for the selected employee and overwrite them with the corrected year-to-date figures to show the Difference to submit. You can't enter a negative figure. Click Reset to revert any changes to the original filing amount. The original filing is displayed in the Difference column. Click Done to complete details for that employee. In the Payroll menu, hit Pay employees.

You can now save this file and import it directly to your chosen internet banking platform. Email your employees their payslips. You can also do this with historical payslips, as well. Go to the Payslips tab and click on Payslip History. Here you can download any historical payslips, save them as PDFs, and send them directly to your employees. Go to the Accounting menu, click on Bank accounts , and select Reconcile xx items for the bank account from which you made your payroll payment.

Find the statement line that represents that payroll payment. Go to the Create tab and create a spend money transaction. Enter the necessary transaction details. What is the account to which you code your payroll transaction, which should match the one selected in your payroll settings. Click OK. The final word If payroll has been the part of your business that has always made you uneasy, or cost you too much valuable time, then we recommend switching to Xero payroll.

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Get Free. Knowledge is the key to business success. Sign up to read the latest news and insights. Site by EngineRoom. Click Save and then click Close. From the draft pay run, click Post Pay Run. Click Yes to confirm your pay run. If you've opted in to Single Touch Payroll, you can now:. Add types to allowance pay items in your pay run. File your employees' pay and super with the ATO. You can then pay your employees. When you post a pay run, you might receive one of two error messages:.

Xero counts the total number of employees paid in a calendar month based on the payment date of the pay run. This includes terminated employees who receive their final pay midway through the month. You can increase the limit by changing your pricing plan. Set up or change an employee's payslip. Xero produces payment files ABA files for download.

You can import these files into internet banking and use them to make batch payments. If you're not paying your employees through batch payments, you'll need to pay them another way. You could use cash, cheques, or make individual online payments. After paying your employees, you can email their payslips directly from Xero.

Alternatively, employees with access to Xero Me can view and print payslips themselves. Save the file and import it into your internet banking.

 

Run payroll on xero -

 

If your business requires specific dates, you can add additional days. You can then assign the relevant holiday groups to your employees. Set up your pension scheme so you can process pension payments.

Once your scheme setup is complete, Xero creates the employee and employer pension pay items. You can retrieve your scheme details and electronically file your pension contributions. Add pay items for any earnings, benefits, deductions, reimbursements, time off, and earnings orders that make up your employees' pay. If you switch to Xero Payroll midway through the tax year, add your organisation's opening balances so they're included in your year-to-date totals.

You might need to refer to the last submitted Employer Payment Summary EPS from your previous payroll software for these figures. Posting a pay run, even without employees in it, automatically submits your filings to HMRC. You can view the journal report by searching for the pay run payment date. Ask our community of customers, accountants and bookkeepers.

Skip to main content Search icon Search Xero Central. Overview Choose your bank account and account codes where you record your payroll expenditure and liabilities. On payslips, you can choose to show or hide an employee's annual salary or employment basis. You can also add a company logo.

From the Organisation tab, under Payslip Options , select:. Show Employment Basis checkbox to show if an employee is full-time, part-time, casual, labour hire or on the superannuation labour stream. Add a pay calendar to control how often you pay your employees. See how to add an employee for pay runs. See how to generate payslips. See payroll apps in the Xero App Store. Start using Xero for free.

Email address. What to explore next See all features. If an employee's start date falls during a pay period, Xero will pro rata their pay based on the number of working days.

From a draft pay run, click the employee who needs a pay adjustment. Click Add [pay item] for the adjustment type you want. Optional Click the Memo button to add a personal message on the employee's payslip. Click Post. If you've set up automatic enrolment for your pension scheme, or upcoming re-enrolment date, we'll alert you in app if you need to enrol or re-enrol any employees before you complete the pay run.

The following options can be completed in one pay run:. Once you've updated these fields, click Confirm to post your pay run. When you post the pay run, Xero automatically submits RTI filings to report your employees' pay to the government.

You can also post a pay run without employees in it to submit your filings to HMRC. Xero also calculates the amount of tax and national insurance that's due for each employee, and sends that information to HMRC in an Full Payment Submission. To see your contributions to each employee's pension scheme and the amount you'll need to pay their pension provider, run a Pension Contribution report.

If you've set up your organisation to process payments using a bank payments file and entered bank account details for your employees, download the payment file from Xero and import it into online banking to pay your employees. A Faster Payments bank file allows you to submit and process payments on weekends and public holidays, with a relatively fast processing time of two days.

A BACS file can only be submitted between Monday to Friday, excluding public holidays, and takes three working days to process.

   

 

Adjust previous payroll payments – Xero Central - What's next?

   

From New Pay Run , select a pay period. Click Process Pay Run and check the pay run dates. Optional In the Payslip Message field, enter a message to show at the bottom of all payslips. Adjust an employee's pay not contractors If needed, adjust an employee's earnings, deductions, taxes, reimbursements, superannuation and leave before posting a pay run. From a draft pay run, click the employee who needs a pay adjustment. Click Add [pay item] for the adjustment type you want.

Enter an amount to add or deduct for the adjustment. Enter an amount to add or deduct. Post a draft pay run. Click into the draft pay run.

Click Post. When prompted, click Post again to confirm your pay run. If Xero doesn't list your bank, you'll need to pay your employees another way. You can also edit the details of existing pay items or remove them. Click Save and then click Close. From the draft pay run, click Post Pay Run. Click Yes to confirm your pay run. If you've opted in to Single Touch Payroll, you can now:. Add types to allowance pay items in your pay run. File your employees' pay and super with the ATO.

You can then pay your employees. When you post a pay run, you might receive one of two error messages:. Xero counts the total number of employees paid in a calendar month based on the payment date of the pay run. This includes terminated employees who receive their final pay midway through the month. You can increase the limit by changing your pricing plan. Set up or change an employee's payslip.

Xero produces payment files ABA files for download. In the dropdown menu next to the search field, select the tax year. If the submission needs to be resubmitted, click Revert EYU to turn it into draft and update the details. Ask our community of customers, accountants and bookkeepers. Skip to main content Search icon Search Xero Central.

How it works. Adjust a processed pay period using an unscheduled pay run In the Payroll menu, select Pay employees. Select a Pay calendar , the relevant Tax year and Pay period to process a correction. To process a correction for: Current employees — select the pay period to correct in the Current employee corrections menu Terminated employees in the past year — select the last processed period for the employee in the Past employee corrections menu Click Create.

Optional In the Payment Date field, select a date to pay your employees. This date determines which financial period the pay run is reported in. If there are no payments being made, you can leave the date as is.

Repeat for each employee included in the pay run. Click Process Pay Run. Check and approve any draft timesheets 6. Optional In the Payslip Message field, enter a message to show at the bottom of all payslips i.

Merry Christmas. Adjust an employee's earnings, deductions, taxes, reimbursements, superannuation and leave before posting a pay run.

For example, you can add to an employee's earnings by giving them a bonus or you can manually adjust their employee taxes. From a draft pay run, click the employee who needs a pay adjustment 2. Enter an amount to add or deduct for the adjustment 4. If an employee has taken leave during the pay run period and you know what they would have earned if they had worked, you can adjust their Relevant Daily Pay leave rate.

Otherwise, click Use Average Daily Pay. Sick leave, bereavement leave, public holidays, alternative holidays and employment-related education leave is initially calculated on RDP based on the employee's base rate. The rates for these can be edited, but you can't edit the ADP rate.