1590 results found
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Reporting: Executive Summary - Option to exclude accounts
In the executive summary report, could there be an option to exclude certain accounts similar to the business snapshot report. For example I would like to exclude the distribution of profit accounts in partnerships as this shows a false profit of $0.
Also can the variance also be expressed in a $ value in audition to the percentage value.
Apart from that Loving the reports
1 vote -
Automatic write-off for bad debts
Option to automatically write off bad debts that are over a certain number of days outstanding.
2 votesHi Sean, interested to know if you're interested in this for just Sales invoices or would you be looking for similar in the Bills side of things too?
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Xero App - Display more text on quotes and invoices on iOS
It would be nice to see the in-depth detail of each line of the quote/invoice so when discussing with customer or using as a check sheet to see what work is outstanding or to be completed.
currently if you have multiple lines you have to click each one until you find what you're looking for, easy to miss items you have quoted/charged for when on site,
1 vote -
VAT Return - Submit for OSS (One Stop Shop) in Xero
Ability to make users submit their OSS returns through Xero.
Purpose: To save time rather than having to submit the returns through the member's states revenue agency.
11 votes -
Reporting: Statement of Cash flow - Indirect Method Report to be made available as standard report
Having an Indirect Method report to be available as a standard report.
Purpose: Using this report is easier for users’ who don't have feeds activated in their Xero org.
91 votes -
Reporting: Account Transactions Report - Add annual budget field
Ability to add annual budget as one of the fields in the Account Transaction report.
Purpose: To get a better figure of how much an organisation has spent.
24 votes -
MTD VAT - Ability to review without connecting to HMRC
Enable users to view a MTD VAT return without requiring a connection to HMRC.
Purpose: Often people who do not have the HMRC gateway details/ability to submit the return via MTD VAT need to review it or answer queries about it before the gateway holder submits it
15 votesThanks for your inputs, everyone. While we appreciate the interest around being able to view MTD VAT without needing to connect to the HMRC, this is not something that our team are looking to change at present. Xero currently requires a connection to HMRC to draw the period of the MTD VAT.
We'll keep a close eye on the appetite for this here, but for now we wanted to highlight options.
Currently, a client could export the MTD return and send it through to their advisor for review.
Alternatively, advisors can use the Non MTD VAT return to help them with the review process - This can be run and exported regardless of MTD credentials.- The return should be a mirror image of the MTD VAT return (unless adjustments / imports have been made to the MTD version) that'll also include any late claims for the period.
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VAT - Partial Exemption Calculation
Ability to have a VAT partial exemption calculation.
Purpose: Because some industries (e.g. charity) have VAT partial exemption, having this ability would save users time in calculating the VAT.
34 votesHey everyone, appreciate that this idea's intent is to help save user's time in calculating the VAT, but I wanted to share that it is possible to record partial VAT exemptions, for those who aren't aware. We will continue to to track interest in this idea but in the meantime you can:
- Calculate your own your partial exemption adjustment amounts
- Enter them as VAT box adjustments on your non-MTD or MTD VAT return
Alternatively, if you use a set percentage adjustment you could do one of the following:
- Add a custom Tax Rate for your % rate.
- Adjust the VAT on each bill to the amount you can claim. Click the + next to the tax rate to do this. (You'll need to use the 'Amounts are' Tax Exclusive option to see it.)
We recommend you talk to your accounting advisor or HMRC if you need more help with this.
There's…
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Reporting: Aged Payable/Receivable Reports - Add payment dates and details
Adding payment dates and details in the Aged Payable/Receivable report.
Purpose: It is useful to see any outstanding invoices.
23 votes -
CIS - Allocate expenses to multiple accounts
Ability to allocate expenses to multiple accounts in Xero.
Purpose: To make users easier to assign expenses when it’s related to different account types in Xero.
7 votes -
Report templates - Report fields: Customising adviser reports at a client level
Ability to customise adviser reports at a client level.
Purpose: To make the accountant can easily provide the report that suits their client’s preference.
6 votesThanks for sharing your thoughts on how we can improve Xero for you. While our team are considering improvements to Report Templates, currently there are no direct plans for changing the way Report Template fields are updated. We'll continue to keep an eye on the interest of this here, and share if there's any change to this.
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Manual Journal - Ability to set default for 'Show journal on cash basis reports'
Ability to set as default whether the "Show journal on cash basis reports" should be ticked or un-ticked on manual journals
Purpose: Because accountants that does the annual journals for clients who do their own GST we don't usually want these journals to show the late GST claims
172 votes -
NZ Tax - Donation Tax Receipt
Ability to get a single donation tax receipt for a year.
Purpose: Save time collecting Donation Tax Receipts for reporting
14 votes -
Reporting - File Attachment Report
Ability to show attached documents in Reporting.
Purpose: To provide clients to see the list of transactions which also show the attachment for each transaction.
207 votes -
Account transaction - Restore deleted account transaction
To have the ability to restore the deleted account transaction
Purpose: To save time rather than creating a new account transaction manually again.
22 votes -
Reporting - Layout | Option to choose portrait or landscape
Ability to choose either portrait or landscape for aged payable/receivable report layout.
Purpose: To make the layout look more consistent between these two reports.
127 votes -
Fixed Assets - Dispose multiple assets at once
Ability to dispose of multiple fixed assets at once.
Purpose: To save users’ time, because the current process is users need to dispose assets one by one.
225 votes -
Profit and Loss report - Detailed Profit and Loss to show all transactions
To show all expenses in the profit and loss report.
Purpose: To make it easier for a user to see all the expenses in the report rather than having to individually open each expense
39 votes -
Inventory Adjustments - Ability to edit
Ability to edit Inventory adjustment.
Purpose: Because it would allow the accountants to reverse the effect of any wrong adjustment.
36 votes -
Global Search - Search items by Description
Ability to search items by description through global search in Xero.
Purpose: To save time searching line items, especially for users who are dealing with lots of items.
104 votesAppreciate the interest in being able to search by description. While we're attentive to your feedback, I want to be open that we don't have any immediate plans for developing this atm.
We're staying close to feedback on how we can improve navigation for our customers when using Xero, and I'll let you know if there is any development planned surrounding this, here. Thanks
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