4563 results found
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Xero Mobile App | Dashboard - Show Pre tax profit
I want to show my operating profit pre tax on the mobile app dashboard.
1 vote -
Reporting - Net Sales
To have a report for NET Sales for a month. Currently there is a report that only shows what's payable with VAT (not all sales are vatable) so, when trying to reconcile with the in-house ordering program it becomes a whole big xcel spreadsheet exercise...... takes to much time. the report also includes Prepayments which are not goods sold, but money transactions in advance
1 voteHi Zoe, does the Receivable Invoice Details report meet your needs here?
You can add Net and Gross columns to the report, as well as filter by Status if needed to zone into a group of invoices.
Once you have it set up for your needs you can save as custom to access the report with this setup anytime.
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Singapore Tax - Group filing for GST F5
We have a few Singapore entities on Xero. They are all registered under one Group GST registration. It would be good to have a function to consolidate GST reporting under the same GST registration number as they are related subsidiaries.
Thanks.
1 vote -
Organisation Settings: Option to one-click copy ABN to clipboard
The ability to copy with one click an entity's ABN without spaces so that it can be pasted in ABR
1 vote -
AU Payroll: Show timesheets on dashboard
Once a timesheet has been approved, I think it should show on the dashboard under bills to pay. We have varying numbers of contractors each week (sometimes many, sometimes only 1 contractor) which makes it difficult to know at a glance how much we owe for their wages each week.
1 vote -
Xero Central | Discussions - Filter topics by date
The discussions topics in the forum. I cant filter by most recent
1 voteThanks for your feedback, Helen. Always good to hear how we could be improving the community for all our users too! 🙂
Appreciate not possible from the Topics list in Xero central atm, however just in case you hadn't seen you can use the search bar, select 'Discussions' to filter the content and you'll have sort options of Relevancy, Newest & Oldest. We'll keep an eye on the appetite, and I'll share any plan of change to the navigation with you here.
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Sales invoices - Apply base discount to all invoices
1.To be able to set all invoices without having to input each time the discount rate.
2. when downloading the transactions report to be able to elect P&L or Balance sheet codes only, quite time consuming clicking on each code to include.1 voteHi Hermione, 2 distinct ideas in the one here - I've adjusted the title of your idea to reflect your first and welcome you to start another for each other idea you have.
Currently there is the option to apply discounts at a customer or inventory item level. Once set this discount will be applied each time they're used in your sales invoices - This might help streamline your discounts when working in Xero.
Keeping each thread to one idea means others in community clearly understand what they're supporting as well as when sharing the support back with our teams here at Xero.
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Sales invoice - Auto fill sales person
Option to Auto Fill Account, Tax Rate, Sales person for all rows. It gets quite time consuming to manually add for each line (even if it is a button at the top of the fields allowing auto fill of all, that would greatly help)
1 voteSounds like you 've used one of your org's tracking categories for 'Sales person', Neilson.
While not possible to set a default for all invoices you might find adding defaults for contacts useful when entering your invoices here?
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Barbados | Annual Tax Reporting - Contractors & Miscellaneous Suppliers
In Barbados, we must annually provide a Goods and Services report to the Barbados Revenue Authority. This is similar to the US 1099 vendor reporting requirements. How can we achieve this using Xero? It is a requirement for all of my clients but more importantly. In Canada this a T4A Statement of Pension, Retirement, Annuity, and Other Income.
The easy solution is adding the Tax ID as a field in the Payable Invoice Detail & Summary reports. Once you summarize by contact to produces the required information, regardless of tax jurisdiction.
1 vote -
Invoicing: Create invoices directly from a receive money transaction
Although a prepayment in a receive money transaction is given an invoice number this is a reference, NOT an actual invoice.
A prepayment will show as outstanding until it is allocated to an invoice or refunded. This means that you have to go the "create invoice" route.
It would save time to be able to create an invoice for a receive money transaction that will then be automatically reconciled to the money received and reflect on the customer statement. This is especially useful for incidental monies received eg concert tickets, fun day tickets etc
1 vote -
Reporting | Edit layout - Adding note reference to total row
There should be the capability to add a note number to a row with a total balance in the financial statements in the "Edit layout" screen.
1 vote -
Reporting: Breakdown reports to a monthly basis
It would be nice to have a simple option to show any report that is run by month. So for example if you run a P&L report for 1st of Jan to 30 June at the moment you get a total for the period by default. Once the time frame is selected an option to then see the time frame by month would be helpful
1 voteAppreciate your feedback on how we could improve report filters for you here. While maybe not the flow you're searching for here this is possible with the use of 'Compare with' periods - So, instead of running the report for the whole period, select the latest month, then you can select the number of compare with periods as you'd like to see.
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Profit & Loss - Add a chart (like Income & Expense reports)
Kia Ora Xero,
In this 2022 Q4 update, it was nice to see the ability to show in chart the income and expenses by contact. It will be useful if Xero can have a chart for P&L. Users would like to see the distribution of income and/or expenses in chart format with the flexibility to show it by Categories or Groups.
Better if this can be inserted in the Monthly or Annual report under Notes or within the Analysis of revenue and/or expenses.
1 vote -
Xero Files: Ability to view email while viewing files in inbox
When viewing the contents of files in the inbox, I currently have to close the file in order to be able to open and view the text of the email that it was sent with. I would like the email text to be an optional sidebar when viewing the contents of the file, so that I can see both the contents of the file and the context of why it was sent and who by at the same time.
1 vote -
AU Tax: Pull GST owing from ATO portal mid-quarter
When Activity Statements are connected to the ATO, running the Activity Statement report shows no information throughout the quarter.
As we like to put aside GST through the quarter ready to pay at the BAS lodgement, we would like to see a running tally of outstanding amount owed to the ATO throughout the quarter whilst still connected to the ATO.1 vote -
Inventory - Reporting sale evaluations
WE NEED TO BE ABLE TO GET MONTHLY SALES TOTALS OF THE INDIVIDUEL PRODUCT ID CODES
IS THERE CURRENTLY ANY WAY TO DO THIS
WE HAVE THREE WAREHOUSE LOCATIONS PREFIXED WITH WAREHOUSES CODE AND 20 VARIATIONS OF PRODUCT IN SIZES AND TYPES AND WE NEED TO SEE EASILY WHAT IS SELLING MOST ETC IN EACH OF THOSE PRODUCT CODES
IS THIS POSSIBLE
PETER J FCA1 voteHi Peter, perhaps the Inventory Item Summary report can be of help to you here.
You'll be able to filter to only select the items you're wanting to view and can add columns to view Opening & Closing Balance or Quantities, as well as those sold in the period the reports being run - Does this help with what you';re in need of here?
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Quotes: Ability to edit email addresses
Edit email address when sending a quote to clients. We have clients who have multiple employees requesting quotes, the updated version means I have type out the whole email address instead of amending the name at the start.
1 vote -
Reports: Superannuation and hours worked on Payment Summary Details report
Being a start-up company we claim R&D refund as part of our tax return. In order to support R&D activities we need to work out employee remuneration and hours to support our claims. Currently, Xero does not have any R&D reports that we can use. Hence, I am wondering whether the Tech team at Xero can include two fields (Column options) in the existing report "Payment Summary Details".
The fields required are 1) Superannuation 2) Units (worked hours)
Then we can export this report to work on our R&D claims. Thank you
1 vote -
Quotes - Automatic numbering sequence
Autonumbering on the creation of quotes to help unique identification of jobs.
1 vote -
Statement of Cashflows - Cash and cash equivalents
Tier 3 cash flow statement needs to refer to "bank accounts and cash" per XRB requirements not "cash and cash equivalents". Xero reports do not permit these line descriptions to be edited on their cash flow statement.
1 vote
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