4653 results found
-
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.
-
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 -
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 -
Contacts: Record Witholding Tax rate for suppliers that recieve schedular payments
In contacts, to be able to add a WHT record of the % to deduct from suppliers who are subject to IRD schedular payments tax deductions and for this to become a line item option in Bills.
1 vote -
Purchase Order: Ability to show both item codes and descriptions
When creating purchase orders, having a large list of products, we are finding it difficult to identify the items we want to select because only the item codes show without the item descriptions. (Both the item code and descriptions show when creating invoices and quotes). Would it be possible for the drop-down selections in the purchase orders to show both the item codes and the descriptions?
1 vote -
Xero Accounting app - Change the wording of 'Add receipt' to 'Add bill'
Change the wording "add receipt" on the Xero app.
Many clients use the Xero app and they go to add a new bill but they see the words add a receipt so they automatically think this is a bill so add here. It then creates payment files which I have to manually undo. Can the wording be changed to "add bill/ receipt" and "add receipt of payment" or something similar.
1 vote -
Credit Note Application Online
Allow a customer to apply credit notes against invoices when paying via credit card online
1 voteIs there a specific payment service provider you're using, Courtney?
-
GST: Ability to record as GST Not Registered (GNR)
In MYOB it is possible to record transactions as GST Not Registered (GNR). This reports it and enables proper accounting of GST obligations when dealing with small suppliers that are not registered for GST. I can see why many companies don't like to deal with such suppliers ! I was hoping there was such a method in Xero
1 vote -
Reports: Display totals at top of receivable invoice reports
To be able to preset number items shown on page in customer invoice report.
So you don't need to scroll down each time you enter tab to see totals.
Or
Be able to set totals at top of page as well or instead of bottom.1 vote -
Xero Me | Edit 'What's it for?' dropdown
Pleeeeeeeeeeeeeeeeeeeease can we edit this list.?!
Would save me typing everything on the tiny phone keyboard for every receipt. And correcting the errors that come with it.
Surely this would be an easy win as the words don't have to be associated with any particular account, etc? (Although that would be an amazing addition, eg I select "Fuel" from the drop down list and it automatically fills in the account I've specified for it, eg "076 - Van Fuel"
1 vote -
Billing - Pay for Xero subscription with prepaid debit cards
There is not possibility to use prepaid cards (e.g. SOLDO) when paying for subscriptions in GLOBAL regions. It was possible in the past. Please allow this feature again, as we see no reason for omitting this payment option.
1 vote -
Payroll: Assign employee permissions from user settings menu
Have a prompt in the users section that prompts you to go to the employees file to add the user permissions for Xero me for employees. It is really easy to go to users and add the employee as a user from the user section rather then the employees card file.
1 vote
- Don't see your idea?