4810 results found
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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: 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 -
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 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 -
Purchase Orders - Create inspection report from a PO
When generating a new Purchase Order can Xero add a Receiving Inspection report at the same time. The Receiving Inspection report would be an exact copy of the purchase order details that can printed with the Purchase Order. The Receiving Inspection report can then be hung up and when goods are received, they can be checked against this report and ticked off etc . We have a sample attached. IT would be great to have this to check off incoming items
1 vote -
Statements - Option to show receipts only when selecting Activity as the statement type
When selecting ACTIVITY under the Statements section, it would be helpful to filter receipts only. I can currently print a Statement of Activity using a custom advanced template I created, but I sometimes want to omit the invoices to show the client a list of receipts only in a nice report format. To recap, looking for a Statement of Activity, but only showing receipts for the period of time I select.
1 voteHi Kathi, having a bit of a play with reports this is possible through the use of the Customer Invoice Activity report.
You can add a Filter for Source to only select Receivable Payments - this would then show all payments your customers have made without detail of the individual invoices themselves - Have a try and let us know if this solves your needs here 😊
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Publishing Reports wiith and without watermarks
When we publish Finanical Statements with a watermark and then have a client meeting and there are no changes to the accounts we have to open the published report, copy and edit, republish it without the watermark. Then delete the first publish report. It would be a timesaver if we publish any report we have the ability to print it with and without a watermark.
This would be the case for 85% of our Financial Statements - no changes post draft stage.
1 vote
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