1714 results found
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BAS (AU) - Monthly PAYG Income tax instalment
Xero doesn't currently have the option for reporting PAYG Income Tax Instalment on a monthly basis. Could Xero look into providing this option in the monthly BAS Activity Statement reporting.
79 votesAppreciate your input here, everyone. Our team has looked into this idea to better understand the needs and complexities involved, however they don't have any concrete plans for it just yet.
Rest assured that our eyes are on the ground monitoring your feedback and votes here, so please keep adding them in this thread. For the time being, I’ll move this idea into ‘Under review’ status. And if there's any movement, we'll make sure to come back here and let you all know.
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Xero Expenses - VAT on mileage claims through expenses
Many are complaining about no VAT option on mileage claims through expenses. I can see why this would be timely to implicate as the fuel element changes and is different depending on fuel type and engine size.
But think for those that want to, we should at least have a VAT drop down. We could then create a new tax rate for each rate or even employee using expenses.
For example I have a director with a vehicle >2000cc Diesel I believe using the HMRC company car fuel rates this equates to 19p inclusive of VAT. Using the 45p for…
93 votes -
Xero Expenses | Labels - Enable filters and reports
Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.
For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.
Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.
61 votesThanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
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Reports: Bookmarkable link to reports
Currently when using the new reports, bookmarking a page in Xero will take us to the specific organisation that the bookmarked screen was in.
But when using the old reports, bookmarking a page in Xero for example Balance Sheet for the year ended 30/06/2022, when i click on the bookmark link it will bring me to the Balance Sheet for the year ended 30/06/2022 for whichever organisation i am working on. This makes it easy when i'm looking at multiple entities.
Since Xero is phasing out the old reports, can you please bring this feature into the new report?
55 votesHey community,
Thanks for all your feedback on this idea.
As you’ve found, users could bookmark reports and that bookmark would work across organisations. However, this caused some strange behaviour when navigating between organisations in bookmarked reports.
By including a unique Organisation ID in the the new report URLs, the data displayed is consistent with the organisation the report was bookmarked in. The result is that users can navigate away from a bookmarked report, without Xero updating the organisation.
To be transparent here, this was a deliberate change, and there are no plans to re-implement book-markable links to reports.
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Bank Reconciliation - Improve date recognition for auto-suggestion
Reconciliation - when you have multiple payments of the same amounts over several days... Always selects the Invoice to the newest payment.. even tho the invoice date is the same as the first payment? seem like the system allocates backwards?.. We get lots of the same payments and Invoice totals and we have to always manually select/search for the invoice as the Auto reconciliation seems to not factor in Invoice date to Payment date as an option.
3 votes -
foreign currency supplier
Suppliers that have a foreign currency default on their account should show the balance owing to them in that currency and not in gbp. This is very confusing for users who are not familiar with xero or experienced in accounts. Another colleague of mine paid the amount owing on their supplier account thinking it was USD as the supplier invoices in USD only and that is their default currency, however it shows as owing in GBP, therefore the incorrect amount was paid to them?
16 votesThanks for your feedback, Christine. Appreciate how this could help though I want to be upfront that we don't have plans for changing this atm.
It would help in passing on your feedback to the right team to know if there is a specific area in Xero that you'd most commonly view the balance owing to your supplier - e.g would this be within their contact record, or do you run a particular report to view multiple supplier balances at once?
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Bank Reconciliation - Templates for common split payments
TEMPLATE FOR COMMON SPLIT PAYMENTS
We need to be able to save a split payment as a template (like a bank rule)
eg: registration is always split with gst, no gst etc, let us save that transaction as a template for easy recon next time. Bank rule isnt helpfull as when you have 20 different regos being paid to the same company then a simple split template would be very helpful3 votesHi team, while we appreciate you raising your idea here. Not getting much community traction overtime, and not being in our current roadmap we will remove this idea from the forums.
While I appreciate it's not solution you're after, to import transactions that match multiple statement lines you could consider importing these as Invoices or Bills.
With regard to the consideration of templates for split payments, one option could be to use the percentage split option in Bank rules rather than the fixed amount.
If this idea is still important and would make a big impact to your business flows, you're welcome to start it again to see if there is renewed interest from the community.
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Bank Rules - List rules in Alphabetical order
BANK RULES LIST IN ALPHABETICAL ORDER
Just put them in alphabetical order as the default. I don't have time to go through dozens of them and drag them into order.3 votes -
Invoices: Automatically update issue date when draft invoices are approved
I frequently create draft invoices to keep track of work to be billed. When I send the invoice (at the completion of a production stage for example), XERO keeps the date of the first draft invoice, which can be weeks or even months old. I have a setting of 7 days as due date. Clients then receive an invoice with a long gone due date, which is extremely confusing, if I forget to update the issue date to today. It would make a lot of sense if XERO entered the date of the issue automatically! Apparently there is no default…
14 votes -
Ability to edit the layout of the Check Voucher
When using pre-printed check stock, information on the voucher overlaps information on the pre-printed check. If you could change the layout of the voucher, this problem could be eliminated.
55 votes -
Contacts - Generate Statements with different currencies
Right now it's not possible to run the statements for a contact having different currencies. The statements will show the outstanding amount owed according to the default financial setting currency of the contact. It would be nice if we invoice a customer in different currencies to be able to produce one statement showing the balance even if it convert the other currencies to the default currency. Or produce different statements selecting the different currencies each time without having to go change the default currency in the contact each time.
4 votes -
Reporting - Balance sheet b/f line for charity accounts where funds span multiple years
Where funds span multiple financial years it would be good to be able to add a brought forward fund balance (balance sheet item) the the P&L fund report (income & expenditure for charities where tracking categories are used for the funds) so that the charity has full visibility of the fund available - last FY brought forward + net amount for this FY = total fund till available
12 votes -
Manual Journals - Add a Reference column
MANNUAL JOURNAL
Please add a reference column for us to fill up so that posted journal are document in sequence number. The journal ID is actually act as audit trail Instead of journal reference number.
Also, pleas please allow journal entries to be able to post entries to bank...its such a miserable, while journal entries supposingly existed to pass adjustment but doesn't allow pass entries....
5 votes -
Reporting - Ability to add a summary of fixed assets to an existing report
Currently fixed asset reports have to be run separately and there is no ability to add these into an existing report like the notes to the financial statements. It is reasonably standard to include a table in the notes that summarises cost, depreciation charged, accumulated depreciation and net book value for both the current year and the year prior.
Requesting the functionality to pull this data from Xero into a report, rather than either having to run two separate fixed assets reports (one for each year) or a manual table where figures are typed in and manually added.
Also requesting…
9 votes -
Xero Files - Attach files to Bank or Nominal Accounts
It would be a really useful to be able to attach files to a bank account within Xero, much as you can to a contact or transaction.
The use cases for this could be:
When a disorganised client send bank statements in as attachments for irregular payments it would be very handy to be able to store those attached to the account in Xero; as close to where I would want to use them as possible.There are supporting documents that relate to an account as a whole - such as an accruals or prepayment schedule that would be great…
7 votes -
Reconciliation - Foreign payment from foreign currency (different)
It would be useful to be able to reconcile a payment from one foreign bank account (eg USD) for another foreign currency.
We tend to have predominately USD customers and a lot of EUR suppliers, so we find that quite often we make a payment to our EUR supplier out of our USD bank account.
When reconciling this in the bank we have to post a payment to a manual clearing account to then be able to post the payment to the EUR Supplier account to clear the invoices.
It would be useful if the feature shown when reconciling (show…
36 votes -
Bank Rules - Set Payee when contact name shown within the description field
I want Xero to automatically set contact names when importing transactions from bank feeds, but this doesn't happen on of my several 'bank feeds' where the 'payee name' is blank and the actual payee data appears in the 'description' field instead.
This means that the option to set the contact name directly from the payee field (when using bank rules) doesn't work and I have to manually enter the contact name for every transaction when reconciling the account transactions. Extremely tedious and labour intensive!
When I edit section 2 of the bank rule the choices on the picklist are 1.…
3 votes -
VAT Return report - Transactions not included
A report showing a summary of transactions not yet included in a VAT return, particularily for late claims
40 votesHI team, our article here will likely help you identify transactions that have not been included in your VAT return.
You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return.
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Batch payments - Support for NACHA file format
We desperately need NACHA file format for batch payments export file in the USA. This is the Australian ABA equivalent. Second option to that is a CSV file in a format that is accepted by US banks - the current format is not acceptable by their systems, unless we laboriously spend time making adjustments to each payment file in excel before loading it in, and even then it's barely acceptable and prone to human error, which is unacceptable from a control perspective.
No matter which US Bank we use, the CSV file export from Xero does not split the routing…
14 votes -
Reports - Add "Transaction Modified Date" column in Reports
In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.
4 votes
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