4711 results found
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Add VAT to Stripe fees that automatically feed into Xero
When the Strip transaction fees come across for UK customers, the VAT box states 'NO VAT'. All Stripe fees are VATable so the VAT box should be '20% VAT'
Currently have to go into each transaction to change this manually.2 votes -
Expenses - Rename "Mileage" claim to "Trip KM's" for countries that use metric system
It would make sense to rename "Mileage Claim" to "Trip KM's" or something like that.
There are only 3 countries around the world that officially still use the IMPERIAL system (Miles). United States, Liberia, and Myanmar.
It's a term that doesn't come naturally to the rest of the world.
In the back of my mind, I feel that I need to do a "KM's to Miles" conversion calculation, for every trip entry. Even though I know that's not necessary.2 votes -
Report's - GST Audit report, option to print PDF version by Account number
When reviewing the GST Audit Report we are able to sort by account number, but when printing in PDF it reverts back to date sort order. Can we have an option to print to PDF in account code order.
107 votesHi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
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Sales Tax Report - Option to filter for tax types
We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as…
3 votes -
AU Payroll - Option to set week ending date on Timesheet Detail report
The week ending period on the Timesheet Detail Report is Monday to Friday and cannot be adjusted.
Oaur pay week runs from Wednesday to Tuesday. We have to duplicate data on an Excel spreadsheet for reporting for management.
It would be very useful if the week ending period could be edited so we could use the reporting in Xero and save time processing payroll.
25 votes -
Profit & Loss - Show dividends/distribution/Income tax after net profit
Standard layout, which is the one that clients generate and use to check their profits, shows dividends paid, Income tax expense or distributions. This makes the client very confused as these are not part of the operating expenses. Clients do not need to know how to edit or prepare a new layout to take these expenses out. Also, we as accountants can't customize P&L for each of our clients.
This needs to be address urgently.
75 votes -
Projects - improve reporting
tihs item is listed as completed, and closed for comment. A shame as it is partially completed only. Project Reports | Option to custom reports
Please give us the option to also edit and custom project reports, I need to add fields, run reports by date and add calculation fields. Currently we have to export available reports and edit in excel, it would be great to do it in Xero.Either I have missed something or you still cannot add calculated fields? happy to by advised and corrected.
2 votes -
Projects - Display potential project margin and variance
To display the potential project margin % and variance from expected invoice and costs as baseline to compare with actual performance. OR allow the project report to be customised to add calculated fields. So staff can instantly see the potential of the project, and look to adjust if necessary before sending to quote or invoice.
2 votes -
Pricing plan - Add one off fee 'Read Only' plan
Have numerous SAGE systems not now in use but it would be useful to get into Xero but do not need a monthly subscription although it would be nice for a one off fee to get a xero (READ ONLY)
set of SAGE DATA in case any historical info required.38 votes -
Bank Reconciliation - Show current bank feed balance
Add the ability to display the current actual bank balance from the bank feed alongside the statement balance and Xero balance. This would help users quickly see their true available funds without needing to log into their bank separately.
Currently:We can only see the statement balance and Xero balance
Must log into bank separately to see actual current balance
No way to quickly verify available funds within XeroProposed Solution:
Add a "Current Bank Balance" column that pulls the real-time balance from the bank feed, similar to QuickBooks Online. This would:Display alongside existing balance columns
Update automatically with…2 votes -
Reports - Option to specify which months to include when generating YTD monthly reports
Ability to run YTD reports where there is monthly columns totalling to the YTD column which automatically adds additional months as needed.
1 voteHi Bethany, thanks for sharing this suggestion for improving our reports.
We've reviewed your idea for an option to have Year-to-Date reports automatically generate columns for each month, which then total to the YTD figure. We can see how this dynamic layout would make monthly analysis much clearer and save time on report setup.
Your suggestion is now ready to gain support from other community members. Along with votes, others can now comment to share how a report that automatically adds monthly columns as the year progresses would improve their own financial analysis.
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Project reports - Edit Layout
Enable editing and saving as custom of project reports as one can with other reports
1 vote -
Bills - Batch payment report account number and sort code
When processing a batch payment report on Xero and exporting to excel to upload to the bank, separate the Account number and sort code - it currently processing them as one number omitting any zero's and this creates an incorrect bank account number, so makes the report useless.
4 votes -
eInvoice - Ability to add this to a contact record
eInvoice option should be able to be set in a clients contact card much like the Xero to Xero network key or as an option where these options are when emailing the invoice.
Include files as attachments
Include PDF attachment
Send me a copy (Email Address)
I feel that the new changes have made things slower for Clients and bookkeeper's
Some of the updates are not as straight forward.7 votes -
New invoicing - Ability to cancel out of draft sales invoice
Cancel a Draft Invoice from Invoice Screen (rather than delete which loses the invoice number). Another user made this same suggestion and the Xero response was to hit the delete button and they then closed down the comments/voting option. However, her point was that if you cancel out of the invoice then the invoice number you cancelled out of is still usable, whereas hitting delete means the invoice number is no longer usable. Why has the cancel button been completely removed and only the delete function is now there.
8 votesAppreciate you raising this again, Tom. While it's possible to Delete a draft invoice as new invoicing has autosave built in it's not possible to just cancel out without saving once a contact has been entered.
We'll keep track of the specific interest for this here, and I have merged the original idea that was created around this in with this one.
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Profit & Loss - customise comparison dates
Customise comparison dates
When running a P&L or any other report with comparison data, it would be handy to be able to customise the date range of the comparison data. Some reports have an option of custom date range, but it's greyed out.
1 voteHi Daniel, it sounds like you may currently be running the Profit & Loss and comparing tracking categories? Currently if you compare tracking categories in the report it isn't possible to select comparison periods.
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VAT - Summary Report by box number
VAT summery report by catagory/box like the one in Sage which is a big help when you have resticted VAT on leasing, roundings, Import vat, VAT on legaland insurance claims etc so you can calculate what the full VAT is and agree the difference quickly without having to go through every single transaction
1 vote -
Budget - Select multiple tracking options when creating budget
Selecting Multiple tracking Categories in one Budget
I work in an NPO and we have a very complex system, we have 4 departments and in our department we work on many different projects which run over different year periods. we also have donors that donate to more than one project with donations overlapping financial year periods.
we have created two tracking categories, Projects and Donors. Under each category there is multiple options, For example Marketing team - school project and marketing team University project.
We would please like to be able to 1 create budget for each department by selecting…
10 votesHi team, if I understand correctly it sounds like you'd like to create a Budget that consists of multiple options within a single tracking category? Atm, it is only possible to create a filtered budget by one option within each tracking category.
It's not something we have plans for atm, however I'll slightly rename your idea here and we'll get a sense of the interest from the community in this.
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New invoicing - Untick sent when invoice is edited
New Invoicing My issue is that when an Invoice has been amended after it has been sent. I have found that currently the tick is still in the box as Sent . I think it should not be ticked until the amended invoice has been emailed again. I sent it twice to a customer Also The History and Notes on that Invoice Show it was updated but not emailed straight after I edited it. Anyone else having issues with this?? Maybe I should log a support call for it. If so let me know
10 votesThanks for your idea and feedback, Maria. I'm just checking in with the team on the history for the send in the second part of your post here.
In terms of the sent box being ticked. This is automatically ticked when the invoice is initially sent and does not change when an invoice is subsequently edited. Appreciate this might be something that would help your processes and I've slightly amended the title of the idea for this.
While we don't have any plans for this right now, we'll begin to get a sense of the interest in this, here.
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Sales Tax Report (US) - Recognize California's TY 6/30-7/1
Xero's Sales Tax Report doesn't recognize the great state of California's tax year: 7/1-6/30. Xero pull-downs only offer calendar-year options (1/1-12/31). So, we couldn't set up Sales Tax Report for largest state in the US. Please fix this. We can do it ad infinitum manually, but it seems that Xero could fix the problem. (Avalara could inform Xero if other US states also vary from a simple calendar Tax Year reporting.)
1 vote
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