1346 results found
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projects
We are a booking agent and collect revenue less costs from venues , I currently use sales invoice to record sales(settlement) and enter costs as a negative amount that are an expense in my project, Project treats the deductions as a reduction in income not an expense, can this be fixed?
2 votes -
Permissions - Ability to remove users from cancelled or expired trial Xero subscriptions
Ability to remove team members from cancelled subscriptions or a trial which has expired whether setup by our practice or the client.
10 votes -
UK Personal Tax | Include top slicing relief on schedules of data
Please can you include the workings (which are long and complicated) for top slicing relief on an insurance bond gain in the "schedule of data" report which I find to be very basic compared to what my previous tax software provider included. Otherwise it is fiddly and time consuming to check this manually.
1 vote -
Monthly Total Invoiced Amount per contact
Instead of showing only the cash out over the 12 months on the top of a contact show the total invoiced amount so that we could check all the invoices are on by matching the monthly figures to the statement.
3 votesHi Rhys, while not from the contact's record you can run the Receivable Invoice Summary report with a few filters to get what you need here.
If you Group by Contact and Filter by Approved you'll be able to see the invoices and a summary per Contact. If this is a report you'd want to view often, you could save as Custom to quickly access this anytime.
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Hubdoc - More decimal places in Unit price
Currently Hubdoc rounds unit prices to two decimal points, despite Xero itself allowing multiple. Invoices where we record units/unit price are unable to be correctly recorded in Hubdoc due to this errant rounding.
4 votes -
Match VAT Payments to VAT report
Would it be possible to match a VAT payment or refund to a VAT return?
This way we could easily manage the status of VAT payments?1 vote -
Conversion toolbox - Monthly historical TB Upload Feature
Option to import historical TBs monthly instead of annually.
1 vote -
Hubdoc - Force document into review
Force Hubdoc to move documents into review. Often there is a document that has failed, and despite the price, supplier, date, etc, all being clearly visible in the document, it still fails. After filling in all the details I would like a way to 'force' it into review so I can leave it ready in the list to look at. Either this or give a valid reason why it has failed. Often almost identical documents fail or go into review for no reason
6 votes -
CURNN to be created for multiple associated clients in 1 job
see CX0015898344
I was told that when you create a job for client A, you can only create CURNN for client A.We are unable to make CURNN for client A's association - such as their spouse, their business (company, trust, partnership, etc) or any client in client A's group.
To do a CURNN for client A's spouse, i would have to create a job for the spouse then create the CURNN.
1 vote -
Report Notes are out of alignment or missing entirely from PDF.
It would be great is the 'report notes' were in alignment on the PDF like they are in Xero.
Or if they showed up at all.
We spend ages on analysis of the reports (answering questions before they are asked) and then the notes at the bottom of the page don't math up to anything.2 votes -
Xero HQ Insights - P&L Data & Selection options
Hi,
For the Profit and Loss data (Revenue/ Expense/ Net Profit), should be an option to select last month as currently it's bringing up mid month data and comparing with full month information (ie. running the report 20th October and comparing with either full month Sep 2024 or full month October 2024. A lot of clients invoice end of month or after month end so adds little comparison value.
For Cash Balances, ability to select which bank accounts are displayed might be worth considering. Currently showing loans, which skews the information into negative.
AR & AP, ability to show %…
2 votes -
decimal
When we export draft financials from Xero we have to untick the option for decimals places to be removed in individual report which is time consuming.
We would like the Xero team to provide an option that is available to exclude decimals when we export the reports as styled PDF, so that this option gets applied to all the reports while we are exporting only for the reports that are included under the financial reporting bundle.
See attached the screenshot where we would like this option.
We hope this is doable and Xero product team would come up with this.
2 votes -
bank account number format
When you try to add a new bank account to a contact, Xero only accepts numbers and hyphens in the field. Spaces are not accepted.
All invoices issued by Xero have the issuer's bank account on the invoice formatted with separating spaces between the number blocks.
So when entering a new contact, I can't just copy-paste the bank account number from the invoice that was created by Xero because the format of such number doesn't comply with the formatting in Xero contact section. Every time it has to be manually edited by all the thousands of Xero users.
It would…
2 votes -
Chart of Accounts: Reporting Name for Bank Account
In the Chart of Accounts, are able to add a Reporting Name, being the name that will appear in the published Financial Statements, for all accounts other than Bank type accounts.
Would be good to be able to add a Reporting Name on a Bank type account, as for the Client they want to see on their dashboard eg Expense Account - Business Unit so they know which bank account using, but in the Financial Statements want to show as "ASB Bank - Current Account".
While can do this by setting up a Group in the report, this means customising…2 votes -
Customer name & address report with account number
Where on xero in the report is a customer & supplier name & address report giving account number / address details please.
1 vote -
Enable Capital Works Deductions in Rental Schedule for ITR
Hi Xero Team,
It would be highly beneficial if Xero allowed users to record Capital Works Deductions directly in the Rental Schedule for Income Tax Returns (ITR). Currently, this critical aspect of rental property deductions has to be entered manually, which defeats the purpose of using accounting software to streamline and automate tax compliance.
Including this feature would:
- Improve accuracy and efficiency.
- Reduce manual effort and the risk of errors.
- Make Xero a more comprehensive tool for rental property management and tax preparation.
Please consider implementing this functionality in future updates. It would significantly enhance the user experience for accountants…
2 votes -
Hubdoc - Extract invoice reference or job reference
Can Hubdoc extract the invoice reference or job reference from an invoice and add that as a job tag. Would be very useful when the invoice is on-chargeable to a project, especially when there are multiple projects/jobs on the go. E.g. building industry type jobs.
3 votes -
UK Tax | Support PLCs
Please could we develop Xero Tax to be able to recognise UK Public Listed Companies (PLCs) and have the ability to file Corporation Tax returns through Xero
1 vote -
Bank feeds - Retain the payment link for Kiwibank & ASB
Xero have announced that they are removing the ability to automatically send batch files across to Kiwibank & ASB on 16th November, in order to "focus our efforts to support areas of Xero that provide the most value for customers."
Speaking on behalf of my clients who actively use this feature, it's of huge value to them. It automates a process that otherwise involves manually downloading a file, logging into internet banking and uploading that file. It's even better for users who don't have internet banking access, but need to set up payment batches on behalf of those that do…
36 votes -
PDF Report Layout
We would love to be able to customize the report printing to portrait or landscape. It would also be nice to be able to resize columns to stretch or shrink to our need.
1 vote
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