1437 results found
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Revamp self employment schedule - Xero Personal Tax
Revamp of self employment schedule within personal tax. Currently no adjusted profit report to show how you have arrived at the self employment profit on the summary computation report. Also no boxes to enter capital allowances wdv bfwd and no percentage option either to calculate amounts for the year in question on xero tax so a lot of manual work needed to calculate amount claimed in year. Should be automated.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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post money received so it appears in the account payables
Want to be able to post money received overpayment's to accounts payable.
At the moment, if a supplier sends back money and we don't yet have the paperwork, to clear the bank rec we need to add as an overpayment (tight closing dates) However, as its money received it automatically gets posted to the sales ledger. It would be good to have the option to post to the payables ledger so this can be allocated here
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Edit Report Layout due for an update!
Is there a plan in place to update the Edit Report layout to be more user friendly!
In particular, it is clunky inserting tables and being able to edit like a simple word doc (bold, italic, line spacing etc.)
Also being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Bank Rules - Set Transaction Description
When creating bank rules, it would be great to have the ability to Set the transaction description using bank statement description. NOTE. The functionality to set the transaction reference using the bank statement description is already available.
I'm not suggesting setting the Reference field using value from bank statements description. I'm strictly suggesting setting the transaction description using data from the bank statement description.
Note that this was a follow up to the idea posted under https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/50551854-bank-rules-use-the-bank-statement-line-descripti
which was closed by an Admin, but it appears I did not describe my suggestion well.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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GST report
The "GST on expenses" and "no GST" sections of the GST report have contradicting signage - e.g.: expenses are a positive when there is GST but a negative when its under the "no GST" section. Can we keep it consistent in the report as its confusing to read/review.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Increase the line limit on Budget Imports via CSV
Please increase the limit of lines allowed in the budget manager import from 500. This is to save time from splitting the budget uploads into smaller files.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New Supplier Report: "Detailed Ledger" (Running Balance Statement)
We need a new report for suppliers that functions as a true detailed ledger with a running balance.
The Problem: When we need to reconcile an account with a supplier, there is no single, clean report that shows a simple chronological history of all bills and payments. We can run a "Supplier Transaction Report," but it's often not in a simple, statement-style format that's easy to read or send to the supplier.
We need the Accounts Payable equivalent of the "Detailed Ledger" statement that is also needed for customers.
The Request (Solution): Please create a new report, "Supplier Detailed Ledger,"…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New Customer Statement: "Detailed Ledger" View (Shows All Payments)
Hi Xero Team,
We need a new customer statement format that functions as a "traditional" detailed ledger.
The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.
For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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New Customer Statement: "Detailed Ledger" View (Shows All Payments)
Hi Xero Team,
We need a new customer statement format that functions as a "traditional" detailed ledger.
The Problem: The current "Activity Statement" is focused on allocations. It shows which invoices are paid or unpaid and portion of payments made to the invoice, but it does not show the payment transactions themselves as separate line items.
For example, if a customer makes one large payment of R5,000 to clear three invoices, the current statement splits this payment up as their parts to the invoice. The customer cannot see their R5,000 payment listed as a single transaction. This is confusing for…
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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bank reconciliation view statement lines
It would be great if we could see all the details at once when reconciling bank transactions, without having to click on "more details" for the description. Having to do that is time-consuming and could be streamlined.
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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popups
Can Xero creators stop putting annoying popups on our screens. They detract from our work, make our screens cluttered and are usually of no interest. Put them in notifications if you have something you want to let us know, there we can see that there is a new notification and then view it when it fits into our work day.
Currently I have an Early Access alert/popup constantly on all my clients accounts, right in the middle of my screen, it has no benefit to me....so...frustrating and unnecessary.1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂
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Filter the bank reconciliation
The option to use a filter on the bank reconciliation for anything that has been found as a match - in simpler terms, to filter on anything that can be quickly reconciled vs anything that would be outstanding.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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tax depreciation
Ability to replace accounting depreciation in Xero reports with tax depreciation to assist in using Xero reports for tax estimates.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Reports - Add quantity column to reports
It isn't possible to add a quantity column to a report, nor is it possible to pull through Qty data entered in Xero or create a cell the Qty can be manually typed into.
You can add a note column but this would be to link to a section of the report pack, not a quantity loaded into Xero or a box we could manually type the quantity into. Further the notes section functionality is unable to be renamed and can only be linked to other reports in the report pack. It does not work to bring through Qty data.
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249 votesHi everyone, thanks for your engagement and support for adding a quantity column to reports in Xero. We understand there are differing reasons around wanting to add quantity to a report, like being able to track fuel for tax credits, livestock numbers, or hours worked for carbon reporting.
There's a specific idea for Livestock reporting that we'd recommend anyone interested in this joins.
To highlight, quantity can be added within the following reports within Xero right now;
- Inventory Item Details - will allow you to view quantity on hand of tracked inventory items
- Inventory Item summary - lets you view quantities purchased and sold for all items, as well as opening closing and adjusted quantities for tracked items
- Sales by Item report - will show you quantities sold for inventory items
- Payable Invoice Details report - will give you quantities purchased for all line items
- Receivable Invoice Details report -…
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NZ Tax - Notification when there is overdistribution of income types in an IR6
When making distributions to beneficiaries, we are able to distribute more than the income type recorded i.e. if there is $1,000 of interest income you can distribute $10,000 of interest income to a beneficiary if there are other types of income and it doesn't put the total at keypoint 21B in the return to a negative figure. It would be helpful if the over distribution of interest was picked up by the audit check.
2 votesThanks for sharing your idea, Barbie.
Great to hear how we could improve NZ Tax for your practice.
We've reviewed your idea and now it's up to the community to get behind and support it. Along with votes, other members can comment to share additional detail about how your idea could improve their experience with Xero.
We'll share if there are any updates.
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Holding Account
Would it be possible for Holding accounts to be set up as 'Bank' rather than 'Current Asset'. A number of my clients use holding accounts for Petty cash, cash drawer, Eftpos, Eway etc. I need to reconcile these accounts monthly and it takes me three tomes as long as it used to do in MYOB. I am reluctant to move any more of my clients to Xero while this is the situation. As it seems counter productive to move to a software that takes more time to reconcile. I know there is a work around with the transaction report exported…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Show the entity name, reporting period at the top of each page for NFP reports
According to Tier 3 (NFP) Standard A19, the performance report should show the entity name, reporting period, and rounding level at the top of each page.
Please add this function that we can edit the headings on reports in a report template.
Thanks
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Feature Request - Dedicated Interest Charging Functionality for Overdue Accounts
I'd like to propose that Xero develop a built-in feature for charging interest on overdue customer accounts that doesn't require creating sales invoices.
Current Limitation:
Currently, the only way to charge interest on overdue accounts is by creating an invoice, which records the interest as sales revenue. This creates accounting challenges because:- Interest on overdue accounts is not sales revenue from our core business operations It should ideally be classified as "Other Income" or "Finance Income"
- This affects the accuracy of sales reporting and financial analysis
- It requires workarounds or third-party apps from the Xero App Store (at additional cost)
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1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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1 vote
Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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nce can't be entered.
When in a contact and you look at the entries could the spend money entries show at the side if the invoice has been attached ~ at the moment I have to open each entry to check this?
Currently, this isn't a feature in Xero, which means each Spend Money transaction needs to be checked individually, especially with EFTPOS card sales where a reference can't be entered.Judy
Quantum Bookkeeping Solutions Limited1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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