1467 results found
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formulas
Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.
1 vote -
Reports realign periods oldest to newest
For Xero reports when running comparisons, the data is listed from left to right as newest perido to oldest.
I have been an accountant for over 20 years, and nearly all other softwares show these reports as oldest to newest from left to right.
Was wondering if there could be a button to just switch this around.
Thanks
Adam
2 votes -
Annual Report and Financial Statements Template for UK Charitable Company subject to UK Audit
When can we expect a template for the Annual Report and Financial statements for UK Charitable Company subject to UK Audit?
1 vote -
document packs
Why oh Why cant we jus t email the client the document pack. It doesnt require a signature, it just needs to be emailed to the client for reference or to support other information provided at the end of a quarter
2 votes -
User Defined Mapping Codes
For customising the notes to the accounts on financial statements it would be really helpful to have the ability to add more user defined report mapping codes for each client. Case in point, assets under finance. The notes look very ugly in the way it is reported, grouping all the current/non-current liability types together. Through allocating each account to its own user defined each individual finance can group the liability and unexpired interest to separately total each asset under finance (see attached example). Some of my clients have up to 10 assets under finance so that would require the ability…
1 vote -
GST contractors
Hi,
It would be great to be able to pay contractors (who are paid Super) in Payroll and have an option for GST. I feel the Contractor payments aren't user friendly for most small business as they have subcontractors and contractors where only GST is added and no PAYG tax is deducted.3 votes -
GST Rec dates and Late claims report.
GST Rec - 2 Simple ideas.
In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.
A GST report that showed the late claims that relate to the prior financial year.
1 vote -
NZ Tax: Terminal tax labelled as Residual tax to pay
On the IR3 2024 tax return it is currently labelling the tax liability after provisional tax paid as 2024 residual tax to pay. It should say "Tax to pay" or "Terminal Tax to pay". It is incorrect and confusing to have the tax before and also after provisional tax to both be labelled as residual tax. In communications when we are advising on provisional tax obligations we reference the obligation being based on 105% or 110% of residual income tax and now that is not clear for the client which figure we are using. In addition under the 2025 provisional…
5 votes -
The new Xero implementations - becoming very frustrated!
I am finding the inconsistent implementation of the new Xero style mixed in with the old incredibly frustrating. The new style screens are slow to load & enter data, the tabbing and typing a few letters then hitting return either doesn't work (add payment) or is inconsistent between screens, entering a new customer on the fly is frustrating because you can't enter all the information at once & still have to open the full contact edit screen to complete it, also the new contact pop up doesn't autopopulate addresses as you type, the send remittance button disappears if you get…
12 votes -
XPM - Bulk delete jobs
I learned the hard way after bulk importing 1,700 jobs on the wrong template that you could not delete those imported jobs in bulk. I spent 4 hours individually opening each job from a report and deleting.
It would be great to use job manager to be able to select jobs (assuming they haven't got any time, costs or invoices associated with them) and delete.
6 votes -
XPM - Import Job Budgets
We'd like the ability to import job budgets at the time of importing new jobs. The budget field seems to be a standard field for jobs, so I see there would be no reason we can't add the budget at the same time of the import.
10 votes -
GST Late claims
Not a new idea however something that we should be aware of.
The late claims button / tab on the new GST return will not show to look into transactions if the Net amount of the total late claims is Nil. This means that if a change is made from April date to March date in July period, when you look at the late claims in the June July return because the amount is netted as Nil they dont show. making it very hard to reconcile your End of Year GST back on workpapers.2 votes -
XPM - Replace Radio Buttons with Check Boxes
When preparing an invoice, it would be great if you could replace the radio buttons with check boxes within tasks and also be able to bulk update the Billable status on timesheet entries within a task to Yes, No or Future.
If you have a task with a lot of timesheet entries, and you only want to bill a few of them, it's very time consuming to have to select one by one to change the Billable status to Future.7 votes -
Confirmation when editing transaction before lock dates
After the lock dates is set, xero should prompt advisors to alert them when they try to edit anything before the lock dates, and let the advisors to confirm that they really want to edit the transaction before the lock dates.
1 vote -
super contractor
Invoices submitted by contractors - Xero should have a tick box where we can tick 'I need to pay super on this invoice' and it tracks and records contractor super owing.
3 votes -
A copy or Dummy group certificate that we can generate from Xero for staff
I still have lots of staff asking to see a Group Certificate, especially if they have not put their tax in for a few years. It would be great if we could generate a "dummy" group certificate for the staff member, after the end of financial year. It give them the info they want immediately and adds professionalism to our company if we can provide what they need.
3 votes -
Documents Date vs Posting Date
Features to allow user to enter both "Documents Date" and "Posting Date" when we record for any single transaction instead only one column of "Date".
For example, the invoice date could be 30 of Jun 2024 but as we receive this invoice later, on 10 of Jul. With this, I cannot book this invoice in Jun ledgers, because the month had closed. So, I have to book (post) the invoice in Jul ledgers, on 10th.
Any updates would be appreciate.3 votes -
bugs and errors page - 2024 ITR compulsory HELP repayment wrong
see CX0015377165. I was informed on 5/8/24 that the HELP repayments on green xero tax estimate is being calculated incorrectly.
It would help if xero has a dedicated errors page to notify users of potential bugs/mistakes so that when we do advise our clients, we can provide them accurate information and disclaimers - such as telling them that the tax estimate on xero is currently not working, so we will have to prepare you a separate but correct tax estimate.
3 votes -
BAS comparison
Any chance we could get a Comparative Report for BASs in XeroTax? I think it would be very useful to be able to compare current BAS with a previous few to easily highlight amounts that are out of ordinary expectations in PAYGW, PAYGI or GST. I envisage a report similar to income tax comparison but across more periods. Thanks.
4 votes -
default workpapers selected
Please clear the default workpapers that are selected for every workpaper pack regardless of whether there is any data for these items. e.g. operating leases commitments, Home office, GST, BAS, Income Tax, Franking Credits, Borrowings costs.
1 vote
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