144 results found
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Avoid blank beneficiary schedules from generating on tax returns
In Xero Tax we need to be able to indicate that a beneficiary does not receive income in a financial year so that the tax return validates without deleting the relationship in XPM. Vice versa in the beneficiary return ie: individual, company another trust we need to be able to indicate they are not receiving trust income so that this return also validates without deleting the relationship in XPM
9 votesAppreciate you showing your interest around this in Product Ideas, team. However, to confirm you do not need to delete the relationship in XPM.
Instead, in the situation where there's nothing to distribute, you'll want to make sure the beneficiary distribution statement within the TRT has the 'Distribution type' field as blank.
You may just want to open the return to make sure this Distribution type field is correct. Thanks
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UK Tax - Include Property Income in Personal Tax
Add Property Income to Personal Tax. For many people this is the only reason they have to fill in a tax return
1 voteHi Cath, we already support UK property income. You'll need to add UK Property Income form here's some guidance on adding the forms. You may also find this summary of what's available in Xero Tax helpful.
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Xero - Aged Receivables Analysis Report (30 Days instead of < 1 Month)
Option to show AR Summary or Detailed Report with "30 Days" instead of "< 1 Month" shown and likewise for other columns, such as "60 Days" instead of "1 Month".
2 votesHi Kyle, you can do this by editing the Ageing periods of the report 😊. For example you could change this to # periods of '30' and drop down to select Day instead of month.
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Date Order of Account Transactions
In 'Account Transactions', it would be useful to be able to specify the date order - latest first or, as now, oldest first.
1 voteYou can click the Date header in the Account Transactions tab of the bank account to sort by Date, Gordon.
Clicking once will sort newest-first and a second click will switch the order to oldest-first.
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Bank Report
In the old reports there was a bank report, (Detailed Account Transaction Report) that you could pull up the bank account and it would show the bank entries and where they had been coded. This is not longer available. Alternatively, could the code be added to the Bank reconciliation page where it shows the entries.
1 voteHi Penny, this is available within the Account Transactions report and you'll find a common option of Bank transactions by date which includes the account the transactions have been coded to. I believe this is the report you're looking for here.
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AU Payroll Employee Summary - Filter by Employee Groups
Employee Group is an option inside normal Xero for Personnel Officer to filter and generate different reports to support their lives and legal requirements.
Xero has this option, and removed this function without a follow up. This is not make sense.
I found this problem was listed since March 2024 and still do not have a solution.Recently I raise a case support and checking with Payroll Specialist and got a reply that Xero has a bug and require the user to contact the Product Team and raise an idea here to see any chance to get an improvement, or…
2 votesSorry for the back and forth, Rossetti. To confirm for all - While it's not possible to select certain individual employees, you can use the Payroll Activity Details report to view a total hours for an employee group.
If the employees are all part of the same group in payroll, you'll be able to run the report for that employee group for the required date range. While we don't currently have any plans right now for developing the ability to select multiple employees from the list, we hope the employee group option can accommodate your needs.
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Cash Coding - Selecting many transactions at once
Cash Coding - Ability to select many transactions at once, not by ticking one by one.
Example on the attached. I have like thousand of these transactions, and I had to tick them one by one to be able to reconcile them.
1 voteHi Danica, the select options in cash coding work similar to spreadsheets. There is the check box at the top of the grid that allows you to select all so you could then just uncheck the lines you don't want to reconcile.
Alternatively, if you select a line and hold down Shift on your keyboard you'll be able to select multiple lines by clicking down or up to the line to bulk select. 😊
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bank rec
Would be helpful if it showed a running total for the bank on the bank rec just to check the bank is correct
2 votesHi team, as mentioned in my last update there are already means to view your balances when reconciling.
Currently from the Reconcile screen of a bank account there is the Balance in Xero shown at the top that updates as you reconcile.
Account Transactions will also show the running balance of the accounts selected.
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GST Transactions - totals per GST type for mixed-GST users.
GST Transactions - we have organizations that use mixed GST codes in accordance with IRD ruling. It appears the GST report no longer sub-totals per GST code (eg. we have 3.39% rate and 15% rate and a previously used rate 2.95%). It would be helpful for the reports to provide subtotals after a change in tax code use, to provide a further level for the user to check
1 voteHi Trish, you can change the report format to transactions by tax rate which'll provide what you're after here 🙂
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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 voteHi Choon Wei, there are 2 lock dates that can be set in your Xero organisation. One will stop all users except advisers from making changes, the other will stop all users from making changes on or before the lock date set.
Setting up the latter lock date should help with the notifications that you're mentioning here, and where you'd still like to proceed with the change you'd go to the financial settings to remove/reapply the lock date once complete.
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Tax settings defaults
When entering line items it would be useful to have a way to default the tax settings - default the GST rate, & default the inclusive/exclusive setting. Would save time on the majority of tasks and need changing on a few
1 voteHi Sarah, this is already possible. Tax amount settings for Sales and Purchases can be found in the organisations Financial Settings. It's also possible to set up default Tax rates that can be applied to a Contact, Inventory item and/or Accounts within your chart of accounts - see more detail on default tax rates in our help here.
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Advisor Reports (financials) - hide empty notes in report templates
You heartily pat yourself on the back for a job well done in the latest blog post re: product updates, while missing the point completely.
Cool, you now hide empty notes in the financials automatically, but you DON'T recast the numbering of the notes, so I still have to go through and click '...' -> 'Hide' anyway.
Looking at the Balance Sheet before doing this the numbering goes:
- 2
- 3
- 5
- 15Not very professional now, is it.
2 votesThanks for feeding back on this with us here, Paul. We appreciate that you'd like Xero to auto renumber notes on screen where they are automatically hidden in report templates. While there is a bit of complexity in being able to do this, our team have ensured Xero will automatically renumber notes on any published or exported documents, keeping your reports consistent and professional.
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Xero Sign - Default wording template
It would be helpful to be able to change the default wording in the Xero sign email and even select from various templates.
Currently the default email is very generic and lacks the tone our practice uses.
3 votesHi Geraint, it's possible to edit e-sign email templates 😊 You'll see an option within Xero Sign Settings. See more information on this, here.
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Bulk register fixed assets additions
Ability to bulk edit and register fixed assets which are curently sat within the draft screen on fixed assets
1 voteHi Alice, this is already possible. From the Draft assets tab within Fixed assets you can select All or multiple assets that are listed and then click Register. As long as the assets are complete they will be registered.
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Bill due date
When inputting a bill to pay, the default "due date" should be calculated automatically (per your settings / usual trading / 30days etc) - and then you amend this IF different.... having to always enter a due date is a pain
2 votesHi Lyn, it's already possible to set default due dates for bills via the Invoice settings, or on individual suppliers via their contact record. 😊
In the same way you do for invoices and quote you can follow the steps here to set a default due date for all bills. Separately if you'd like different due dates for individual suppliers you can edit their Default Purchase settings within their contact record.
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Personal Tax (UK) | Ability to change default on tax returns for collecting tax via PAYE to 'no'
It is frustrating that the default is set as 'yes' to collect tax via PAYE in xero personal tax returns. This would be the exception rather than the rule for our clients and it's very easy to miss this when preparing the tax return. It's unhelpful that we are unable to change the default to 'no'.
1 voteHi community, thanks for raising this with us. The personal tax return should default to `No` but we discovered an issue where this was not happening correctly, when rolling forward data from the 2022/23 tax year to 2023/24.
I can confirm that a fix for this has now been released, so that any subsequent tax returns created will be set to No, as long as Yes was not selected in the prior tax year.
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For a business needing to invoice based on a percentage share, it would be useful to have an additional column that calculates thepercentage
For a business needing to invoice based on a percentage share (eg horse racing syndicate), it would be useful to have an additional column to calculate the percentage of the full amount.
A fix I have used is to apply a discount of 100- the share percentage but it would be more professional to have a percentage column.1 voteHi Anne, as previously shared there is a discount column within new invoicing. If not shown automatically - click the show/hide columns button to check and select Discount.
You can enter discounts as either an amount of percentage. If you'd like to enter a percentage discount simply add the % character in the field 🙂
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Financial Statements - Delete a bulk of empty notes in Notes to the Financial Statements
Good morning,
I am preparing a set of financials in Xero Reports for a client. One thing I find that takes up time is when the financials have limited account items, and I still need to use the Notes to the Financial Statements.
To save time it would be great if we could delete multiple empty notes at once instead of using the time-consuming process of pressing the three dots and deleting or hiding them individually.
Many thanks.
1 voteThanks for your interactions with the team, Tim. I wanted to round back to confirm for everyone here that we've now added some automation to Report Templates, so now any 'empty' schedules will automatically be hidden when publishing or exporting the reports from Xero Blue. 😊
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NZ Tax - Add warning on IR4J if 7E and 8D are zero
NZ Tax -New item added Audit Check orange warnings - a check that advises the preparer that IR4J boxes 7E (Total Credits) and 8D (Total Debits) if they are zero and is this correct. This would check that the IR4J has been completed as this is occasionally missed
The audit check button should be available before the return is completed
17 votesHey community, this is now possible! 🎉The team have added new warnings on the IR4 which display if box 7E or 8D are zero. These warnings will show when there's no entry in these boxes and invite you to review the return.
Thank you for all your inputs here - we appreciate your feedback, it helps us to continue to shape the future of NZ Tax at Xero.
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UK Xero Tax - R&D intensive for period prior to 1st April 23
I see you have recently livened up the functionality for R&D Intensive Companies to claim 14.5% tax credit, but only for accounting periods commencing on or after 1st April 2023. Will you be adding functionality for companies with periods commencing prior to 1st April but ending after 1st April 2023? We have some clients with December 2023 year ends who are R&D intensive and would like to claim the additional relief for expenditure from 1st April 2023.
Thanks
12 votesHi team, this is now live! 🎉We now cater for enhanced R&D intensive support (ERIS) allowing you to claim a higher rate of payable tax credit for R&D intensive companies. You'l find this is available for any accounting periods that straddle April 2023 and beyond.
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