98 results found
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Customer and Supplier Account Summary
You have a contact transaction summary report which is very confusing showing the allocation of overpayments or credit notes. Just need a report to show the actual transactions that you can then drill down on so that you can see where they have been allocated. Also needs a running total. Would be useful to show just outstanding items or to be able to show all items from a particular date.
3 votesHi team, it's possible to get a view of what you're asking here with the Account Transactions report today.
You can customise the Account Transactions report to add both contact and related account. You can also filter by these fields.
There is also an option to show a running balance.
Alternatively you could look into the Receivable Invoice Details report and filter this for a single contact, and choose which 'source's you'd like to include when running the report.
I guess what would help in passing your feedback to the team here is understanding more detail of what you'll use this specific report for? What is it you're trying to use this for?
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1099 - W9 file attachments
We've lost the ability to see if there are attachments on contacts - it used to be a quick way to see if a PDF W9 was on file. We also used to keep a 1099 file in Xero Files and would link those to the contacts, so we could quickly see if clients had been updated. That was especially helpful when names didn't correspond well (dba's and such). Now the files are hidden in the Files section of the Contacts but their aren't visible from the 1099 management.
2 votesHi Gina, with our recent update for contacts this should now make the idea you have here possible. With our latest change you can now attach files from the file library to a contact again.
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Xero Tax - Share Capital note
Share capital note - in many accounts production packages there is a share capital note. It would be good to have this available in Xero Tax. If not, please could you add the functionality to add a custom note, which would enable us to add a narrative and a simple table.
2 votesHi there, I'm pleased to let you know that a share capital note is now available! Thanks for sharing and supporting this idea 🙌
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Default dates in reports
With the old reports we were able to set the report dates and then save the link. For example for the 2022 year I have the Profit & Loss, Balance Sheet, Trial Balance, Journal report, Accounts receivable etc with the default date 01/07/2021-30/06/2022. I have saved these links into a folder on my browser and then whenever I open up the report to whichever client file I am in in automatically defaults to this date. Is there any way the new reports can default to an annual date so that we don't have to keep refreshing the date every time…
2 votesHi Ineke, this is possible in the newer versions of reports. Once you have the report set up as you like you can save as Custom.
There are both common date formats such as Last Month, This year etc, or you can set a custom date range.
Once you've saved the custom report, you can also make this more readily available by favoriting it. 🙂
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More flexibility in staff privileges for timesheets
It would be useful if we could restrict staff privileges so they could only see their own timesheet rather than all staff members
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Hubdoc - Attach email to document
When an email is sent to Hubdoc with attachments, have email attached to document(s) instead of it going into Failed.
Purpose: To consolidate emails with invoices/bills/etc which often have extra information that is needed to pay the bill.
2 votesHi Pam, as Dana noted earlier this is already possible through the help link provided - or let us know if it's something a bit different you're after 🙂
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Xero HQ - Ability to use Ask to send template queries to non Xero clients
I was told on a recent Xero training course that I could use "Ask" to send queries to clients - even those not on Xero. However, having just spent a considerable amount of time setting up a lot of new templates for requesting self assessment evidence from clients I have now found out that you can't use it for individuals who are not on Xero. Perhaps this could be something which could be looked at in the future? I have a number of individual clients who need self assessments but don't require Xero and it would certainly be a bonus…
2 votesHi Leah 👋 great to hear you've been through some of the training!
You can send Xero HQ Ask queries to non-Xero clients, however you'll just need to add them as a client in Xero HQ so they can receive the notification.
On your clients end, they can create a Xero login to access and respond to your queries through Ask, without needing to add an organisation.
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Xero Tax - Submit Tax Returns on cash basis
Functionality to be able to submit Sole Trader/Freelancers/Counsellors tax returns on cash basis.
2 votesIn order to file a self assessment tax return for self employment income on a cash basis this needs to be selected from within the self-employment schedule.
Below the accounting period start & end dates there is a Yes/No toggle to switch over to 'Yes' if cash basis is being used in the accounting period 🙂
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Export the customers last trade date.
Would be helpful to have the feature to export customers with last trade date.
1 votePerhaps smart lists can help you here, Varshi. You can do a search for contacts that have purchased an item within the last 7 days, 4 weeks, 6 months, a year, or last 2 years. Alternatively, the Receivable Invoice Summary report grouped or filtered by contact should help you see the contacts last trade date based on invoices. Or, if you're look at a specific contact you could use the Contact Transactions report.
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Reports - Aged Creditor & Debtor reporting format
Could we please create an Aged Creditor & Debtor reporting format for the Ageing Period Title to show "Current. 31-60 Days. 61-90 Days. 90+ Days. Total" . Clients doing Tenders are required to do use this format on reports.
1 voteHi Judy, this is already possible with Aged Receivables Detail and Summary reports. You'll find within the Ageing section that you can adjust to choose the number of periods then you'd want to enter 30 and Days.
If this is your preferred view, you can save as custom to make this easily accessible.
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Xero Tax (UK) | Create accounts for company limited by guarantee
Create accounts for company limited by guarantee
1 voteHi Mike 👋, this is already possible within Xero Tax for UK users.
The wording of the accounts will automatically be adjusted when creating a set of accounts for a company limited by guarantee. These changes are driven by the Company Registration Number saved within the Organisation Settings in Xero.
For FRS 1021a you should see the statutory information note now references the company is limited by guarantee and for FRS 105 the balance sheet statements will be updated. If this isn't in line with what you're experiencing please raise a case with our support team.
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Personal tax attachment
How do I attach a calculation (CGT) to a personal tax return? It's currently not possible to attach and save personal tax documents to Personal tax that will not be submitted to HMRC.
I’ve included a link to Xero Product Ideas where you can view and support current ideas or create a new one to share your thoughts.
1 voteHi, thanks for raising this idea - I'll switch it across to delivered as this is something that can be achieved in Xero Tax.
To include include your own calculations for CGT in the Personal Tax return. You will first need to add the Capital Gains schedule and check the box to indicate that you are including your own calculations.
You can then head to the attachments page and upload your calculations.
The Generate a personal tax return support article has information on how schedules can be added to the personal tax return.
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NZ Tax - Prevent return finalisation when PIE exceeds what's claimable
In a non resident return it would be good if Xero could prevent finalisation of the return where the PIE tax credit is in excess of what is claimable under the Tax on Taxable Income/Taxable Income x PIE Income formula. Thanks
1 voteHey Claire, rounding back to your idea here I wanted to confirm that when running an IR3NR return there is already a warning that'll appear if PIE tax deducted exceeds tax on taxable income.
This will prevent the return being filed in Xero until the figures have been amended.
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Bank rule - leave description as is.
When creating a rule. Add an option to leave the description as it is. This is helpful if the client has added something onto the bank line and the rule would otherwise remove it.
1 voteHey Gregor, thank you for submitting this. If you want to retain the original description of your bank statement lines the best approach would be to leave the 'Description' box empty when creating a bank rule. This will prevent the bank rule from overwriting the original line with the text you've entered into the bank rule and keep it as it is 😊
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NZ Tax - Tax return audit check that key points 34-38 have been completed
Tax return audit check should include whether new keypoints 34-38 have been completed
1 voteThanks for the idea here, Mike. Our team have made some recent updates and Xero Tax (NZ) will now provide a warning banner with suggestions to show where your tax return may require a review.
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Contact - control page information incorrect
Has anyone else had a problem with the contract control page displaying incorrect information?
Our customers pay a 30% deposit with order, we record this as an overpayment. When an invoice is raised we transfer 30% of the deposit to pay a % of the invoice.
On the contact control page it shows the invoice number, the total paid and the total due. But the total paid doesn't include the overpayment - so the total paid is INCORRECT.
The contact control page does show the overpayment total reduced by the 30% paid over to the invoice so it isn't consistent. …1 voteHi Amanda just popping back here to let you know that the custom column option has been added to the All, Invoices and Bills tab.
Clicking on the ‘Column’ button opens a list of all data columns available on the tab. Select the fields you wish to see on the page, in your case: Total amount. Click Apply. This saves the default view for the tab for all the contacts in your selected organisation.
Note - This change is per user, so the columns will not change for other users of your organisation.
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"annual leave"
Annual Leave Report - I need a list of annual leave transactions (accrued and taken) for each employee that also shows their running balance.
1 voteHey Kali,
You can use the 'Leave Transactions report' to see a list of all leave transactions (including accruals, balance brought forward and leave taken).
For more information, check out our 'Leave Transactions report' article on Xero Central.
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Static Accountant & Bookkeeper Profiles
Accountants should have a singular login that stays with them and is not tied to the firm/email they initially sign up with. Wiping the slate clean when changing employers is degrading to the work done during that time.
Accountant users should have the option to change the email, and the firm can add/remove them as staff as need be.
Aspects:
-When an employee leaves, Xero sends a notification to the user to change their email address. Employer removes access to client files.
-When an employee changes their email, Xero notifies that access to client files will be lost unless reset…1 voteHey Dot, you can set up your Xero account with an email you'll always have access to (i.e. a personal or business email that isn't tied to a practice)
This way you won't lose track of your certifications or cases when moving between new practices.
You can also use these steps to Delete yourself from an organisation, to remove your own access when it's no longer required.
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Xero HQ - Include Partner Edition Subscriptions in export of client list
Exported Client List - Include Partner Edition Subscriptions (e.g. Ledger) in export of client list to csv file. This helps us to review our current ledger subscriptions and ensure we are not unnecessarily subscribed.
1 voteHi team, we've made a recent update to the client export to now include the Subscriber Email. You can now use this export to filter by the practice email to get a view of the subscriptions the practice is paying for.
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aged
To be able to run the aged payables/receivables reports for a set date range, but as at another date. I need the date of invoices to only be showing up to the companies year-end, but to see whether they are still outstanding at the date I am preparing the accounts. For example, if their year-end is 31st Dec 22, I would not want invoices included after this date, but I would like to see the position as at 19th May 2023, to see what is still outstanding now. I could do this on the old reports by setting the date…
1 voteHey Mandi, this can be achieved using the additional invoice date fields available to you under 'Filters' 😊
For example, you can set the 'Invoice Due Date' for to 31 Dec 2021 and the date for the report to 'Today', to see all invoices due prior to 31 Dec 2021, that are still outstanding today.
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