1466 results found
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Reports with a minus symbol eg: -£1234 not (£1234)
Option to show negative figures on reports with a minus symbol eg: -£1234 and not (£1234)
1 vote -
Xero tax (UK) | VAT - First year flat rate 1% discount
Have Xero automatically set the flat rate percentage to claim the 1% discount for the first year of registration. This would save time and human error is having to make a manual adjustment.
1 vote -
XPM Report Builder - list of all data fields by report type
Previously, there was a list online which showed all the data fields and which reports contained which fields, which made it really easy to build customised reports that held all the fields I needed, or allowed me to confirm that I needed to combine two separate reports. That list has disappeared.
Can you please release an updated list of data fields for the report builder for XPM so that it's easy to identify which fields belong in which report?1 vote -
Hide job state for certain staff
The ability to hide a Job State (eg Completed) from the quick edit selection and within editing a job, from select users would be great.
Eliminating the possibility for a user to incorrectly move an open job to a state that should only be closed by the Admin Team.1 vote -
XPM - Add a Budget column under Group
Hi There,
We are wanting to add a new column under the family group view in XPM to show the budget against the open jobs. Making it easier to see what budget has been allocated again each job to make it easier for billing.
Thanks,
Annalise1 vote -
Sale tax report needs a filter for tracking categories
The sales tax report needs a filter for tracking categories for those filing under different store operations.
1 vote -
shortcut for balance date
Could you please add a shortcut for the balance date in the journal section, so the accountant doesn't have to keep typing '31/3/202x' multiple times at year-end?
1 vote -
Add inbuilt calculator for IR10
Add inbuilt calculator for IR10
1 vote -
Linking bill waiting for payment with invoices attached
Currently I include all my invoices in my Bills waiting for payment, when the payment comes out of my account and waiting for reconciliation in the Dashboard, I "find and Match" the transaction with the bills awaiting payment and invoices attached, but the invoices don't carry over so need to be reinput, which seems unnecessarily time consuming is there a way to consolidate the action?
1 voteThanks for sharing, Elizabeth - when you say the invoices don't come across could you explain a little more? Are these attachments to the bills that you've created or would this be sales invoices that you have entered in the organisation and also trying to reconcile?
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Xero Tax - Import 100% tax VAT adjustment
Import VAT on goods and services received. We require a 100% VAT adjustment, tax rate. Where 100% of the subtotal goes into tax; and 0% goes into the cost. At the moment when allocating 100% VAT it adds the subtotal + 100% VAT = doubling the amount. The alternative is to use multiple lines to off set the subtotal and take 100% of the VAT. Other accounting software has the ability to do a 100% VAT adjustment on one cost line, eliminating the need for the multiple lines and offset.
1 vote -
Reporting idea - Multiple account analysis, group by account and then summarise each account by contact
Account transaction report that can analyse multiple accounts in one report by grouping everything by account and then summarising each account by contact at the same time.
1 vote -
Reports - Add FX note to Reports
Knowing that FX disclosures were expanded to several reports. However, it is awkward when the Adviser report comprises of Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Equity, Statements of Cash Flows and Notes to the Financial Statements, only the first two reports are able to be presented in other currency (Eg. SOFP & SOCI presented in USD but SOCE, SOCF and Notes in MYR). Can Xero enable the function of FX in every page of the adviser's report? Thank you.
1 vote -
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 -
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 -
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 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 -
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 -
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 -
Bank feed PAYEE name issue
Some bank feeds have transaction details where the bank uses a debit card reference or DF reference in the PAYEE, the reference will contain the actual PAYEE name, for example the PAYEE field will have 1234-XXXX-XXXX-1234 or 123456789DF and the reference will show the actual PAYEE. Can Xero replace the PAYEE name with the actual PAYEE if it sees the above numbers. Too many clients are not replacing the numbered PAYEE and trying to recognise the PAYEE is proving time consuming as clients are not recording the PAYEE with the correct details
1 vote -
Ability to edit the tax notes once tax payment notice approved
When going through tax payment letters it can be useful to make a note i.e spoken with client re tax or checked IRD. However, once the tax payment is approved it cannot be edited or deleted and also will not remain in the notes box but rather provisional tax history.
1 vote
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