146 results found
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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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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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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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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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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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Xero HQ | Clients - Filter by Xero files
Now that you've forcible inserted every single client as a line item in Xero HQ via Single Client Record, we NEED the ability to filter search results to only show client lines with Xero files attached.
Example: searching for 'Lee' used to result in 3 client Xero files - now it results in 598.
This is literally unusable.
EDIT: There is a filter for TYPE of subscription; I do not and could not care less whether a client has a Ledger, GST Cashbook, Starter, Premium, whatever other tier you care to make up.
I just NEED a tickbox to toggle…
3 votesQuick turn around here! 🎉We've just released enhancements to our XHQ Client list filtering. We've expanded the filters to include;
- Banks connected
- Financial Year
- Organisation connected
As mentioned earlier the organisation filter will help with what you're after here by filtering by clients with or without an organisation attached. Thanks, and keep sharing with us through Product ideas🙂
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AU Payroll Employee Summary Report - Heading Layout
Please fix the layout of the headings in the new reports - Reimbursements shows over two lines when you print the report to pdf, which looks absolutely ridiculous!
3 votesAppreciate the feedback, Emily. Can see what you mean with the report heading and I shared this back with the team. Today we've just released a change to the Payroll Employee Summary report so 'Reimbursement' has now been shortened to 'Reimb' 😊 so this will all fit in the one line now.
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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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Xero tax(AU) | ITR - Add estimate disclaimer
Add an additional dot point to the Individual Return tax calc disclaimer:
. This assessment does not include Division 293 tax that might apply to taxpayers where adjusted income exceeds the Division 293 threshold. Where applicable, Division 293 tax is charged at 15% of certain superannuation contributions.47 votesHey community, thanks for raising this as a Product Idea!
Earlier this year, we added in a warning for users affected by either Division 293 or excess super contribution tax.
This warning will appear on the print outs of estimates for returns from FY23 onwards.
You can read a little more about this on our Superannuation Contributions worksheet article over on Xero Central.
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Xero Super - "mark as paid" contributions which have gone to SGC Charge Statement
This would reduce the number of duplicated payments - where clients pay the ATO under a Super Charge Statement, then pay again through Xero super once staff fund details become available.
3 votesHey Felicity👋 thanks for your interest. If you’ve paid superannuation accruals outside of auto super, you can mark the contributions as paid in Xero to keep your records up to date.
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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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XPM | Job Manager - Search list by client
Search job list by client, at the moment you have to scroll through the job list to find the job you are looking for, which when the job list is very large this is frustrating. It is easier to go to clients, search the client, then go to the jobs list. But this is not very time effective when you know what you are looking for or just want to check if there are jobs in there for a certain client.
58 votesExcited to share that along with my recent update on the ability to filter by client, you can now search by client from the Practice Manager All jobs table!
Typing a client name in the search field will now show you a list of jobs related to a client.😁
Thank you all for your support and sharing on how we could improve your experience when using Job Manager for your Practice.
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Reconcile multiple bank lines to single item
We can use a single incoming bank item for multiple invoices or expenses, but I've noticed the converse isn't true.
I had an issue at an eatery where the staff didn't get my food order until everything was paid. So one line came in for drinks and another for food. I filed the entire trip under one expense item.
When it came through Xero, the reconciliation didn't enjoy that I was trying to attribute two items to a single expense.
3 votesThanks for the feedback here, We're going to shift this idea to delivered. As mentioned in my last update - you can record the expense as a bill in Xero, which enables you to apply multiple payments when reconciling. While you can only reconcile one statement line at a time, you can reconcile more than one statement line to a single bill or invoice.
It's worth noting spend money is treated as a direct payment, so you can only match this on a one-one basis and you would need to enter one spend money transactions for each portion of the payment.
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Report Templates - Set specific notes as hidden by default
Hi there,
Absolutely loving the new 'hide' note function in the financial statement templates. This is a much appreciated update! Could we look into adding an option for certain notes to be hidden by default in the adviser report templates? The reason being, that our firm uses a standardised template that includes a number of accounting policy notes that may not be applicable for all entity types. Our current process was to delete the notes that were not relevant and there are a number of notes that are irrelevant more often than not. If we had the ability to hide…5 votesHi team, this is now available to everyone! 🎉 You'll now find you can manually hide a note (text block or schedule) in the master practice report templates.
Thanks for contributing here in Product ideas and letting us know the changes that matter to you 😊
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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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Hubdoc App - ability to add a note
Currently when users take photos of receipts on the app they do not have the ability to add a note. This would be great so that the admin person coding the receipt can receive some additional detail regarding the purchase.
262 votesHey community - just a quick note to let everyone know this is now live 🎉
Last week we rolled out an update to Hubdoc for all users, that allows you to add notes to uploaded documents!
You can read more about this update over on our "Xero product releases" page.
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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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Xero Tax (AU) - Distribution from Managed Funds worksheet for TRT
Many our trust clients have investments in managed funds, e.g. Macquarie Wrap, etc. Unlike ITR, currently there is no "Distributions from Managed Funds" worksheet in TRT. This means, we need to enter Capital Gains and Foreign Income in the separate sections from "Distributions from Partnership/Trust" worksheet. It would be great if all components from Managed Funds distributions can be entered into one worksheet.
76 votesHiya everyone, this is now possible with the introduction of the Trust Income Schedule that's been made available through Xero Tax in Australia!
You'll find if a trust or beneficiary relationship has been set up in the client’s screen, these distributions save automatically from the trust return into the receiving return’s Trust Income Schedule - Read more on our changes through Xero Central.
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