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Reports & tax

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Reports & tax

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945 results found

  1. It would be great to be able to open & close the sections in the VAT return.
    I might be looking for a specific line in the Expenses for example, but need to scroll though all the sales. A little toggle to drop down or close off would be great!

    2 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  2. The addition of an undo button when accidentally deleting a draft report

    3 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  3. Xero Analytics Plus cashflow to show a year not just 90 days.
    The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?

    55 votes

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     ·  19 comments  ·  Reporting  ·  Admin →
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  4. Hi Xero Support Team,

    I had disposed some of fixed assets using disposal function in XERO. But I noticed that there is no field for me to type the memo/description to type the reason of disposal. I also can't find any field to upload the supporting document for that.

    3 votes

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     ·  0 comments  ·  Fixed Assets  ·  Admin →
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  5. To allow a box on the dashboard to show a running BAS/PAYG/GST total so we can get an idea of where are finances are up to coming up to these payment deadlines. Would be helpful for small business.

    9 votes

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     ·  6 comments  ·  Tax filing  ·  Admin →
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  6. The Danish Business Authority requires Accounting Systems to be approved by them in order for you to use their system in the country. XERO currently have no plans to get approved by them, I think they should get approval from DBA, and other countries, to enable subsidiaries of Global companies to use the same software as their parent companies.

    19 votes

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    7 comments  ·  Tax filing  ·  Admin →
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    Hi everyone, we appreciate interest in being able to use Xero as an approved accounting solution in Denmark. This is something our team are exploring at present and I'll keep you updated of outcomes of here.

  7. We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.

    We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.

    6 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  8. Hi

    I would like a feature in the short term cash flow where when a repeated manual entry transaction is made that you can edit only one instance like a repeated meeting in outlook.
    An example is that i have made a regular Money In transaction yet i cannot remove a single instance when the actual invoice is created and i am overstating incoming revenue.
    Thanks

    5 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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  9. Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.

    13 votes

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     ·  4 comments  ·  Reporting  ·  Admin →
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  10. Auto Save - Annual Financial Reports
    For Xero to auto save when creating draft reports.

    4 votes

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  11. On the P & L reports, there quite often extra lines at the bottom which aren't required this yr, but may be next year. which we don't need ie: Net loss/ profit before beneficiary dist , nor do we need before tax etc as a loss, just need the bottom line ( net Profit /Loss). Companies also have the same issue. Is there a way to "hide" these lines? if not , can we add this as a suggestion please. Don't want to delete, just hide or disable as necessary

    6 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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  12. Quickbooks allows this: and 501c6 and 501c3 find this EXTREMELY useful. We don't budget by the month per se; we budget yearly.

    53 votes

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     ·  11 comments  ·  Budgets  ·  Admin →
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  13. We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that sorts descending by gross invoice amount but groups the contacts within the contact group together. In Xero, I cannot figure out a way to accomplish this.

    7 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  14. I propose adding contact account numbers to account transaction reports in Xero. This enhancement will enable users to easily link and reconcile transactions with specific contacts, even when working with downloaded data in formats like Excel.

    By incorporating contact account numbers in account transactions reports, users can streamline transaction reconciliation. This feature simplifies the process of cross-referencing transactions and contacts, particularly when utilising downloaded data outside of Xero.

    For instance, users can streamline the process of running annual donation receipts by downloading the "Contacts" and "Account Transactions Report". By linking contact account number, contact names and addresses from the contacts…

    32 votes

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    14 comments  ·  Reporting  ·  Admin →
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  15. Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.

    This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.

    This issue needs to be fixed.

    4 votes

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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  16. Currently when you are viewing the GST Audit Report , you can select an item to view in more detail. When you back arrow to return to the GST Audit Report, Xero takes you back to the first item on page 1, not at the position where you left the Audit Report . It would be beneficial to the user, and would save a lot of time scrolling, if Xero returned the user to the position where they left the report.

    4 votes

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  17. To be able to attach documents (images / PDF ) to published reports.
    For example Bank Statements to Bank Reconciliation reports. Signed copies of Debtors / Creditors ledgers etc

    21 votes

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    7 comments  ·  Reporting  ·  Admin →
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  18. Have the ability to create more than one report style (colour and logo) so when you export to a 'Styled PDF' there are choices beyond 'no styling' and your default.

    22 votes

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    7 comments  ·  Reporting  ·  Admin →
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    Hi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.

    Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.

  19. Hi All, As we are based in Northern Ireland we have a lot of clients that purchase from both sides of the boarder, and are required to submit intrastat declarations on a monthly basis, however unlike Sage, this information can not be stored in Xero and then exported to submit to HMRC.

    It would make reporting this information so much easier.

    4 votes

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  20. Under Advanced, History and Notes; add a option to view who deleted statement lines.

    12 votes

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