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Reports & tax

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Reports & tax

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920 results found

  1. 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.

  2. Manual Journals - Export multiple journals

    Allow users to export all manual journals at once either in PDF or to excel format

    21 votes

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  3. 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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  4. Auto Save - Annual Financial Reports
    For Xero to auto save when creating draft reports.

    4 votes

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     ·  0 comments  ·  Reporting  ·  Admin →
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  5. 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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  6. 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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  7. 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.

    23 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.

  8. request for additional columns available in customised account transactions report

    only standard columns available, would like to access other options such as unit quantity, unit cost, invoice status, etc.

    22 votes

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     ·  12 comments  ·  Reporting  ·  Admin →
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  9. Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.

    A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.

    38 votes

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     ·  6 comments  ·  Reporting  ·  Admin →
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  10. The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!

    94 votes

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    22 comments  ·  Reporting  ·  Admin →
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    Hi everyone, thanks for the engagement and support on this idea. We recognise that having the option to display accounts in GL account number order when editing a reports layout would reduce the need to manually adjust the order of accounts.

    We've reviewed your feedback, including the specific issues with grouping, and are moving this idea to Accepted. This reflects that the idea has not been included in our current roadmap but that this is an idea that we will continue to monitor.

  11. The ability to do budgets by GL account number. It's very perplexing this is not available today!

    89 votes

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    26 comments  ·  Budgets  ·  Admin →
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    Hi everyone, we’ve been tracking this conversation and appreciate the insights you’ve shared around budgeting. We get how being able to sort budgets by General Ledger account number could streamline your workflow and help reflect the structure of your reports.

    Currently, as you may know you can export budgets to a spreadsheet, and sort them outside Xero. But, we understand you'd prefer a solution directly in Xero.

    We want to be transparent; this isn't currently in our roadmap. As we continue to monitor this space, we’ll update you here if anything changes.

  12. MANNUAL JOURNAL

    Please add a reference column for us to fill up so that posted journal are document in sequence number. The journal ID is actually act as audit trail Instead of journal reference number.

    Also, pleas please allow journal entries to be able to post entries to bank...its such a miserable, while journal entries supposingly existed to pass adjustment but doesn't allow pass entries....

    13 votes

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  13. Is it possible to run reports and have the notes section as an additional column option? As currently have to click into each individual invoices to see the note

    6 votes

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     ·  4 comments  ·  Reporting  ·  Admin →
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  14. Under Advanced, History and Notes; add a option to view who deleted statement lines.

    12 votes

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  15. Currently the report's filters only available to filter thing that " contain " in the respective categories. Can you please also include the option "do not contain" - so that we could produce report to omit things that we would not wish to include. Thank you

    32 votes

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    9 comments  ·  Reporting  ·  Admin →
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  16. Dear All,

    i have the following suggestion. I think it would make sense to allow the production of a Dividend Voucher in Xero also by in-house accountants, rather than only by an accounting firm that is a Xero partner.

    Many thanks and kind regards, Andrea

    19 votes

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    8 comments  ·  Reporting  ·  Admin →
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    Thanks so much for sharing your suggestion. ✨

    At the moment there aren’t any confirmed plans to bring that specific Dividend Voucher experience into blue Xero. That said, feedback like yours is really valuable for our product teams, so I’ve passed this on as a feature request to help them understand the demand from in‑house company accountants who aren’t connected to a Xero partner.

  17. GST Return Export

    It is annoying that the new GST return layout does not export the essential fact that it is a GST return and the period. The new GST return now just exports the business name and the end of period date.

    It needs to have the words "GST Return" or similar.

    1 vote

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  18. I would suggest that Xero should provide direct debits from all your accounts in one report.

    3 votes

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    1 comment  ·  Reporting  ·  Admin →
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    Hi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business? 

  19. Access and use G702 & G703 Application for Payment forms for progress payment

    2 votes

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     ·  0 comments  ·  Fixed Assets  ·  Admin →
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  20. Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR

    8 votes

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     ·  0 comments  ·  Budgets  ·  Admin →
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