945 results found
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Reports - Show invoice number in GST F5 Return
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown…
22 votes -
Fixed Assets - MACRS depreciation
Be able to run depreciation as MACRS in Fixed Assets.
7 votes -
Business performance - Negative + negative resulting in incorrect profit
Mathematically a negative x a negative = a positive. But when this is gross profit @ 312%, it does not represent the business financial position.
1 voteHi Charlotte, sorry we haven't responded to your idea sooner. Appreciate your screenshot and raising this with us. I'd recommend this is something our Xero Support team take a deeper look into with you. If you can raise a case with them through Xero Central they have tools to be able to escalate this with our product team if not working as it should.
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Reporting - Notes column option on reports
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
5 votes -
Invoice report - Ability to view adjustments to tax
Would like to be able to find and recode transactions in bulk or have a report somehwere, where we can search the "include Adjustment to Tax" amount on any transactions. There is currently no way to find transactions that have this and to correct we have to find the batch payment, undo, edit the invoice, approve and re-batch. Not ideal.
1 vote -
Trust Account Management - South Africa Legal
South African Law is in desperate need of a simple Xero based Trust Account Management system.
Xero is so easy to use for the Business transactions, a similarly user friendly option for Trust Account Management would be a dream.
1 vote -
Fixed Assets - Estimated Depreciation calculator
Ability to enter a date and run an estimated depreciation cost up to that date. Very useful when creating budgets and forecasts.
29 votes -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
50 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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Fixed Asset - Partial disposal of an asset
Would be good to have a function within fixed asset register that allows to part dispose of an asset and to revalue.
425 votesHey team, thanks for all your input on partial asset disposal.
We understand that manually managing parts of an asset can be time-consuming. While we don't have plans at this time to develop a built-in feature, your feedback's really helpful in showing us where things could improve.
For now, manual methods to calculate depreciation and record journal entries to keep things accurate would be the best option.
However, this is a feature that we'd like to revisit as we plan our future roadmaps, and will be happy to share if there is any traction around this. Please keep sharing this idea with any colleagues you feel could benefit from this too.
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Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
16 votes -
Profit & Loss - Default date of Custom category column to follow report date
In response to the "Custom Report - Update-able date column" idea (now closed), you recently added the option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for.
Why (on earth!) is this not the default behaviour? This is what I thought should be happening and have spent ages, included a support session, trying to sort out the implication of it not working as expected. The column date should normally reflect the report date, surely.2 votes -
CIS - Include CIS Suffered in CIS reporting
A section for CIS suffered as like the current CIS deducted would be really useful. The reporting for CIS deducted is great and helps records for monthly PAYE. A similar section on the CIS suffered side would be great - checking through separate ledgers and updating RTI filings is manual in contrast.
4 votes -
Account Transaction report - Add Quantities & Unit Price to Column Drop Down
It would be incredibly helpful if 'Quantities' & ' Unit Price' were included as column options in the Account Transactions report.
This way one can quickly review the quantity & price of each entry without having to drill down into each individual entry. It would also provide a total quantity and average unit price for the given period.
The example that I am referring to is on a farm business where we would like to review the tonnes of crop sold and the price.201 votesThanks for all the valuable feedback you’ve shared through this idea. We get how adding Quantity and Unit Price columns to the Account Transactions report would help you with transaction reconciliation, and provide clearer insights, without the need of opening individual transactions.
Being upfront this isn’t in our team’s roadmap, however the idea will remain open for voting. Your input continues to shape our understanding of what’s most important, and we’ll keep sharing your feedback with the product team as they assess and plan for the future.
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Report Templates - Make Report Fields available to use in group headings
It is not currently possible to use Report Fields in a group heading in reports.
We spend time setting up shareholder and director names in Report Fields but they can only be used in text blocks, not group headings in reports. If we could use Report Fields in group headings we could make report templates, such as the schedule of shareholder current accounts, more dynamic and automatic. See the screenshot attached for an example.
10 votes -
Reports - Add report with all bank statement lines
A report showing all Bank Statement lines for (Filtered) bank accounts and date ranges.
This report could be used to track transfers that go from Bank Account A to B to C.
Should include User created statement lines and reconciliation status. Additional details such as matched transactions would also be useful.14 votes -
Budget Manager - Use last years actuals
Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR
6 votes -
Reporting - Options for Font colour & type
Ability to change Fonts in reports. Each firm is unique, and have ways to express themselves. We have always used a particular font for all our correspondance.
The XERO reports look the same for every firm. Adding the options for fonts, size, colour will allow firms to be slightly different.30 votes -
Business Snapshot - Account for leap year
Fix Business Snapshot so that it can account for the leap year! Currently it includes the 29th February in the March numbers.
4 votes -
Payable invoice detail report - Add Projects column
Payable invoice detail report - Add additional column for 'Project'
4 votes -
Reports - When running the GL detail report on a Cash Basis, show the description of invoices & bills
As payments are applied to invoices or bills, you can't see the description detail on a cash basis report (no problem with an accrual detailed general ledger though).
The old general ledger (export function) enabled you to see the description on both accrual & cash.
Seems illogical?!
30 votes
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