920 results found
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Cash summary - Show working capital items as tax inclusive
New Cash Summary report vs Old: In the new report when you customise the new report to adopt the "Working Capital with other cash movements" format & report Gross, i.e. with VAT figures, the "Other Cash Movements" in the new version are STILL reported Ex VAT. IN the equivalent Old version, they were termed as "Non operating Movements" and would correctly apper as Gross, i.e. VAT included figures. In the new report instead, VAT on these items is reported as a consolidated item seperately below as "VAT movements". There needs to be a feature to report the above as Gross…
18 votes -
Business Snapshot - Include budget amount
Hi Team- it would be a great idea to include the budget amount in the Business Snapshot so that we can have a one view on the actual against last year against budget,
8 votes -
Reporting - Bank Reconciliation report with line details
Report to display how one (of several) bank accounts was reconciled by another user. Items to include Who (Contact) What (Account Selected and Description) Division and Tax Rate.
This is to ensure the items were reconciled correctly, particularly overseas payments where NO GST must be selected. To check work of admin.
10 votes -
Projects - Report on nil activity projects
Ability to report on projects that have nil activity. Currently they do not show in the Project Summary Report until activity has been entered.
8 votes -
Reports - Fix report header formatting for reports longer than 1 page
When a report runs over a single page, the header formatting does not pull through to pages 2 forward. It pulls through the report name in small writing at the top of the page and leaves a large spacing at the top of page, as the attached screenshot shows.
This product idea is to fix this bug so that either the report name header formatting pulls through to all pages within the report (preferable), or at least the empty space is removed.
For example with the accounting policies section of the accounts, we would want the data shown in the…
14 votes -
Account Transactions Report - Show Invoice Date and Paid status
On the Account transactions report bank accounts or other accounts it would be great help to have the invoice date as well and paid unpaid status
5 votes -
UK CIS - Audit history of emails sent out from CIS Contractor
It would be really useful to be able to view the email content/date/time/recipient, etc of the emails sent to CIS Subcontractors when we send the monthly CIS Statements via Xero to them.
29 votes -
Reports - Add multi currency for intercompany reporting
The functionality to allow for intercompany reporting when the currencies are different between the organisations - for this we would need to be able to create an asset/liability account in a currency other than the local currency. This would eliminate any Foreign exchange gains/losses on intercompany balances.
9 votes -
Notification | Email reminder for VAT submission deadline
Given that the HMRC reminders are non-customisable, sporadic and could be taken away at any time, could we please develop email reminders for VAT submission deadlines in Xero?
78 votes -
Fixed Asset - Report Customisation
I would like to see the ability to customise the Fixed Asset Schedule. Currently it defaults to alphabetical order. In order for us to display the Fixed Asset types in a more logical order we need to name the fixed assets 1- Land, 2 - Buildings etc. We cannot add page breaks either which would be appreciated. We should be able to Edit the layout as we can with the other reports.
20 votes -
Invoicing | History - Show detail of action made
With the currect feature History and note report we are able to see which invoice for example has been edited - change name of invoice - reconciled etc. However we would like to have a more detailed view, for example if an invoice is booked in USD and someone will change the currency in EUR we are not able to see this change , we can see only that the invoice is edited by X person but we are not able to see the change. How can we have this feature?
42 votesHi everyone, we wanted to provide an update of a recent change we have made where you'll now see the email address of the primary email entered in the To field is recorded in history each time an invoice is sent. You can read more about this change in my update here.
As mentioned on that thread there are a couple of unique scenarios we are tidying up and I'll return to confirm once that is complete.
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Reporting - Expand & collapse groups in report (rather than Layout editor)
After grouping accounts using the 'edit layout' function it would be great to be able to either expand or collapse each group while viewing the report, rather than having to go back into the 'edit layout' section to change the way the group appears.
35 votes -
Fixed Assets - Allow Custom values in depreciation schedule e.g. 50%, 30%, 20%
Please update depreciation schedule to allow for custom percentages per year, for small business in SA it is allowed to depreciate 50% / 30% / 20% over three years but there is no viable way to implement currently.
24 votesHI team, we're grateful for your involvement and sharing through product ideas. To let you know, currently we don't have any plans for developing the ability to add custom percentages in the depreciation schedule.
We'll continue to track the interest from community through this idea and if there are any changes surrounding this we'll share an update with you all.
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Fixed Assets | General Pool Write Off
Under current simplified depreciation rules, small businesses deduct the balance of the small business pool at the end of the income year if the balance at that time (before applying the depreciation deductions) is less than the instant asset write-off threshold.
Currently Xero's pool does not apply this rule & continues depreciating at 30%. It would be great to have a product update so the correct application of current tax rules applys to the pooling system in Xero.
134 votesAppreciate the traction this idea's gained - Thanks for your support, everyone.
Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central
We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.
That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.
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Dashboard | Account Watchlist - View annual budget figures
I need an account watchlist for annual budget, the budget should be for one year accounting period.
37 votes -
Fixed Asset register - Cost limit for fixed assets fully depreciated at purchase
Ability to choose a cost limit for a fixed asset when the depreciation method is set to 'Full Depreciation at Purchase'.
For instance a car is purchased for over the cost limit, therefore only $64k or so is able to be written off immediately with the balance to sit as an undepreciable amount.
Currently the full depreciation at purchase method writes off the whole amount, and diminishing value at 100% with a cost limit will still pro-rata the depreciation for the year and not write off the full cost limit amount.
36 votes -
History and notes report - Ability to search results by contact
Ability to run the history and notes report and search by contact so users don't have to search through all notes.
12 votes -
GST Audit report - Include narration from bank statement
DEAR XERO. CAN YOU PLEASE CHANGE THE GST AUDIT REPORTS SO THAT THEY SHOW THE ACTUAL NARRATION THAT IS ON THE BANK STATEMENT INSTEAD OF THE PAYEE NAME. WHEN RECONCILING TRANSACTIONS XERO ADDS IN A SUGGESTED PAYEE NAME WHICH OFTEN GETS ACCEPTED, OFTEN ITS INCORRECT. THIS IS THE DETAIL WHICH SHOWS ON THE GST AUDIT REPORT. IF I AM CHECKING THE REPORT I NEED TO SEE WHERE THE ACTUAL PAYMENT WENT, FROM THE BANK STATEMENT - NOT WHERE SOMEONE HAS INADVERTENTLY SAID IT WENT WHICH MAY OR MAY NOT BE CORRECT. THERE IS A LOT MORE INFORMATION ON THE BANK…
23 votes -
Sales report - By contact location
It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.
52 votesHi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
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VAT Reconciliation Report - Auto-populate and drill down into figures
An updated, functional VAT reconciliation report.
The existing VAT reconciliation report isn't particularly useful. It has to be populated manually and the figures that do populate automatically can't be drilled down into. Not helpful.
VAT reconciliation aren't really a problem for us as we can use the Detailed Account Transactions report to identify the transactions posted directly to the VAT account i.e. transactions that have a category of VAT, whether it be a VAT payment, VAT on imports or just simply a miscoding by the client. Essentially it highlights those transactions that will affect the VAT ledger balance but won't…
25 votes
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