912 results found
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US Tax - Allow manual sales tax amount modifications on transactions within US organizations
I have a US corporation in Xero which primarily does business in Canada and collects/remits Canadian sales tax. The rules for a US company are not robust enough to account for Canadian sales tax.
It's common for expenses in Canada to have some combination of taxable/nontaxable amounts. In a Canadian corporation I can manually adjust the tax amount to easily manage these situations, but I can't in a US corporation. Can you add the option to manually adjust tax amounts in US corporations?6 votesHi everyone, thanks for sharing this idea. We understand that for US organisations managing cross-border expenses, tax differences can sometimes make data entry and reconciliation more complex.
We hear the request for more flexibility to manually adjust sales tax on expenses, especially where foreign tax rules like GST or HST don’t align with default calculations.
We’ve moved this to Gaining Support so we can track interest and help our product teams review the value of extending manual tax override options to US organisations for cross-border expense scenarios.
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NZ Payroll: Email reminders for PAYE due dates.
Instead of upgrading the homepage, could you at least make it possible for email reminders to be sent to Employers about PAYE due? I'm accruing fines & tax interests because of late PAYE payments. The least Xero could do is send a reminder 3-4 days prior to the due date.
My accountant only notified me of the overdue payments when he stumbled across the penalties. IRD failed to send me a notice/email/letter about the due payments (I don't know why). So please, Xero, could you please make an email reminder service possible for GST and PAYE of employees? It will…
2 votesThanks for sharing your idea about reminders for paye due dates. Currently Xero doesn't send these kind of reminders so you'd need to rely on IRD’s own reminders.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reports - Sort alphabetically
please for my sanity give us the ability to sort alphabetically in reports
2 votesHi Zara, just to confirm what part of a report would you find useful to sort alphabetically?
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Reporting - An invoice detail report to show Billing and Delivery addresses
An invoice report that also incorporates the Billing and Delivery addresses. This is essential if you do consignments such as in freight forwarding and you want to report on a group of customers per the consignment or you want to create a delivery list. The work arround at the moment is to export all invoices and clean the spreadsheet out to exclude what you dont want
1 voteHi Edward, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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6 votes
Hi team, we'd like to come back to you all here as this is something we're working on at present.
Xero's developing UAE VAT support that'll help you calculate your VAT and file returns with guided workflows - You can see more on this from our website, and we'll share another update with you all here, as soon as this becomes available. 😊
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Reporting | Edit report layout - Allow printing from Edit mode with all accordions expanded
Being able to print off the reports in the 'edit' mode so you can see the expanded breakdown of the accordian would be very helpful to ensure that Notes match Statements of Financial Performance and Position (especially useful for our juniors who often can't work out where their subcodes are if there have been reporting changes)
4 votesHi there, appreciate the need to allow printing from edit mode and for the screenshots as well. We’ll start to track support on your idea from the community, here.
Along with votes, others can now comment to share additional detail about how your idea could improve their experience with Xero.
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Fixed Assets - Add a "Business Use Percentage" column option to the Fixed Asset Report
Some fixed assets have certain business use percentage. And this would be very much helpful for reporting purposes especially in the financial statements attaching the fixed asset recon report showing the business use percentage
10 votesHi Krizza, we understand how having a Business Use Percentage column available in the Fixed Asset Report would make it easier to review and present asset information, particularly for assets with both private and business use.
While Xero currently applies the business use calculation in the background, having the percentage visible directly in the report would help reduce the need to check individual asset records.
We’ve updated the status to Gaining Support so we can continue tracking interest and share the feedback with our product team.
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Payroll NZ - Generate employment verification letter
Employment verification letter would be helpful for employers to provide to employees upon request.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reporting - Profit and loss report to show transactions including and excluding GST
Can you raise an enhancement request for the P&L report to give 2 options- Includes GST and Excludes GST to give an option to the user(similar to the current option of Cash or Accrual)?
If a user selects "Includes GST ", a new line item gets added showing the GST account, else default option is "Excludes GST " meaning no change to the current report.7 votesThanks for sharing your idea, and letting us know the changes that matter most for you Nelson!
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Dashboard - VAT Notifications to show when return has been filed
Please can Xero improve the dashboard notifications regarding VAT returns so that it shows that the VAT return has been submitted. This would avoid me having heart failure when I log in and see the information below! Our VAT is collected by direct debit, so I know if it is submitted, its HMRC direct debit taking its time, and not my mistake!
2 votesThanks for sharing your feedback on VAT return notifications. We appreciate you explaining how clearer status indicators on the dashboard could help, especially when returns have been filed but payment collection is still pending.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reporting: Aged Receivables - Add NZBN number
I would like to produce an Aged Receivable custom report that includes the NZBN number which is held in a contact file. While I can manually pull two reports and manipulate them in Excel, there is always room for error doing it this way.
3 votesThanks for sharing this idea. We appreciate you explaining how including NZBN numbers in the Aged Receivables report could streamline your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reporting - Account Transactions report 'Showing Items' list is miscounting
From the P&L report when opening a specific income/expense account, the list of transactions under that account shows at the bottom "Showing items" number, this number includes the first line (title) and last two totals, which can be misleading if one wants to count the number of transactions.
I'd suggest the "showing items" number to only indicate number of transactions.2 votesHi Tamer, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and can appreciate that the items list can be misleading. We're opening up this idea to gain more support from the community. We'll monitor this space for more traction in the meantime.
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Quotes - Ability to send delivery note upon quote acceptance
A way of converting quotes accepted into order acknowledgements and / or delivery notes before creating the Invoice would be helpful. I use a work around with templates, but it shows prices which you don't really need or want on delivery notes and the attachment PDF is still labelled as a quote.
16 votesHi Rob thanks for sharing this here. We can see how having an order acknowledgment or delivery note upon quote acceptance could be useful to have. We will open this idea up to get more support from the community. Just to add on to your last two points, you can edit the way the PDF attachment shows. You can also create DOCX templates, so that the price does not show. If you require further support with this, please do not hesitate to raise a case with our support team.
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Reporting - Matrix view for Invoice and Bill activity by contact per month
Hi Xero Product Team,
I’d like to share a reporting idea that I think would add a lot of value for finance teams who need a quick, complete ledger-style view of activity—beyond what Aged Debtors/Creditors currently provides.
The gap today
Aged Debtors and Aged Creditors are very useful, but they focus on what is still outstanding (unpaid/part-paid). There isn’t an easy way to see all invoices or bills (paid, unpaid, and partially paid) in a single monthly overview, broken down by customer/supplier.
Proposed report (Invoices)
A new report / analytics view that displays a matrix:
Rows: Customers (one under the…
1 voteThanks for sharing your idea. We appreciate you outlining how a matrix view for invoice and bill activity could help finance teams get a more complete picture of customer and supplier transactions across different months.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Reporting - Show daily/monthly Income target graph
Hi, i think for a team who have targets each week, it would be good to have a report that is a bar graph with the income so far that day, week, month with a line across the bars coming up with a line for average and one for target. The only report that comes cross i could find gave to much info as this is for our admin/coordinators and they dont have access to all the financials they only need the income for the day/week and see if they have met the target.
1 voteHi Keith, thanks for sharing your idea here. We've moved this idea to gain more support from the community team. Now other users can also vote and add their comments on this idea. We'll monitor this space for traction.
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Reporting - Show date/time stamp when report was run in header of spreadsheet
Currently, It prints TITLE, COMPANY, DATE/ PERIOD. Please can you add to DATE/ PERIOD 'as @ TIME OF PUBLISH'. This would solve issues where I am looking at two identical spreadsheets but am unable to tell which is up to date.
14 votesThanks for sharing this suggestion — we can see how adding “as at time of publish” to the DATE / PERIOD would make it much easier to tell which published spreadsheet is the most up to date when reports look otherwise identical.
We’re moving this idea to Gaining Support so we can keep tracking interest and feedback from our community. While we can’t make any promises about if or when this might be added, the support and examples shared here help our product team better understand the impact and usefulness of this change 💥
If there are any updates to share, we’ll post them here.
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AU Tax - Confirmation for lodging tax return
On the 'to file' tab when you click into a client's tax return there's a blue button that says 'File' right next to the three dots that you would click to suspend a return. I believe this is too easy to accidently click and can lead to tax returns being lodged on accident. If there was a pop up that says something like 'Would you like to lodge now' that would be a good safeguard.
1 voteAppreciate how this could be done by mistake, Amber. Thanks for sharing your idea in the forums here. While this isn't something we have plans around at present we'l keep an eye on the interest your idea grows and be sure to share if there are any updates.
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Manual Journals - Journal entry number listed
On the list of manual journals, the journal entry number should be listed, you need to click on each one to find the specific journal entry number. Why is this not displayed?
59 votesThanks for your feedback on displaying journal entry numbers in the manual journals list. We appreciate you highlighting how this could improve your workflow.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too!
Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.
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Sales Tax Report (SG) - Show invoice totals rather than itemised
We would like to request that the Sales Tax report for each invoice be shown as a single total amount in one bill, without itemizing the individual items in the Sales Tax report.
This format will help us track and reconcile invoices more easily. When the Sales Tax is itemized, it becomes difficult for us to monitor and match the invoices accurately.
We appreciate your support and look forward to your assistance on this matter. Please let us know if you need any further information from our side.
6 votesHi community, appreciate raising this idea in the forums here and we'll start to get an understanding of the interest around this.
As tax can differ per line of an invoice this audit report provides a detailed account of the transactions lines that make up your tax and we want to be open that we don't have plans around changing this view right now.
In the meantime, for reconciliation purposes you may find running the Receivable Invoice Summary report useful.
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Reporting - User experience | Resize report column width to scale with window size
I'm currently doing superannuation for a client, having finalised their last payrun for the month. I've got the superannuation accruals report up on screen, so I can match that to what I'm paying, and to the bill in which I allocate each employee and direct contractor's super to the project they're working on.
Because I need to have multiple windows active with pieces of information being cross-referenced, I've got the superannuation accruals report open in a half-screen window. I noticed that the width of the report is wider than the window, so I removed some of the columns. As I…
1 voteHi Freya thanks for your feedback on this UI. I can see that the report(s) does not automatically scale it to the size of the window. We've moved this idea to gain more support and will monitor this for more traction.
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