1099 results found
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Rolling 30-day Profit & Loss view
Having a rolling last-30/60/90 day P&L option.
This is present on Quickbooks and is frankly surprising that Xero doesn't have it.
I want to be able to check the dashboard mid month and see how the last 30 days have been. This isn't possible without manually inputting the dates.
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Safeguard Lodging Tax Returns
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.
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format
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?
5 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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budget
It would be convenient if the dropdown for future months extended further than one future fiscal year. This can be circumvented by entering the second next fiscal year budget using the next fiscal year's months, and copying it to the correct months at year-end, when the next year's month become available, but this creates unnecessary additional work at year-end.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Limited Liability Partnership Accounts and Tax Filings
We really need the ability to file accounts and tax for LLP's I have do use alternative software to do this for my Xero LLP clients
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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prepaids/deferrals
PREPAID/DEFERRALS MODULE
I know that there are certain 3rd party apps which provide such features for the accounting of prepaid expenses/ deferred revenues.
Also, Quickbooks offer similar feature.
While we love Xero and the robust financial controls it offers, we believe it is extremely important to offer a plan which includes prepaids/deferral accounting assuming all entities faces these situations, to avoid manual accounting for these and reduce human errors.
6 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Manual comments on Aged Receivables report
Ability to add manual notes to Aged Receivables report. Currently we have to export the aged receivables report to excel to keep a log of the latest feedback/updates regarding overdue debtors. By adding manual comments directly on Xero, all users will have access to the latest feedback/follow up comments on overdue debtors. This will increase efficiency and ensure better control of our bad debts.
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1099
Not an idea, just something I noticed. We had a vendor with a "spend money" and a "receive money" for the same amount. When filing the 1099s, it did not account for the "receive money" and would have overstated the 1099 by $5,300.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Search for ALL amounts in a transaction, not just the transaction total
For instance, the total for all journal entries is zero, so it would never come up in an amount search result. It would be nice to be able to determine whether a specific issue has already been handled, or if a transaction had been booked if you only know one of the amounts but not the total. This would save a great deal of time.
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do not shift dates for reports with custom periods
Reports with custom periods currently have their dates 'shifted' every month, which shouldn't happen, as they do not use relative dates (they should be fixed, at least by default). This is either a bug or bad design.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Projects when exporting timesheet data. Although there is an option to export time entries in decimal format, the export still outputs
When exporting time entry data from Xero Projects, there is an option to export time entries in decimal format. However, the export still outputs time in hours and minutes (hh:mm) rather than in decimal hours. This makes it difficult to perform calculations in Excel, as SUM formulas do not work correctly with the exported data. And the SUM functions that appear in the Excel and Google Sheets exports do not work.
I would expect that selecting the decimal export option would provide time entries in decimal format (e.g., 1.5 hours instead of 1:30), but this is not happening. It should…
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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.
2 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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Resize report column width on display 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…
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contact number
Add toggle on tax return cover page at daytime contact number section for client phone number or agent phone number similar to postal address and banking details and have information from client manager auto filled for phone number and email address
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Report Templates - Add letters in Numbered Heading Section
Would love to see it as a feature so that we can add letters in Numbered heading section so we can link notes.
2 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Include description for bank accounts
For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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1099
Email alerts for failed TIN Matches.
We have not received any alerts or confirmation emails on 1099 filing status. Having to login and check each client is cumbersome. Being able to see statuses on filing in one place would be great.3 votesHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Journal Report - show GST rate
I feel like I'm taking crazy pills.
With the old style and the new style, there doesn't appear to be a way to show the journal with GST rate - it only shows the total GST as an extra line at the bottom of the journal.
And while I'm requesting features that'll never be implemented, why not offer the ability to show journals Gross of GST (as well as the GST rate).
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Multi-currency Profit and Loss report based on original transaction values without exchange rate being applied
Can we have the ability to run a P&L report using the original transaction values rather than calculated values based on the exchange rate that's been set. For example, my base currency is GBP but we need to report the P&L for a division in Spain in Euros based on actual cash figures. The multi-currency P&L report in Xero allows me to select to produce the report in Euros but for some reason it calculates all the figures based on the fixed exchange rate that has been entered rather than using the original / actual Euro transaction figures entered. So…
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Quote reporting with quoted hours by staff member per task
Report for quotes not yet accepted, which will show each staff members estimated/quoted hours per task.
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