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Reports & tax

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Reports & tax

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1081 results found

  1. Xero imports separate feeds for cardholders of the same credit card account. The payments will show on only one of the feeds, resulting in the balance reflecting as an asset and the rest of the accounts as liabilities.

    There should be a way to link the accounts together so the merged balance shows on the Balance Sheet as one liability.

    3 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  2. XERO: Reporting Operating Vs. G&A Expenses in Income Statement Report
    In the current income statement report, there is no way to split single account between operating and G&A expenses as XERO does not allow tracking on rows. This will result in finalizing reports through excel sheets or the need to duplicate accounts in COA to enable report expenses separately by nature.

    1 vote

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     ·  0 comments  ·  Reporting  ·  Admin →
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  3. We would like to request that the General Ledger able to generate with currency amount, currency rate and currency balance.

    Thank you

    4 votes

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    0 comments  ·  Reporting  ·  Admin →
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  4. Could the CIS liability 'running total' become available on the Dashboard? For any CIS registered business it is important to know liabilities at the click of a button. Please can Xero support look into an "add-on" for CIS liability total shown on the dashboard.

    4 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  5. It will be good idea if Xero got facility to have a share holder register (like fixed asset register) with the control account in Equity area or facility to upload share holder details, address, number shares issued, dividends due and paid. currently we maintain this register in excel which is an additional thing to maintain.

    4 votes

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     ·  2 comments  ·  Fixed Assets  ·  Admin →
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  6. At the moment, only the Australian version of Xero offers a tax depreciation function. We hope that this feature can also be added to the New Zealand version, which is where Xero was originally incorporated.

    26 votes

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     ·  5 comments  ·  Fixed Assets  ·  Admin →
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  7. In reports - allow accounts to be be shown in number code order rather than in alphabetical account name order when grouped using codes in the edit layout area.

    8 votes

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    3 comments  ·  Reporting  ·  Admin →
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    Gotcha, thanks for rounding back, Kieran. Get where you're coming from especially if you often update or add accounts. 

    We don't have any immediate plans around this but we'll keep an eye out and let you know if there's any plans to change, here. 

  8. I was requesting for "Account Type" and "Source" as options that can be added to "Journal" report.
    Staff replied these options are available in "General Ledger Details" report and "Journal ID" is also available in "General Ledger Details" report now.
    However, the "General Ledger Details" report does not have accounting entries posting date and who was it posted by.
    Please add (1) "Account Type" and "Source" to "Journal" report, or (2) "Posted Date" and "Posted By" to "General Ledger Details" report.

    7 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  9. It would be very useful to include on the General Ledger Detailed Report the VAT Rate instead of or as well as the VAT %. Then it would be possible to identify items that should be included in box 6 of the VAT return that have been entered with a No VAT code.

    4 votes

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     ·  1 comment  ·  Reporting  ·  Admin →
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  10. I need an account watchlist for annual budget, the budget should be for one year accounting period.

    34 votes

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     ·  3 comments  ·  Budgets  ·  Admin →
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  11. In the Bank Statement report it would be extremely helpful to have an additional column/option to view the Customer or Suppliers contact name that the transaction has been reconciled to.

    We have a lot of invoices for the same amount and depending on who is reconciling, they can be matched to the incorrect customer.
    A report showing the contact would help pick up anomalies, rather then after sending statements wait for a disgruntled customer to notify us that a payment has been made when we have reconciled it to another customer.

    3 votes

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    0 comments  ·  Reporting  ·  Admin →
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    Perhaps the Account Transactions report would be of help to you here, Tracy? You can adjust the report to add related account and Contact columns so you could see which account a payment came from as well as the contact it was assigned too. 

  12. New General Ledger - It would be good if you can have the option to have the code number first before the account name

    This will make looking for items easier

    7 votes

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    4 comments  ·  Reporting  ·  Admin →
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    Appreciate the feedback for the General Ledger Summary report, Kala. 

    I wanted to confirm it is possible to reorder columns within the General Ledger Details report (like my image below). Is there a specific reason you'd like this in the summary too, or does this possibly meet the needs you're after? 

  13. Why can't you search for project number using the magnifying option top right main screen?

    3 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  14. Adding "Funds Brought Forward" row for "Income & Expenditure Report", and a "Funds Carried Forward" at the bottom.

    3 votes

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  15. I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
    Auto reverse is available on regular journals but not repeating.

    12 votes

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  16. In the old reports, once the account was added to a subgroup, the account code would automatically be in alphabetical order. However, this is manual for the new reporting.

    A good function would be to automate this in the new reports as well (per the old reports) rather than dragging and dropping manually.

    23 votes

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    11 comments  ·  Reporting  ·  Admin →
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  17. The ability to set a default date range for the tax report in Xero.

    Would love the option to have default to previous month. It's an annoyance to have to set the beginning and ending time each time the report is run.

    1 vote

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  18. Currently, the accounts you choose for fixed asset additions and accumulated depreciation are also used for disposal and depreciation on disposal. It would be helpful to be able to choose different accounts for the disposal transactions from those used for additions.

    For example, fixed asset additions would go to an 'additions' account, depreciation in the year goes to a 'depreciation charge' account. Disposals go to 'cost of disposals' and 'depreciation on disposals accounts'. This keeps everything separate and mirrors the corresponding figures required for Ltd Company statutory accounts in the UK.

    Being able to choose different accounts makes it easier…

    7 votes

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     ·  3 comments  ·  Fixed Assets  ·  Admin →
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  19. Every now and again we have an issue in a client account with someone's User Role being altered without notification.
    I can't figure out if the client is in there making changes without really knowing what they are doing, or if Xero is having a weird glitch.
    (the latter seems unlikely)
    It would be nice if we could pin point who was doing it so we could explain the hassle they are creating!

    2 votes

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  20. When I reconcile a transaction in my bank account I can enter a "Why". I.e. Gas for Youth Hostel. So when I have multiple transactions to the same customer, under the same Chart of Account I can differentiate them.

    However, this data entry can not be pulled into a report. This is really hampering my ability to differentiate my transactions.

    6 votes

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    3 comments  ·  Reporting  ·  Admin →
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    Hi Stephen, is there a specific report you've been running to try include this data? 

    When creating a transaction during bank rec, the 'why' is saved as the description of the transaction. You should be able to  run the Account Transactions report to view this detail in the Account you've coded payment too. Let me know how you get on. 🙂

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