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Reports & tax

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Reports & tax

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568 results found

  1. Currently when you are viewing the GST Audit Report , you can select an item to view in more detail. When you back arrow to return to the GST Audit Report, Xero takes you back to the first item on page 1, not at the position where you left the Audit Report . It would be beneficial to the user, and would save a lot of time scrolling, if Xero returned the user to the position where they left the report.

    4 votes

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  2. Hi All, As we are based in Northern Ireland we have a lot of clients that purchase from both sides of the boarder, and are required to submit intrastat declarations on a monthly basis, however unlike Sage, this information can not be stored in Xero and then exported to submit to HMRC.

    It would make reporting this information so much easier.

    4 votes

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  3. Would be great to be able to run a report showing the monthly net movement on the trial balance for a year (ie. 12 columns)

    7 votes

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    4 comments  ·  Reporting  ·  Admin →
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    Aaah yes I get what you mean, thanks for coming back to clarify for me, Kevin. We'll leave the idea here to gather interest.

    While this isn't something we have plans for atm, I'll update if there is any change around this to share.

  4. Provide the ability to schedule requesting on a daily basis the EFT Reconciliation reports in XPM, currently being a manual request locked behind Business settings permissions.
    Provide also the resulting reports in either a Custom Reports area or standard reports so admin staff without the Business Settings permissions can view the ATO EFT reconciliation reports, filtered by date and Tax Agent Number. Possibly add a permission to view these reports as a separate permission.

    11 votes

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    2 comments  ·  Reporting  ·  Admin →
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    Thanks for supporting and sharing with us how scheduling of reports could enhance your workflow. While we don't have immediate plans for this feature, we have a pulse on the ideas for this in community here and will be sure to update if there's any change to automate these for you.

  5. I would suggest that Xero should provide direct debits from all your accounts in one report.

    2 votes

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    1 comment  ·  Reporting  ·  Admin →
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    Hi Komal, just to make sur we understand the idea here properly. When you say you'd like a report of all direct debits, is this where you've made a direct debit payment for bills? Or where you have customers that may be on direct debit payments with your business? 

  6. The addition of an undo button when accidentally deleting a draft report

    3 votes

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  7. We need more flexibility in depreciation schedules to add Second Hand Capital Works Assets for rental properties.
    When you buy a second hand rental property, the capital allowances available under Div 43 needs to be calculated on the original cost, however, the total amount remaining to be claimed will be less than this original amount. Fixed Assets in Xero does not currently allow for this. We need to calculate the depreciation on a straight line basis based on the original cost, not what we paid for it and we need to be able to include an opening written down value,…

    8 votes

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  8. Like Sage I would like every item to have the VAT return Date and month it was recorded on attached to it and if/when it was adjusted which return the adjustment was submitted on as well.

    19 votes

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  9. Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.

    5 votes

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    2 comments  ·  Reporting  ·  Admin →
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    Hi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.

    In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.

  10. Would like to add the feature to change the depreciation rate of an asset (not retrospectively) for the book value. would assist in writing off remaining balance of assets and the like. (Xero AU)

    8 votes

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  11. Right now it's not possible to remove the Capital Gain line from the disposal journal when the sales price is more than the original purchase price.

    This means, that if you have a motor vehicle that you sold for higher than it's purchase price, the Fixed Asset register will not let you dispose of this asset without recording a capital gain - even though motor vehicles have no capital gains tax on them.

    This issue needs to be fixed.

    4 votes

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  12. Management Report: Be able to save individual reports in the management report as custom reports. Currently only the pack can be saved as a custom report. If I have edited the profit and loss I cannot save this specific report to be used in other management packs.

    3 votes

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  13. Insert blank row in customised financial reports to separate different groups..

    9 votes

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    5 comments  ·  Reporting  ·  Admin →
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  14. US Xero Clients have Avalara built into Xero as the Auto Sales Tax feature. With legislation changing significantly around Sales Tax in the US, Canadian Companies who sell into the US would really benefit from having the same feature available to them.

    3 votes

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  15. A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.

    6 votes

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  16. When a report filter is selected, the filter should be displayed on the report that is displayed/printed. Eg if you use employee groups and you filter a payroll report by said group, the printed report should display the filter chosen

    3 votes

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  17. Ability to include serial number and warranty on Fixed Asset reports

    4 votes

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  18. Is there a option to run prepayments like depreciation on fixed assets like Sage does?

    4 votes

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  19. It would be useful to be able to have a foreign currency budget and then be able to report against the P&L in the same foreign currency.

    7 votes

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  20. Payable invoice detail report - Add additional column for 'Project'

    4 votes

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