946 results found
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Reporting - Rounding to Thousands
Ability to round numbers in reports to the nearest thousand.
Purpose: To make the figures easily read by the client.
17 votes -
Navigation - Restore ability to favourite "report codes" in the reporting menu
One of the key steps in preparing client financials is to ensure accounts, especially newly added ones, are assigned to the correct report code. I had the favourited on every client in the old navigation for quick access as it's something I need almost every time. It'd like that back.
16 votesGreat to get your feedback here, Chris. It'll be good for us to get a sense of interest from others in community that also found this Favouriting of Advanced Account settings useful.
We're keeping a close eye on the interest and will share if there are any updates for you here.
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Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
16 votes -
US Sales tax - 1099s: W9 submissions should create an actual document
So we send a W9 request and a vendor completes it, great. But this doesn't create a digital W9 form, it just modifies the information in the vendor's 1099 contact page. So if an auditor requests a copy of a vendor's W9, we have nothing to give them. And it's possible to override the changes made by the W9 submission, so there's no way to verify - say a year later - that the information on their contact page aligns with the W9 information they submitted. The lack of static documentation makes this feature almost useless for us as most…
16 votesHi there
While we don’t create an exact replica of the form we’ve worked closely with our compliance team to make sure that if you are audited we can supply the information needed. We also cater for the event of W-9 information being overridden and needing W-9’s from previous years.
In terms of getting the information for an audit - while we don’t offer a self service option at the moment - if you need it you can submit a request to our support team and we’ll provide what you need for an audit 😊
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Xero HQ - Upload partner signature into compilation report
When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.
It would then carry forward when the draft financials of the following year are prepared.
At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every…
16 votes -
Trial Balance - Run in Foreign Currency
Do you have the currency option on Trial Balance as you do the profit and Loss and Balance Sheet?
16 votesCurrently, you can include an Exchange rate note in the Trial Balance report, however it's not possible to run this report in another currency.
We don't have any plans for extending the reports that can be run in a foreign currency atm, but it'll be good to get an idea of the interest for this here and we can share if there is any change.
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Fixed Assets - Allow for variable depreciation for Software Development Pool
Currently the custom Pool creation option does not allow for the specific depreciation requirements of a software development pool - First year to be Nil, the second , third and forth years at 30% and the final fifth year of 10%. Without this function the depreciation for these assets needs to be calculated manually.
16 votes -
Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing as every…
16 votes -
Manual Journal - Add item codes
The ability to use item codes when completing a manual journal.
16 votes -
Assurance Dashboard - Add Reporting Functionality
The assurance dashboard has been around for a while and it's great to have a number of checks accessible in the same place. However, there doesn't appear to have been much development in this area i.e. we are still not able to export out reports from the Assurance Dashboard.
A client reached out today looking for an easy to run report showing bank account number changes. This is an important item to check on for businesses, particularly entities that have bank accounts loaded into Xero by multiple people, use batch payments etc. Accessing this information through the assurance dashboard is…
16 votesHi everyone, appreciate the feedback on my last question. I've slightly amended the title of this idea. As a bit of an update from when I last posted we have actually made an update in History & Notes as I know some of you were interested in - You can now Export to PDF or Excel from this screen and you'll find there are filter options to help you zone into the items you're most interested in looking at.
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Xero Project reports - Click into transaction from report
Xero Project feature idea
- drill down transaction from Xero Project reporting
- Report template Xero Project layout can not be saved to custom report template
- assign project to Payroll
- Inactive jobs, still showing in the list although its in the different section, in my opinion the inactive project should not show up at all, should make the same like employee list where there is a dongle to show inactive Projects.
16 votesAppreciate you have a few ideas for Projects here. We try to keep 1 idea per thread so others understand what they are voting for and we can clearly share the information back with our Product teams.
I've changed the title of your idea here to reflect your first idea and welcome you to create new ones for the other ideas that you've suggested.
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Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables
A aged report that will show the year end balance but can also update this to remove for payments that have been made/received post year end (something that can be done on Sage and is a very useful tool)
16 votes -
VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
16 votesHi everyone, thanks for engaging us on the idea here.
As previously shared - right now, the transactions report on the VAT return can be exported, fro which you can sort, search or filter transactions.
However we appreciate the improvements this could have if available in Xero.
This is something our product team have picked up and are working through. For now, we'll move to In development and I'll keep you updated on it's delivery here. 🙂
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AU Payroll - Payroll Variance Report
AU – Month-to-Month Payroll Transaction Variance Report
The current Payroll Activity Summary and Payroll Activity Details reports don’t allow for an easy comparison between two months (e.g., current vs previous). Because of the way the data is structured, it’s quite difficult to compare pay components without doing significant manual adjustments and re-ordering.
A built-in Payroll Variance Report that shows month-to-month differences for each pay component would be extremely beneficial for payroll people.
15 votesThanks for submitting this idea. We've reviewed your request and classified it as Gaining Support, meaning it is now open for other community members to vote on.
We appreciate that while you can currently download reports for individual pay runs, comparing two distinct periods to spot discrepancies requires significant manual review or manipulation outside of Xero.
A dedicated variance report would certainly be a valuable time-saver.
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Budgets - Increase Budget Import CSV Line Limit
Please increase the limit of lines allowed in the budget manager import from 500. This is to save time from splitting the budget uploads into smaller files.
15 votesHi everyone, thanks for your feedback on increasing the CSV import line limit for budgets. We understand that the current 500-line limit means splitting larger files into smaller uploads, which adds extra steps to the process.
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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Transition period for non UK organisations - managed financial year end
Can the transition period for change in financial year date be added to companies that are non UK organisations as well. we have a group of companies that all extended their financial year but i have only been able to use the transition period in UK organisations. Why is this not an option in non UK organisations?
15 votesHi Claire, thanks for raising this. We appreciate you sharing the want of having the transition period feature across all the regions while it is only currently available for UK organisations. Your idea is now in Gaining support status, meaning our community team have reviewed it and it's open for community support through votes and comments. We encourage others who would benefit from this to add their votes and share their use cases to help us understand the broader need.
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NZ GST - GST return note
With the old GST return layout, you used to be able to add a note on the return as to why you made an adjustment, can this be bought back please
15 votes -
GST - Ability to transfer refund to an associated tax payer
We would like the ability to transfer a GST refund to another tax payer. It can be done if we file online at IR and we would like Xero's GST return to file automatically with this feature. We have associated groups and have refunds that we want to offset against another tax payers GST to pay.
15 votes -
Fixed Assets - Add accumulated depreciation to new assets
When a revalued asset is created (e.g. roads in a local government authority), it is essential that a revalued accumulated depreciation is also able to be added at the same time. This is a basic accounting requirement for councils when they revalue their various infrastructure assets.
15 votes -
1099s - Exclude Ramp credit card transactions from 1099 reports.
Ramp credit card transactions should be excluded from 1099 reports but they are currently included.
15 votes
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