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Reports & tax

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Reports & tax

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568 results found

  1. Auto Save - Annual Financial Reports
    For Xero to auto save when creating draft reports.

    4 votes

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  2. 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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  3. 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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  4. 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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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  5. Ability to include serial number and warranty on Fixed Asset reports

    4 votes

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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  6. Is there a option to run prepayments like depreciation on fixed assets like Sage does?

    4 votes

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    2 comments  ·  Reporting  ·  Admin →
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  7. Payable invoice detail report - Add additional column for 'Project'

    4 votes

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  8. Hi all,

    I want to run an accounting transactions report... if I filter the contact, it comes up with the whole list (I have loads archived!). Would it be possible to be able to filter out the archived contacts or at the very least, be able to type in the one I want?
    My predecessor saved all PayPal transactions by their individual addresses so have had to archive them all to make my actual contacts list manageable!

    4 votes

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  9. On the Account transactions report bank accounts or other accounts it would be great help to have the invoice date as well and paid unpaid status

    4 votes

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  10. Report builder offers the ability to print PDF reports which is great but if needing to use these for external purposes, e.g. a timesheet detail report to supplement an invoice, the criteria/header portion currently has to be printed also. It would be great to have an option to show/hide the criteria/header when printing to PDF.

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
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  11. In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.

    4 votes

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     ·  3 comments  ·  Reporting  ·  Admin →
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  12. Hi team
    It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.

    4 votes

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  13. Budget Variance Report for 12 months.

    Currently the budget variance report is restricted within a selected date range. If we are able to customize the budget variance for the below two options:

    Option 1: If there is an option to run the variance report for previous financial year for the 12 individual month with the actual and budget variance.

    Option 2: For current Financial Year, if there is an option to customize the monthly actual and budget variance report including the budget for the reminder of 11 months.

    Saby

    4 votes

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  14. Need a way to format the 'xero standard report and then have that formatting flow through to all of the common formats. It takes WAY too long to create SO many custom reports and it is restricting on reporting. We should be able to format the way we want the P&L to always show and then have that flow through to all reports.

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
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  15. I would like to be able to have a selection of criteria for the standard Job WIP Balances Report that allows me to produce that report by certain fields in the report ie Name, State. Also by adding the following criteria would also save me a lot of time exporting and trying to sort by:
    1. Client Group; or
    2. Manager.

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
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  16. Custom reports- why there such a large gap of blank wasted space between the account names and the first column!! We create month x month reports ie 12 months of columns wide, so it is very frustrating when you create a PDF with all those columns on it and there is that great wasted space before the first column!!!

    4 votes

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    1 comment  ·  Reporting  ·  Admin →
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  17. Previously in the old format Aged Payable Summary and Detail reports you could run the report at the end of the month and change the Ageing by option to be by Due date and the report would then exclude any invoices with a due date later than the month end it was being run by. However when doing the same in the new format report this does not work and the Current column shows invoices for the month as being due even if they have a due date of later than the month end date being selected i.e. the report…

    4 votes

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  18. Reports - would love to be able to run an account transactions report that is able to be grouped by bank account as well, so we can see how each bank transaction has been coded, GST status etc from each bank account

    4 votes

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  19. We are in the process of organizing our client list for Audit Shield and like many other accounting firms we need to assign our clients a Turnover category. Currently Xero informs me there is no report I can run that will list the clients and their turnover for me to easily identify which category to assign to the client for audit purposes.

    A report that shows the client, their income/turnover and the possibility to group and total buy the Client Group would be amazing and save so much unnecessary admin time.

    4 votes

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  20. The old version of profit & loss will retire in 31 July. However, the departmental combination report is really helpful. As per attachment, it compares the performance of each department on one page. It is much easier to use and review the performance. Currently, no other report has the same function.

    The new version of p&l also has the function to filter the p&l for each department. However, there is no combination report as the old version.

    It would be really helpful to have a combined departmental report as the old version of p&l.

    4 votes

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