568 results found
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US - W8 Requests for 1042 reporting
Dear Community,
as we now have the W9 Request Feature with the 1099 Reporting, I would please request the same for the W8 Series for the 1042 Reporting. I know the forms are much more complex, but I experience that clients, even though reminded about the importance of gathering the W8s. Many completely disregard the Withholding requirement w/o the form.
Please let me know what you think.
Regards,
Sebastian
2 votes -
Reporting - Non-financial items such as number of invoices
Hi, I was wondering if it is possible to include some non financial data in zero ledgers for reporting?
For Example - I would like to include a 'No. of Transactions' for a period that would not be a financial number (so no balancing required) but, this number would be available to add to reports i.e creating a cost per transaction.
We used to call these 'SKU's' and generally they would Non Financial KPI's like:- production days, FTE's, LTI's or Units produced.
Any help would be great.
Regards Iain Vernon2 votes -
Reporting - Set 'Working capital with other cash movements' report to be default for the Cash Summary Report
I need to include a Cash Summary report and bank summary report in standard management reports.
I need the Cash Summary report format - working capital with other cash movements. I never use the default report. It includes balance sheet items as expenses and has little meaning for the clients I have viewed this for.
At the moment, this can only be done on an individual client level and laboriously. This is not viable for my office.
2 votes -
Dispose of an asset in the next financial year without running depreciation.
Dispose of an asset in the next financial year without running depreciation to previous FY.
2 votes -
Fixed Assets - Feature for posting Accumulated Depreciation for previous years
We have imported the Fixed Asset with wrong depreciation rate into XERO FAR side.
Due to this we are depreciating some of our assets with wrong depreciation charges for last 3 financial years.
Does anyone know in that platform how can we correct that for previous period?
This include financial year from 2020 - 2023. All ideas and suggestions are appreciated.
Thanks.
Hassan.2 votes -
Reporting - Prior year comparatives to track the report periods
Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.
2 votes -
Reports - Add more filters to the General Ledger
General ledger,
- (same goes to account transaction report )
Once generated report, pls Enable view and filter, sort the transaction by clicking specific column, enable filter in every each column drop down instead of allowing only one box to search for different categories.]- description 2
Sales
- pls enable receipt list as well in sales platform (enable filter feature for every column) It's such a hassle for me to click in every bank to view transaction. Spend money too!
2 votes -
Reports - Remittance report
I would like to produce a remittance report that details which invoices the credits have been allocated to
2 votes -
Reports - Duplicate draft reports
Option to duplicate draft reports, so that working from previous period can be retained.
2 votes -
Reports - Bulk Bank and allocation reports
Please add bulk reports, where we can check which PO or SO allocated to bank payments & bank Receipts for selected dates
2 votes -
Reports - Merge columns
The ability to merge columns in xero - specifically the General Ledger Summary report to merge the Account name and number.
2 votes -
Reports - Do not show unfiled amounts for previous financial years
The change if made in prior quarter should be made either available in amended Activity statement report or should carry forward till that particular financial year. Unfiled amount shouldn't be carried forward for infinite period of time.
2 votes -
Fixed Assets - Depreciation for partial months
When calculating Leasehold Improvements as a Fixed Asset, the term is often not whole months even when using days it still does not calculate correctly for example we need to use 2.67 years to reconcile to our workbook.
2 votes -
Reports - Add average for the account in General Exceptions report
Can there be a date period added to calculate the averages on this report?
We do not find "The average in the account is calculated based on all transaction lines in the account for the life of the organisation" to be of use unfortunately.2 votes -
Reports - WIP report with one value per group
Simple WIP report - 1 value per group (not broken down by job or individual client). Just a quick snap shot.
Easy!
2 votes -
Reporting - Running scenario analysis with draft transactions
Dave Andrews asked a question.
Edited Tuesday, 15 August 2023 12:36 PMCan one create a report based on DRAFT information eg Draft invoice not approved
Can one create a report based on DRAFT information eg Draft invoice or draft bill (not approved and therefore not posted into the books of account).For example I would like to see what impact certain entries would have on a balance sheet or income statement but dont want to approve them only to see the impact and then subsequently void or reverse them if I am, say unhappy with the outcome ? I…
2 votes -
Practice Manager | Client Report - Include Client Verification notes as a reportable field.
Practice Manager - Client Report - Include Client Verification notes as a reportable field.
Wanting to create a report that enables us to view the notes added to the Client Verification section. Currently it looks like you can only build reports with the Date Verified, Verified by and Verified fields. Would be good to be able to also view the notes. Particularly for non-individual clients who also need to have the relevant individuals also verified which does not always happen at the same time.
Current workaround is to create a new custom field to record the same information as recorded…2 votes -
Account Transactions Report - GST period date range option
Would be great to have an option under account transactions date range for last two months to select to review transactions for a GST period.
2 votes -
Reports - Use UK specific reporting terms (i.e. Sales Ledger and Purchase Ledger)
Head ledgers with correct names for UK market. We use Sales Ledger and Purchase Ledger not receivables and payables, also we call it nominal ledger or sometimes general ledger. Why can't you allow us to change the headings or at least set up Xero like Sage does so you can have a more accountancy based set up for advanced users and not the layman even though the content would be the same for both to see
2 votes -
Reports - Show months as rows
Currently, when we create a report, Months are always shown in Columns. Need to get the ability to get Months in rows
2 votes
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