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Reports & tax

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Reports & tax

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914 results found

  1. VAT Only Transactions - Xero to remove needless restriction to have VAT amount less than line total. This will allow posting zero net with VAT amount to 20%EXP VAT code with a total equal to the VAT total without having to reply on VAT on imports tax code.

    5 votes

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    1 comment  ·  Tax filing  ·  Admin →
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    Hi community, we don't have any plans to remove change the behaviour here. However, to confirm you can enter a 100% VAT invoice and we have an article that details how to do this. Essentially, you'll enter the invoice using two transaction lines, which when followed will:

    • Show a 100% VAT total on the invoice
    • Have 0.00 effect on the account code balance.

    Please note that both lines will show on the invoice PDF.

  2. I have a client with three bank accounts. Currently it generates me an overall Profit and Loss Statement. if I want to get a Profit and Loss Statement for a single bank account I have to download to excel to be able to process this. It would be great if the Xero system would allow this option. Thank you very much.

    5 votes

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  3. Currently, it appears that Xero is not authorised by Portuguese tax authorities for use with a company in Portugal. As we run a business in the UK using Xero, it would make sense to also use the same accounting system in an authorised fashion in Portugal.
    Could this be done?

    5 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  4. I think it would be helpful to have an interactive check box next to invoices in aged payables detail report to help with reconciling against supplier statement.

    5 votes

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  5. 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

    5 votes

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     ·  3 comments  ·  Reporting  ·  Admin →
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  6. Please put a menu item under the Accounting Menu for Journal Entry. I don't like having to run a report just to go to manual journals or to add a new journal. Just put "New Journal" under the advanced sub menu under accounting. If you are concerned about the average bookkeeper making journal entries, allow the ability for the admin to dictate which menu items are shown for different users.

    5 votes

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  7. I would like to see on the front sheet of the VAT report a Summary break-down by VAT code showing Total, Net and VAT by each VAT category.
    Is this something you are currently working on and if so when would it be available to us.

    5 votes

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  8. It would be great if we could adjust the justification of text in financial statements. Yes, each to his own is accepted but some like the left indent and some like the evenly justified (which just looks neater). Here's to hoping it can happen.

    5 votes

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     ·  0 comments  ·  Reporting  ·  Admin →
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  9. Currently, Xero offers an excellent feature enabling us to view notes and actions related to invoices and transactions. However, I think it would be highly beneficial if we could also access a detailed history of changes made to reports, such as budget manager reports and GST. Recently, I've encountered instances where my final GST reports were inexplicably reverted back to draft status. This unexpected behavior has resulted in confusion and inefficiencies within our financial management process. Regrettably, I have been unable to identify the responsible party behind these changes, leaving me puzzled and concerned about the security of our data.

    5 votes

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  10. The new reports are significantly slower than the old reports. I was wondering if this has been experienced/ shared by other users? And if Xero were working on improving this?

    Appears Xero has gone backwards in terms of efficiency...

    5 votes

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  11. Please add the account code column?
    I also wish to have the exported documents sorted by account code or account name.

    5 votes

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    1 comment  ·  Reporting  ·  Admin →
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  12. Please can you add the ability to stop archived tracking codes appearing on P&L reports just because they had a foreign currency item at some point.
    - Archived tracking codes, with no data in current FY or reporting period appear because years and years ago it had foreign currency trans.
    - The currency L or G are not relevant to the current reporting period. The FY is closed, in some cases years and years ago - there is no need for it to keep appearing.

    Please stop this happening.

    With the new 200 tracking code reports now released this problem…

    5 votes

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  13. I've noticed when an account gets a negative balance (such as an asset) that the balance sheet moves it to liabilities. I also noticed that, although I put "Other Income" at the end of the account list (with a account number of 7000) it still shows up in the income section. Proper accounting reports show "Other Income" and "Other Expense" at the bottom of the balance sheet. Additionally, if an asset account gets a negative balance for some reason it should NOT be moved to liabilities. Please fix this.

    Thank you

    5 votes

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    4 comments  ·  Reporting  ·  Admin →
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  14. It would be great if the Activity Statement Transaction reports included the Sales Invoice number in addition to the Reference field. The old full BAS report used to show the Sales Invoice number as the Reference field on the report.

    We use simPRO for Invoicing and when the data is imported the Job No/Order Number is imported into the Reference field in Xero but we sometimes issue multiple invoices per job so the Invoice number is much more relevant as a reference.

    5 votes

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     ·  2 comments  ·  Tax filing  ·  Admin →
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  15. I deleted and voided invoices for a reason. I don't want to see them again, yet they show up by default on a number of reports. This is in addition to making the invoice number unusable when invoices are voided. None of this makes sense to me and I shouldn't need to make a custom version of every report that seems to included voided/deleted data by default.

    5 votes

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  16. It would be great for Reports and Custom Reports to have the ability to include a "Last year to Date" Colum. This would improve the ability to compare how the client is progressing Year on Year.

    5 votes

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    0 comments  ·  Reporting  ·  Admin →
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  17. Previously, in old "Customer Invoice Report" there was a feature under "Dates" where we could select "ANY" which allowed Invoices created outside of your selected date range to be included in your report.
    This seems to be no longer available in the new "Receivable Invoice Report" and any invoices created outside of your selected date range (but paid within that date range) won't show up on the report.
    You can expand your date range but this has potential to re-list paid invoices from previous reports.
    Can "ANY' be added as an option to Dates as it was in previous version?

    5 votes

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     ·  4 comments  ·  Reporting  ·  Admin →
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  18. 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.

    5 votes

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  19. To be able to run the budget variance to show either net or gross actuals and not just net as our imported budget is gross so the variance is always incorrect.

    5 votes

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     ·  0 comments  ·  Budgets  ·  Admin →
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  20. It would be really helpful if you can add more filters in the Project Summary reports, e.g.. a date range for "Closed Date" so we can report on Projects completed in a specific month. At the moment the date range is based on time entries only.

    5 votes

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