1081 results found
-
BAS - Export lodgement confirmation
Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
This information is shown in Xero, but not on the report when exported.3 votes -
Practice Manager - Beneficiary Accounts Report
Can we have a stand alone report for Beneficiary Accounts, which could then be a favorite report rather than having to dig it out of the reporting bundle.
3 votesWe appreciate the request in this idea, and would like to keep tracking the interest from practices that'd also find a report of this nature useful.
We will share if there are any updates planned.
-
Journal Report - Include transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
3 votes -
Budget Manager - Use last years actuals
Ability to Rollover Actuals as Budget for New Year - or rollover LYR Budget to TYR
3 votes -
Reporting- Contact Cash Activity Report to show all contacts
Contact Cash Activity Report that shows all contacts and can show both individual transactions or a summary (total).
It would be more efficient than having to select each contact individually
3 votes -
History & Notes - View deleted bank rules
My Bank rules were deleted by someone. Xero doesn't have a restore function or the ability to see who deleted these.
We need this for compliance purposes and the safety of our data purposes.3 votes -
VAT Report - Separate late claims by tracking category
VAT - late claims. As i use tracking categories - everything runs back through the late claims part of the VAT report but, this means there a mass of data to check through for the actual late claims that i do want in there. Very time consuming to check through all this. It would be great if you could separate out - say that the things come through from the bills from the tracking categories.
3 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 Vernon3 votes -
Reporting - Bring back ability to highlight text in main report area
A while ago before an update, when working on a set of accounts in Blue Xero, there was an option to 'highlight text' from the main screen of the report, but this was changed to make it so you had to go to 'edit layout' in order to be able to highlight text yellow.
It would be so great if we could have this feature back on the main page as it was so much more user friendly. I would suggest in the area next to the bold/italics/underline/bullet points area which is where it used to be.
3 votes -
Reporting - Show account code on Contact Activity Report
REPORT -From the contact - Bills "Approved & Paid & the "Supplier Bill Activity" Reports would benefit from adding the account code/name
3 votes -
GST Late Claims Carry Forward and Selection Option
Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…
3 votes -
Reports - Combined Lodgement Confirmation Report
A combined lodgement confirmation report for all lodgement done on the same day.
3 votes -
Reporting - Balance sheet to switch only individual accounts when applying switch rule.
When the Switch rule is set for an account group in Balance Sheet, only individual accounts with negative balances are moved. Please allow option to switch for the whole account group, not individual accounts only.
3 votes -
Pre VAT Registration Date - amendments on Vat returns
It would be very useful if Xero stopped pulling amendments from transactions before the VAT registration date onto the VAT Returns.
EG. Some transactions before the VAT registration date had 20% VAT on them, these were corrected after the first VAT return was completed. Which then was pulled onto a VAT return resulting in a reclaim position rather than paying HMRC.
3 votes -
Reports - Customise Annual Reports
The ability to customer the Totals line of the Annual Reports so that they have the top line and Bottom Double line along with the figures having a $ sign. It doesn't right to just have the figure without the finishing touches.
3 votes -
History and Notes - Time Range Search Field
In History and Notes, that current 1000 transaction search you have is too restrictive given the limited search fields you have available.
Due to performing more than 1000 specific transactions (e.g., deletions), I can't see the ones performed in the earlier part of the day.
So obviously by being able to isolate a particular time period in any given day (e.g., 9am to 11am), that would solve the issue.
In all honesty, limiting the search to 1000 transactions was ridiculous in the first place. Who came up with that number??!!!
3 votes -
P&L Report - Ability to customise report formulas based on account categories
When customising profit and loss reports would like to be able to choose the formula to use depending on whether the account is an expense or income. (eg. negative or positive variances)
3 votes -
Reporting - Tick box to hide account codes when publishing
There is no functionality in Xero to 'Hide account codes on all pages' as we have "Hide decimals on all pages'.
Can we have this functionality - at present we need to check each page before publishing to ensure that there are no account codes showing.
3 votes -
Reports - Coloured text for variances on new reports
Prior to the new reports we were able to select different colours for budget variances on our Xero reports. Green for on budget or better than budget and red for below budget.
This was immensely useful when going through reports in monthly management meetings as it meant over or under performance in any line was easily recognisable.
Please can you bring this simple feature back!
3 votes -
Manual Journals - Adjustments option for a selected customer
Add a section to manual journals so that you can make adjustments for a specific vendor (customer).
For example, our customer signed a contract for subscription for 12 months. I show deffered revenue and then every month I transfer part of this deferred revenue to revenue. It is very difficult to track whether all deferred revenue has been converted into revenue if it is not possible to keep records of revenue by counterparties, especially if multi-currency accounting.3 votes
- Don't see your idea?