992 results found
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Farmers' 2 and 5 year averaging
Many of the leading software providers like Iris and CCH offer 2 and 5 year farmers' averaging at the click of a button which saves so much manual time having to work out the tax advantages of 2 and 5 year averaging. I feel this is very important and the agricultural market is huge, there are also a lot of dairy farmers whose milk contracts stipulate they must use Xero software, so the market is definitely there. My accountancy practice alone has over 200 farming clients and the time saved in my firm alone would be enormous, not to mention…
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Cashflow Manager - Ability to edit outflow date for recurring transactions
In Cash Flow Manager (Reporting / Cash Flow Manager), once a Projected Recurring Cash In/Out amount has been entered, you cannot edit the date that it is received/paid in the cash flow.
You can edit the start- and end-date for recurrence, but the date it is received/paid is locked to the date set when you first added the Projected Recurring Cash In/Out amount.
Please allow the date that the amount is received/paid to be edited.
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pet
please add pet services to industries. i own a dog grooming business and it would be great to compare to the industry
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Allow "Future date" for planning on reports. Example: Income Statement (Profit and Loss)
The reports pick up transactions only up to the current date, regardless of the date range specified in the report.
For example, I use the income statement (profit and loss) as a useful report for my fiscal year close out, where I'm trying to minimize the income from the business by purchasing products and services I need in the coming year or paying myself to convert to personal income. When running depreciation on fixed assets, the depreciation expense is posted for the end of the month, and as a result is not included on the income report.
The date selection…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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VAT file
Could you please bring back a file icon on the VAT return showing the attached invoice.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Report Code on General Ledger Summary or Trial Balance
Have the ability to include the Report Code on the General Ledger Summary or Trial Balance report. At present, can only report on what Report Code an account has by printing the Chart of Accounts.
With the new workpapers working on the Report Code, would be good to be able to see which Report Code an item has when working with the General Ledger Summary or Trial Balance.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Bank Reconciliation Summary - Detailed
I'm looking to get more information from this report. Essentially, I'd like to combine "Bank Reconciliation Summary" with "Bank Summary" or "Reconcile Period" where there is an opening balance, add deposits, less withdrawals to get the bank statement balance, then add outstanding deposits and less outstanding withdrawals to get the book balance (balance on trial balance). It should display the source (account) currency and local (reporting) currency (as the "Bank Reconciliation Summary" already does).
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Xero Tax - supporting document
The supporting document for the Corporation Tax return is limited to one document of less than 1MB, which is sometimes not large enough for R&D claim supporting documents, even after compression.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Tax Rec - has been changed but doesn't work for NZ
For NZ tax calc we reconcile to the figure after Dividends and tax expense. I see that there has been an update done (I am assuming for Australia) which is not suitable for NZ. Can you have an option for the tax amount to be either pre or post?
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Income and Expense by Client Report in Cash Basis
Please allow the option to show the Income and Expense by Client Report in CASH BASIS, so that we can see this report by the amounts PAID by the client this month, not just INVOICED to the client this month.
Thank you!!
1 voteThanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
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PAYE EMAIL REMINDER PLEASE
Instead of upgrading the homepage, could you at least make it possible for email reminders to be sent to Employers about PAYE due? I'm accruing fines & tax interests because of late PAYE payments. The least Xero could do is send a reminder 3-4 days prior to the due date.
My accountant only notified me of the overdue payments when he stumbled across the penalties. IRD failed to send me a notice/email/letter about the due payments (I don't know why). So please, Xero, could you please make an email reminder service possible for GST and PAYE of employees? It will…
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alphabetically
please for my sanity give us the ability to sort alphabetically in reports
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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An invoice detail report that also incorporates the Billing and Delivery addresses
An invoice report that also incorporates the Billing and Delivery addresses. This is essential if you do consignments such as in freight forwarding and you want to report on a group of customers per the consignment or you want to create a delivery list. The work arround at the moment is to export all invoices and clean the spreadsheet out to exclude what you dont want
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Compare date range in tracking summary
There's currently no option to "Compare with" or use compare periods within the Tracking Summary report. A basic need when a business needs to compare sales from each trading division on a monthly basis, comparing with previous month's trading
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It would be better if for the fixed asset reconciliation report, there is business use percentage column in there.
Some fixed assets have certain business use percentage. And this would be very much helpful for reporting purposes especially in the financial statements attaching the fixed asset recon report showing the business use percentage
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Payroll NZ - Generate employment verification letter
Employment verification letter would be helpful for employers to provide to employees upon request.
1 voteThanks for sharing your idea, and letting us know the changes that matter most for you.
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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Reporting - Matrix view for Invoice and Bill activity by contact per month
Hi Xero Product Team,
I’d like to share a reporting idea that I think would add a lot of value for finance teams who need a quick, complete ledger-style view of activity—beyond what Aged Debtors/Creditors currently provides.
The gap today
Aged Debtors and Aged Creditors are very useful, but they focus on what is still outstanding (unpaid/part-paid). There isn’t an easy way to see all invoices or bills (paid, unpaid, and partially paid) in a single monthly overview, broken down by customer/supplier.
Proposed report (Invoices)
A new report / analytics view that displays a matrix:
Rows: Customers (one under the…
1 voteThanks for sharing your idea. We appreciate you outlining how a matrix view for invoice and bill activity could help finance teams get a more complete picture of customer and supplier transactions across different months.
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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Reporting - Show daily/monthly Income target graph
Hi, i think for a team who have targets each week, it would be good to have a report that is a bar graph with the income so far that day, week, month with a line across the bars coming up with a line for average and one for target. The only report that comes cross i could find gave to much info as this is for our admin/coordinators and they dont have access to all the financials they only need the income for the day/week and see if they have met the target.
1 voteHi Keith, thanks for sharing your idea here. We've moved this idea to gain more support from the community team. Now other users can also vote and add their comments on this idea. We'll monitor this space for traction.
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Safeguard Lodging Tax Returns
On the 'to file' tab when you click into a client's tax return there's a blue button that says 'File' right next to the three dots that you would click to suspend a return. I believe this is too easy to accidently click and can lead to tax returns being lodged on accident. If there was a pop up that says something like 'Would you like to lodge now' that would be a good safeguard.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
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Xero Projects when exporting timesheet data. Although there is an option to export time entries in decimal format, the export still outputs
When exporting time entry data from Xero Projects, there is an option to export time entries in decimal format. However, the export still outputs time in hours and minutes (hh:mm) rather than in decimal hours. This makes it difficult to perform calculations in Excel, as SUM formulas do not work correctly with the exported data. And the SUM functions that appear in the Excel and Google Sheets exports do not work.
I would expect that selecting the decimal export option would provide time entries in decimal format (e.g., 1.5 hours instead of 1:30), but this is not happening. It should…
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