926 results found
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Aged receivables - Add tax columns
Reports - Aged Receivables: I would like to be able to include the VAT rate/VAT rate name as a column in the aged receivables detailed report to avoid manually checking each invoice in the list
1 voteNot possible with the aged reports, but perhaps the Receivable Invoice Detail report could be just as useful, Luke?
You'll find you can add the tax columns you're after, and there's lots of flexibility to set this report up in the way you need to only view certain transactions (such as those awaiting payment)
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Business performance - Negative + negative resulting in incorrect profit
Mathematically a negative x a negative = a positive. But when this is gross profit @ 312%, it does not represent the business financial position.
1 voteHi Charlotte, sorry we haven't responded to your idea sooner. Appreciate your screenshot and raising this with us. I'd recommend this is something our Xero Support team take a deeper look into with you. If you can raise a case with them through Xero Central they have tools to be able to escalate this with our product team if not working as it should.
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Invoice report - Ability to view adjustments to tax
Would like to be able to find and recode transactions in bulk or have a report somehwere, where we can search the "include Adjustment to Tax" amount on any transactions. There is currently no way to find transactions that have this and to correct we have to find the batch payment, undo, edit the invoice, approve and re-batch. Not ideal.
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Trust Account Management - South Africa Legal
South African Law is in desperate need of a simple Xero based Trust Account Management system.
Xero is so easy to use for the Business transactions, a similarly user friendly option for Trust Account Management would be a dream.
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REPORTS - Ability to rename columns
I generate a custom report for Project Timesheets and I would like to be able to rename the columns as sometimes we use slightly different terminology or we use the tasks in a slightly different way to work around limitations.
e.g "Resource" instead of "Staff", "Role" instead of "Task".
For some projects we enter a week's worth of time entries at a time, so they are dated at the end of the week, so I would like to change the column to "Week ending" instead of "Date".
1 voteHi Emily, similar to your other idea if you can share detail of the Projects report you're running here it'll be useful when sharing with our team and may help others also interested in this associate to your idea here, too. Thanks
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Xero Adviser Financials - Farming | have multiple P & L's for different farms/orchards in group
For large farms/orchards or multiple businesses in the group, needing a P & L each for each Farm and Orchard. Then a combined statement P & L bringing all the totals together with the group overhead expenses. Currently have to do separate custom reports in Xero then paste in, would be good to have it all formated in one spot not doing multiple reports and copying and pasting. Currently using another accounting software provider to do the financials and only using Xero to collect the date, would be good to have it all in one spot
1 voteHi Tracey, appreciate it's been sometime since you initially raised your idea here. Not getting any community support this will soon be removed from the forums. However, taking a read through it may be worth looking into Tracking to see if this feature could be useful to track expenses for each orchard/farm. The P&L could then be set up to provide columns of the expenses and revenue for each orchard comparably. Thanks
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