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Reports & tax

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Reports & tax

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927 results found

  1. The Supplier Bill Activity report is great for showing transactions for a Supplier if you operate only with one currency.
    However, for accounts with Multicurrency, it should also include optional columns for the Source Currency amounts and when showing just one currency, the balances in that currency in the list of columns.

    39 votes

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    19 comments  ·  Reporting  ·  Admin →
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  2. Ability to show opening stock & closing stock closing amounts in the P&L on a monthly, quarterly etc basis.

    A function to allow to pick a Balance Sheet code or P&L code for stock and specify what balance to report in the P&L or trading account. ie. when running May 2023 monthly reports, the ability to specify that the opening stock is the stock on hand balance at 30 April 2023 and the closing stock is the stock on hand balance at 31 May 2023.

    38 votes

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     ·  6 comments  ·  Reporting  ·  Admin →
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  3. Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!

    38 votes

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     ·  9 comments  ·  Reporting  ·  Admin →
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  4. Include notes that have been left on transactions in the 'Discuss' tab on the Bank Reconciliation Summary Report.

    38 votes

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    9 comments  ·  Reporting  ·  Admin →
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    Thanks for the ongoing support in this idea, team. I want to be upfront that we don't currently have any plans for adding Discuss to reports however we'd like to keep tracking the support of this with community here, and will share if there are any changes to update you of.

  5. I need an account watchlist for annual budget, the budget should be for one year accounting period.

    37 votes

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     ·  3 comments  ·  Budgets  ·  Admin →
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  6. After grouping accounts using the 'edit layout' function it would be great to be able to either expand or collapse each group while viewing the report, rather than having to go back into the 'edit layout' section to change the way the group appears.

    37 votes

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     ·  18 comments  ·  Reporting  ·  Admin →
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  7. Please add ability to filter inventory reports by tracking codes, so you can see quality purchased and sold by tracking code.

    37 votes

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    11 comments  ·  Reporting  ·  Admin →
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  8. Ability to have multi-VAT tracking for EU companies.

    Purpose: Because lots of companies in the UK are also registered VAT in other EU countries. So having this feature will make users easily calculate their tax.

    37 votes

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    12 comments  ·  Tax filing  ·  Admin →
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    Thank you for your suggestion regarding multi-VAT tracking and or filing for EU countries, including Ireland. Currently, Xero supports only UK VAT returns, so tracking VAT in multiple countries requires separate Xero organisations. Also features like direct integration with EU tax authorities such as Ireland’s Revenue Online Service (ROS) (specifically) are not available at this time, and multi-country VAT support is not currently in our development pipeline. For Irish VAT requirements, you may wish to consider Parolla, which offers direct ROS integration and features tailored for Irish businesses.

    We appreciate your feedback and will continue to review suggestions as we plan future updates.

  9. Ability to choose a cost limit for a fixed asset when the depreciation method is set to 'Full Depreciation at Purchase'.

    For instance a car is purchased for over the cost limit, therefore only $64k or so is able to be written off immediately with the balance to sit as an undepreciable amount.

    Currently the full depreciation at purchase method writes off the whole amount, and diminishing value at 100% with a cost limit will still pro-rata the depreciation for the year and not write off the full cost limit amount.

    36 votes

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     ·  0 comments  ·  Fixed Assets  ·  Admin →
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  10. The 300 line cap for importing journals is completely pointless and shortsighted. With MTD rules requiring digital links, importing of journals/transactions has become vital, yet Xero still retains this nonsensical limit. We are forced to manually intervene and adjust where journals are too long (makes a mockery of MTD). Excel can handle over a million lines (and has done for ~20 years now). Sage manages 999 (still limited in this day in age). Somewhere between the two would be great!
    Keep up Xero.

    36 votes

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  11. Showing profit of Loss on Trial Balance (at both Client XERO Blue and advisor) Reports

    At present the trial balance report does not show profit or loss, can or will XERO recode the report in client reports(XERO Blue) and in the advisor templates. This is something I believe all accountants and bookkeepers will welcome the change, as the would improve workflow.
    Please refer to trial balance from competitors software (has printed that way for over 30 years)

    35 votes

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     ·  9 comments  ·  Reporting  ·  Admin →
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  12. Xero Reporting - Please add functionality to Right Align text in custom tables in notes.

    Also, Lots of white space on Depreciaiton schedules making text very small. Add functionality to drag column lines much like excel.

    35 votes

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     ·  8 comments  ·  Reporting  ·  Admin →
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  13. Ability to get a single donation tax receipt for a year.

    Purpose: Save time collecting Donation Tax Receipts for reporting

    35 votes

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     ·  21 comments  ·  Tax filing  ·  Admin →
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  14. Manual Journals - Search by ID
    To enable the search function on manual journals to include the journal ID

    34 votes

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     ·  17 comments  ·  Reporting  ·  Admin →
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  15. Financial Statements-General Purpose Financial Statements template published will be much appreciated so the accountants have more options

    33 votes

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     ·  10 comments  ·  Reporting  ·  Admin →
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  16. Ability to add annual budget as one of the fields in the Account Transaction report.

    Purpose: To get a better figure of how much an organisation has spent.

    33 votes

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  17. The ability to report on items sold each month (by quantity) on a month by month basis

    Purpose: Users can easily run a report to see how many items customer buy this month, then they can also easily print it

    33 votes

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     ·  11 comments  ·  Reporting  ·  Admin →
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  18. Hi Xero Team,

    We are in the process of registering Xero as our Computerized Books of Accounts with the BIR. In line with this, we would like to share some suggestions that may help Xero meet the BIR requirements.

    For report generation, it would be helpful if the footer could include:

    The type of book,

    A timestamp and date,

    The name of the person who generated the report, and

    The software version number.

    At present, the footer only shows the date and type of report. Adding the generator’s name, exact time, and version number would make the reports more aligned…

    32 votes

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    7 comments  ·  Reporting  ·  Admin →
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    Thanks for sharing your idea, and letting us know the changes you would like to see to the headers and footers of your reports. We've reviewed your idea and now it's up to the community to get behind and support it.

    Please note Xero operates on a continuous delivery model, which means we're constantly updating and improving our software. Unlike traditional software Xero doesn't have version numbers or release dates so we are unable to provide this information.

    Along with votes, other members can now comment to share additional detail about how your idea could improve their experience with Xero.

  19. Purchase Order Reporting
    The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.

    32 votes

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    9 comments  ·  Reporting  ·  Admin →
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    Hi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.

    We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.

    For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.

    We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.

  20. Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.

    32 votes

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     ·  17 comments  ·  Reporting  ·  Admin →
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