895 results found
-
Fixed asset - Increase limit of 500
existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets
30 votes -
Fixed Assets - Estimated Depreciation calculator
Ability to enter a date and run an estimated depreciation cost up to that date. Very useful when creating budgets and forecasts.
30 votes -
CIS - Breakdown on CIS Suffered Report
It would be a massive help if you could click on the figures on the CIS suffered report to see which customer invoices make up the report figures. Clients often ask me which invoices are included and I have to manually work out where the figures come from
30 votesHi all, wanted to share a workaround here for those who aren't already aware.
You can run the Account Transactions report on a cash basis and if you filter it by the CIS Labour Income or CIS Asset account, you can see the invoices which have been included in the CIS Suffered report.
We don’t have any plans in the near term to expand functionality on the CIS Suffered report. If anything changes in this space, we’ll update you on this idea!
-
VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
30 votesHi everyone, thanks for engaging us on the idea here.
As previously shared - right now, the transactions report on the VAT return can be exported, fro which you can sort, search or filter transactions.
However we appreciate the improvements this could have if available in Xero.
This is something our product team have picked up and are working through. For now, we'll move to In development and I'll keep you updated on it's delivery here. 🙂
-
Manual Journals - Include description when printing / exporting to PDF
Adding description when users export Manual Journals in PDF.
Purpose: Users’ can have better notes, as they can see the description in the PDF document.
30 votesHi team, we appreciate the conversation however we want to be open that we don't have any short term plans for changing the export of Manual Journals in the near term.
Not getting a lot of community support over time, this idea will soon be removed. If it something you feel very passionate about you are welcome to restart and see if there is renewed interest from the community.
-
GST Reconciliation Report - Save the filed amounts entries
AU There was a discrepancy between GST ac balance at EOQ on the Balance Sheet & the GST refund for the end of quarter BAS. Using the GST Reconciliation report would be a lot more helpful if the Filed Amounts could actually be saved and continuously show the correct unfiled running balance amount and the section "GST Account Summary " for unfiled GST was actually correct as a cumulative balance. I just did 3.5 years worth of GST Reconciliations and nothing saved so all the running balances are wrong and don't flow correctly from one year to the next -…
29 votesThank you for your candid feedback and engagement on this idea. The good news is we're actively working on a complete rebuild of this report on our new reporting platform ✨. This project is a top priority and is specifically designed to solve the issues you've raised. The new report will automatically pull in filed return amounts, allow you to drill down into transactions, and always show a correct, cumulative unfiled balance. We're in the development phase, and we’re also actively gathering feedback on the ability to make manual adjustments in the new report, which we know is a critical requirement. We are committed to delivering a report that makes this essential part of your workflow easier and more reliable. We'll be back with another update as we make progress 😊
-
NZ GST - Mark GST Return as filed
Please can there be an option to mark a GST Return as FILED in Xero , where it has been filed by another method.
29 votes -
BAS - Add a GST calculation worksheet
Please include a "GST Calculation Worksheet" in the Activity Statement report for the new BAS experience based on the same format of the GST Calculation Worksheet which is included with the previous BAS experience.
29 votesAppreciate the feedback on the use you found with the previous worksheet.
With the newer BAS while there is no GST calculation worksheet, you can run a Custom Date report to get YTD figures, which can be accessed through the Activity Statement dashboard.
Being open we don't have plans of adding the worksheet to the new BAS report at this stage, however we'll continue to get a sense of interest on this here and share if there's any change.
-
Depreciation - Manual adjustment
It would be really useful if you could manually adjust depreciation on an asset by asset basis, where depreciation has been changed outside of the Xero product. This could be where depreciation has been run within the product for management accounts, but been adjusted by another accountant outside of the product when running the year-end. The manual adjustment would be great for aligning the submitted accounts with the accounts in Xero.
29 votes -
UK CIS - Audit history of emails sent out from CIS Contractor
It would be really useful to be able to view the email content/date/time/recipient, etc of the emails sent to CIS Subcontractors when we send the monthly CIS Statements via Xero to them.
29 votes -
Fixed Assets - Add tax depreciation for NZ
At the moment, only the Australian version of Xero offers a tax depreciation function. We hope that this feature can also be added to the New Zealand version, which is where Xero was originally incorporated.
29 votes -
Xero Analytics | Short-term cash flows - Add tax payments
It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.
For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.
As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting date to…
29 votes -
Reporting - Add Graphs and Pie Charts in Management Accounts for KPI
Add Graphs and Pie Charts of KPI's to the Management Accounts report as some client prefer picture diagrams.
29 votesAppreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
-
Reporting - Switch layout between left-right and right-left
When you download a P&L / BS report (whether old or new templates), and include comparative periods, there should be an option to choose left to right, or right to left. If i have downloading for Jul-22, with 12 months of comparatives, i want the oldest month to be on the left, and Jul-22 to be all the way to the right. That is typically how all excel financial models are built, and the basis of these models is historical financials.
28 votes -
Reporting - Add a Budget column to the Cash Summary
The profit and loss report has an option to put in the budgeted figures when you edit the layout. Can this option also be introduced to the Cash summary report please. Some of my fruit farmers love to see that figures as well compared to the actual figures.
28 votes -
Reporting - Ability to view balances while in edit layout function
Can you please add balances to the edit layout function so we can see what we are mapping or where things have automapped? I often need to open the financials in a separate tab while editing the layout because I can't see the balances and it would be nice if I didn't have to do that.
28 votes -
Reporting: Statement of Cashflows - Exclude non-cash accounts
To exclude non-cash accounts in the statement of cash flows reporting.
Purpose: Users will be able to get cash flows figures that are non-cash basis easily.
28 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
27 votesHi everyone, thanks for sharing and supporting this idea 🙂.
We understand you’d like to have Item Code available as a column in the Account Transactions report so it’s easier to review and track transactions against items, including untracked inventory items.
We’re moving this idea to Gaining support while we continue to learn more about the different ways this would help customers in their day-to-day workflows.
If this would be useful for you, please keep voting and add a comment with more detail about your use case. In particular, it’s helpful to understand what you’re trying to report on today and where the current report falls short.
We’ll keep an eye on the feedback here and share an update if anything changes.
-
Fixed Assets - Search by Serial Number
It should be possible to search Fixed Assets by serial number using the existing search box.
Otherwise the Fixed Assets registration feature is not that useful, because if you have i.e. 50 of the same asset you have to manually open all 50 assets to find out which one actually matches the SN of the asset you are disposing.
If you can't search based on the serial number, what is even the point of entering it?
27 votesHi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.
At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.
We'll keep watching the support for ideas closely and share any updates with you all.
-
Reporting - Change ordering of Account Type on Trial Balance when grouped
Can you please add a profit and loss formula / row in the trial balance report or create a new trial balance report that includes the profit or loss for each selected period.
27 votes
- Don't see your idea?