Reports & tax

552 results found

1. Remove lines from financial statements

   We have been given a set of financial statements for sole traders and farmers but within the reports, the P&L and Balance sheet are showing the lines under each transaction. We would like the ability to remove these lines as it gives a more professional look.

   16 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   4 comments  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

2. change effective life

   Would like to be able to change the Effective life/depreciation rate of a fixed asset in future years without affecting historical figures.

   5 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   3 comments  ·  Fixed Assets  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

3. Profit & Loss report | Custom - Ability to format formulas

   When using a custom Profit & Loss report in a set of Financial Statements, you are unable to format formulas to be in bold or underlined. It would be beneficial from a visibility perspective to have these in bold, so they stand out as formulas.

   Can this be updated so to enable formatting at this level.

   101 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  14 comments  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

4. UK Tax (self-assessment) - a "completed button" for each tax return section/schedule

   It would be helpful to have a check box for each section of the tax return that marks it as completed so you know what is done and what still needs to be done.

   We find that we have to continually go back and check which sections are completed and which are not which can be time consuming, especially if you are working on multiple tax returns at once or if you are going between tax returns waiting on information from clients. An overview of some sort or a check mark beside each schedule would be very helpful.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   1 comment  ·  Tax filing  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

5. Balance Sheet Tracking Categories

   Xero has tracking categories for Profit & Loss reporting.
   Our single entity charity uses tracking categories to produce a profit and loss report by fund where the fund type is an option within a fund category.
   We need the same for the balance sheet to produce a balance sheet report by fund on an ongoing basis.
   For example, income and expenditure transactions on a bank account can be tracked, but not the bank account balance itself. Ditto for liability accounts etc.
   This would also need a tracking option/field on manual journals.

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Reporting  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

6. Sort manual journal lines by description or account code or amount

   For journals received from a plug in like Simplepay or Payspace etc and where those journals have lines that are mixed or not in alphabetical order, be able to click on the "Description" and it sorts it automatically to alphabetical order in ascending or descending order. Same can be done for amount in the debit and credit fields or account.

   •  

   •  

   2 votes

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Manual journals  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

7. medicare levy and medicare levy surcharge schedule

   I would like an advance schedule for medicare levy to check through whether they were full time in the defence force or foreign person etc.

   and a schedule for medicare levy surcharge to input the date periods + to confirm if spouse/dependents had private health insurance

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

8. Could we add a calculator button in the budget manager cell to do a calculation?

   Could we add a calculator button in the budget manager cell to do a calculation?

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Budgets  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

9. Manual Journal - Reordering lines

   Reordering lines in manual journals DOES NOT save, and it should be able to! If you click on the drag handle and reorder a few entries, then click save, only to reopen the journal later and find everything is out of order, reviewers will go crazy thinking entries were done in the wrong order when staff did it right... just xero didn't save the order of the lines... and best of all, this was working with the old manual journal interface and only broke with the "new" look and feel.

   1 vote

   vote vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Manual journals  ·  Edit…  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  System responded

   Thanks 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.

   If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

10. MTD ITSA Allow manual entry of Property Income

    It would be extremely helpful if Xero allowed UK Property Income to be entered manually within the MTD ITSA return, rather than requiring transactions to be entered into the ledger or quarterly journals to be posted.

    A common scenario is where a sole trader already uses Xero for their business but also has separate UK property income. Whilst it's possible to separate the figures using tracking categories, this still mixes business and property transactions within the same accounting records.

    Allowing manual entry of the quarterly property income and expenses for MTD ITSA would:

    • Keep business and property records completely separate.
    • Avoid unnecessary journals or duplicate transaction entry solely for MTD compliance.
    • Simplify the preparation of quarterly updates for clients with both trading and property income.
    • Better reflect how many accountants manage these records in practice, particularly where property records are maintained outside of Xero.

    This would make the MTD ITSA workflow much more practical for accountants and bookkeepers managing clients with multiple income sources.

    It would be extremely helpful if Xero allowed UK Property Income to be entered manually within the MTD ITSA return, rather than requiring transactions to be entered into the ledger or quarterly journals to be posted.

    A common scenario is where a sole trader already uses Xero for their business but also has separate UK property income. Whilst it's possible to separate the figures using tracking categories, this still mixes business and property transactions within the same accounting records.

    Allowing manual entry of the quarterly property income and expenses for MTD ITSA would:

    • Keep business and property records completely separate.
    • … more
    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

11. Ordinary Hours Report for Long Service Leave Entitlements Calculations

    To calculate long service leave entitlements for casual and part time employees or employees that have had a mix of employment types, it is necessary to know how many ordinary time hours an employee has worked. This information can be extracted from the Payroll Activity Summary report although it requires the report to be exported to Excel and the data manipulated, which is extremely time consuming doing each employee one at a time. A simple report that shows the number of ordinary hours worked in a set period of time, filtered by employee would make it much easier for small business to comply with long service leave legislation.

    To calculate long service leave entitlements for casual and part time employees or employees that have had a mix of employment types, it is necessary to know how many ordinary time hours an employee has worked. This information can be extracted from the Payroll Activity Summary report although it requires the report to be exported to Excel and the data manipulated, which is extremely time consuming doing each employee one at a time. A simple report that shows the number of ordinary hours worked in a set period of time, filtered by employee would make it much easier for small… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

12. Bank Revaluation Account mistates an Income Statement for taxation

    Why ever would Xero engineers by design, put unrealized gains on a P&L report? I cite The Bank Revaluations account. Even if just for management financial reports, a bank account is an asset and a revaluation is simply to show this value at a point in time.The Bank Revaluations account should be on the balance sheet in the asset section, but even with that said, bank accounts in Xero for client with multi-currency already reflect the correct valuation on a Xero client balance sheet!
    Unrealized gains and losses are simply that, Unrealized.
    I raise this point because Xero small businesses owners who may not have the knowledge of tax reporting and preparation and try to run a corporate tax return on their own, may simply draw from the GIFI into a corporate tax return software and have tax applied incorrectly on Unrealized gains & losses! This is a very serious potential forgovernment tax reporting error. Xero users may be skipping consulting an accountant for review before submitting a corporate tax return and are relying on Xero software as automation moves us more & more away from expensive public practice services.
    This is a fact Xero engineers may have missed. I quote from a CPA site and a tax specialist a definition of a Realized foreign exchange result that sould be reported on a corporate tax return as FX income on a P&L Income statement...

    Realized: A taxable event occurs when you actually convert foreign currency to home currency dollars, use it to buy property, or settle an invoice. All transactions must be converted to Canadian dollars using the Bank of Canada spot rate for the exact date of the transaction
    My point is the potential for tax reporting is critical. Most accountants use a tax software to pull data for tax preparation, however, what about the many Xero users that dont? Mis-statement of tax is a critical issue for business owners and for government reporting.
    Also, if you look at Xero GIFI set up, itès actually got Unrealized Gains or Losses set for reporting as taxable income or loss when you import into a corporation tax application. Wrong!

    Why ever would Xero engineers by design, put unrealized gains on a P&L report? I cite The Bank Revaluations account. Even if just for management financial reports, a bank account is an asset and a revaluation is simply to show this value at a point in time.The Bank Revaluations account should be on the balance sheet in the asset section, but even with that said, bank accounts in Xero for client with multi-currency already reflect the correct valuation on a Xero client balance sheet!
    Unrealized gains and losses are simply that, Unrealized.
    I raise this point because Xero small businesses… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

13. Reporting Export - Excel total rows should add up formula column values

    If I have a report and a column is a formula.

    When I export that report to excel, the column has the underlying formula in each cell.

    The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

    A total row with an amount should always be the total of the cells above it. Never any other formula.

    Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells above it, for a total.

    Please fix the excel export so that it will correctly total the amount cells above it in the total row, even if the column is a formula column.

    If I have a report and a column is a formula.

    When I export that report to excel, the column has the underlying formula in each cell.

    The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

    A total row with an amount should always be the total of the cells above it. Never any other formula.

    Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

14. Reporting Export - Excel total rows should add up formula column values

    If I have a report and a column is a formula.

    When I export that report to excel, the column has the underlying formula in each cell.

    The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

    A total row with an amount should always be the total of the cells above it. Never any other formula.

    Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells above it, for a total.

    Please fix the excel export so that it will correctly total the amount cells above it in the total row, even if the column is a formula column.

    If I have a report and a column is a formula.

    When I export that report to excel, the column has the underlying formula in each cell.

    The column even has that formula in a cell that is in a total row. This is okay if the formula is a percentage, but never if the formula is an amount.

    A total row with an amount should always be the total of the cells above it. Never any other formula.

    Other column types (such as date), do not suffer this issue, they will correctly insert a formula that sums the cells… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

15. Enable Xero payroll to include an MTD ITSA category

    It would appear that Xero payroll does not include a facility to enter a MTD ITSA category. When running the MTD quarterly report the employee costs do not therefore link.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

16. corporation tax return uk

    For small business users in UK who have been submitting their corporation tax returns to HMRC and Companies House using the HMRC online filing service, can we have that functionality in Xero, please? Now that the online filing service is closing, we are stuck with a choice between other filing software (expensive) and paying accountants to file for us (even more expensive). It would be great if Xero could pick this one up, so we can file direct from Xero in the same way as for VAT returns - covering both HMRC and Companies House (including iXBRL) requirements.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

17. MTD itsa income and expense report needs identifying name

    I am sure this is a design flaw that will be corrected shortly as its astonishing to see, the quarterly income and expenses PDF report needs an identifying name on the report. Once saved not in Xero it does not have anything on it to identify it.
    This needs rectifying with haste.

    • 

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Tax filing  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

18. Report Distribution

    It would be useful, as someone who has to produce 40+ reports as apart of month end, to add a recipient to each report (similar to that of invoices) and send the reports via email thorough Xero with the option to send as PDF or excel attachment. It takes a lot of time to manually save, rename and send out each report. It could work similar to the email option on invoicing.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

19. cash flow

    In the Cash Flow Manager overview, include the option to filter based on the AI projection for 'cash in' including the overdue receivables. The AI projection is available on the 'cash in' tab, however, that tab doesn't include subtotals (like the overview tab does and this is very helpful) and also doesn't include the ability to filter by the AI projection. Both would be very helpful.

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

20. Display the Accounting Basis (Cash/Accrual) prominently on reports instead of hiding it under "More"

    Hi Xero Team,

    I'd like to suggest a small user interface improvement that would significantly improve the reporting experience.

    The Accounting Basis (Cash vs Accrual) fundamentally changes the meaning of reports such as the General Ledger, Trial Balance and GST reports, yet it's currently hidden under the "More" menu.

    As a business that reports GST on a cash basis, I recently spent several hours reconciling my BAS, General Ledger and Trial Balance because I unknowingly compared reports prepared on different accounting bases. Once I discovered the hidden setting and changed the report to Cash, every figure reconciled immediately.

    The Accounting Basis is one of the most important report parameters because it changes the values shown throughout the report. It should be displayed prominently alongside the report date range and other key report settings rather than being hidden under "More".

    Even something as simple as displaying:

    Accounting Basis: Cash

    or

    Accounting Basis: Accrual

    at the top of every applicable report would immediately alert users to the report basis and help prevent unnecessary reconciliation work.

    This would be a small interface change that could save users significant time and confusion, particularly businesses reporting GST on a cash basis.

    Thank you for considering the suggestion.

    Hi Xero Team,

    I'd like to suggest a small user interface improvement that would significantly improve the reporting experience.

    The Accounting Basis (Cash vs Accrual) fundamentally changes the meaning of reports such as the General Ledger, Trial Balance and GST reports, yet it's currently hidden under the "More" menu.

    As a business that reports GST on a cash basis, I recently spent several hours reconciling my BAS, General Ledger and Trial Balance because I unknowingly compared reports prepared on different accounting bases. Once I discovered the hidden setting and changed the report to Cash, every figure reconciled immediately.

    The Accounting… more

    1 vote

    vote vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Reporting  ·  Edit…  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  System responded

    Thanks 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.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂