16 results found
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overseas company accounts and corporation tax retun
We deal with Overseas companies and subsidiaries, Xero does not have recognise Overseas company number usually starts with FC123456, Xero does no recognise this and create corporation tax return. This is another deficiency of Xero which makes me look at other software.
2 votesHi 👋 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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sales repo
Sales report is necessary in dashboard. (Monthly and yearly wise report)
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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Aged Receivables/Payables Summary report to include invoice numbers by default
Aged Receivables/Payables Summary report to include invoice numbers by default, which is commonly available in other accounting softwares. It is crucial to know the number of invoices and unique invoice reference number for ease of reference when reviewing ageing.
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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profit and loss report from this time last year
Profit and loss report from "from this time last year" as opposed to the current "from last year". I think it would be really handy to see how the business is going compared to the same time last year.
the app has display dates of:
-this month
-this quarter
-this financial year
-last month
-last quater
-Last financial year
-month to date
-quater to quater
-year to dateIf you guys could add
-From same time last year1 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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Repeating Journals - option to switch from "post" to "draft"
I would like the ability to stop repeat journals set to "post" from posting automatically and edit them to generate as "draft".
I can't see a way to do this currently and have to delete and re-create which is tiresome
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 tab in navigation ribbon on new XPH
I feel there needs to be a separate tab/heading just for 'reports' on the navigation ribbon in the new XPH (Xero Practice Hub) format. It seems a bit cumbersome to navigate through to what used to be easy to access favoured (starred) 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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Bank reconciliation
There are a number of things bugging me regarding the essential task of reconciling bank accounts. The Bank Reconciliation Reports are easy enough to create, but after that it all goes wrong. Nobody seems to have thought about what happens to them after the 'Publish' button is pressed! Here's what I think - and please please please vote for this or nothing will change.
1) I would like to see bank reconciliation reports having their own dedicated space. They are currently hidden away in Reports>Published, mixed up with all the other published reports. Please create a new Bank Reconciliation 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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Consolidating organisations
Is it possible to have the facility to consolidate different organisations to report group results rather than having to export to Excel to do this.
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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To add Budget amount as well as spending expenses so budget holder can see their budget amount and spending and how much is left.
Add Budget amount to expenditure reporting and show balance amount
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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Custom cover letter
- Tax custom cover letter should have salutation option for the client. Without salutation it looks unprofessional or harsh.
- Trust tax cover letter is addressing to the trustee. If the trustee is a company, there should be an option to address the director of the trustee.
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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contact report
When pulling a Contacts report (expense by vendor, cash payments made to vendors, etc) out of Xero, please add the ability to "turn on" more fields from Contacts. For 1099 purposes, it's crucial to see "business entity" selections and "DBA names" (IRS-registered business name) when preparing the 1099 report. I know you can see this info within the 1099 report, but looking at one contact at a time is not efficient.
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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Transaction Listing Details Report. Add Totals.
Can a total be added under the amount on this report.
If a total was available, I wouldn't need to export to excel simply to add a total before sharing the report.Ideally, the total would also apply to groups on the report, ie, total by employee and total for all employees.
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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Reporting | PDF Preview - Enhance scroll and zoom behaviour
The PDF preview pane is fantastic... except a page can be lengthy and it doesn't let you scroll on it.
If I hover my cursor on the PDF preview and scroll (using the scroll wheel of my mouse), it zooms. I almost never need to zoom on it. If I needed to Zoom I would hold control and scroll, like I would on any other browser page.
I have to move my cursor to this skinny panel either side of the page to be able to scroll, or grab the skinny scroll bar (to the right, not the left).
Get…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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VAT201 - Make available to download via the API
VAT201 report - make API available to GET VAT 201 report.
Using the VAT transactions in our reconciliation run in Excel. Would be so helpful to automate VAT 201 report transactions' download1 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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Advisor pack - regular Balance sheet (not summarised!)
Can we get a regular balance sheet in the Advisor (management) packs?
For some reason it provides a summarised version, with statutory lines only (eg Fixed Assets, Trade debtors etc) but not the TB account by account.
"More" even has an "Account codes" option, which doesn't work 😕
Come on Xero!
1 voteHi Yaakov, appreciate the feedback however still a bit of confusion of what you're actually after here as you initial screenshot showed the Management reports within Xero blue, whereas you're latest image shows the Report Templates in Xero HQ.
Is it possible that you're trying to add a Custom report that you've created in a client organisation to a Report Template? If so, we have a similar idea that was raised for this, but I want to be upfront that we don't have any plans for developing this.
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Show all accounts in Financial statements
it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once
1 voteHi Aisyah, sorry we've not responded to you here sooner. Could you share more detail to help in interpreting your idea here? Is there a specific report you're running where not all accounts are showing?
Earlier this year we release an enhancement to be able to show a nil balance in reports - I shared an update on this here. Does this achieve what you're in need of here?
- Don't see your idea?