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Reports & tax

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Reports & tax

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13 results found

  1. Currently, It prints TITLE, COMPANY, DATE/ PERIOD. Please can you add to DATE/ PERIOD 'as @ TIME OF PUBLISH'. This would solve issues where I am looking at two identical spreadsheets but am unable to tell which is up to date.

    2 votes

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    Hi 👋 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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  2. Would love to see it as a feature so that we can add letters in Numbered heading section so we can link notes.

    2 votes

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  3. For bank accounts - it would be good to have the contact and description concatenated as for other accounts. This way account lines could easily be matched.

    2 votes

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  4. When editing a report, please make it easier to add multiple rows or columns at once - either by allowing continuous clicking on the "add row/column" button, or by providing more options beyond a 5 x 5 when creating a table.

    2 votes

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  5. Ability to add manual notes to Aged Receivables report. Currently we have to export the aged receivables report to excel to keep a log of the latest feedback/updates regarding overdue debtors. By adding manual comments directly on Xero, all users will have access to the latest feedback/follow up comments on overdue debtors. This will increase efficiency and ensure better control of our bad debts.

    1 vote

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  6. Reports with custom periods currently have their dates 'shifted' every month, which shouldn't happen, as they do not use relative dates (they should be fixed, at least by default). This is either a bug or bad design.

    1 vote

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  7. When exporting time entry data from Xero Projects, there is an option to export time entries in decimal format. However, the export still outputs time in hours and minutes (hh:mm) rather than in decimal hours. This makes it difficult to perform calculations in Excel, as SUM formulas do not work correctly with the exported data. And the SUM functions that appear in the Excel and Google Sheets exports do not work.

    I would expect that selecting the decimal export option would provide time entries in decimal format (e.g., 1.5 hours instead of 1:30), but this is not happening. It should…

    1 vote

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  8. I'm currently doing superannuation for a client, having finalised their last payrun for the month. I've got the superannuation accruals report up on screen, so I can match that to what I'm paying, and to the bill in which I allocate each employee and direct contractor's super to the project they're working on.

    Because I need to have multiple windows active with pieces of information being cross-referenced, I've got the superannuation accruals report open in a half-screen window. I noticed that the width of the report is wider than the window, so I removed some of the columns. As I…

    1 vote

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  9. I feel like I'm taking crazy pills.

    With the old style and the new style, there doesn't appear to be a way to show the journal with GST rate - it only shows the total GST as an extra line at the bottom of the journal.

    And while I'm requesting features that'll never be implemented, why not offer the ability to show journals Gross of GST (as well as the GST rate).

    1 vote

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  10. Can we have the ability to run a P&L report using the original transaction values rather than calculated values based on the exchange rate that's been set. For example, my base currency is GBP but we need to report the P&L for a division in Spain in Euros based on actual cash figures. The multi-currency P&L report in Xero allows me to select to produce the report in Euros but for some reason it calculates all the figures based on the fixed exchange rate that has been entered rather than using the original / actual Euro transaction figures entered. So…

    1 vote

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  11. Report for quotes not yet accepted, which will show each staff members estimated/quoted hours per task.

    1 vote

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  12. Ability to be able to override and enter manual figures in a partnership tax return. This is currently causing me a lot of issues as i now have to upload via other software.

    1 vote

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  13. it is great to have all accounts appear in the financial statements. It is useful to monitor all accounts at once

    1 vote

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    Hi 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?

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