1032 results found
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Fixed Asset | Disposal - Ability to add comment/reason for disposal
Hi Xero Support Team,
I had disposed some of fixed assets using disposal function in XERO. But I noticed that there is no field for me to type the memo/description to type the reason of disposal. I also can't find any field to upload the supporting document for that.
2 votes -
Management Report - Ability to save individual reports as custom
Management Report: Be able to save individual reports in the management report as custom reports. Currently only the pack can be saved as a custom report. If I have edited the profit and loss I cannot save this specific report to be used in other management packs.
3 votes -
VAT Reconciliation - Ability to view tracking category
Adding tracking categories to VAT return/reports:
I would like to run a VAT return/report per quarter to be shown by tracking category rather than as a whole. There is not an option on the current VAT report to add the tracking categories, therefore I think this would add benefits to any client that uses tracking categories for departments.
46 votesThanks for your response, Jordan. Can see why the Account Transactions report won't fit in this scenario.
To be upfront we don't have current plans around this with much of our reporting teams focus on change in the new reporting framework in lead up to removing older reports in July this year - More on this here
I've slightly amended the title of your idea and we'll feel out the interest for this here and update if any change is planned.
For now if not already, I'd highly encourage sharing link to the idea here with your clients and colleagues that'd like to see this to support, too.
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Fixed Assets - MACRS depreciation
Be able to run depreciation as MACRS in Fixed Assets.
7 votes -
Xero Tax - Reporting name vs Account name
Currently Xero pulls data from the connected ledger into Xero tax – it’s great! But its pulls the account name, when we’re often only changing the reporting name so as not to mess with a clients system.
Would be beneficial if Xero tax pulled the reporting name rather than the account name through for linked accounts. Would make things more consistent between financials & tax return.11 votes -
Profit and Loss - Option to show opening and closing stock
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.
30 votes -
Business performance - Negative + negative resulting in incorrect profit
Mathematically a negative x a negative = a positive. But when this is gross profit @ 312%, it does not represent the business financial position.
1 voteHi Charlotte, sorry we haven't responded to your idea sooner. Appreciate your screenshot and raising this with us. I'd recommend this is something our Xero Support team take a deeper look into with you. If you can raise a case with them through Xero Central they have tools to be able to escalate this with our product team if not working as it should.
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Reporting - Notes column option on reports
Is it possible to run reports and have the notes section as an additional column option? As currently have to click into each individual invoices to see the note
5 votes -
Trial Balance - Run in Foreign Currency
Do you have the currency option on Trial Balance as you do the profit and Loss and Balance Sheet?
15 votesCurrently, you can include an Exchange rate note in the Trial Balance report, however it's not possible to run this report in another currency.
We don't have any plans for extending the reports that can be run in a foreign currency atm, but it'll be good to get an idea of the interest for this here and we can share if there is any change.
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VAT - Override VAT box figure and delete Adjustments
VAT In the VAT boxes you have to "adjust" the figure rather than entering the relevant amount. Why can't you just enter the figure and move on. It would be much easier. Also you can't delete what you've done in a box or re-start the entire return. In my view it makes Xero a sub-standard product.
1 vote -
Invoice report - Ability to view adjustments to tax
Would like to be able to find and recode transactions in bulk or have a report somehwere, where we can search the "include Adjustment to Tax" amount on any transactions. There is currently no way to find transactions that have this and to correct we have to find the batch payment, undo, edit the invoice, approve and re-batch. Not ideal.
1 vote -
Trust Account Management - South Africa Legal
South African Law is in desperate need of a simple Xero based Trust Account Management system.
Xero is so easy to use for the Business transactions, a similarly user friendly option for Trust Account Management would be a dream.
1 vote -
Account Transaction Report - Add additional custom columns
request for additional columns available in customised account transactions report
only standard columns available, would like to access other options such as unit quantity, unit cost, invoice status, etc.
17 votes -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
49 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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Budgets - Calculate as a % of another line
I'm setting up a budget in Budget manager. Is it possible to budget that one expense line is a percent of another - eg Superannuation is 11.5% of wages payable?
Makes life easier and saves errors with copy typing
2 votes -
Bank Transaction Report - Add reconciliation Status
In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.
1 vote -
VAT rounding issue - avoid manual edits on Xero
We have to regularly edit invoices from specifics suppliers to correct pennies in the VAT boxes to ensure these match. Using up valuable and unnecessary time.
We use another software with another company that gets this spot on every time, but considering we pay for Xero we felt it would be helpful to get the VAT extraction down to 100% accuracy.
4 votes -
Profit & Loss - Default date of Custom category column to follow report date
In response to the "Custom Report - Update-able date column" idea (now closed), you recently added the option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for.
Why (on earth!) is this not the default behaviour? This is what I thought should be happening and have spent ages, included a support session, trying to sort out the implication of it not working as expected. The column date should normally reflect the report date, surely.2 votes -
CIS - Include CIS Suffered in CIS reporting
A section for CIS suffered as like the current CIS deducted would be really useful. The reporting for CIS deducted is great and helps records for monthly PAYE. A similar section on the CIS suffered side would be great - checking through separate ledgers and updating RTI filings is manual in contrast.
4 votes -
Reports - Show invoice number in GST F5 Return
When running the Transactions by box number tab of the GST F5 Return, the Invoice Number will not be shown if we have already entered a reference on the invoice.
If there is no reference entered, Xero will then show the Invoice Number under the 'Reference' column instead. Screenshot attached.
This makes it difficult to do checking as most users do use the reference when creating invoice but showing the reference usually does not have much significance to the accountant/bookkeeper who is doing the checks for GST submission.
We do hope that the Invoice Number column can also be shown…
20 votes
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