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Reports & tax

Customer ideas for reporting, analytics, fixed assets and tax

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Reports & tax

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1091 results found

  1. Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.

    7 votes

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     ·  5 comments  ·  Reporting  ·  Admin →
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  2. It would be useful to be able to have a foreign currency budget and then be able to report against the P&L in the same foreign currency.

    8 votes

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  3. I would like to visualise how draft bills and invoices affect my cashflow, something which I know is not possible at the moment. This would allow me to predict how multiple open quotes & projects could affect my financing requirements. Could this be added in future?

    17 votes

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    9 comments  ·  Reporting  ·  Admin →
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  4. There's an inconsistency between different parts Xero systems. For example:

    New Invoicing has Autosave.
    New Contacts require us to use the Save button.

    Reports:
    Accounts receivable reports refer to Invoices.
    Accounts Payable reports ALSO refer to Invoices ... Xero terminology for Payables is Bills.

    Is there a reason for these differences and lack of consistency across the Xero platforms?

    4 votes

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  5. New Xero Activity Statement Report

    It would be great if the new activity statement report automatically converted standard BAS to simpler BAS when importing into Xero Tax like the old ones has done for ages. We don't like having to produce two different types of reconciliations within our practice because then there are two different ways of doing things, which confuses junior staff. We want Xero to make things easier and automatically import the needed data as the old activity statement report does.

    3 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  6. Add an additional Update button to the bottom of Account Transactions report page (or any screen with an update button). Right next to the Save As and Import buttons would be excellent.

    3 votes

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  7. To have a report which shows the conversion date of a quote to sales invoice, i.e. showing the conversion date, quote number and sales invoice number.

    2 votes

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  8. A report for strictly manual journals that would show ID, Narration, accts, etc, or the ability to filter manual journals in the current journal report.

    6 votes

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    1 comment  ·  Reporting  ·  Admin →
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  9. I would like for Xero to provide more detailed analytics about the exposure my business has to foreign currency, with existing foreign currency bank accounts, bills and invoices, but also based on averages regarding how much I am spending and receiving in each currency projecting that out into the future perhaps over the next quarter.

    2 votes

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  10. The PST bill that is generated from the report should included the entire PST collected and a second line to the PST commission.

    3 votes

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  11. I generate a custom report for Project Timesheets and I would like to be able to rename the columns as sometimes we use slightly different terminology or we use the tasks in a slightly different way to work around limitations.

    e.g "Resource" instead of "Staff", "Role" instead of "Task".

    For some projects we enter a week's worth of time entries at a time, so they are dated at the end of the week, so I would like to change the column to "Week ending" instead of "Date".

    1 vote

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    1 comment  ·  Reporting  ·  Admin →
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    Hi Emily, similar to your other idea if you can share detail of the Projects report you're running here it'll be useful when sharing with our team and may help others also interested in this associate to your idea here, too. Thanks

  12. It would be great to be able to open & close the sections in the VAT return.
    I might be looking for a specific line in the Expenses for example, but need to scroll though all the sales. A little toggle to drop down or close off would be great!

    2 votes

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  13. The addition of an undo button when accidentally deleting a draft report

    3 votes

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  14. The Danish Business Authority requires Accounting Systems to be approved by them in order for you to use their system in the country. XERO currently have no plans to get approved by them, I think they should get approval from DBA, and other countries, to enable subsidiaries of Global companies to use the same software as their parent companies.

    19 votes

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    7 comments  ·  Tax filing  ·  Admin →
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    Hi everyone, we appreciate interest in being able to use Xero as an approved accounting solution in Denmark. This is something our team are exploring at present and I'll keep you updated of outcomes of here.

  15. 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.

    6 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  16. Ability to include serial number and warranty on Fixed Asset reports

    6 votes

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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  17. Report - Inventory Item details to include columns for Item code and tracking, or Account transaction report to include Item code and quantity.

    13 votes

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  18. Xero Analytics Plus cashflow to show a year not just 90 days.
    The current cashflow upgrade from Xero only shows up to 90 day which is weird as in reality you need to forecast for the year. Is this going to be extended to a year like all the other cashflow apps ?

    51 votes

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  19. Auto Save - Annual Financial Reports
    For Xero to auto save when creating draft reports.

    4 votes

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  20. On the P & L reports, there quite often extra lines at the bottom which aren't required this yr, but may be next year. which we don't need ie: Net loss/ profit before beneficiary dist , nor do we need before tax etc as a loss, just need the bottom line ( net Profit /Loss). Companies also have the same issue. Is there a way to "hide" these lines? if not , can we add this as a suggestion please. Don't want to delete, just hide or disable as necessary

    6 votes

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