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Reports & tax

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1092 results found

  1. Currently the custom Pool creation option does not allow for the specific depreciation requirements of a software development pool - First year to be Nil, the second , third and forth years at 30% and the final fifth year of 10%. Without this function the depreciation for these assets needs to be calculated manually.

    16 votes

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     ·  2 comments  ·  Fixed Assets  ·  Admin →
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  2. Dear All,

    i have the following suggestion. I think it would make sense to allow the production of a Dividend Voucher in Xero also by in-house accountants, rather than only by an accounting firm that is a Xero partner.

    Many thanks and kind regards, Andrea

    14 votes

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     ·  5 comments  ·  Reporting  ·  Admin →
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  3. Knowing that FX disclosures were expanded to several reports. However, it is awkward when the Adviser report comprises of Statement of Financial Position, Statement of Comprehensive Income, Statement of Changes in Equity, Statements of Cash Flows and Notes to the Financial Statements, only the first two reports are able to be presented in other currency (Eg. SOFP & SOCI presented in USD but SOCE, SOCF and Notes in MYR). Can Xero enable the function of FX in every page of the adviser's report? Thank you.

    1 vote

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     ·  0 comments  ·  Reporting  ·  Admin →
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  4. Once an activity statement (BAS or IAS) has been lodged via Xero, when we generate the activity statement and export to PDF or Excel can it include the lodgement confirmation details, including date and time lodged, person/user that lodged, any lodgement confirmation numbers etc.
    This information is shown in Xero, but not on the report when exported.

    4 votes

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  5. Make all ledger accounts across the P&L and the Balance Sheet available when incorporating formulas into financial statements. Some KPI's draw from accounts comparing a P&L account with a Balance Sheet account. At present, only accounts in the Balance Sheet can be used to do KPI's within. This is not optimal.

    1 vote

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     ·  0 comments  ·  Reporting  ·  Admin →
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  6. Ability to enter a date and run an estimated depreciation cost up to that date. Very useful when creating budgets and forecasts.

    26 votes

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     ·  5 comments  ·  Fixed Assets  ·  Admin →
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  7. GST Rec - 2 Simple ideas.

    1. In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.

    2. A GST report that showed the late claims that relate to the prior financial year.

    1 vote

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     ·  0 comments  ·  Tax filing  ·  Admin →
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  8. The importing of assets from csv files via the new module does not work. I keep getting invalid file type.
    Yet using the same csv file in the old fixed assets module works perfectly well.
    Why was this bug not picked up in testing before releasing? Please ensure this is fixed before the old module is retired.

    1 vote

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    Appreciate you raising this here. While the team do lots of testing before releasing new features sometimes there can be odd issues that pop up that could be niche or specific to a device or browser.

    It would be good to get a bit more detail so we could better understand and take a closer look into what may be causing this issue when trying to import Fixed Assets in the new module.

    Could you please raise this with our specialists at Xero Support through the Contact Xero Support link at the bottom of the page here in Xero Central? If you can share the file that you were importing when you ran into issues as well as any detail about the error you're getting that will help the team investigate. Thanks

  9. It would be great to have a background worksheet that you could attach to each budget cell to clarify how the numbers were obtained

    5 votes

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     ·  1 comment  ·  Budgets  ·  Admin →
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  10. I think it would be helpful to have an interactive check box next to invoices in aged payables detail report to help with reconciling against supplier statement.

    5 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  11. In the new Fixed Asset Register it would be extremely helpful if I could enter my chart codes to set up the asset accounts then 'tab' to the next piece of information instead of having to click onto the account to have it enter into the field. For accountants who use their charts day in and day out and have them memorised, having to manually select the code is a right pain! Some of these new improvements you are making are really causing extra time for us to be able to do our jobs.

    1 vote

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     ·  0 comments  ·  Fixed Assets  ·  Admin →
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  12. Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.

    3 votes

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     ·  2 comments  ·  Reporting  ·  Admin →
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  13. Background: We are a chapter-based organization with almost 50 chapters. Each chapter is a 501(c)3 organization and uses Xero as its accounting software, meaning each one is treated as an individual organization in Xero.

    Every week, as the PM, I need to report on the health of each individual chapter. Currently, this process involves me manually switching into each organization's dashboard, checking if their bank is synced, identifying any unreconciled transactions, and recording the date of the oldest unreconciled transaction. This currently costs me ~1.5 hours per week.

    Purpose: A report that would allow users the ability to extract KPIs…

    1 vote

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     ·  0 comments  ·  Reporting  ·  Admin →
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  14. The ability to use item codes when completing a manual journal.

    15 votes

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  15. If you pay a vendor too much and they send you a refund for the overpayment that is recorded as a Receive Money transaction, then the amount to be reported on the 1099 should be the net (amount paid less the refund received), but since Receive Money transactions don't populate on the 1099 report, the amount is incorrect.

    4 votes

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     ·  1 comment  ·  Tax filing  ·  Admin →
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  16. For some reason the related account is not available to filter on the Account Transactions Report. Can this please be added?

    8 votes

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    2 comments  ·  Reporting  ·  Admin →
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    Hi Esteon, you're right that it's not currently possible to Filter by the Related account column atm. It'd be good to understand what you;re trying to look at when running this report atm.

    Rather than filter by related account, could you select the Account that you'd be looking to filter by and then click the Related account header to order the transactions by the account they came from?

  17. Access and use G702 & G703 Application for Payment forms for progress payment

    1 vote

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     ·  0 comments  ·  Fixed Assets  ·  Admin →
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  18. Xero should create Fixed Assets as a draft if they are recoded from other accounts at a later date, rather than having to completely remove them and re-enter them as fixed assets.

    7 votes

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     ·  1 comment  ·  Fixed Assets  ·  Admin →
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  19. It would be great to have the ability to edit Headings in Business Snapshot in Analytics-Plus as I work for a charity and having commercial terms (such as profit and loss) are not really helpful in a Charity setting.

    2 votes

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  20. The filter right now only allows to select all or select/deselect some, but sometimes it would be easier to be able to just exclude something (an account, a group of accounts, a contact, an invoice etc).

    31 votes

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    11 comments  ·  Reporting  ·  Admin →
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