910 results found
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Reporting - Reconciliating Profit & Loss and Statement of Cash Flows
The existing 'Statement of Cash Flows' could be enhanced to be the bridge between the P&L and the balance sheet.
1. Term debt and cash are netted to give the movement in cash equivalents. If the statement differentiated between 'term' funding (in our case, reduction of term debt) and the 'cash at bank' balance it would better describe cash flows.Make repayment of loans a 'financing' activity. Currently it is wrapped in 'cash equivalent'.
The flows in Operating Activities would be more meaningful if it highlighted where to see changes. For example, working capital changes in the period under review…
6 votes -
Manual Journals - Automate process of journaling income allocations for stakeholders
why can't we set up income allocations by %, not jnl , as every time you change something , you need to redo your jnl, update work papers etc. There must times when finals have been sent out ( Urgent) and this has been over looked
This is a rather backwards step, esp when a trust could have 10 beneficiaries and need to do jnls ?!
Would also affect partnerships, they would be the easiest to fix as majority would be a 50/507 votes -
Financial Statements | Schedule in Notes - Ability to change column headers
I would like to put fixed asset categories (plant and machinery, motor vehicles etc) as the columns, and have Cost, Depreciation, NBV - bfwds and cfwds etc in the rows underneath. See attached.
As far as I was aware it was standard to have the fixed asset note in this format so was surprised this was not already a functionality,
6 votes -
GST - Filter by tracking to report on multiple branches from a single org
Per the attached screenshot, we are utilising tracking categories to track income and expenditure for two branches of a business with one ABN. Most of the reports can be filtered between tracking categories. I can see no reason that the GST reports should not be able to be filtered by tracking category, or even the Activity Statement report. We should be able to expect this filtering for ABN branches.
14 votes -
Reporting - Import report template
The ability to import report templates for financial reports
9 votes -
History & Notes - Record and view changes in Tracking Categories and Options
Can we keep a track on changes to Tracking Categories
7 votes -
Reporting: New P&L Report - Include archived Tracking Category used in date range
"Compare Tracking Category" in the Old Format P&L Report includes columns for all Tracking Category Values USED in the date range; irrespective of whether the value is ACTIVE or ARCHIVED.
"Compare Tracking Category" in the New Format P&L Report is different: it includes columns for ACTIVE Tracking Category Values. This represents an incomplete view because ARCHIVED Tracking Category Values USED in the date range are not included.
Please can you enable reporting of USED Tracking Category Values in the New Format P&L Report before you remove Old Format Reports in July 2023.
Custom reports don't provide a viable solution due…
7 votes -
Fixed Assets - Depreciation Pool Schedules
The ability to support valid tax options for report book value SBE pooling depreciation.
Purpose: This would enable capturing separate book and tax value
20 votes -
Profit & Loss - Ability to add variance columns for YTD Actuals & budget
Added features to P&L report design to be able to add variance between YTD Actuals and YTD budget on the P&L report
8 votes -
Fixed Asset - Drafts include purchase documents from when transaction is recorded
Would be fantastic if when a fixed asset purchase is recorded and a document is included with the transaction, this document is also recorded in the draft fixed asset window. This would help as reference when moving the asset from draft to registered.
11 votes -
Management report pack - locking in start dates
We run a P&L Forecast report each month, with 12 monthly columns across the financial year.
Start date = start of the financial year.
Reporting on Month 1, this report shows Actuals for month 1 + Budgets for months 2 to 12, to give forecast total for year.
Reporting on Month 2, this report shows Actuals for months 1 to 2 + Budgets for months 3 to 12, to give forecast total for year.
Reporting on Month 11, this report should show Actuals for months 1 to 11 + Budget for month 12, to give forecast total for year.I…
7 votes -
Manual Journals: Allow placeholders in standard manual journals
Placeholders are really useful in repeating manual journal entry - could we please have them in regular manual journals?
Oftentimes it will be necessary to repeat a series of manual entries when realising income in advance as revenue however the amounts will vary so a manual journal is required for each instance.
Being able to have [Month] etc in the narration would make it much faster to populate each entry. [Example: "Revenue realised in [Month]"
13 votes -
Payable Invoice Detail report - Total invoices payable per contact
Enable the Payable Invoice Detail report to total the invoices for each contact. At present the report totals the GST component of each contact's invoices, which I find not at all useful. It would be possible to export the report to Excel, and calculate the totals in that format, but this would be time-consuming.
I use the payable invoice detail report to get approvals for payment. It would be useful for the person doing the approving to see how much each contact's invoices add up to.
8 votesHi everyone, thanks for the extra feedback since our last update and apologies it's taken some time for us to return and update here.
The screenshot provided helps to highlight the gap.
Right now with the Payable Invoice Details report you can group by contact and use the Gross column for the tax-inclusive invoice total, alternatively you can use the Net column for tax-exclusive invoice total.
Where a contact has foreign-currency bills, you will only see totals in the Gross and Net (base currency) columns; the base amount uses the exchange rate recorded on the bill.
We want to be upfront that we don't have any plans at this stage to change the behaviour of the totals for columns within this report, but hope that better understanding of how this works helps when running the report.
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Reporting - Password Protect option for PDF downloads
SureIy this would be a no brainer??
I'd like an option to download PDFs with a password automatically added.
The password could be added in the company setting pages with the option to download "Protected PDF" when you print a report.
This feature seems so simple to create and i'm not sure why it hasn't been thought of.
This would also save us having to do this manually with every report sent to a client.
Please set this up at it would be a great option for bookkeepers and accountants.
10 votes -
Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.13 votes -
Profit and Loss (new): Edit/remove the heading dates
The Profit and loss report: Compare tracking are amazing, but still needs the following:
1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports9 votes -
Detailed GST Reconciliation Report
Ability to dive into the total amounts on the GST Reconciliation Report.
14 votes -
CIS - Verify Subcontractor without specifying CIS rate
Using the new Contracts form, when verifying a subcontractor, you are now asked to enter the CIS Tax Rate (Gross, 20% or 30%) before you verify the subcontractor.
You cannot save and verify with HMRC unless this field is completed. Without verification, you cannot be certain as to the tax rate.The error could occur where you choose a rate for the purpose of being able to 'save and verify'. If the verification failed and you required to speak to the contact, or in most cases wait for HMRC to add a subcontractor to the CIS scheme which is currently…
7 votes -
Xero Reporting for Philippines ( BIR compliance)
People here in PH are starting to use Xero and I think many more will use it too if you create reports that are required by our Tax Authority such as:
Sales Journal
Purchase Journal
Cash Receipts Journal
Cash Disbursements JournalMost of our clients are asking for this. I really hope you will be able to implement this.
8 votesHi everyone, just wanting to highlight that as Caroline has suggested, it is likely the Account Transactions reports in Xero could be used to create the reports required. However, this depends on what information you require each report to contain.
If anyone is able to reply with more specific details on whether any information is unable to be obtained via the account transaction report this will help our product team better understand what's needed.
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AU Tax: Pay the ATO directly from the Activity Statement page
The ability to pay the ATO automatically from Xero would be a really handy feature. Similar to the automatic super payment, this would be a huge time saver.
12 votes
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