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Reports & tax

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Reports & tax

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922 results found

  1. Ability to show future cash flow projection in Xero.

    Purpose: To effectively plan and manage the upcoming fund needs of an organisation.

    18 votes

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    3 comments  ·  Reporting  ·  Admin →
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     ·  Dana A responded

    Hello everyone, thanks for voting and commenting on this idea. Available right now is the short-term cash flow dashboard, which is a tool that visualises your future bank balance based on upcoming bills and invoices. The Analytics Plus version of this dashboard allows you to look 90 days into the future, and can make predictions for recurring cash transactions based on your spend and receive money history. 

    At this stage there are no plans to extend out the timeframe of this tool, or to account for balance sheet items but we’ll keep monitoring this idea, so please continue to add your feedback here on how this feature can improve your workflow. 

    If there’s any news to share, we’ll come back here and let you all now.

  2. Ability to automatically calculate Fuel Tax Credits in the Business Activity Statement.

    Purpose: It can save user’s time when calculating fuel tax credit, rather than doing it manually.

    65 votes

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    22 comments  ·  Tax filing  ·  Admin →
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    Hi community, we appreciate the interest this idea has received. Sorry we haven't engaged with you on this idea sooner.

    We understand being able to efficiently track and calculate fuel tax credits is important to you all who've supported this, however we want to be transparent that this isn't a feature we're looking to develop in the near future.

    If you haven't already found a means to track this I wanted to share a method that could help. In Xero you could create untracked Inventory Items for each fuel type. When you enter purchases for fuel, you'd select the appropriate item, entering the number of litres into the Qty field, and the price per litre into the Unit Price field.

    You could then use the Inventory Summary report to view the quantity of the fuel purchased during a date range.

    If there are any changes around this we'll share with you…

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