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  1. New Profit & Loss report - Show balances of all tracking categories(inc. nil balance)

    64 votes

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    submitted  ·  23 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Eve Radford commented  · 

    Yes!
    Also see https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46845046-profit-loss-report-compare-tracking-categories
    to be able to include ALL categories that do have balances.

    Eve Radford supported this idea  · 

  2. Profit & Loss Report - compare tracking categories

    45 votes

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    11 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Eve Radford commented  · 

    I agree with this but this is a duplicate request. See: https://productideas.xero.com/forums/939198-for-small-businesses/suggestions/46845046-profit-loss-report-compare-tracking-categories
    and for it

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    Eve Radford commented  · 

    I totally agree. I am really struggling to do management reporting by property now (property is a tracking code). It's actually embarrassing to tell the Director that Xero no longer does this. So unprofessional.

    Eve Radford supported this idea  · 

  3. Reconciliation - Ability to reconcile clearing, control, and non-bank accounts in Xero

    142 votes

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    67 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminDana A (Admin, Xero) responded

    Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future. 


    Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet. 


    That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.

    Alternatively, if you’re using an external system, you could look into the Xero App store. 


    Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…

    Eve Radford supported this idea  · 

  4. MTD VAT - Ability to review without connecting to HMRC

    15 votes

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    1 comment  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks for your inputs, everyone. While we appreciate the interest around being able to view MTD VAT without needing to connect to the HMRC, this is not something that our team are looking to change at present. Xero currently requires a connection to HMRC to draw the period of the MTD VAT.


    We'll keep a close eye on the appetite for this here, but for now we wanted to highlight options.


    Currently, a client could export the MTD return and send it through to their advisor for review.
    Alternatively, advisors can use the Non MTD VAT return to help them with the review process - This can be run and exported regardless of MTD credentials. 

    • The return should be a mirror image of the MTD VAT return (unless adjustments / imports have been made to the MTD version) that'll also include any late claims for the period.

  5. CIS - Allocate expenses to multiple accounts

    7 votes

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    submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Eve Radford commented  · 

    We have a long winded work around for this and it is prone to error

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