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15 results found

1. Report Templates | Fixed Asset Schedule - Tax & Accounting

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   submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Danielle Watson supported this idea  ·  14 February, 2023

2. Report Templates - Livestock trading statement

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   submitted  ·  11 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Danielle Watson supported this idea  ·  14 February, 2023

3. Advisor Reports - Seperate field for trading name

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   submitted  ·  4 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   Danielle Watson shared this idea  ·  14 February, 2023

4. Xero Advisor Financials - Automatically fill notes or alert if figures don't match

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   0 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for your interest and supporting the idea here. Our product team are currently doing some discovery for a piece of work that would also accomplish what you're after here. I'll keep you updated of any progress around this, here.

   Danielle Watson supported this idea  ·  14 February, 2023

5. Fixed Asset Schedule - Edit Layout

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   submitted  ·  3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Danielle Watson supported this idea  ·  18 January, 2023

6. Report Templates - Ability to add any report

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   43 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit in report templates. We have a couple that I've linked below, or if there's another report you're really wanting to use please start a new idea for these and we can track the interest in these separately.

   • Report Templates - Add GST reports
   • Report Templates - Add Payroll reports 
   • Report Templates - Add Tracking summary report

   Hi community, thanks for your support on this idea. We know how important it is for you to create comprehensive report packs in Xero HQ, and we appreciate your ideas on how to make this even better. 

   We wanted to share that the General Ledger Detail, General Ledger Summary, General Ledger Exceptions, and Tax Depreciation Schedule reports are now all available to add to a report template in Xero HQ. 

   Right now, as some in the thread have found, it's also possible to create report packs for each client at the client level to manage some of the reporting needs expressed here for now.

   We want to be transparent that we don't have plans to make other reports available in report templates. We will shift this idea to Not in pipeline, however it would be good to get a sense if there are specific reports that would further add benefit… more

   Danielle Watson supported this idea  ·  18 January, 2023

7. AU Tax: CGT - Option to copy and transfer

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   39 comments  ·  For accountants & bookkeepers » Xero Tax  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hiya team, we had high hopes but unfortunately we've had to put plans for being able to copy & transfer the Capital Gains Tax(CGT) worksheet down for the intermediary.

   We still intend to bring focus to this idea over the longer term but will shift this idea back to Submitted for now until we can begin active development. As soon as there's more word to share I'll be back with an update, here 

   Danielle Watson supported this idea  ·  18 January, 2023

8. Fixed Assets | General Pool Write Off

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   3 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the traction this idea's gained - Thanks for your support, everyone.

   Our Fixed Asset product team are working on upgrades to Fixed Assets platform and updating technology - Read more on this broader work on Xero Central

   We understand how having an automated control to recognise and apply a write-off for general pooled assets where the balance is beneath the threshold would be useful, this is not in our roadmap right now.

   That said, they have a close eye on ideas for Fixed Assets for when the time's right - we'll share any change on the idea, here.

   Danielle Watson supported this idea  ·  18 January, 2023

9. Fixed Asset - Partial disposal of an asset

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   49 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi everyone, thanks for sharing your support for part disposal of Fixed Assets in Xero.  Being transparent - current work for the team requires focus on upgrades to Fixed Asset technology. 

   
   However, we’re thinking of what comes next and partial disposal of an asset figures strongly in this. Please continue to detail your particular use cases here in Product Ideas.

   
   As we continue forming the future of Fixed Assets in Xero insights from Product Ideas here will feed into the team's plans.

   Danielle Watson supported this idea  ·  25 May, 2022

10. Bank Reconciliation: Cash Coding - Bank Transfers

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    submitted  ·  42 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Danielle Watson supported this idea  ·  25 May, 2022

11. Practice Manager - TPAR Form

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  delete…  ·  Admin →
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    Danielle Watson shared this idea  ·  25 May, 2022

12. TPAR report for Subcontractors

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    submitted  ·  6 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Danielle Watson supported this idea  ·  25 May, 2022

13. Fixed Assets - Dispose multiple assets at once

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    submitted  ·  89 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Danielle Watson supported this idea  ·  29 April, 2022

14. Fixed Assets - Ability to include additions to existing assets

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    submitted  ·  24 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    Danielle Watson supported this idea  ·  29 April, 2022

15. Fixed Assets - Partial allocation of depreciation for business and private use

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    73 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, we're thankful for all your support and letting us know the importance of this idea to you in appropriately recording Fixed Assets in Xero.

    As many will have experienced we've launched a new version of Fixed Assets to most regions with just a portion of AU left to receive this new experience. There's been lots of work from the team to develop this version all built on updated technology that'll enable growth in this space, overtime.

    Currently, though we've done some initial discovery of what'd be required to build the capability to proportion assets depreciation for business and private use in all regions, this hasn't been currently planned for the short term.

    For the time being, we'd recommend posting manual journals to record the private use apportionment of a Fixed Assets depreciation.

    If you're using Fixed Assets in NZ it's possible to set up an asset and apportion a % for private use. However, it's important to note that it's not possible to apportion the private use depreciation of an asset prior to using Xero. In this case when you sell the asset a manual journal may be needed to correctly state the private use.

    We understand it's not the ideal position for many in the idea here and I want to assure you this is high on the teams radar and we'll be certain to let you know if any plans are made that could impact you in dealing with private use depreciation, here.

    Hi community, we're thankful for all your support and letting us know the importance of this idea to you in appropriately recording Fixed Assets in Xero.

    As many will have experienced we've launched a new version of Fixed Assets to most regions with just a portion of AU left to receive this new experience. There's been lots of work from the team to develop this version all built on updated technology that'll enable growth in this space, overtime.

    Currently, though we've done some initial discovery of what'd be required to build the capability to proportion assets depreciation for business and private use in all regions, this hasn't been currently planned for the short term.

    For the time being, we'd recommend posting manual journals to record the private use apportionment of a Fixed Assets depreciation.

    If you're using Fixed Assets in NZ it's possible to set up an asset and apportion… more

    Danielle Watson supported this idea  ·  29 April, 2022