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4 results found

  1. Bank Reconciliation - Make Files button available without clicking 'Add details'

    30 votes

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    submitted  ·  15 comments  ·  Purchase orders, bills & inventory » Bills  ·  Admin →
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    Vanessa John commented  · 

    I wholeheartedly agree - making an attach files button available on the bank rec screen - it would be soooo much easier! :-)

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    Vanessa John commented  · 

    On the bank rec page it would be a real time saver to have the document/attachment button on the suggested answer rather than having to click add details and add it there :-)

    Vanessa John supported this idea  · 

  2. Reporting - Billable Expense report for paid invoices

    47 votes

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    27 comments  ·  Reports & tax » Reporting  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank you for sharing your feedback and voting on the idea here, community. While we've reviewed this idea and appreciate the needs in what you're wanting here, we want to be open that we don't have any plans for developing a billable expenses report of this nature in the near term.

    We will continue to track the interest here, and share if anything changes.

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    Vanessa John commented  · 

    I agree this is a must-have feature, invaluable for clients at the year end :-)

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    Vanessa John commented  · 

    I would definitely support this - a very useful feature to allow me to report back to my client at the year end.

    Vanessa John supported this idea  · 

  3. Xero tax (UK) | Sole Trader Accounts - Ability to generate a report without a balance sheet

    78 votes

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    10 comments  ·  Practice tools  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi community, thanks for continuing to share interest in this idea with us here.

    As many will be aware we've developed a new Accounts production tool for Xero Tax available to all Xero Partners.

    Currently within Personal Tax there remains the ability to directly import a Profit & Loss into the self-employment worksheet. However, with an outlook of further developing our new Accounts production tool, Sole trader accounts will be something we eventually work into this.

    Right now, there are a few other things in the pipeline before we get to this, but I'll be sure to keep you updated here of development for Sole trader accounts.

    Vanessa John shared this idea  · 

  4. Profit and Loss - Tracking categories in rows and annualised per periods (in columns)

    50 votes

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    submitted  ·  19 comments  ·  Practice tools  ·  Admin →
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    Vanessa John commented  · 

    Hello, I would like to be able to pull a report for material expenses which shows which customers I assigned the expense to as a billable expense. This would be extremely useful for my clients at the year end looking at accruals and prepayments and assigning material expenses. Thanks!

    Vanessa John supported this idea  ·