Settings and activity
4 results found
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15 votes
An error occurred while saving the comment 
Vanessa John
supported this idea
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27 votes
An error occurred while saving the comment Vanessa John
commented
I agree this is a must-have feature, invaluable for clients at the year end :-)
An error occurred while saving the comment 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
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71 votes
Hi everyone, thanks for your interest in this idea. Although we haven't enabled the option to exclude a balance sheet from sole trader accounts within Xero HQ we wanted to share this very exciting update with you. We recently released a direct import of the P&L from Xero onto the self-employment worksheet within Personal Tax, without the need to map the account codes and generate a set of sole trader accounts.
Previously we only supported an import from Sole Trader Accounts to Personal Tax which for some of our partners involved an extra step, particularly for smaller clients who typically only receive Income & Expenditure accounts. We hope by adding this functionality that you will be able to maximise the more flexible reporting capabilities within Xero to produce accounts for sole traders. This new feature is not simply an import either, it also supports cash-basis, allows you to manage the…
Vanessa John
shared this idea
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32 votes
An error occurred while saving the comment 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
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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 :-)