Settings and activity
8 results found
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54 votes
Appreciate your input here, everyone. Our team is aware of the challenges our partners are facing around the auto-reversal of negative balance. It’s on their roadmap to investigate and provide a better user experience.
For the time being, I’ll move this idea into ‘Under review’ status. And when there's movement, we'll make sure to come back here and let you all know.
Annette Collett
supported this idea
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2 votes
Thanks for sharing in the community here. While we appreciate there are some organisation's that have a large number of accounts, the current 200 limit per page is sufficient for majority of organisations to see their full list of accounts and we don't have plans for extending this.
Annette Collett
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13 votesAnnette Collett
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77 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…
Annette Collett
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39 votesAnnette Collett
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18 votes
Hi team, we appreciate interest in being able to create more customised layouts when it comes to the styling of the PDF's of your reports.
Being upfront this isn't a feature we have immediate plans around but we'd like to keep tracking the interest from community around, through this idea.
An error occurred while saving the comment Annette Collett
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11 votesAnnette Collett
supported this idea
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An error occurred while saving the comment Annette Collett
commented
I can't understand why the Sole Trader accounts don't have an Accountants Report and more detailed notes, Accounting Policies etc, which are necessary for sending accounts to clients. The Partnership accounts have an Accountant's Report, Accounting Policies and detailed notes which are all perfect, we need these in Sole Trader accounts too please
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5 votesAnnette Collett
supported this idea
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An error occurred while saving the comment Annette Collett
commented
I can't understand why the Sole Trader accounts don't have more detailed notes, Accounting Policies etc, which are necessary for sending accounts to clients. The Partnership accounts have an Accounting Policies and detailed notes which are all perfect, we need these in Sole Trader accounts too please
An error occurred while saving the comment Annette Collett
commented
Most of my clients are sole traders and I need an additional note where they sign on the Balance Sheet and a note and signing line for me as accountant too. Please can this be added as optional to the sole trader accounts?
I need to amend the front cover so that the client information etc fits in a window on my Binder covers not halfway down the page