Settings and activity
3 results found
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89 votes
Thanks for sharing and engaging with product ideas here. We appreciate the desire to run more reports in Xero in a different currency.
To confirm what is currently available in Xero for multi currency reporting - Right now the aged reports will run in the organisation's base currency. However, for any invoice or bill that has been created in a foreign currency you'll see an icon next to that line in your report which provides notation of the exchange rate details, and these will all be listed at the bottom of the report.
With the Payable and Receivable summary and detail reports you can add an 'Original currency' column along with other foreign exchange details.
It's also possible to add a filter to these reports to only show invoices of a particular status for example Awaiting payment.
I know this doesn't accomplish all that's being asked in this idea and…
Paul Nixon
supported this idea
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An error occurred while saving the comment -
672 votes
Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.
We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.
For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.
An error occurred while saving the comment Paul Nixon
commented
Having just read the comments regarding Xero Approved Apps it is disappointing that Xero do not allow users to bulk extract their data from uploaded files used to support transactions direct from the system. Its not about the "few bucks" I should not need a work around for such a basic requirement. This feels like going backwards and would we buy software that only posted a one sided credit entry and then bought add-ons for the debits. Guess I will have to keep the electronic list of files separately just like the old days with monthly lever arch files, just without having the paper. Only an option if you are a business with relatively few transactions!
To address Kelly's comment directly its not my problem that the complexity of the feature means that its not on your roadmap, its Xero, and thanks for giving me the evidence that if I am ever asked for a bulk download from the tax authorities or auditors that its not me being difficult its a Xero software failure.
Paul Nixon
supported this idea
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An error occurred while saving the comment Paul Nixon
commented
Hi All
I have just asked the same question and received the same answer that files uploaded can not be bulk downloaded. Seems strange as the image must be somewhere on a data path. I am not that computer literate so will go with the explanation here.
However Xero do seem to be putting anyone using the software, without a separate backup of an invoice, in breach of HMRC regulations "CH13400 - Record Keeping: How records may be preserved: Computer records" where we should be able to reproduce any document supporting a transaction.
In addition there is a need to comply with proper accounting records with the Companies Act.
Only really an issue if you move software as you will need to maintain the Xero record for at least 6 years or as noted in comment by Gemma the business is closed. My issue is slightly different as I need the link to be verified for a potential dispute
Do Xero have any advise they can share with the community that will alleviate concerns regarding record keeping requirements under HMRC regulations and the Companies Act.
In summary though it would have been very useful if I could have downloaded the pdf uploads to a particular supplier account in one go as I need these to support a complaint regarding historical issues, and the download would have given me the audit trail showing that they have been accurately reproduced from the software.
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130 votes
Hi everyone, thanks for all of your engagement with this idea. We appreciate you taking the time to share your thoughts on being able to claim previous year's employment allowances in Xero.
We understand this would save time and provide a more complete payroll solution.
As noted by others in this thread, the current workaround is to process prior year claims using HMRC's Basic PAYE Tools.
We've reviewed our upcoming development roadmap, and at this time building the functionality to process prior year Employment Allowance claims is not in our immediate pipeline.
We will keep this idea under consideration for future development, and should our plans change, we will provide an update here.
An error occurred while saving the comment Paul Nixon
commented
It would make more sense for a warning message to be activated every time a payroll is processed where the relevant tick box is not checked. Should be simple!!
I have been looking for the filter so I can show the source currency as well as the base currency as we are dealing with a number of different currencies. I thought I was going mad when I could not report on the source as well as the base currency but this thread has reassured me that its Xero not being able to do a simple task. Can this please be added to the aged creditors and debtors (summary and detail)