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362 votes
Hi everyone, we'd like to share an update that this idea is back on the teams roadmap as they begin to look into this work again.
Atm, we can't set any timeframes but will stay close to share the latest news around this with you all on this idea. Thanks
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Renee Mobbs
supported this idea
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225 votes
Hi community, we appreciate your continued support on this idea. Your feedback has been valuable in understanding how additional data in the Account Transactions report would be useful for you.
I'm pleased to share that our reporting team is exploring new ways to customise reports (e.g. add missing fields, pivot tables). We'd like to invite customers who regularly shape reports and use tracking categories to join an early study:
- A 60-minute video interview where we share early concepts and ask for your feedback
If you'd be interested in participating and giving your time, please complete this short survey -
- Thanks so much to everyone who expressed interest in our reporting research. Recruitment is now full, so the survey is closed. We really appreciate your support!
Thanks again - your input will help shape the future of reporting in Xero. We look forward to sharing outcomes of this work with you here.😁
An error occurred while saving the comment Renee Mobbs
commented
We require the quantities field to be added to the Account Transactions Report for fuel tax calculations on quarterly BAS.
Our client has the base subscription and does not want to upgrade to the next one just to add fuel receipts and quantities under bills. Our client currently reconciles from the bank transactions and enters as spend money.
Renee Mobbs
supported this idea
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AU TAX - Share Capital Gains Tax Schedule in Income Tax Return to another Income Tax Return (i.e. where 2 or more taxpayers own the asset).
This reduces doubling up on data entry and reduces errors when comparing the CGT Schedule in multiple taxpayers Income Tax Returns. Other software's such as MYOB AO and Handi Tax have the ability to share CGT Schedules with other taxpayers in the Individual Income Tax Return.
Also share the Low Value Pool Asset Schedule to another Income Tax Return when it relates to a Rental Property Schedule. Again, reducing the need for double entry into multiple tax returns.
Xero already shares Rental Property Schedules between taxpayers; we want the same for Capital Gains Tax Schedules and the Low Value Pool Schedules.