Settings and activity
7 results found
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118 votes
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diggler dirk
commented
I’m a developer looking into this. For those lodging portable LSL returns each quarter: which scheme do you report to, roughly how many workers, and how long does building the return from Xero take today? Has anyone tried a tool for it?
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221 votes
An error occurred while saving the comment diggler dirk
commented
I’m a developer looking into this. Roughly how many customers ask you for statements in Excel each month, and how long does producing them take? Has anyone tried a tool for this?
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113 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…
An error occurred while saving the comment diggler dirk
commented
I’m a developer looking into this. How do you produce the original-currency aged report today (export plus Excel lookups?), how often, and how long does it take? Has anyone found an add-on that does it?
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155 votes
An error occurred while saving the comment diggler dirk
commented
I’m a developer looking into this. For those using the DD/BPAY-suffix workaround: roughly how many bills a month does this cover, and what happened when it broke (e.g. a direct-debit bill paid twice)? Has anyone tried an add-on for it?
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48 votes
An error occurred while saving the comment diggler dirk
commented
I'm a developer looking into this. When something changed in XPM and you needed to know who did it (a deleted report, a reopened job, an edited client record), how did you track it down, and how long did it take?
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176 votes
Hello everyone, appreciate all your feedback here. To be upfront, we don’t have any plans to develop the ability to reconcile clearing, control and non-bank accounts in the near future.
Some of the technology improvements going on across Xero will create more opportunities for us to explore extending some of the more complex functionality from one part of Xero to another. However, we are some way off from this yet.
That being said, there is the Account transaction report that could be handy in providing a view of both sides of a transaction in Xero. You can include the related account as a column in the report - See more in our help article on this.
Alternatively, if you’re using an external system, you could look into the Xero App store.
Appreciate there are also lots of ways others are using Xero’s to fit their needs - If you…
An error occurred while saving the comment diggler dirk
commented
I'm a developer looking into this. For those reconciling clearing or control accounts (GST, PAYG, super, Stripe or card clearing) outside Xero today: how do you do it each month, and roughly how many hours does it take per client? Has anyone tried a dedicated tool for it, and how did that go?
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188 votes
Hi everyone, while we don't have a direct report for this, some changes we've made to History & Notes in Xero will help in achieving what you're in need of here.
You can run the History & Notes, filtering by Type = Contact and typing 'Bank account number' in the Search to just view results for this action.
If needed you'll be able to export your results to PDF or Excel.
Though the contact name doesn't show on screen, you can right click on the Contact in the report to open the contact's record in a new browser tab, that allows you to inspect details without navigating away from your History & Notes results.
An error occurred while saving the comment diggler dirk
commented
I'm a developer looking into this gap. For those of you whose auditors ask for this every year: what do you hand them today, and roughly how long does it take to put together? Has anyone tried a tool for it, and how did that go?
Thanks Karen and Lindy, that’s really useful. Karen, in the 1.25-hour one, which part eats the time: pulling the reports out of Xero, or working out which pay items and unpaid days to exclude? And do either of you lodge these for other businesses as well, or only your own?