734 results found
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Bank Feed - Triodos Bank Feed
Adding Triodos bank feed in Xero.
Purpose: To have a better workflow of importing statements into Xero for those who have Triodos bank account.
21 votesHi team, rounding back to confirm that Triodos bank feed is now live in Xero for Personal, Business and Charity current accounts! 🎉
Thank you to all those who've contributed and shared input to get this feed up and running.
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Bank Feed: RHB Malaysia - Current account feed.
Having RHB Malaysia current account feed in Xero.
Purpose: To save users time from having to manually import the statement.
6 votesHello community 😊
Thanks for sharing this idea, I'm switching it over to Delivered!
You can set up a Yodlee feed with RHB (Malaysia) by adding your bank account in Xero, connect to online banking, then activate the feed and import transactions.
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Profit and Loss - Show YTD Option on report as column without using report editor
Show YTD
Show Total
available for selection when running report
Can add them when customising the report, but if you do so, then you will not be able to change the number of comparison periods in the report when you run it each time. Think of a monthly profit and loss report where as each month passes, you would like to show an additional month in the report.
Trying to create a report pack for a client where there will be multiple versions of the profit and loss report each month based on the tracking categories.1 voteHello everyone, hope all is well with you!
We want to let you know that the Year to Date (YTD) option is now available within the Profit & Loss (P&L) report. You can find this feature by clicking the More button, then you can tick the ‘Year To Date’ check box.
If you want to know more about what you can expect in the Reporting feature space in the future, have a look at our blog here.
I’ll mark this request as ‘Done’, so the votes will be returned to you. Thank you for your great feedback that you’ve given here 😃. (Oct 21) -
Reporting - Prepayment report
The ability to get a prepayment report.
Purpose: To see how much credit each supplier has through prepayments
8 votesThanks for your support in the idea here , and I'm pleased to share this is possible with enhancements the team have made to our Receivable and Payable Invoice Summary and Detail reports.
Click on the 'More' button and you'll see a checkbox to include Prepayments 😀 - When you've got the report all set up, save as custom. You can go as far as making this the default report view, if it suits.
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Reporting - Top 10/20/50 Customer / Supplier reports
Ability to rank suppliers based on the level spent of the suppliers/customers.
Purpose: To easily show to colleagues the top supplier/customer their organisation has been dealing with.
2 votesGood news! You may have noticed we've made a lot of change and released lots of improvements to Xero's reports.
With the teams recent additions, they have provided a simple view of your Top Customer or Suppliers within the Receivable and Payable Invoice Summary and Detail reports - See the image below and get in for a try 📸
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Account Transactions Report - Display bank account on transactions
Please VOTE for this. I would like my detailed general ledger (and other) reports to show me which bank account the transaction is from.
1 voteHi everyone, we've recently released the related account column to the Account Transactions report, this shows both sides of the journal (so includes bank account) and can display up to 2 accounts, when there are more you can drill down to view these - Take a look over here for more information :)
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Reporting - Scheduled Payments Report
Ability to have a report that specifically shows all the scheduled payments in Xero.
Purpose: To save users’ time in preparing the report, and manage their cash flow better.
3 votesHi team, rounding back our Xero Analytics team have made an enhancement to sync planned and expected payments in Short term cash flow.
You'll be able to view upcoming 'scheduled' payments and can make adjustments if needed - More in our article here
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Purchase Orders - Report on outstanding
Ability to get reports on outstanding purchase orders.
Purpose: User can get the detailed information on outstanding purchase orders.
80 votesHi everyone, our reporting team have released enhancements to both Payable Invoice Summary and Details reports to enable you to be able to bring Purchase Orders in to view as a Source.
Along with this, they've also provided common formats to easily view all Purchase Orders, or outstanding Purchase Order at once!
Thanks again for your feedback. We know this has been a highly anticipated feature for community and we appreciate your contributions. -
Inventory - Hide inactive Inventory Items from main page
Under Accounts - Inventory all inventory items are listed, including (dimmed) all Inactive Items. It would be great if a filter was installed on this page that allows all Inactive Items to disappear from the display, and if this setting (Hide Inactive Items) could be retained for further visits to this page.
I know that there are some very detailed inventory reports available where such a filter exists but the Inventory page is simple to access and I am sure a lot of users who have inventory are using it frequently as the prime page to quickly look up stock…
1 voteWe're excited to share the team have made some headway in Inventory, and as part of their first cut of work we've begun rolling out a new look and feel to the Inventory Items List view, and providing the ability to filter your Inventory Items List by 'Active Items' only - Something I'm sure will be pleasing for everyone using products & services or viewing items on a regular basis.🙂(July 21)
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Report Templates - Change font type and size
Ability to change font type and size in report templates.
Purpose: To make users’ can provide a report that is more readable, especially for older clients who want to see the report.
39 votesThank you for each sharing and adding your support to this idea, everyone.
We've made some steps around being able to adapt the font size of reports through the use of Report styles. Report styles are available to any Xero Partner, and lets you apply different publishing styles by allowing you to set the logo, colour of titles in reports, and font size of client reports and report templates.
If you're a small business customer, reach out to your Xero advisor to understand how this could help your business, or find one through Advisor Connect today.
We appreciate there are other ideas for improving the format of reports further with improvements such as font type, or text colouring & wrapping - We have an idea across here we'd encourage you add your support and votes to and will share any future improvements on.
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New Invoice Reports - Option to add a Date Paid column
Ability to add a date paid column in the new invoice reports.
Purpose: It’ll make users see the date paid figure in the report easily.
5 votesGood news everyone! we recently enhanced our Receivable Invoice Detail & Summary as well as Payable Invoice Detail & Summary report to have the option to add a Last Payment Date column. So you're now able to see the date of when an invoice or bill was paid.
Remember that you can always use Save the report as custom, so you don't have to change the report setting each time you're using the report.
Thank you for submitting your votes here. I'll mark this idea as 'delivered' now 🙂.
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Invoices - Bulk update Due Date
Ability to flag multiple invoices and update the due date.
Purpose: It saves users’ time to update the due date in bulk, especially when their customers have some special terms that can change the due date of invoices.
22 votesThanks for your feedback and support here, everyone. We appreciate how bulk update of the payment date of invoices will save you time and give more accurate cash flow projections.
As part of the latest enhancements with Xero Analytics our insights team have developed this capability within Short-term cashflows! - You can now update the expected payment date of 10x invoices at a time 😊 - See help on Xero Central for more detail
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Inventory - Copy existing items
Ability to copy existing items/code.
Purpose: Saving users’ time from re-typing all the details.
44 votesHi community, Our team have been doing some recent work in this space and they have released a change so you can now copy/duplicate existing items! The new item will still need a unique item code and you'll see the name is duplicated with the tag 'copy' at the end. 😊
Thanks for all your feedback and sharing with us for the idea here.
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Reporting - Cash basis reporting by default
Enable cash basis reporting by default.
Purpose: Because most clients often select cash basis report when looking at comparative reports.
37 votesHi community, thanks again for your support and interest toward the idea here.
As mentioned in my last update - our Reporting team have now released Report Preferences to all organisations, which people with Adviser role can find within the Advanced settings.
With this feature there is a selection of defaults that can be set when running newer version of reports in Xero. Currently this includes whether to show account codes, decimals and (as asked here) ability to set the accounting basis the report is run in and if this is shown on the report. 😁
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Reports - Draft Watermark
When we have a draft report and we are printing it to PDF so a client can review it would be good if it automatically put a water mark of Draft on the document. Currently we print it and then stamp draft on to the report rescan and then email to client. This feature would also be usefull to ensure unpublished accounts are not printed as final copies in error.
3 votesThanks for sharing and supporting this idea, everyone. It's Oct 2021, and we've been making some big enhancements to reporting in Xero, with more in store for the coming months.
One of our most recent improvements enables Practice users to add a preset or custom watermark to published reports!
If you're not connected with a Xero Partner use Advisor Connect to help find one, right for you. -
Multi-factor authentication (MFA) - Enforce for all users
Need the option to be able to force all users to use 2FA.
Security is only as strong as its weakest link.
2 votesHi everyone. Multi-factor authentication has now been rolled out across the globe and this is now a requirement for all Xero users.
We have a hub of resources available to help everyone get set up and accustomed to the change - Please feel free to share these with your clients and employees. (Sept 21) -
New Reports - Remove unused space on the new reports
Ability to remove unused space on the new report in Xero.
Purpose: So new reports don’t appear elongated and to save on printing
1 vote -
Contacts - Add group when creating a new contact
Could you please make it possible to add the group info when you create a contact?
Thanks1 voteOur team on Contacts made a change a few months back that allows you to add a group to the contact directly from the contact details screen.
When you create a new contact, you're directed to the contact details screen. From here, just select the 'Options' menu where you'll see 'Add to group'. :) -
Reporting - Option to add account numbers & zero balances to financial statements
Ability to have to have a check box for "Include Account Numbers" and "Include or Omit Zero balances".
Purpose: Because it demonstrates completeness to show that the balance actually is zero
212 votesHi everyone, as of today the ability to show nil(zero) balance accounts in reports is live to all users!
To confirm, there are 2 ways to turn this on. Either through a blanket selection in the Report preferences, or via a toggle on and off option within the 'More' menu of the following reports;
- Balance Sheet
- Profit & Loss (Income Statement)
- Statement of Cash Flows - Direct Method
- Trial Balance
- Cash Summary
- Movements in Equity
- Blank report
- And, Report templates
As we close out this idea, we want to say a big thank you to everyone that's shared their interest in this with us overtime.
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Reporting - Accepted Quote Item Report
A report that shows the items (and item qty) required to fulfill accepted quotes.
Purpose: Seeing a figure of accepted quote will make it easy for users to track their sales.
6 votesGood news everyone! Our reporting team recently released the ability to show Quotes through Receivable Invoice Details and Summary reports :)
When you’re using either of these reports, you can click the "All quotes summary" or "All quotes detail" option at the side panel, then filter the report by Status and choose "Accepted". If you need to share the report to those who don't have full access to Xero report, you can export your report.
We’ll mark this idea as ‘delivered’. Thanks for giving us your feedback and adding your vote here.
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