157 results found
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Reports - Show headers on each page of report
It would be great if when you download a report into PDF that the headings for each column are on each page like the sticky headings. If you have a multiple page report and you only get the headers on the first page you have to keep scrolling back to the top to remember which column is which.
4 votesHi Ann, as you may have found with Xero's new reports, now when you export a report to PDF if you have multiple pages column headers will be shown at the top of each page.
Sorry it's taken a little to round back on this here and thanks for sharing your idea in community here.
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Inventory - Reporting sale evaluations
WE NEED TO BE ABLE TO GET MONTHLY SALES TOTALS OF THE INDIVIDUEL PRODUCT ID CODES
IS THERE CURRENTLY ANY WAY TO DO THIS
WE HAVE THREE WAREHOUSE LOCATIONS PREFIXED WITH WAREHOUSES CODE AND 20 VARIATIONS OF PRODUCT IN SIZES AND TYPES AND WE NEED TO SEE EASILY WHAT IS SELLING MOST ETC IN EACH OF THOSE PRODUCT CODES
IS THIS POSSIBLE
PETER J FCA1 voteHI team, returning to the idea here we will mark this as delivered. As noted in my last update - With the Inventory item Summary report you'll be able to filter to only select the items you're wanting to view and can add columns to view Opening & Closing Balance or Quantities, as well as those sold in the period the reports being run.
Alternatively, you could run the Receivable Invoice Detail report. This'll only include sales of items, and the report includes the Item Code column by default.
You could also set the report up to Group by Item Code, so sales of each item are listed together, complete with totals for the date range.
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Chart of accounts - Ability to export chart of accounts to .csv file
It would be great if the Export button in Xero could export the chart of accounts to .csv such that the Type of account appears in the .csv file as it is displayed in Xero.
Xero Support advises
- that right now it’s not possible to export the chart of accounts with the account type exactly as it is in Xero; and
- it doesn’t look like this idea has been raised as yet.This really is not a new idea it is only an idea to have the Export button in Xero produce an export file that represents the…
3 votesYou can now use the new export button on the Chart of Accounts page to export any HQ library chart templates. Both Xero and custom templates can be exported to .csv files. To find out more check out this Xero Central article!
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Xero Ledger - split payment
There should be a way to input dates when we want to split the payment to multiple items (invoices/bills) when we reconcile (e.g. cash code or find and match).
Right now, if I want to input multiple invoices/bills that is linked to a one payment, all invoices/bills will need to have same date as the payment date which is technically incorrect.
1 voteHi all, returning to the idea we're going to shift this across to delivered. As noted i my earlier response you can manually enter a payment amount and date of payment on an invoice or bill - Meaning if you need the payment date to differ to the date of the statement line imported this could be manually entered on the invoice or bill pre-hand and matched to the one payment when reconciling.
Alternatively, when reconciling a transactions through find & match in Xero you have the option to 'split' where you can apply a set amount of the payment to the transaction rather than the full amount.
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Invoice | Less clicks for printing PDF and sending receipts
The 'new' format has made it exceptionally tedious to accept payments and send receipts. PLEASE streamline it
- Put the send receipt link back on the payment confirmation page
- Allow easy tab/character type to select things
- Open PDFs in browser with the print feature triggered like every other commerce website does. LESS CLICKS!
Old Style.
1) Approve the Invoice
2) Click into payment section. Tab to select account (assuming current balance and date), tab to Reference to enter Check #, and click Add Payment
3) Click 'Send Receipt' link to send an email invoice to customer (with additional upsell messaging)
4)…3 votesHI team, appreciate your feedback here however there are a few ideas in the one. There was a recent change that we've made for the first point here where you'll find confirmation and option to send receipt is now shown once you've added a payment to an invoice.
In relation to printing an invoice - from feedback we received the team have updated this flow so now a PDF of the invoice will be directly downloaded when you click Print, rather than having to go to a separate browser tab. If you'd like this to be a direct action to print from the invoice itself you can follow and join this idea.
In relation to keyboard entry and tabbing through invoice fields, you can use Tab to move to the next field over and Enter will open the field so you can enter data. We have a larger idea…
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Reporting - Net Sales
To have a report for NET Sales for a month. Currently there is a report that only shows what's payable with VAT (not all sales are vatable) so, when trying to reconcile with the in-house ordering program it becomes a whole big xcel spreadsheet exercise...... takes to much time. the report also includes Prepayments which are not goods sold, but money transactions in advance
1 voteHi team, returning to the idea here we will mark this delivered. As noted in my last update, with the Receivable Invoice Details report you can add Net and Gross columns to the report, as well as filter by Status if needed to zone into a group of invoices.
Once the reports set up you can save as custom to access the report with this setup anytime.
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GST - Default tax rate pull from supplier settings
When reconciling a transaction the default tax rate should be per the Supplier settings if set up in the Supplier. It is the Supplier who is GST registered or not. Currently a non GST registered Supplier may come up with NO GST, however if you change the account code you are posting the transaction to it will change the tax to be inclusive of GST if that expense would normally include GST. Supplier status should always override account code status, otherwise if not picked up and corrected leads to inaccurate GST returns.
5 votesHey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered! We rolled out support for maintaining the suppliers default tax rate when the account code is changed 🎉
If the account code changes, the default tax rate will not change unless the tax rate is not compatible with the new account code selected.
For more information check out our How your default tax rate and account settings work
Thanks again for your feedback, we appreciate your contributions.
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Reporting: Project details report - Filter by invoiced
Option to filter by "Invoiced" in Project Details report (right now it's only available in the Detailed Time report)
2 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch this across to delivered, as we rolled this out for the Project details report too 🎉
Thanks again for your feedback. It helps us to continue shaping the future of reports for projects here at Xero.
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BAS - Automatic Reconciliation of BAS Payments
Auto create entries for items included in “Amounts the Tax Offices owes you” and under the accounts of PAYGW, GST and PAYG, when an activity statement is created in Xero.
Purpose: Save time not having to manually create once Activity Statement is completed
16 votesHi everyone, roll out for this release has begun and will ramp up really quickly so you should all have it within the next couple of days. 😊
We've released a new feature that allows you to easily create a draft bill or invoice directly from the BAS (Business Activity Statement) statement page after finalising or filing it for the period.
The created transaction will be pre-populated with most of the required details such as contact details, account, amount, and description, for you to review and approve. You'll be able to view the transaction directly from the BAS return, or through Invoice and Bills. 🎉
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1 vote
Hi Kamila
There isn't currently a specific filter for this. However, you might consider using Tracking Categories to record when an invoice is for commission. You could then Filter the report by this category to view your commission invoices.
There's more info on this here: Set up tracking categories and Select settings in a report - Xero Central
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Projects: Reporting - Show transaction detail amounts based on the transactions date
Ability to filter and view results in the Project Reports by date on the transaction, rather than the date it was entered in Xero
Purpose: Understand total costs assigned to a project/all projects at a certain point in time.
19 votesHi everyone, thanks for voting on this idea! The new reports mean that you can now report by the transaction's date 🎉
Here's more information on how reporting dates work in the Project Details report
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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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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 - 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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Bank Feeds - Direct feed for American Express (AU)
Adding a direct feed for American Express Australia
Purpose: To get a better feed connection by having a direct feed.
4 votesHi all, as you might have noticed we recently released a direct bank feed for American Express (AU).
You can update your bank connection to our new American Express direct feed by selecting the Update bank connection on the American Express account from your Xero dashboard. From here click Login & Connect Accounts, then follow the prompts to update.
This new feed offers improved security, accuracy, reliability, and provides a better overall experience.
Thanks for your input on this here. 😊
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Trial Balance - Ability to run for a date range
The ability to run a date range in a Trial Balance report.
Purpose: Having more flexibility when running the report by having the date range function.
82 votesHi everyone, while this idea was shifted to delivered sometime ago, we wanted to come back to share updates.
Recently, we released an update to the Trial Balance report for US organisations. Understanding the needs of our customers in this region we know being able to set a date range in the Trial Balance report was still highly important and this is now possible in Xero.
Right now, this change is only available to users on the US version of Xero. Our product teams are monitoring usage of this feature and will consider expansion to other regions longer term.
In the meantime, for organisations outside the US the previous options of the General Ledger Summary and Detail reports are the best method for getting what you need here. Thanks
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