473 results found
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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) -
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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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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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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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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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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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 - 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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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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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'. :) -
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) -
Account Transactions Report - Hide archived accounts
Archived accounts should have some method to prevent them from appearing in dropdown menus, such as the Account Transactions report. It gets ugly and cluttered. Xero is supposed to be beautiful.
1 voteThanks for all your input on this idea over time.
We've got through a lot of the meaty underwork and being able to concentrate some more attention to some your contributions in community.
With today's release for reports we're giving you a dropdown option to Include/Exclude Archived accounts in the Account Transactions report. 🙂 Give it a go today, and save as Custom to access with these settings anytime! -
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. -
Reconciliation - Bulk manually mark as reconciled
The ability to reconcile multiple manual bank entries without entering each individual transaction and selecting the 'reconcile transaction' function. Tick box selection and a generic 'reconcile transactions' button on 'Account Transactions page?
2 votesHi everyone, you can bulk reconcile by using Cash Coding, or going into your Invoices/Bills list, and select Batch Deposit/Payment. Once you've created your batch, head into Options, and you can select 'Mark as Reconciled'.
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Expenses by Contact Report - Filter by group
When breaking down the contacts into groups, such as 'subcontractors', it would be useful to run the 'expenses by contact' report, and to be able to limit that to just the groups I have created, to see how much I have spent on that group as a whole, as well as individuals. (Currently it just shows the full contact list)
1 vote -
Billable Expenses - Report on unallocated billable expenses
When allocating billable items to customers, sometimes you miss/forget to invoice all billables back to customers. A report showing what billable items is still not invoiced to customers will make short term and long term losses a bit easier to manage
1 voteThe Billable Expenses - Outstanding report was recently released, and does exactly what you're after here, team. Any unallocated expenses will be displayed at the top of the report - with others that have been allocated, but unpaid down the bottom. Enjoy!
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Reporting: Receivable/Payable Invoice reports - Add Contact Account Number
Adding contact account number in Receivable/Payable Invoice report.
Purpose: To better sort and grouping accounts by filtering contact account number.
3 votesThank you for submitting your votes here!
I want to let you know that we've recently release the ability to add contact account number to Receivable Summary & Detail and Payable Summary & Detail Invoice report. This means you'll be able to sort, group/summarise, or filter your invoices/bills by your contact's account number.
That being said, I'll move this idea to 'delivered' 😄.
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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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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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