473 results found
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Profit and Loss report - Include account codes
Include account codes on profit and loss and balance sheet new reports, the same as you can with the old reports.
22 votesHi everyone, sorry we've not rounded into the idea here sooner! We've made some updates to the Profit & Loss as well as Balance Sheet reports where you'll find you now have options to select More and show Account code 🙂
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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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Custom Report - Update-able date column
When building custom reports, currently there is no way to add a Date column that updates to match the date range specified when viewing the report.
This is available on all pre-defined reports, but can not be added as part of a custom report.
There are many cases where it is desirable to build a report template that can be run for different, user-specified, date ranges, without having to edit the report each time.
21 votesHi community, rounding back on the idea here this is now possible. When editing layout to add columns you'll see there's an option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for. Thanks
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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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Quotes - Email attached files with quote
Ability to attach files when sending quotes to customers.
Purpose: To notify customers of the details on the quotes.
21 votesHi everyone, as many will have seen our new Quotes experience has been released to you all.
Along with a refreshed view consistent with new invoicing, you'll find an additional option when sending to 'Include attached files'!
Thank you everyone that's supported and let us know the importance of this idea to your business.
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Difference of Invoice template between Preview and PDF format
I have discovered that the invoices as they appear in the Preview button of an invoice only gives a preview of how the online invoice will display. This is therefore different from the PDF version of the invoice when it is downloaded as a PDF or sent to my clients. The PDF version looks a lot messier and looks far less professional. It was informed that, it is currently not possible to make the PDF version appear like the Preview version, or vice versa. I would like to know if anyone else has some ideas of how to align the…
20 votesHi everyone, recently we made a change to the Preview option in new invoicing. Now, when you select to 'Preview' in new invoicing this'll open a new browser tab with a view of the PDF of the invoice. This means you can also see how your invoice will look to the customer with a docx / advanced branding theme applied.
Our team are also doing more to look into how preview works and how your invoices look. We'll update again if there's more development to share.
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History and Notes - Export functionality for History & Notes
Ability to export contact activity or notes in a readable format eg PDF or Excel (dates/detail)
20 votesHey community, just popping in with a quick update to let you know that export is now available in the History & Notes Report 🎉
As part of an update that also released for Payroll history this week, you'll now see an export button in the top right corner of the History and Notes report, and can choose between a PDF or Excel export of your full, filtered set of results.
Thanks again for sharing your votes and feedback, for more information, check out our support articles for History and Notes and Payroll History.
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Reporting - Ability to have the chosen font size on PDF exports for draft reports
The font size for Xero reports has increased - great - much easier for clients to read their annual accounts. However, when Exporting to PDF from the Draft reports, it previews it in the default size, which is often the wrong size. In order to preview the reports as they will print, you have to publish the report, note where you need to move/add page breaks, then delete the published report and go back into the draft report to make those layout changes. This adds an extra 5 minutes or so on to every job which is not necessary.
Solution…20 votesThanks for the support and interest in this change, everyone. While it may not be obvious, for Xero Partners or staff connected to a Practice there's an option to adjust and change the font size of your reports by selecting 'Styled PDF' when exporting new reports from Xero - Detail here will help in setting & managing your Report Styles.
If not already you use Advisor Connect to find a Xero Partner that can meet your business needs.
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Reporting - Better reporting in non-base currency
Ability to run a report that can be translated to another currency
Purpose: It’s beneficial to calculate their budget and actual figures for expat sole traders who are living in a different country (which they have to pay their tax in the resident country) but their work and expenses are from another country.
20 votesHi everyone, we appreciate your support of the idea here. Most recently in the space of reporting we've released the ability to run the Profit & loss, Balance Sheet and Budget Variance reports in another currency the org is using. Our new version of the Realised Gains and Losses report has also just become available, where you can select which currencies to run the report for.
And, you'll find that we made updates to the Receivable and Payable Invoice Summary and Detail reports so you can view transactions in their original currency.
While we'll mark the idea here as delivered with these latest improvements we're still keen to hear if there are other specific reports you'd like to run in foreign currency and how this would help your business. We have one started for running Aged Receivable and Payable reports in a foreign currency that you can join in, or…
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History & Notes - Auto-Save functionality throughout Xero when creating Invoice
Ability to save the work by default when users’ creating a new invoice.
Purpose: Users’ will not have to re-create a new invoice when they suddenly logged out from Xero.
20 votesHey community, thanks for sharing this idea!
When you're next entering an invoice, you might like to use New Invoicing, where the entries you make are automatically saved.
You can do this by clicking the 'Switch to new invoicing' option at the bottom of the page.
There's more info on this over on Xero Central: Invoicing in Xero
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UK payroll - Monthly calculation based on annual salary split by 12
At the moment there doesn't seem to be a way to pay a monthly employee a basic monthly salary without the hourly rate changing to reflect the number of working days in the month. Please can there be an option to pay a monthly employee a basic 12th of their annual salary each month and the hours per month are set to the average of a 12th of their annual hours so that the hourly rate for overtime etc stays the same each month.
Thank you.
19 votesHi everyone, we’re pleased to share that we’ve now released working patterns to all UK organisations that use Xero Payroll.
You can now enter more information about employees’ working patterns to support leave and earning rates calculations and save you time. You’ll be able to:
- Create or select from working pattern templates
- Add working patterns manually or using the template
- Setup multiple weeks of a working pattern
Being able to set up to 13 weeks in a template means you’ll be able to accurately reflect employees’ that may work differing hours through weeks in a month like you’re after here. We’ve shared a few videos on YouTube that’ll help guide you through the change 😊
Thanks for all your engagement and sharing with us on the idea here.
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New profit and loss report - Common format for tracking over 100 options
The new P&L report should allow a common format to compare all jobs automatically regardless of the number of options in a tracking category. Understand this is capped at 100 options. The old P&L report allowed this.
19 votesThanks for the continued engagement surrounding the idea, everyone.
We've now updated the report and if using Tracking in your organisation you'll now see a new field in the new Profit & Loss for 'Compare tracking categories' from which you can select up to 200 options across your categories!
If you have needs beyond the 200 limitation, one way to set this up would be to save multiple custom reports which would enable you to switch between views quickly from the left side panel.
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Reporting - Report Page Numbering (non Partner)
Exported reports should include page numbering (ie: Page 4 of 5). This was part of the old style reports but seems to have been overlooked in the New Format reports.
19 votesHey community, thanks to everyone that shared their feedback on this idea! This is now live 🎉
This week we’ve released an update to reporting, so you’ll now see a page number when exporting any report to a .pdf. Previously, it was only possible to add page number to Advisor reports.
I’ve attached a screenshot with an example of this in action, but for more information, check out our Export and print a report Xero Central article. -
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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Reporting | Excel Export - Remove formatting
Please remove font size formatting and merged cells from excel exporting and open the exported spreadsheet at 100%.
18 votesHi team, rounding back to confirm that the changes shared last week have now been rolled out and you'll find the next time you export a report from Xero to Excel that the formatting will be a little different. To recap the updates we've made;
- The report will now default to 100% zoom (rather than 150%),
- we've adjusted the size of title and currency fonts for ease of reading, and
- made slight changes to the formatting of cells in rows for consistency across the report
Thanks again for your feedback on the site, and if you'd like to support and follow any updates on merged cells, join in the idea here 🙂
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History - Record changes to lock dates
A report to show who and when the account lock dates were changed.
If transactions are entered into lock periods this causes Xero to ot match the closed periods where accounts may have been submitted already. Currently there is no way to see who or when the dates were locked.
18 votesHey community, thanks for all your interest in this idea! It’s clear from the comments that identifying when changes are made, and who has made them would be really helpful.
This morning we rolled out an update to the financial settings screen for all Xero organisations to enable History & Notes 🎉
When you add a lock date, it will appear on the History & Notes table below and, for advisers, the History & Notes screen.
I’ve attached a screenshot so you can see this in action and, for more information, you can check out our Xero Central article Set up your organisation's financial settings.
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Aged Payable/Receivable report - Foreign currency data as a footer in new report format
It would be good if we could add the foreign exchange rates to the bottom of the Aged Payables and Aged Receivables report in the new report format like it is present in the old format.
18 votesHey community 👋 thanks for supporting this idea, I'm popping in to switch it across to delivered!
We’ve added a new currency icon which displays next to figures on the Aged Receivable and Aged Payable reports, to indicate that they include revalued foreign currency amounts. Clicking the icon displays a popover with the exchange rate information. It also includes a hyperlink to the full exchange rate note at the foot of the report 🎉
The exchange rate note will display by default, but we’ve heard from some customers that they want the ability to hide the disclosure. We’ve added this option under the More button. Hiding the disclosure this way will also remove it from all exported versions of the report. The disclosure can be re-added to the report later if desired.
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UK Payroll - Suggest the next available employee number
If xero payroll could suggest the next available employee number that would be so helpful, instead of having to scroll through the employee list and work out which number was last used.
18 votesHi everyone, returning a few months on from our last update we're going to move this idea to ‘delivered’. The team have recently automated the generation of the employee number 🎉 Initially this is just for numeric employee numbers but they're also looking into how this can be done for non-numeric ones too.
Thanks for all your support on this idea!
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Repeating invoices: Ability to copy them to create new ones
Users can copy and create a new repeating invoice from an existing repeating invoice rather than having to copy from an existing approved invoice.
18 votesHi everyone, although not from the template itself you can create a Repeat template from an invoice that has been generated from an existing template.
See more from my note on the idea here.
I've also included an image of what this looks like in the invoice.
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Dashboard - Account Watchlist to include budget
The account watchlist widget is great, but it's somewhat useless without the budget for that month and YTD being shown alongside, such that you can get a quick overview of those accounts against expected performance.
It would be a massive improvement and would be of benefit to many, in my opinion!
Perhaps it could be an option for the widget to show (or not show) comparison to budget?
18 votesThanks for your interest in the idea here. Being one of the ideas raised by community in our previous Feature request site I'm pleased to share that this is something that is now available in Xero.
From the Account Watchlist on your organisation's dashboard you'll have an option to 'Show budgets' 🙂
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