38 results found
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Sales Report by Customer with financial year comparatives
I just want a simple report that show sales by customer with comparatives to previous financial years that agrees back to the sales on the profit & loss statement. Surely thats not too difficult??
I am disappointed at the lack of decent sales reporting in Xero. Whilst I agree that Xero has many great features, their sales reporting is not one of them.
The income by contact report does not work as it picks up all receive money transactions for all contacts, not just those in the sales accounts or for customers, so it is significantly different to the P&L.
7 votesHi community, as noted in my last update you can use the Income by Contact report which will show the contacts you’ve received money from over a chosen period, and includes both receive money and sales invoice amounts that have been entered for the contact.
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Custom Reports - Hold date range of Date columns in the Layout editor
When saving a custom report for a certain timeframe, when you want to use it to do the next month (for example you are doing a monthly & year to date Profit & Loss account. Your last one saved was February & now you want to do March), you put in the date of March. Xero then changes the last month you had in there last time to the month you just put in, and then changes every month you already had there to one month less & removes the first month you started with. For example, I had a…
5 votesHi team, as mentioned in my last update you can enter a custom date range within the Layout editor so that if the report dates are changed this won't impact a custom date range of the column that you've added.
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Bank feed - Bank Five Nine
Add bank five nine to your list of banks you work with.
4 votesHi Lyndsey, great news! It is already possible to connect a feed for Bank Five Nine in Xero, through our integration with Yodlee.
We have a bit if help around this in Xero Central, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Job and Project allocations - wages etc.
I work in a "unique" business so some description is required before I get to the crux. A Horse Racing Club. We run up to 20 races a year. The same staff can work at multiple races throughout the year (bar staff, barrier attendants etc). We have a chart of accounts that boggles the mind (as prescribed by Racing NSW so non negotiable) and we also need to allocate race day costs to those "jobs" (very easy to do in MYOB) - including wages. Would like to change to Xero to make life easier HOWEVER cannot allocate race day wages…
3 votesHi Tracy, good news here! You can allocate wages to your Race Days using Xero Projects. By having staff log their hours against a specific project (i.e., a Race Day), their wage costs will be automatically allocated for reporting. You can then add project time into a timesheet. 🙂
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Manual Journals - Formulas in Journal Entries
Allow journal entry fields to have a formula or calculation. it would be much easier when doing manual journal entries.
3 votesHi April! As Kelly mentioned, you can already do this in Xero! You're able to use basic arithmetic functions when entering figures for journal entries. There's a table listing the available operators in this Xero Central article. It also has some instructions on how they can be used.
If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Bills - Capture data from pdf bills
Capture data from PDF bills and automatically populate Bills fields in Xero. Similar to Hubdoc image recognition, but need to be for Bills as standard feature in Xero.
Workflow is next: Create a New Bill, upload pdf bill file, then click button or toggle "AI auto-fill", boom no need for manual entires. Double check and approve the bill, saved a lot of time on manual entires/bookkeeping.
2 votesThis is already possible within Xero, Sergii. While it's dependent on Xero being able to read your PDF, you can use our Upload bills feature.
Alternatively, you can email bills to your organisation and similarly Xero will try to autofill details of your bill based on the data in your file.
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Ability to Send over due reminders from invoices page
Please set up an option on the invoice page to send over due reminders. It is very cumbersome and time consuming being required to open the invoice
click email
click edit
Click the correct email template
click send
find the tiny box that says sent (make this bigger and green)A more efficient method is to have a column on the invoice page with a heading that says "send over due reminder" with a tick box next to each invoice.
We can then tick all the over due invoices, it will automatically populate the over due email. Have an icon…
2 votesHi Jesse, welcome to Xero! Thank you for sharing your thoughts on how to increase efficiency when sending overdue reminders.
Did you know that you can set up invoice reminders within Xero? Invoice reminders automate the process of sending out overdue reminders and you can keep a track on the reminder status from within the Awaiting Payment screen.
If you wish to manually send reminder emails instead, from the Awaiting Payment screen you can select all the overdue invoices and use the email option to email multiple customers.
We have a bit of help around this in Xero Central Invoice Reminders, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Add VAT to Stripe fees that automatically feed into Xero
When the Strip transaction fees come across for UK customers, the VAT box states 'NO VAT'. All Stripe fees are VATable so the VAT box should be '20% VAT'
Currently have to go into each transaction to change this manually.2 votesHi Emily, you can already do this in Xero. When you set up Stripe as a payment service, you can choose an account for your fees to be coded to, and you can also select a default tax rate to be applied automatically. It sounds like a tax rate may not have been selected during your initial setup.
We have a bit of help around this in our Xero Central article on Stripe, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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BAS - Detailed BAS activity for the year
Be able to run a detailed BAS activity for the year. This way we can see what changes were made after a BAS has been lodged.
2 votesHi Janette - did you know it's already possible to do this in Xero? You can run a Custom Date Report within the Activity Statement screen. We have a bit if help around this in Xero Central, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Manual Journals - Quick link on the menu banner to add a journal
Add the function to create a new Journal to the '+'.
No need to go on to a journal report and then select add new journal.
2 votesHi Rhys!
Did you know there's already a quick link for adding manual journals?
To see this, you'll need to have the Adviser user role in the organisation.
In the meantime there's more info on manual journals here: Add, import and post manual journals.
If you need any help with this, you can find details on how to raise and update support cases here: Get help from Xero support and here: My cases in Xero Central.
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Contacts - Add a dedicated 'Portal' link field
Many of our Customer and Suppliers now insist we use their portal to submit queries statements remittance advices etc.
It would be useful for there to be a portal element like the E mail contacts in the Contact record. If this could be visible and actionable from the header it would be nice so we can click it and go straight to their portal from the contact.2 votesHi Grantley, you can already do this in Xero! Just use the Website field in the contact's record to add the portal's URL. We have a bit of help around this in Xero Central here, but if you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Files Inbox - Highlight multiple files by holding the shift key
When in the Files Inbox, we need to be able to highlight multiple files by holding the shift key. (This works in other areas of xero already, like batch payments)
2 votesHey Mel
There's already a similar feature in the Files Inbox, but you'd need to tick the checkboxes to the left of the files to select them, instead of holding Shift or Ctrl.
That said, if you need an extra hand with this, please raise a case with our Xero Support specialists: Get help from Xero support.
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Income and Expenses by Contact report - Filter by account
Please add chart of account codes as a filter on the Income and Expenses by Contact report
2 votesHi team, upon re-reviewing your idea here - while there is no filter for Account on the Income & Expenses by contact report atm, you can use the Account Transactions report to get what you're asking here.
You can select the specific accounts you'd like to view results for, Group or Summarise by Contact and add a Filter for Source to only select the transaction types you'd like to see results for.
If you find this report useful you could then Save it as custom so you can easily access it with your filters in the future. 🙂
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Export invoice
A feature to export the status of outstanding invoices/overview in PDF Format. Currently its only available on Excel format.
2 votesHi Community! As Kelly mentioned, this functionality is already possible within Xero. You can run the Receivable Invoice Summary report and filter this by Status = Approved to get all but the Overdue by column. This report can be exported to Excel, Google Sheets or PDF. 🙂
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Tracking categories by month
I think it would be useful to update the 'Tracking Summary report' and make it possible to open it by month
2 votesHi team, returning to this post we'll move it to Existing functionality with the ability to use the Blank report and add Tracking columns with the Layout editor as well as set up the report in the style you're after.
Once all set up you could then save the report as Custom to easily access this when you like.
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Invoice - Tab through the Add Payment pop-up
When the box pops up to enter the payment details I used to be able to tab through the options to complete them. Now I have to click on the account before I can "select the account". Is it possible to bring back the ability to tab and then to start typing?
1 voteHi Carmel, it's already possible to tab through the Add Payment pop-up in Invoice screen 🙂 - You can use the Tab key to navigate between the fields. When you reach the Account field, you can press the space bar to activate it and then begin typing to select the correct account. This allows you to navigate and complete payments with your keyboard.
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Customer Statement – increase character limit on reference field
Hi everyone,
Our customers would like to see the full PO number in the customer statement. Could we increase the character limit of the reference field to 40–50 characters?1 voteHi! There's already a way to do this in Xero.
You could add a Custom DOCX branding theme, and download our sample templates to customise in Microsoft Word.
With the statement template open in Word, you'd replace the <Reference> merge field with <LongReference> to display the full reference, before saving the file and uploading it back into your branding theme in Xero.
You'll then want to select this custom branding theme for your statements.
There's more info on this here: Create an advanced invoice template (the same feature is used for invoices, statements, purchase orders and more).
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Docusign
Signing online documents by customers and suppliers is integral to most businesses. I would recommend you look into providing this as an additional feature, not from an integration.
1 voteHi Glen,you can already achieve this with a Xero Advisor using Document Packs. If you need an extra hand you can raise a case with our Xero Support specialists. 😊
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Keep report preference settings
Can the report preferences be set to stay the same until changed?
I am catching up on prior months and any enquiry everty time defaults to current period and I have to change the date every single time.1 voteHi Maresa, as noted in my last update, you can set up the report with the filters as you choose then save the report as Custom this way you'll have access to that report anytime with the same setup. If you'd like to set this as the org's default this is also possible 🙂
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Add CommBank Credit Card Bank Accounts
Adding a CommBank Credit Card Bank Account
1 voteHi Navid, that's something you can do in Xero. We have some great resources on Xero Central that can walk you through it, If you need more specific help, you can always raise a case with our Xero Support specialists. 😊
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