26 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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customer/supplier activity report - Select multiple contacts
Add the feature to run customer/supplier activity report for a range of customers.
1 voteHi 👋, this is already possible however it exists within a different report. You can run either the Receivable or Payable Invoice Detail or Summary reports, where you'll be able to filter and select the contacts you'd like to run the report for. You'll find help for each of these report types on Xero Central - here's one for the Receivable Invoice Details report
You can also add a Source filter if you'd only like to view results for transactions from specific sources e.g Receivable Credit Note, Receivable Invoice
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Profit & Loss - Compare tracking categories
It is not possible to run a Profit & Loss report for a business, which can compare 2 options from different tracking categories.
1 voteHi Martin, this is possible with the use of the Layout editor, where you can add multiple Tracking columns. 😊
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Product & Services - Visibility of recent purchases
Products and Services - Bills/Purchase TAB or Column within transactions
The ability to have a Bills/Purchase TAB or Column within the transactions of each item, so we can easily see all the supplier bills associated with each item that's been ordered. At the moment, there's no way to see what your last order was if you have many sale transactions, without prior knowledge of the supplier and viewing the bill under the contact card. Sometimes we have multiple suppliers and this can be very time consuming to look for this information when reviewing contract pricing for all the suppliers for…1 voteHi there 👋you could run the Payable Invoice Details report to view this information. You could group the report by Item code, then order by Invoice date to see the latest items that have been purchased from your suppliers.
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Draft Bills - approve and next
Wish someone would tidy up the system. Emailing bills direct to Xero is great. However when you approve the Draft Bill you get returned to the main Bill menu. Then you have to fiddle around to get back into Draft bills again to approve the next. Probably not such a pain when you have faster internet than we do. Any suggestions on how to quicken up the process?
1 voteHi Ita, for general tips from the community welcome to post in Xero Central Discussions which is more for peer-to-peer support 😊
If you like to approve one bill after another, try out the quick view option. It looks like an eye icon from the list view.
It'll open up a side preview of the bill, where you can take actions such as Approve & next so can keep moving through this workflow!
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Product Ideas Forum - Allow voting on ideas closed as 'Not in Pipeline"
Accessible list of ideas previously closed by Xero as a "NO" and the ability to still vote on them.
Just because its not in the pipeline doesn't mean people don't still want it.1 voteHi Fiona, this is a great point – just because an idea isn't on the immediate roadmap doesn't mean we want to stop capturing community interest in it.
This is why we have the 'Not in pipeline' status. When an idea is moved to this status, it means our product team has reviewed it, and while it's not planned for development right now, we've kept it open specifically so the community can continue to vote on it. You can view the full list of all ideas currently marked as 'Not in pipeline' by filtering the ideas using the drop down.
Because this functionality already exists, I'll be closing this idea - thanks! 🙂
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Projects - Assign timesheet entries to a job
It would be great if you can allocate the technicians time from the timesheet to a specific job number so that a labour cost is never missed. Have some sort of capability to export the timesheets to all the job numbers.
1 voteHi Jamie! Did you know it's already possible to do this using Xero Projects?
Staff members can record their time against specific projects (jobs) using either the Xero Me app or within the Projects section of Xero itself. This directly allocates their time as a cost to the job, ensuring labour costs are captured accurately. To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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Tracking - Bulk edit tracking categories
Better user interface / easier editing of unassigned or incorrect tracking categories on recorded transactions
We spend a lot of time each month updating unassigned or incorrect tracking categories on recorded transactions by having to open each one and editing via drop down menu. Having a quicker way to do this would be great and save a lot of time.
1 voteHi Justin, you can already do this in Xero using Find and Recode! While this is only available to those with the Adviser role, this should allow you to accomplish what's being asked here. 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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Reporting - Customer Invoice Activity report for multiple contacts at once
It would be nice to be able to run a customer invoice activity report for multiple contacts at once to create giving statements for all contacts. It will be tedious to run the report individually for all clients. It would be nice to have the contacts address be added.
This can also be done in Statements if we are able to adjust the results that show on the statement. The activity report is nice because you can just select payments and remove invoices.
1 voteHey Justin, just rounding back on this one. We've had a bit of a test, and this functionality is actually possible with the Receivable Invoice Detail or summary report atm.
Depending on your needs, you'll be able to group and filter this report and can then export at as you would the Customer Invoice Activity report.
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Invoice reminders - setting to invoice individual contacts
Auto Invoice Indivdual Clients. In our client list we would like to be able to automatically invoice individuals. As I understand it at the moment you can set reminder in the settings but this seems to apply to all clients. It would be useful if there was an option in the contact when setting up if you want that individual to receive an auto reminder. For example we have tenants who's rent is paid directly from the benefits system so therefore they dont require a reminder, but we also have tenants who pay their rent to us directly and these…
1 voteYou can already do this in Xero Vicky! You can set up invoice reminders for your organisation and then easily turn them off for specific contacts.
We have a bit of 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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Invoicing - Enable "make one for all" invoicing options for all customers in a group
Enable "Make one for all" invoices for all contacts in a specific group/s
1 voteHi! Did you know it's already possible to do this in Xero?
To create an invoice for a customer group, you can click the drop down arrow next to the Invoice option from the Invoice list view you'll see your Contact groups where you can select which group to create invoices for.
You can find more information on this in our Xero Central help article - Invoice a group of customers. 🙂
To ask questions about using Xero in community you can post or join Discussions on Xero Central. Thanks
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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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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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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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Quotes - Feature to hold Supplier Quotes
It would be really useful to be able to put my supplier quotes on to Xero as some of my jobs have numerous quotes from different suppliers. It would make it easier to compare them and then generate our own quotes to our customers from these.
1 voteHi Zoe, as mentioned in my last update in Xero you can enter purchase orders as a means to record a quote you've received from a supplier. Once confirmed with your customer you could delete the unneeded purchase orders and create a quote for your customer, or Copy the purchase order to a draft invoice.
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Payables report by planned date
Hi Guys,
Is there an option for us to general a payable report by the planned date?
1 voteHi community, and thank you for confirming Kai! As Kelly mentioned in her previous post, this is already possible in Xero! 🎉
You can run the Payable Invoice Summary report which has the ability to include Planned Date as a column, or you can also choose to group by this field if you'd prefer.🙂
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