277 results found
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Receivable Invoice Summary - summary by calendar month
Run a report to show me (based on calendar months) my total invoices
The Receivable Invoice Summary does not appear to allow me to do it by month, only by Invoice date with is too fine a detail. There should be an easy option for per month3 votesSounds like you'd to be able to run the report for different date other than the invoice date? This is possible via the Date Search field, select the drop-down arrow and you'll see you can run the report for the date range entered based on the Created date, Due Date, Expected Date, or Invoice Date 🙂
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AU Report templates - Add Tax Depreciation Schedules
Add tax depreciation schedules in report packs.
Currently, only have the option of accounting depreciation but can't change it to tax depreciation.10 votesHi community, thanks for contributing your support and interest for adding Tax Depreciation Schedules to report packs. With a recent update we've made it possible for Partners to include Tax Depreciation schedule as a report in Report templates.
You'll find the Depreciation Schedule, Disposal Schedule, Pooling Summary and Pooling detail all options when adding reports to a template from your practice. 🙂
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Income by Contact - Show Total Contacts
On the Income by Contact Report, it would be helpful to have a total of the customers so we do not have to add them manually. At the moment there is only a total of their spend.
3 votesHi Caryn 👋, though not in the report itself you'll find the fixed bar at the bottom of the page will give a total items for the report. 😉
See my pic of what this looks like - Hopefully this helps from those manual calculations!
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See Double Entry
To be able to view the double entry journal for each and every transaction
2 votesHi Carla, you can run the Journal report to view the impacts of each entry. 🙂
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Bills - Bulk assign lines to a Project or customer
It would be good to assign multiple rows of expenses to a customer and/or a project at once. The use case is I travel to a client site for a week and have multiple expenses, hotel, travel, subsistence etc to re bill in one hit. At the moment I have to go through multiple steps for each line of expense to assign to a customer and it takes a very long time.
2 votesHi Matthew and Michelle 👋 thanks for engaging in community here. It's actually already possible to assign multiple lines of a Bill to Project in Xero.
From within the Bill or Spend money, once you've added your lines, just click the 'Assign expenses to a customer or project' this'll open a modal from which you can select all and pick the Project or Customer you'd like to assign all lines too.
We also have another idea for assigning multiple bills to a Project at once that you may be interested in supporting across here. 🙂
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Balance Sheet Report - Title showing as "CASH BASIS"
Balance Sheet Report Title is always "CASH BASIS"
At the top left of the report it always says "Balance Sheet - Cash Basis" even when you choose Accrual. And when the file is downloaded, it always says Cash even if the report is Accrual. Note that in the actual report, it DOES indicate correctly whether it is accrual or cash.
1 voteGreat to hear, and thanks for returning to confirm resolved for you, Ann 😁
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Account Transactions Report - Show Reference for Transfer transactions
The new Account Transaction report doesn't show the reference from Transfers which the old report did. There is a reference column in the new reports but it is blank for transfers - can it be updated to show this?
3 votesHi everyone, returning to the idea here we're going to move this to delivered. When using Transfer and you've included a reference this'll appear when running the Account Transactions report in Xero. Check out our earlier status update for an image of what this looks like.
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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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Hide Columns on Statements and Amend Headings on Statements
I am creating statements for an estate agent to send to landlords. Some of the exisitng headings on the statement are confusing for landlords and I would like to change them. I also want to hide the activity column as this is not required - the statement simply needs to show rent has come in and rent has been paid out. Can we please have the option to hide columns and change column headings. Thanks.
1 voteHi Nollaig, this is possible through the use of templates. To remove columns you'll need to use an advanced template with DOCX branding and amend the details that are shown using Microsoft Word.
If you're not too familiar with these - we have a community discussion where many users are happy to help and offer advice for your needs. 🙂
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Bills - Bulk update bills with Planned Payment Dates
Please can you include a feature that allows you to select multiple bills within Xero and assign a planned payment date? Currently you have to manually select each individual bill and add dates in.
4 votesGood news to share, community!
With the latest enhancements to Xero Analytics, and Short-term cash flow you can now bulk update the planned payment date of 10x bills at a time. 🙂
If you haven't tried Xero Analytics yet - come over to Xero Central to find out how these tools can give insight into your business performance and upcoming cashflows.
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Reporting - Ability to freeze header rows
The ability to freeze header rows when generating reports to screen (so that the header remains at the top of screen when scrolling through data)
7 votesHi everyone, we appreciate the interest in sticky headers and rows in the financial reports and this feature has now been rolled out to all newer versions of Xero reports! 😊
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General Ledger Report - Show supplier/client name and other side of double entry
General Ledger Report - Show separate column for supplier/client name and other side of double entry
We are accounts practice with more and more clients using Xero. However General Ledger export is not sufficient, as it is hard to group expenses, when there is no supplier name, as reference or details usually left as per bank upload, hence difficulty grouping while preparing final/management accounts.
Also another side of double entry would be very helpful, as you could see for example that entry in lets say Telephone nominal is from Bank # NL, Jrn from Accruals NL, Jrn from Prepayments NL,…
1 voteFantastic to see that you've sort this on e out, Grita! 😊
Just as you noted its possible to add a Contact and Related account columns to the Account Transactions report to see what you're after here. Thanks for coming back to share with others too!
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Reporting - Default column order in a financial report
Please add an option to change the default column order in a financial report for a user. This would save quite a bit of time when building long run trend graphs etc
1 voteHi Les, this is possible through the use of Custom reports. Once you change the format of the report, Save as custom where you'll also find you have the option to make this the default.
It will need to be set up for each financial report you'd like to implement this across, but once done can be an easy select each time it's used by yourself or another in the org.
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Report Showing which Supplier invoice a credit note has been allocated against
The ability to create a report where you can see which Supplier invoice a credit note has been allocated against.
The reason for this is we have a large number of credits from a couple of suppliers and due to some of the credit notes being for a previous period, they are unable to be allocated against the invoice they were created for, so we send through a list of allocations to our supplier each month which we manually have to create at the moment so that we can ensure that our systems balance.
Ideally if the report can contain…
1 voteHi Sandra, you can view this by running the Customer Invoice Activity report.
If you only want to see allocations you could filter the report to 'Source' and select 'Receivable Credit Note Allocation' 🙂
From here you can then export and hare with your contact, outside Xero.
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Fixed Amount Discount
Fixed Amount Discount Feature
Purpose: Whether it's for small or large businesses I believe Fixed Amount Discount feature is a good add-on to Xero aside from Percentage Discount.
This feature comes very handy if the supplier/seller wanted to give a fixed amount value when it comes to giving discount in a whole.
2 votesThis is already possible with new invoicing and quotes, Marie - Take a look at our help on this in Xero Central
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New reports - Group by account code
In the new reporting be able automatically group accounts by Account Code (either by "begins with" or "within range") This feature was available is old report layout and very useful for larger Chart of Accounts
2 votesThanks for raising the idea here, Julie. Sorry we didn't pick up sooner.
Only a few weeks after your post the team developed and released the ability to Group by Account code in the following reports;
- Profit & Loss
- Balance Sheet
- Cash Summary
- Statement of Cash Flow
- Blank report
- Budget Variance
- Don't see your idea?