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  1. 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 votes

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    Hi 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. 

  2. 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 FCA

    1 vote

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    HI 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.

  3. 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 votes

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    You 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!

  4. 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 vote

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    Hi 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.

  5. 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 votes

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    HI 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

  6. 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 vote

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  7. 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 votes

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  8. 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 votes

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  9. 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 vote

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    Fantastic 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! 

  10. 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 vote

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    Hi 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. 

  11. 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 vote

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  12. 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 votes

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  13. 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 votes

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    Thanks 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 
  14. When reconciling a transaction the default tax rate should be per the Supplier settings if set up in the Supplier. It is the Supplier who is GST registered or not. Currently a non GST registered Supplier may come up with NO GST, however if you change the account code you are posting the transaction to it will change the tax to be inclusive of GST if that expense would normally include GST. Supplier status should always override account code status, otherwise if not picked up and corrected leads to inaccurate GST returns.

    5 votes

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    Hey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered! We rolled out support for maintaining the suppliers default tax rate when the account code is changed 🎉

    If the account code changes, the default tax rate will not change unless the tax rate is not compatible with the new account code selected.

    For more information check out our How your default tax rate and account settings work

    Thanks again for your feedback, we appreciate your contributions.

  15. When you select reports and it says current month, it is not the current month it actually goes back from the day you create a report to the previous month. When it says current month I would expect it to be current month. See samples below where I have gone to the report and changed it to select date range and it should show current month but it doesn't

    1 vote

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    Hi Sue,

    I can see from your screenshots you've used the 'Select date range' option. As you've found, this defaults to a ~30 day period back from the day you've run the report. This is a bit of a quirk of the 'Select date range' dropdown. 

    However, I can confirm that if you use the date range 'This Month' your reports will return information for this calendar month instead.

    To confirm this, you can post future dated pay runs for the same month, and they'll appear in your reports when run for 'This Month' but not 'Select date range'.

  16. After editing the layout of P&L to group expenses under a few broad categories, if i wish to know the details of the numbers, i need to click on the specific number to get the breakdown with details. Can we do so by allowing the group to be expanded on P&L itself?

    2 votes

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    Hi Eric, this is possible already but may just relate to the way you've set up the groups in the layout screen

    If you open the edit layout screen, you should be able to click on the group in the report to drop down and view the individual accounts within. 

    Your report will reflect the way this is shown in this screen. So, if you save the report with the drop down of accounts visible this is how the report will appear when run. The only time you may not see an account you have listed would be if there is no movement in it within the period. 🙂

  17. It would be great to have the ability to copy data from an excel sheet and paste into a journal in Xero (using a relevant template). It can be quite cumbersome to copy and paste individual figures into each row in a journal and/or type them in line by line, especially if there is a large volumes of line items to include!

    2 votes

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  18. Since the OLD reports are going i think there should be a way to reset the New Custom reports to default layouts as on one of our clients someone managed to break a report and without noticing we were using incorrect figures for some time

    1 vote

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  19. It's not currently possible to set a branding theme that will default from the 'Create Invoice' function.

    You'll need to manually select the correct one each time. It doesn’t look like this idea has been raised as yet.

    1 vote

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  20. Option to filter by "Invoiced" in Project Details report (right now it's only available in the Detailed Time report)

    2 votes

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    Hey community, 👋 thanks for your support on this idea, I'm popping in to switch this across to delivered, as we rolled this out for the Project details report too 🎉

    Thanks again for your feedback. It helps us to continue shaping the future of reports for projects here at Xero.

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