277 results found
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Executive Summary report - Trend over more than a month (date ranges, averages and comparisons)
The Executive Summary is a very informative report. However, to get meaningful trends, it needs to compare more than just the previous month to determine the true direction of the trend. A three or 6 month trend (or agianst planned numbers for the period under review) would add greatly to the value of the report
1 vote -
Management Reporting
"I would really like to see you add a reporting function that has
- individual PNL for each month in the current year - Jul/Aug/Sep etc
- a YTD total for the current year, and
- a YTD total for the previous year to enable comparison with 2.
As an adviser to many small businesses this is the report that I (& I expect most advisers) are really looking for to help our clients
The current reporting does not enable us to have the management discussions with clients as easily as it should.
All the information is within the software, so it is…
1 vote -
Management Report - Add commentary
I think it would be beneficial to be able to add commentary to the management report so that variance analysis can be explained to the owner of the business / interested parties (i.e. investors, banks) rather than just presenting a set of figures.
1 voteWe want to update you that we've launched the new management report pack to all regions, which you'll have the ability to add commentary to your report through a text block to accompany tabular report data, or a whole blank page containing text - see our article here for more information.
That being said, I'll mark this thread as 'delivered' 😄.
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Management Report - Customisation
On the management report it would be nice to have more flexibility with the way it is laid out. On the front cover for example we would like out logo to sit in the middle of the page at the bottom whereas at the moment the logo doesn't even go on the front cover.
Also we would like to be able to enter a footer on to the front cover which doesn't sppear on the rest of the pages.
Is this something that we can do that we just don't know about? If not please can you look at including…
1 voteI want to update you that the new management report pack is now released to all regions! You're now able to apply all of the customisations which are available in our other new style reports, to the same reports within a pack.
In saying that, I'll move this thread as 'delivered' 🙂.
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Reporting - Weekly Cash report and management report options
We run weekly management reporting cycle and find it very difficult to run weekly report. can a template be created for weekly report management report
Thanks
1 vote -
General Ledger Detailed Report
Would you please create a General Ledger Detailed Report so that we can have a nice Xero standardized report instead of having to export to excel and print from there.
We need to send this report to clients, and it isn't very attractive at the moment - printing from excel.
1 voteHi everyone, 100% appreciate everyone wanting to hear from us in the idea here! We've made big strides with reporting across Xero and have more improvements in store.
We've put a lot of focus into the Account Transactions report, and with options to include all the detailed columns as the General Ledger Detailed report, as well as have a running balance you can create the report you're after in Xero, or exported to be able to share with clients.
Once set up, Save your report as custom, and if you think you'll often access it you can Favourite to jump on in, anytime! 😊 -
Cash Summary Report - Sort by Account Code
Would love for the Cash Summary report to be able to be sorted by Account Code (like the P&L can).
Thanks,
1 voteHi everyone, we're now happy to say that the enhanced Cash summary report is now released, which has the ability to sort by account code.
To do this, you can click 'More', then tick 'Account codes' checkbox. Once this is done, you can also save the report as 'Custom' if using account code is your preferred layout, so the next time you open the report, you don't need to tick the checkbox again - see our article for more information.
Thank you for your feedback here everyone, we'll mark this request as delivered so the votes will return to you all 🙂. -
General Ledger - Sequential transaction numbering and dating
To have a sequential transaction number and date in the General Ledger.
Purpose: To have a better audit trail in Xero.
4 votesHi community, rounding back on the idea here we have just released the new General Ledger Detail report which includes the ability to view by Date and now also add Journal ID as a column within the report.
Once you've got the report set up how you like, save it as Custom to return to this same layout whenever you need. 🙂
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Reporting: Receivable Invoice Summary - Adding date paid column
Adding date paid column into Receivable Invoice Summary report.
Purpose: To make users’ easier when doing the calculation of average days paid by each customer.
3 votesHello community, we’re happy to let you know that you’re now able to add a date paid column in the Receivable Invoice Summary report. To see the date paid column in this report, you’ll need to tick the ‘Last Payment Date’ option under Columns.
Thank you for raising this idea, we’ll now move this to ‘delivered’ status
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Reconciliation - Amend tracking & account codes on paid invoices without redoing the reconciliation
It would be really helpful to be able to amend the account codes and tracking codes etc on an invoice that has been paid (this is possible for a bill!). It's quite cumbersome to unhook the spending and re-reconcile, especially when items need amending that are quite complicated
1 voteHi 👋, this is actually already possible with the use of Find & Recode - See more in our article.
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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: Aged Receivable Report - include customer credit limits and due dates of invoices
Ability to include customer credit limit and due dates of invoices in Aged Receivable report.
Purpose: To be able to get a better view of the customer’s ability to pay and the outstanding invoices.
29 votesHi community, rounding back from my last update - Credit Limits are now available to everyone within the Aged Receivables Summary report! 😊
💡You'll see a common format in the left side bar or can customise the general report to include Credit Limit and Available Credit as columns within your own layout - More detail on the report here
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Reporting - Account Transactions need open close balances
When you change report settings on the Account Transactions (NEW) report to "Group By Account Code", you don't get the option to "Show Open and Closing Balances" or a "Running Balance" unlike the default option of "Group By Account". We use Account Codes more than Account for locating transactions and having the running balance and open / closing balances would make the report more useable.
1 voteGood news, everyone! Our Reporting team have been working hard behind the scenes to develop some great additions in the Account Transactions report recently.
We've released a new options to sort and summarise by 'Account Code & Name'.
Like you've asked - When sorting by this option, you'll still be able to view Open and Closing Balances! 🙂 -
Reporting: Profit and Loss report - Show all tracking categories in separate columns as default
Ability to show all tracking categories in separate columns in the P&L report.
Purpose: To get a better income figure when comparing different areas/divisions in Xero.
32 votesHi team, thanks again for all your feedback on the design and how you use tracking in your Profit & Loss.
As mentioned in my last post - we've just released a change to add the option to 'Compare tracking categories' from the main view in report settings, so you no longer have to jump into the layout editor. It's in the process of being rolled out to everyone, so if you don't quite have it yet it'll be with you in the next day or two. 😁
Once you've got the report set up as you like, if this is a view you'd like to use on the regular save as custom, and you could make this the default if you like, too!
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Expenses by Contact - Sort by Column Header
Hello,
Currently the report is sorted alphabetically by Contact name. It would be good to be able to sort the contacts by the column headers (e.g. by the month or the total).
That would help users to isolate rank their expenses and target where they should focus their effort to optimise costs.
Thanks
1 voteHappy to share that we've released our new version of the Income & Expenses report. Check out our article for steps on how to easily customise this report for just Expenses. From there easily sort by any of he column headers 🙂
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Account Transactions Report - even if no transactions in account
Please allow the account transactions report to show even if there are no transactions for the specified period. i.e. the report will simply show the opening and closing balance.
This is very important if you are reconciling/consolidating various accounts of which some have movement and some don't. Without the accounts balances for all accounts (inc those with no movement) it will not agree.
2 votesWe've had a lot of development across Xero's reports, and everyone will now find we've provided options of which accounts to Include when running the report - those with Only transactions, transactions or non-zero balances, or All including zero balances!
I know this has been in hot anticipation here, thanks for all your sharing in the community on this. 😊 -
Income by Contact Report - Add the ability to include account code
The Income by Contact report would be able to do this if filters were added so that it could be customised to include nominal code filters.
1 voteHello, we want to round back here and let you know that while grouping by account code isn’t available through Income by Contact report, you can use other reports such as the Account Transaction report to do this.
If you need 1:1 assistance on how to use the group by and filter function with these two reports, you can reach out to our support team :)
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Bank Feeds Request - Virgin Money direct bank feed
Virgin Money have recently started to get into business banking and have launched savings accounts with leading rates.
It would be good if you could launch a direct bank feed integration with Virgin.
1 voteHey everyone, since our last update here you'd have heard of the new EU banking industry standards, which changed the way third parties access data from banks. As a result, Yodlee bank feeds which previously connected Xero with EU and UK banks are no longer available.
Instead, each UK bank is required to develop a gateway or API (Application Programming Interface) for accredited third parties to connect to in order to access bank account information, very similar to the direct feed that you've requested here.
We're pleased to let you know that this feed is available in Xero for Virgin Money, Clydesdale Bank, and Yorkshire Bank. If you have any questions about the feed or how to set it up, check out our support article here, or contact our support team for one-on-one help.
I'll go ahead and mark this request as delivered accordingly 😄 -
Reporting: Account Transactions Report - Description column pull from Transactions not Contact/Type
Ability to filter Account Transactions report by only Description. Currently description contains both the contact name and line description.
Purpose: Clarity of data when running the Account Transactions report, and ability to better filter and customise the Account Transactions report
1 voteDidn't take long to round back 🙂 - Invoice # and Contact fields are now live in the Account Transactions report.
When you next run the Account Transactions report, you'll find options to add either of these fields as \columns to the report, or group/summarise and filter by either of these fields.
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Cash Summary Report - Run for selected period
Hi,
When clients run the cash summary report - they often select Period - 1 month, then compare with - previous 11 periods.
This report can be run at any stage throughout the year showing the previous 12 months (showing each month on its own column to track trends etc) on a cash flow basis (P&L reports not relevant if there is equipment lines, drawings, tax payments etc).Most of my clients run this report regularly as it 100% focuses on the cash, showing cash movements during the period.
My issue with running this report is that it only gives…
1 voteWe wanted to let you know that we've released the improved Cash summary report, where you can now select more flexible date range by clicking the 'Date Range' field, then choose the comparison period from 'Compare with' column.
To get the full picture on how this new feature works, check out our video here!
Note that if you need to add a total column into this report, you can use the layout editor then add a formula that you're trying to get.
Lastly, we really appreciate your input here, so we'll mark this request as delivered.
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