290 results found
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Reports - Custom Comparative Dates
It would be great to be able to enter custom comparative dates on the new reports.
For example, say I want to run a 10 month P&L report for a client, the only "custom" comparative option is the previous 10 months. What I really want to be able to do (quickly, not by editing the report) is compare with the same 10 months from the previous year.
Having a proper custom date entry field would enable this to be possible and surely assist in other comparative scenarios.
Image attached showing the limited "custom" option when running the aforementioned 10 month…
1 voteThanks for the image, Benjamin. This is possible atm, however when selecting your 'Compare with' you'll want to select 1 year, rather than the Custom date range.
This'll then give you a comparative period to the previous year based on the date range you've set in the report - I've attached an example I've created in the demo co.
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Reporting | Payable invoices - Summarise by Contact Group
Need to be able to summarise supplier balances on a Payable Invoice by Group report
3 votesHello everyone, we want to round back here and let you know, you can already achieve this idea by either using Payable Invoice Summary & Detail or Aged Payable Detail & Summary report, as we’ve mentioned earlier. From there, you’ll be able to summarise/group the report by Contact Group.
That being said, we’ll update the status of this idea. Welcome to raise a new idea if you’re thinking about different functionalities. -
Executive Summary Report - Exclude Internal Transfers
If you take $20 out of your own wallet and put it in your pocket, that's not "Cash Received," but the Xero Executive Summary report treats it that way.
Transfers between cash accounts that you own (e.g. between two checking accounts) show as "Cash Received" and "Cash Spent" in the ExecSum report. This is clearly wrong.
Please fix this. If you insist this is somehow a feature, please add an option to exclude internal transfers from the Cash section of the report.
Putting it another way: the Cash Received and Cash Spent numbers should reflect what was actually received and…
2 votesThanks for bringing this up here, Rob. This is something the team quickly drew their attention to, as well - You'll find we've recently released a update for the new Executive Summary report to exclude transfers from 'Cash received' and 'Cash spent'. 🙂
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BAS - Automatic Reconciliation of BAS Payments
Auto create entries for items included in “Amounts the Tax Offices owes you” and under the accounts of PAYGW, GST and PAYG, when an activity statement is created in Xero.
Purpose: Save time not having to manually create once Activity Statement is completed
16 votesHi everyone, roll out for this release has begun and will ramp up really quickly so you should all have it within the next couple of days. 😊
We've released a new feature that allows you to easily create a draft bill or invoice directly from the BAS (Business Activity Statement) statement page after finalising or filing it for the period.
The created transaction will be pre-populated with most of the required details such as contact details, account, amount, and description, for you to review and approve. You'll be able to view the transaction directly from the BAS return, or through Invoice and Bills. 🎉
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1 vote
Hi Kamila
There isn't currently a specific filter for this. However, you might consider using Tracking Categories to record when an invoice is for commission. You could then Filter the report by this category to view your commission invoices.
There's more info on this here: Set up tracking categories and Select settings in a report - Xero Central
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Profit and Loss - Compare to same period last year
Ability to compare a custom period, with the same period the year before.
For example be able to compare a profit and loss for July 2021 - March 2022, with the same period the year before, not just the 9 months before.
There seems to be the function to do this with a year-to-date profit and loss, however if you want to have an end date prior to today then it doesn't seem to work.
2 votesHi Rebecca, we've revamped comparative periods in the new reports to provide greater flexibility. Allowing you to customise what comparisons show when running date range reports.
So now, you can compare with the same exact period ( eg 10 days), months, quarters or years. Dive on in for a try and let us know what you think!
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Management report pack - Adding Bank Reconciliation
You've created these great packs or ability to create one, but for majority of businesses when they are reporting for the month that was in a meeting they want a bank reconciliation or a transactions listing with opening bank balance, transactions and closing bank balances!
Can we please have this as an option to add into the Report Packs.1 voteHi Natasha, with lots of change to reporting over the last few months we've been making a few more reports available in the Management report 😊
You can now add the Bank Reconciliation Summary, Bank Statement, and Statement Exceptions as reports into your pack.
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Account Watchlist - Drill down to new account transaction report
Link the new Account Transaction report so it appears when drilling down from another report or the Dashboard watchlist.
Clicking on an amount within a report or the Dashboard watchlist goes to the old Account Transactions report. When this version of the report is no longer available Xero have advised that drilling down to see transactions will only work on a report that has been published. It seems wrong to need to publish a report to be able to access this basic function.
1 voteHi Delwyn, back to confirm that redirects from the Account watchlist will now take you to the new version of reports. 😁
Which one will be driven by the detail in my earlier response.
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Account Transactions report - Show opening balance for Assets & Liability accounts
Could you reintroduce a very important item in the new Account Transactions reports the Opening Balances in the Asset / Liability accounts. The Old report has this feature and it is essential for reconciling accounts such as Super Payable, PAYG Payable. In view of Old reports being discontinued next year, this will be a major issue.
1 voteHi Kerryn! This is possible 🙂 - Click on the 'More' option within the Account Transactions report and you'll find there's an option to show or hide opening balances for Assets, liability and equity.
👉 Check out Xero Central for more detail
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Account Transactions Report: Group by Contact
Could you please add Grouping by Contact in the new account transactions report.
Thanks
2 votesHi everyone - We've just released an update to Account Transactions report and added a Contact field!
Next time you open this report you should see 'Contact' as an option in Columns, Grouping/Summarising and Filtering - See an example below and enjoy making use of this new field and adding another level of insights to your reporting in Xero 🙂
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Reporting | Adviser reports - Editing of highlighted areas
URGENT- when editing Adviser year reports there are highlighted areas that we could select & un-highlight in the past. This ability was removed during the recent reports upgrade (only Bold, Underline & Italic remain). This means highlighted areas have to be completely re-typed as un-highlighted text & then the original text deleted - wasting a lot of time on re-creating information already available.
1 voteHi VG Accountancy 👋, you'll find this is in the Edit Layout screen.
Tap Edit Layout at the bottom left of the page, drill into the relevant section and on the right with the formatting options will be a 'Highlight Text' button. 🙂
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Management Report - Ability to add Notes
Management Reports - Ability to notes in the newer versions as were an extremely useful function in the older version and missing from the new ones.
1 voteThank you for engaging here, Nick.
We recently launched an ability to create notes for the Management report pack by clicking 'Insert content' at the bottom of your page then you'll see 'Enable Add Note' option from there. This feature is available in the newer version of the main report pack which includes, Executive Summary, Profit & Loss, Cash Summary, Balance Sheet, Aged Receivables Summary, and Aged Payable Summary reports. You’ll also be able to annotate any figure in your report and link to a text-block for further information too.
I’ll mark this idea as ‘delivered’ now. Feel free to explore more ideas or raise a new idea here.
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Receivable/Payable Detail reports - Include invoice paid date
Be able to customise the Receivable/Payable invoice reports to include paid date to more closely manage cash flow
1 voteHey Leigh! I want to let you know that we've recently enhanced both our Receivable and Payable Detail reports. Where you can see when the invoice or bill was paid through the 'Last payment date' column.
Thank you for submitting your idea here, I'll mark this as delivered now 🙂.
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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 🙂.
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