290 results found
-
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. 🙂
-
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
-
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.
-
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
-
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
-
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!
-
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 🙂
-
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 :)
-
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.
-
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. -
Direct Feed - Bank of Scotland / Halifax
Are you able to add Bank of Scotland and the Halifax to the Direct Bank Feeds?
1 voteHi everyone, there's been some changes to how bank feeds work in the EU. Under the new standards, each UK bank is required to develop a gateway or API for third parties to connect to in order to access bank account information.
We're pleased to let you know that as a result, we now have a feed available for both Bank of Scotland, and Halifax accounts - you can check exactly which accounts are supported here.
If a specific account type isn’t showing in the list above, or when you try connect your feed, it's because the account type isn’t available from your bank yet. This differs between banks and account types. We recommend speaking with your bank for more info on what account types are supported by them.
As this request has been completed, I'll go ahead and return your votes to you all. Don't hesitate to get… -
Bank Feed - Triodos Bank Feed
Adding Triodos bank feed in Xero.
Purpose: To have a better workflow of importing statements into Xero for those who have Triodos bank account.
21 votesHi team, rounding back to confirm that Triodos bank feed is now live in Xero for Personal, Business and Charity current accounts! 🎉
Thank you to all those who've contributed and shared input to get this feed up and running.
-
Bank Feed: RHB Malaysia - Current account feed.
Having RHB Malaysia current account feed in Xero.
Purpose: To save users time from having to manually import the statement.
6 votesHello community 😊
Thanks for sharing this idea, I'm switching it over to Delivered!
You can set up a Yodlee feed with RHB (Malaysia) by adding your bank account in Xero, connect to online banking, then activate the feed and import transactions.
-
Profit and Loss - Show YTD Option on report as column without using report editor
Show YTD
Show Total
available for selection when running report
Can add them when customising the report, but if you do so, then you will not be able to change the number of comparison periods in the report when you run it each time. Think of a monthly profit and loss report where as each month passes, you would like to show an additional month in the report.
Trying to create a report pack for a client where there will be multiple versions of the profit and loss report each month based on the tracking categories.1 voteHello everyone, hope all is well with you!
We want to let you know that the Year to Date (YTD) option is now available within the Profit & Loss (P&L) report. You can find this feature by clicking the More button, then you can tick the ‘Year To Date’ check box.
If you want to know more about what you can expect in the Reporting feature space in the future, have a look at our blog here.
I’ll mark this request as ‘Done’, so the votes will be returned to you. Thank you for your great feedback that you’ve given here 😃. (Oct 21) -
Reporting - Prepayment report
The ability to get a prepayment report.
Purpose: To see how much credit each supplier has through prepayments
8 votesThanks for your support in the idea here , and I'm pleased to share this is possible with enhancements the team have made to our Receivable and Payable Invoice Summary and Detail reports.
Click on the 'More' button and you'll see a checkbox to include Prepayments 😀 - When you've got the report all set up, save as custom. You can go as far as making this the default report view, if it suits.
-
Reporting - Top 10/20/50 Customer / Supplier reports
Ability to rank suppliers based on the level spent of the suppliers/customers.
Purpose: To easily show to colleagues the top supplier/customer their organisation has been dealing with.
2 votesGood news! You may have noticed we've made a lot of change and released lots of improvements to Xero's reports.
With the teams recent additions, they have provided a simple view of your Top Customer or Suppliers within the Receivable and Payable Invoice Summary and Detail reports - See the image below and get in for a try 📸
-
Account Transactions Report - Display bank account on transactions
Please VOTE for this. I would like my detailed general ledger (and other) reports to show me which bank account the transaction is from.
1 voteHi everyone, we've recently released the related account column to the Account Transactions report, this shows both sides of the journal (so includes bank account) and can display up to 2 accounts, when there are more you can drill down to view these - Take a look over here for more information :)
.jpg){kind=link}
- Don't see your idea?