290 results found
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Reporting - Scheduled Payments Report
Ability to have a report that specifically shows all the scheduled payments in Xero.
Purpose: To save users’ time in preparing the report, and manage their cash flow better.
3 votesHi team, rounding back our Xero Analytics team have made an enhancement to sync planned and expected payments in Short term cash flow.
You'll be able to view upcoming 'scheduled' payments and can make adjustments if needed - More in our article here
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Purchase Orders - Report on outstanding
Ability to get reports on outstanding purchase orders.
Purpose: User can get the detailed information on outstanding purchase orders.
80 votesHi everyone, our reporting team have released enhancements to both Payable Invoice Summary and Details reports to enable you to be able to bring Purchase Orders in to view as a Source.
Along with this, they've also provided common formats to easily view all Purchase Orders, or outstanding Purchase Order at once!
Thanks again for your feedback. We know this has been a highly anticipated feature for community and we appreciate your contributions. -
Inventory - Hide inactive Inventory Items from main page
Under Accounts - Inventory all inventory items are listed, including (dimmed) all Inactive Items. It would be great if a filter was installed on this page that allows all Inactive Items to disappear from the display, and if this setting (Hide Inactive Items) could be retained for further visits to this page.
I know that there are some very detailed inventory reports available where such a filter exists but the Inventory page is simple to access and I am sure a lot of users who have inventory are using it frequently as the prime page to quickly look up stock…
1 voteWe're excited to share the team have made some headway in Inventory, and as part of their first cut of work we've begun rolling out a new look and feel to the Inventory Items List view, and providing the ability to filter your Inventory Items List by 'Active Items' only - Something I'm sure will be pleasing for everyone using products & services or viewing items on a regular basis.🙂(July 21)
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Report Templates - Change font type and size
Ability to change font type and size in report templates.
Purpose: To make users’ can provide a report that is more readable, especially for older clients who want to see the report.
39 votesThank you for each sharing and adding your support to this idea, everyone.
We've made some steps around being able to adapt the font size of reports through the use of Report styles. Report styles are available to any Xero Partner, and lets you apply different publishing styles by allowing you to set the logo, colour of titles in reports, and font size of client reports and report templates.
If you're a small business customer, reach out to your Xero advisor to understand how this could help your business, or find one through Advisor Connect today.
We appreciate there are other ideas for improving the format of reports further with improvements such as font type, or text colouring & wrapping - We have an idea across here we'd encourage you add your support and votes to and will share any future improvements on.
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New Invoice Reports - Option to add a Date Paid column
Ability to add a date paid column in the new invoice reports.
Purpose: It’ll make users see the date paid figure in the report easily.
5 votesGood news everyone! we recently enhanced our Receivable Invoice Detail & Summary as well as Payable Invoice Detail & Summary report to have the option to add a Last Payment Date column. So you're now able to see the date of when an invoice or bill was paid.
Remember that you can always use Save the report as custom, so you don't have to change the report setting each time you're using the report.
Thank you for submitting your votes here. I'll mark this idea as 'delivered' now 🙂.
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Inventory - Copy existing items
Ability to copy existing items/code.
Purpose: Saving users’ time from re-typing all the details.
44 votesHi community, Our team have been doing some recent work in this space and they have released a change so you can now copy/duplicate existing items! The new item will still need a unique item code and you'll see the name is duplicated with the tag 'copy' at the end. 😊
Thanks for all your feedback and sharing with us for the idea here.
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Reporting - Cash basis reporting by default
Enable cash basis reporting by default.
Purpose: Because most clients often select cash basis report when looking at comparative reports.
37 votesHi community, thanks again for your support and interest toward the idea here.
As mentioned in my last update - our Reporting team have now released Report Preferences to all organisations, which people with Adviser role can find within the Advanced settings.
With this feature there is a selection of defaults that can be set when running newer version of reports in Xero. Currently this includes whether to show account codes, decimals and (as asked here) ability to set the accounting basis the report is run in and if this is shown on the report. 😁
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Reports - Draft Watermark
When we have a draft report and we are printing it to PDF so a client can review it would be good if it automatically put a water mark of Draft on the document. Currently we print it and then stamp draft on to the report rescan and then email to client. This feature would also be usefull to ensure unpublished accounts are not printed as final copies in error.
3 votesThanks for sharing and supporting this idea, everyone. It's Oct 2021, and we've been making some big enhancements to reporting in Xero, with more in store for the coming months.
One of our most recent improvements enables Practice users to add a preset or custom watermark to published reports!
If you're not connected with a Xero Partner use Advisor Connect to help find one, right for you. -
New Reports - Remove unused space on the new reports
Ability to remove unused space on the new report in Xero.
Purpose: So new reports don’t appear elongated and to save on printing
1 vote -
Reporting - Accepted Quote Item Report
A report that shows the items (and item qty) required to fulfill accepted quotes.
Purpose: Seeing a figure of accepted quote will make it easy for users to track their sales.
6 votesGood news everyone! Our reporting team recently released the ability to show Quotes through Receivable Invoice Details and Summary reports :)
When you’re using either of these reports, you can click the "All quotes summary" or "All quotes detail" option at the side panel, then filter the report by Status and choose "Accepted". If you need to share the report to those who don't have full access to Xero report, you can export your report.
We’ll mark this idea as ‘delivered’. Thanks for giving us your feedback and adding your vote here. -
Account Transactions Report - Hide archived accounts
Archived accounts should have some method to prevent them from appearing in dropdown menus, such as the Account Transactions report. It gets ugly and cluttered. Xero is supposed to be beautiful.
1 voteThanks for all your input on this idea over time.
We've got through a lot of the meaty underwork and being able to concentrate some more attention to some your contributions in community.
With today's release for reports we're giving you a dropdown option to Include/Exclude Archived accounts in the Account Transactions report. 🙂 Give it a go today, and save as Custom to access with these settings anytime! -
Expenses by Contact Report - Filter by group
When breaking down the contacts into groups, such as 'subcontractors', it would be useful to run the 'expenses by contact' report, and to be able to limit that to just the groups I have created, to see how much I have spent on that group as a whole, as well as individuals. (Currently it just shows the full contact list)
1 vote -
Bank Feeds - Direct feed for American Express (AU)
Adding a direct feed for American Express Australia
Purpose: To get a better feed connection by having a direct feed.
4 votesHi all, as you might have noticed we recently released a direct bank feed for American Express (AU).
You can update your bank connection to our new American Express direct feed by selecting the Update bank connection on the American Express account from your Xero dashboard. From here click Login & Connect Accounts, then follow the prompts to update.
This new feed offers improved security, accuracy, reliability, and provides a better overall experience.
Thanks for your input on this here. 😊
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Reporting: Receivable/Payable Invoice reports - Add Contact Account Number
Adding contact account number in Receivable/Payable Invoice report.
Purpose: To better sort and grouping accounts by filtering contact account number.
3 votesThank you for submitting your votes here!
I want to let you know that we've recently release the ability to add contact account number to Receivable Summary & Detail and Payable Summary & Detail Invoice report. This means you'll be able to sort, group/summarise, or filter your invoices/bills by your contact's account number.
That being said, I'll move this idea to 'delivered' 😄.
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Management Report - Add more reports
To be able to add other reports to the standard Management Report packs? I need to report on two different styles of profit and loss monthly. There are other reports I would include if I had the option to select them. Thanks.
1 voteGood news everyone! I can confirm that the new management report pack has landed. With this new report, you’re now able to add, remove, and reorder the report pack flexibly.
I also want to remind you that you’re able to set up multiple packs for different purposes, by saving the report as a custom report. So you don’t need to redo your customisations each time. -
Reporting: Account Transactions Report - Include Contact Name and Paid column
Ability to filter contact name, and add a paid field in account transaction report.
Purpose: Better visibility of contact activity and more customisation/filtering of data
4 votesAnd we're a go! Our Reporting team have released enhancements to the Account Transactions report. Adding Contact and Invoice # fields.
You can now add a Contact column, or format to group/summarise or filter by Contact or Invoice # 🙂
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1099 report - Check box in Contact record to include for 1099
Useful if there were a box to check on the contact detail page for 1099s
1 voteHi everyone, we've just released Contact Management as a dashboard, which you'll find when you next navigate to your 1099 report in Xero 🙂
Contact Management enables you to view, find, and edit your 1099 contacts all from this one page. Giving you more visibility and ease of use when preparing and running your 1099's with Xero - See more detail in our help article on Xero CentralIn addition to the Contact Management view, we've made another update to 1099 so you can now mark your 1099 contacts directly when adding or editing from Contacts.
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New Account Transactions Report: View how each transaction was reconciled and split
I'm accustomed to being able to scan a period of transactions to review how each transaction was split. In Xero, there is literally no way to see information this way. I would have to navigate into each transaction one at a time to see if it contains a split, making it virtually impossible to review my bookkeeper's work.
Does anyone know of an add-on I could use that would allow me to see the information this way?
1 voteHi everyone, our team’s been working on some enhancements to the Account transactions report that I think you’ll all be interested in!
Most notably - we’re introducing a Related Account column, this will show the other side of the accounting journal for your transaction line items, this will help make it easier for you to spot any errors and audit your reconciliations.
At this stage the report will only show up to 2 accounts but in instances where there may be more, you can open the transaction in a new tab to see the rest.
The report will still be based of the transactional details rather than showing them as they are received from the bank as some of you may be wanting, but really think this is a great addition to help you keep track of your accounts!
We’ll return your votes here, so you can use them where… -
Account Transactions Report: Sorting by account code and name
Hi Xero,
Thanks for creating the new 'Account Transaction Report' and adding the GST columns (and other transaction attributes) recently.....but there are a couple of significant issues that need to be sorted out before this is done and dusted.
These are:
- When sorting by 'Account (Name)' it returns the accounts in alphabetical order meaning P&L and Asset accounts are all mixed in together when doing a full GL report. I think it would be better to show the accounts in account number order (or alphabetically with the P&L and Balance sheet accounts separated)
- When sorting by 'Account Code'…1 voteOur team have been paying close attention to what our community have been asking and with today's release we've added the ability to sort and summarise by 'Account Code & Name' within the Account Transactions report.
You can use this option to view both the Account Code and Name, without losing the Opening Balances - Read up on the changes in our recent Blog.
Thanks for sharing on this with us here in community. Also noting some people here who'd like to view file attachments against transactions - While not possible atm, we do have an idea for this growing across here and you're welcome to join and use your vote from this idea on. 🙂(Sep 21) -
Bank Reconciliation: Find & Match - show both invoice number and reference
Please have the option to see both the invoice number and the reference for sales invoices. I have used the reference to indicate how an invoice is paid and the amount if not the same as the invoice. I have one transaction coming into the bank for a days worth of invoices paid by credit card. I then find and match for the pay method and date and it lists all the invoices and their invoice numbers. The reference tells me if any invoices were part paid, or paid with two different methods. Like, part cash and balance by credit…
2 votesHi all. From today Find & Match shows both invoice number and the reference field for sales invoices. Note that we've also added other details too (such as check numbers and other payment references) to both Find & Match and the Account Transactions page.
I trust life will be a little easier not having to click through to work out which invoice is which!
Check out what else is new in today's release notes.
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