304 results found
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Reporting - Better reporting in non-base currency
Ability to run a report that can be translated to another currency
Purpose: It’s beneficial to calculate their budget and actual figures for expat sole traders who are living in a different country (which they have to pay their tax in the resident country) but their work and expenses are from another country.
20 votesHi everyone, we appreciate your support of the idea here. Most recently in the space of reporting we've released the ability to run the Profit & loss, Balance Sheet and Budget Variance reports in another currency the org is using. Our new version of the Realised Gains and Losses report has also just become available, where you can select which currencies to run the report for.
And, you'll find that we made updates to the Receivable and Payable Invoice Summary and Detail reports so you can view transactions in their original currency.
While we'll mark the idea here as delivered with these latest improvements we're still keen to hear if there are other specific reports you'd like to run in foreign currency and how this would help your business. We have one started for running Aged Receivable and Payable reports in a foreign currency that you can join in, or…
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Reporting: extended financial years - year end period of 18 months or greater than a year
Ability to extend financial years.
Purpose: Because for some companies, they have different financial years which is more than 12 months.
5 votesThanks for the support on this idea, community. With many of the newer reports that can be run for a date range this is possible. 🙂
Set the dates as you'd prefer, and for some you'll also find you can quickly add comparatives too!
See my image below for an example.
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Cash Summary report - Need to run by user defined period
HI,
I think the cashflow forecasting tool in Xero is a great idea (better executed than in other software due to the payment 'expected date' feature). However, I really need to look at the cashflow in smaller increments than 1 month as I am actively managing it. For me 1 week increment would work. I would suggest the ability to set the report dates myself. In terms of the comparison options those would not be affected because 1 previous 'period' would just mean going back an equal amount of time as that defined by the user. For example if I…1 voteI wanted to let you all know that we've recently released the enhanced Cash summary report, which you'll have the ability to set more flexible date range within this report - see our video here for more information.
That being said, I'll mark this request as 'delivered' 🙂.
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Reporting - Supplier Transaction & Payment Report
It would be really useful to view supplier invoices and payments on the same report like a Supplier Ledger. Currently I need to view the Expenses by Contact report for invoice history and then go into Bank Account Transactions and search for payments for a particular supplier, and there seems to be no option to print or export out once you search. In other systems this is a standard report and is very handy when checking inter-company transaction history across a group of related entities. Does anyone have a better workaround?
1 voteTotally appreciate continued interest in being able to see more in your supplier interactions. Now in Oct 2021, we've been continuing to improve & evolve Xero reports.
Along with the series of Contact Transactions reports, there are our Payable Invoice reports, and a fresh Income & Expenses report which can easily be run for just Expenses.
You'll also find the Account Transactions report can be filtered by 'Description' containing contact name, and a filter for 'Source' so you can select the specific transaction types you'd like to view data for.
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