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  1. Is it possible to filter between active and inactive inventory in inventory reports? All my inventory is listed in my reports but I only want to see active inventory.

    6 votes

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    Is there a specific inventory report you'd find this most useful in? 

    Being open we don't have immediate plans for adding this filter into the reports, but it'd be good to get this detail that could be shared back with the team when considered. 

  2. A while ago before an update, when working on a set of accounts in Blue Xero, there was an option to 'highlight text' from the main screen of the report, but this was changed to make it so you had to go to 'edit layout' in order to be able to highlight text yellow.

    It would be so great if we could have this feature back on the main page as it was so much more user friendly. I would suggest in the area next to the bold/italics/underline/bullet points area which is where it used to be.

    1 vote

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  3. Previously in the old format Aged Payable Summary and Detail reports you could run the report at the end of the month and change the Ageing by option to be by Due date and the report would then exclude any invoices with a due date later than the month end it was being run by. However when doing the same in the new format report this does not work and the Current column shows invoices for the month as being due even if they have a due date of later than the month end date being selected i.e. the report…

    4 votes

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  4. Can you pl provide payment voucher/ receipt for Receive/ Spend money,

    sometimes we need to provide printouts as proof.

    6 votes

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  5. I use month by month P&L reports all the time and I manually add a total column. It would be great to be able to drill into the total amount for each category to review the expenses all at one time, rather than either having to generate a further account transactions report or drill into them month by month

    1 vote

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  6. When adding a actual expense within a project it should open a spend money transaction in Xero and have the ability to save photo of the receipt as normal spend money. Or alternative within the XERO app be able to select a project when inputing a receipt, the current setup is double handeling because you purchase somthing and you have to enter it in xero then in the project.

    1 vote

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  7. In Account Transactions reports, you should be able to add a column for "modified date". This would be extremely helpful when reconciling between information submitted to HMRC and the information in the nominal. I am no QuickBooks fan, but this is one feature that they have that Xero does not.

    2 votes

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  8. I need to include a Cash Summary report and bank summary report in standard management reports.

    I need the Cash Summary report format - working capital with other cash movements. I never use the default report. It includes balance sheet items as expenses and has little meaning for the clients I have viewed this for.

    At the moment, this can only be done on an individual client level and laboriously. This is not viable for my office.

    1 vote

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  9. We have spent a significant amount of time creating our financial statement templates using the report codes to ensure consistency and quality. Using Edit Layout can cause significant issues, including notes not matching the numbers in the balance sheet. As a result, we require the ability to remove access to the Edit Layout function for selected users.
    This is a significant quality and risk issue.

    1 vote

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  10. Given that your bank feeds constantly don’t work, it would be great if they could be refreshed via the app, rather than having to login to a computer.

    4 votes

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  11. In the Business Snapshot all of the comparatives are to previous year. In a startup this isn't meaningful as prior year balances are nil, but month-to-month or quarter-to-quarter comparatives would be super useful. In established businesses also, monthly and quarterly comparatives can be very useful.

    17 votes

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  12. Subtotals for Balance Sheet Items
    At the moment I can only get subtotals on the balance sheet by using the grouping function. Rather than doing this it would be great to subtotal certain parts of the Balance Sheet without creating multiple group headings. eg Fixed Asset accounts & the accumulated depreciation for each asset.

    1 vote

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  13. It would be great to be able to toggle between amount and percentage when splitting a transaction from cas coding.

    1 vote

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  14. Add a function to allocate transactions in an account against each other so you can easily identify which transactions are making up the balance (e.g. in a PAYE you would allocate the payment to HMRC against the payroll journal).

    1 vote

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  15. Get notified when a repeating invoice ends.

    1 vote

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  16. While our primary business banking account transactions import automatically via a bank feed, the process of importing the transactions from our payment processors/gateways into their respective bank accounts in Xero are manual and add many hours of admin - there is already some integration with these gateways to support payments and this could be extended to include transactions flowing into Xero.

    3 votes

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  17. One of the most irritating features when using the Aged Receivables Detail report for Credit Control purposes (downloading to Excel and pasting into an email) is that when selecting the Date Range under Aging periods and the Invoice Date under Aging By, it continuously defaults back to the first option.

    Kindly allow the setting of a default to prevent the system from continuously defaulting back to the system setting.

    1 vote

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  18. Previously, in old "Customer Invoice Report" there was a feature under "Dates" where we could select "ANY" which allowed Invoices created outside of your selected date range to be included in your report.
    This seems to be no longer available in the new "Receivable Invoice Report" and any invoices created outside of your selected date range (but paid within that date range) won't show up on the report.
    You can expand your date range but this has potential to re-list paid invoices from previous reports.
    Can "ANY' be added as an option to Dates as it was in previous version?

    4 votes

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  19. Adding a Categories/Tracking column to the transactions Dashboard. this would highlight the fact that a category label is missing. so when running the budget variances the report would include ALL the transactions for a specific category.

    2 votes

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  20. When reviewing a business' product range for the sake of refining and optimising, we need to identify which customers purchases what products and in what quantities and to what value.
    E.g. if I have a butchery, I would want to know who my top purchasers of beef products are and my top purchasers of pork products, and how much those customers spend on beef and pork respectively over a given period.

    4 votes

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