96 results found
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Report Settings - Option to set defaults for cover page & content page
for blue xero, we have to continually tick COVER PAGE, CONTENT PAGE, and other functions. Please allow us to set a permanent setting so we can generate the reports more quickly
4 votesHi team, while not completely obvious this is already possible from Xero HQ.
In Xero HQ, when opening a report template there is an Options button which contains Publishing defaults where you can choose to automatically include or exclude Contents page and Cover page.
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Short Term Cashflow - Include repeat transactions
Short Term Cashflow Tool Improvements:
- Able to add recurring money in money out entries
- Able to print Graph and money in/out list to PDF
- Able to review past transactions (old dates)12 votesHey community - the team have been working on the ability to include repeating transactions in Short-term cash flow, and I'm happy to announce that it's being released today 🎉
Since this idea was updated to reflect the first point in the description, I'm switching it over to delivered.
As mentioned in our last update, if you're interested in print/export functionality for Xero Analytics Plus you can add your vote to the idea here
I can’t see any other ideas about the ability to review past transactions but can confirm that's not currently planned. If it’s still important to you feel free to start a new idea for it.
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Profit & Loss - Show Invoice Numbers
Currently there is no functionality in Xero to populate the invoice number in the Profit and Loss report while the reference field is filled out. Would like to have the invoice number to be shown as well for easy reference and checking.
3 votesHi team, as noted in my last update you can click on the figure in the Profit & Loss which drills down to the Account Transactions report.
You'll find that you can adjust the report settings to add 'Invoice Number' as a column so you can see both pieces of information on the report.
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Report templates - Annual accounts templates up to do date and in line with legislation
The Trust - Annual Accounts Xero SPFR template for trusts > Notes to the Financial Statements > 1. Reporting Entity states "Legal or Trading Name is a trust established by a trust deed dated [insert field: trust deed date], and subject to the Trustees Act 1956." this is incorrect as the Trusts Act 2019 passed on 30 July 2019 has replaced the Trustee Act 1956. Xero have advised "While the team is aware the templates may need updating given current focus being on the expiration of old reports they do not have the capacity to give it a priority at…
2 votesHi team, templates have now been updated to refer to the new legislation. Thanks for your contribution and sharing in product ideas, here.
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AU Payroll | Payroll Activity Detail Report - Export all data to Excel, not just PDF
Currently, when the Payroll Activity Detail report downloads to PDF, it includes deductions (including those that are not salary-sacrificed super) and reimbursements. However, when the Excel report is downloaded, those lines are missing. Please include everything that's in the PDF version in the Excel version.
2 votesHi all, as previously shared both reimbursements and deduction pay items will appear on the PDF and CSV exports of the Payroll Activity Detail report.
If these pay items are visible in the pay run, but aren't pulling through to your reports, please reach out to our support team for some troubleshooting. 😊
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Bulk matching invoice receipts from a Direct Debit run
For a company that takes Direct Debits from customers and the receipt appears as one line on the bank statement it would be useful to be able to bulk match the receipt to multiple customers rather than having to manually select every invoice the receipt relates to. You could do this by being able to import invoice payments in the same way you can import invoices into Xero.
3 votesComing back to this idea we're going to switch this to delivered - you can make use of Batch deposits to group and match payments.
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Bank Rule - Set tax treatment (Inclusive, Exclusive, No Tax)
We have some suppliers that charge tax (e.g. VAT) and others who do not (e.g. from abroad).
On the bank rule creation/editing page, it would be useful to be able to specify the default taxation status (i.e. Tax Inclusive, Tax Exclusive, No Tax) for all transactions being processed by that rule.
This would save having to manually select the correct tax category on every bank rule transaction during reconciliation.
3 votesHi team, not having any response to our last update we will move this idea to delivered. To confirm - when using bank rules to create transactions you can specify the tax rate that should be applied to the transaction within step 3 where you allocate line items.
For example you can set if the bank rules created from certain suppliers would have VAT rate 20%, zero rated or No VAT.
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Inventory - Reporting sale evaluations
WE NEED TO BE ABLE TO GET MONTHLY SALES TOTALS OF THE INDIVIDUEL PRODUCT ID CODES
IS THERE CURRENTLY ANY WAY TO DO THIS
WE HAVE THREE WAREHOUSE LOCATIONS PREFIXED WITH WAREHOUSES CODE AND 20 VARIATIONS OF PRODUCT IN SIZES AND TYPES AND WE NEED TO SEE EASILY WHAT IS SELLING MOST ETC IN EACH OF THOSE PRODUCT CODES
IS THIS POSSIBLE
PETER J FCA1 voteHI team, returning to the idea here we will mark this as delivered. As noted in my last update - With the Inventory item Summary report you'll be able to filter to only select the items you're wanting to view and can add columns to view Opening & Closing Balance or Quantities, as well as those sold in the period the reports being run.
Alternatively, you could run the Receivable Invoice Detail report. This'll only include sales of items, and the report includes the Item Code column by default.
You could also set the report up to Group by Item Code, so sales of each item are listed together, complete with totals for the date range.
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Xero Ledger - split payment
There should be a way to input dates when we want to split the payment to multiple items (invoices/bills) when we reconcile (e.g. cash code or find and match).
Right now, if I want to input multiple invoices/bills that is linked to a one payment, all invoices/bills will need to have same date as the payment date which is technically incorrect.
1 voteHi all, returning to the idea we're going to shift this across to delivered. As noted i my earlier response you can manually enter a payment amount and date of payment on an invoice or bill - Meaning if you need the payment date to differ to the date of the statement line imported this could be manually entered on the invoice or bill pre-hand and matched to the one payment when reconciling.
Alternatively, when reconciling a transactions through find & match in Xero you have the option to 'split' where you can apply a set amount of the payment to the transaction rather than the full amount.
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Invoice | Less clicks for printing PDF and sending receipts
The 'new' format has made it exceptionally tedious to accept payments and send receipts. PLEASE streamline it
- Put the send receipt link back on the payment confirmation page
- Allow easy tab/character type to select things
- Open PDFs in browser with the print feature triggered like every other commerce website does. LESS CLICKS!
Old Style.
1) Approve the Invoice
2) Click into payment section. Tab to select account (assuming current balance and date), tab to Reference to enter Check #, and click Add Payment
3) Click 'Send Receipt' link to send an email invoice to customer (with additional upsell messaging)
4)…3 votesHI team, appreciate your feedback here however there are a few ideas in the one. There was a recent change that we've made for the first point here where you'll find confirmation and option to send receipt is now shown once you've added a payment to an invoice.
In relation to printing an invoice - from feedback we received the team have updated this flow so now a PDF of the invoice will be directly downloaded when you click Print, rather than having to go to a separate browser tab. If you'd like this to be a direct action to print from the invoice itself you can follow and join this idea.
In relation to keyboard entry and tabbing through invoice fields, you can use Tab to move to the next field over and Enter will open the field so you can enter data. We have a larger idea…
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GST - Default tax rate pull from supplier settings
When reconciling a transaction the default tax rate should be per the Supplier settings if set up in the Supplier. It is the Supplier who is GST registered or not. Currently a non GST registered Supplier may come up with NO GST, however if you change the account code you are posting the transaction to it will change the tax to be inclusive of GST if that expense would normally include GST. Supplier status should always override account code status, otherwise if not picked up and corrected leads to inaccurate GST returns.
5 votesHey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered! We rolled out support for maintaining the suppliers default tax rate when the account code is changed 🎉
If the account code changes, the default tax rate will not change unless the tax rate is not compatible with the new account code selected.
For more information check out our How your default tax rate and account settings work
Thanks again for your feedback, we appreciate your contributions.
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Reporting: Project details report - Filter by invoiced
Option to filter by "Invoiced" in Project Details report (right now it's only available in the Detailed Time report)
2 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch this across to delivered, as we rolled this out for the Project details report too 🎉
Thanks again for your feedback. It helps us to continue shaping the future of reports for projects here at Xero.
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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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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 - Option to add account numbers & zero balances to financial statements
Ability to have to have a check box for "Include Account Numbers" and "Include or Omit Zero balances".
Purpose: Because it demonstrates completeness to show that the balance actually is zero
212 votesHi everyone, as of today the ability to show nil(zero) balance accounts in reports is live to all users!
To confirm, there are 2 ways to turn this on. Either through a blanket selection in the Report preferences, or via a toggle on and off option within the 'More' menu of the following reports;
- Balance Sheet
- Profit & Loss (Income Statement)
- Statement of Cash Flows - Direct Method
- Trial Balance
- Cash Summary
- Movements in Equity
- Blank report
- And, Report templates
As we close out this idea, we want to say a big thank you to everyone that's shared their interest in this with us overtime.
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Trial Balance - Ability to run for a date range
The ability to run a date range in a Trial Balance report.
Purpose: Having more flexibility when running the report by having the date range function.
82 votesHi everyone, while this idea was shifted to delivered sometime ago, we wanted to come back to share updates.
Recently, we released an update to the Trial Balance report for US organisations. Understanding the needs of our customers in this region we know being able to set a date range in the Trial Balance report was still highly important and this is now possible in Xero.
Right now, this change is only available to users on the US version of Xero. Our product teams are monitoring usage of this feature and will consider expansion to other regions longer term.
In the meantime, for organisations outside the US the previous options of the General Ledger Summary and Detail reports are the best method for getting what you need here. Thanks
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