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1629 results found

  1. Generate Reports with Trailing Time Periods

    I want to have a report that tracks how my business is doing on a trailing X-day time period. Standard windows I view are 7 days, 30 days, and 90 days.

    I would love it if I could create a custom P&L report that looks at the financial health of my business over the last 30 days whenever I open it up.

    The current work around is to manually specify dates by calculating what was 30 days or 90 days into the past which works, but is annoying.

    I am expecting this to be…

    5 votes

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  2. Display the total number of deposits and withdrawals for the period being reconciled.

    1 vote

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  3. Post foreign exchange revaluations in general ledger as opposed to income stmt and balance sheet only and does not print in transaction report

    5 votes

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  4. Have a similar set up for statements as for invoices, ie list statements issued like invoices.

    1 vote

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  5. There’s no functionality in Xero to produce an individual remittance advice for a single bill included in a batch payment, it would be great if this could be done.

    12 votes

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  6. I need the option to auto reverse repeating journals to be available. This is neccessary for accruals.
    Auto reverse is available on regular journals but not repeating.

    5 votes

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  7. Can we please get the ability to Import N26 statements into Xero either directly by live feed or by Hubdoc PDF import.

    2 votes

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  8. Would be nice to add multiple permanent Custom Watermarks to your reports (i.e. one that says "For Internal Management Purposes Only" or something similar).

    2 votes

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  9. Currently when accessing the Uncoded Statement Lines report, the last date of the prior month will appear in the To field. This is currently set as the default in Xero.

    Be more helpful if the current date was entered as it is the current entries that are being queried. If everything is up to date there should few if any aged items left in the reconciliation report.

    3 votes

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    Thanks for the feedback, Richard. Can see where you're coming from and we'll get a sense of the overall interest from users on the thread here but want to be open that we don't have immediate plans for changing this.

    To enable a little more swiftness when changing the date of this report you may find typing the letter 't' before clicking or tabbing through to the next field helpful - we have a few more date entry shortcuts you may like to explore, too. 

  10. GST Reconciliation report to work using the Simpler BAS option. It doesn't seem to pull anything that's already been filed/finalised through using this report

    36 votes

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  11. When entering dates, can you please bring back the mouse scrolling function, where you could scroll down to go to the next month.
    Rather than now, we have to click the right button to go to next month.

    3 votes

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  12. It should be possible to search Fixed Assets by serial number using the existing search box.

    Otherwise the Fixed Assets registration feature is not that useful, because if you have i.e. 50 of the same asset you have to manually open all 50 assets to find out which one actually matches the SN of the asset you are disposing.

    If you can't search based on the serial number, what is even the point of entering it?

    17 votes

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    Hi everyone, thanks for your feedback and detail of why searching b y serial # would be of use. We understand how this'd be beneficial when you have multiple of the same asset being registered.

    At this time, as with a few parts of Xero our product team in the Fixed Assets space are focused on updating some core Fixed Assets technology to provide future capability and a consistent look and feel to what you've begun seeing in other parts of Xero like reports, and invoicing.

    We'll keep watching the support for ideas closely and share any updates with you all.

  13. Can you please add a profit and loss formula / row in the trial balance report or create a new trial balance report that includes the profit or loss for each selected period.

    21 votes

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  14. The "Outstanding bills" amount shown when viewing an invoice online is always shown in the Xero base currency, even when the invoice is in a different currency. This is not a good customer experience for international customers.

    Specific example: My base currency in Xero is NZD. When I send an invoice to an Australian client the invoice is in AUD. When the client views the invoice online, it has AUD for the invoice amount, but in the blue bar at the top it shows "Outstanding bills" in NZD.

    Example screenshot attached.

    In Xero we have assigned "Australian Dollar" as the…

    2 votes

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  15. We would like the option to setup a data feed in our Xero file for BPoint transactions to feed directly into Xero (like we have a data feed for our CBA business account). Currently these transactions come in through the CBA business account with no detail other than that they are a BPoint payment, whereas if we had the BPoint data feed setup we could receive all of this information (client name, invoice number, amount etc) to reconcile automatically.

    7 votes

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  16. Ability to do a bulk transfer (to another account) from the cash coding screen - as we have to do this one by one currently

    3 votes

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  17. To be able to run Top Customers report showing the net figures and not just gross.

    12 votes

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    Aaah thanks for the clarification, Vicky and Alex. You could use the Management report to add the Top Customers report. Appreciate that the chart itself displays for Gross figures right now. We'll continue gathering interest for this here. 

    In regards to the sort order of the report - By default contacts will be sorted by the Gross column, however you can add a Net column and re-sort by clicking on any column header. 🙂

  18. I've accidentally created a Small Business Depreciation Pool in the Fixed Asset section of a client.

    As far as I can tell there is no way to permanently remove or delete this, and it just hangs around forever?

    10 votes

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  19. We've started using Projects and I've created a test project, sales and purchase invoice and have marked the sales invoice as paid.

    However the project summary report doesn't show that the client/sales invoice has been paid and this is so important for us to be able to plan our payment run for the direct costs relating to that client/project.

    Can this field be added to the report?

    3 votes

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  20. In the Accounts Transactions Report - Show all related accounts to include ALL split transactions regardless of how many there are.
    The current Report only display the first few, (please see upload) current format is not fit for purpose. Please under show related accounts, include split transactions not just the first few.

    2 votes

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