1435 results found
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Reporting - fields and functionality of old report pack.
Report fields and functionality of old report pack.
We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all the other…
1 vote -
Navigation | Bank Rules - Add to Accounting menu
Add Bank Rules as an option to Accounting/Advanced options.
Much easier to navigate via Accounting dropdown menu than via Bank Accounts, eg when recoding transactions usually need to update a rule as well
3 votes -
Profit & Loss report - Show account names on 1 line.
Profit & Loss report: Show account names on 1 line.
The new report has account names over 2 lines, so makes the report extra long, and not very easy to view on the screen. Analysis becomes less efficient.
Prefer the old version report "look". We were able to see the business at a glance on fewer pages!Also, the extraction to excel now has merged cells. Have to unmerge and manipulate before using the report. Again less efficient.
1 vote -
Bank Account Transactions - Ability to quickly Edit Reference from the list view
TIME SAVER: I would like to be able to quick edit the reference details in the transactions list view, instead of having to click on each transaction > edit > save.
12 votes -
Statement of cashflow - Multi currency
Be able to produce a cash flow report by currency. Also be helpful to do a cash P&L the same way. Used for forecasting expenses by currency
7 votesHi Dan, you can already run the new Profit & Loss in a foreign currency your org is using, as well as run on a cash basis. If you often find yourself wanting to run reports on a cash basis - we recently released Reporting preferences where you could set this as a default. 🙂
We'll keep tracking the interest around viewing the Statement of cashflow in a foreign currency and let you know if there's any plans made for this, here.
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Dashboard - Access Bank Rules
Shortcut for Bank Rules please - either through button placed on dashboard or via a keyboard shortcut.
3 votesHi Vijay, there is already an option to go straight to Bank Rules - if you click on the 3 dots in a bank widget on the Dashboard you'll see an option for Bank Rules like shown in my image below 🙂🙂
If this isn't quite what you're after it'd be good to get more detail to understand your needs here.
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Email to bill - Enter a bill as already paid
It would be great to have the ability to mark a bill as already paid when being entered.
We use the bills email address for employees with company credit cards to submit receipts/invoices for purchases however, when these go into bills and before they can be reconciled, they get mixed up with bills actually needing to be paid. This is also the case for invoices we receive that are then direct debited, before the amount is deducted from our accounts, it's easy for these to be confused for bills that need to be batched and paid. If multiple people are…
20 votes -
Reporting - Ability to show/hide accounts based on balance
I have voted for the idea "Switch Rules - Notes to Financial Accounts" but would like to also propose an idea that may be of benefit if that one is too complex to implement.
Enable a rule that allows an account to be shown/hidden depending on the balance.
For example - if Accounts Receivable is a credit balance then it will display, if it has a negative balance it is hidden.
That means that the Accounts Receivable account could be added to two schedules in the report, but will only show in one, which should align with switch rules in…5 votesAppreciate you thinking of other ways to solve something, Jessica. With a lot of the reporting teams concentration on elements to redevelop the most vying features from older reports in the new before their removal later this year I want to be open that we don't have this in pour plans at this stage.
We'll start to get a sense of the interest for this here, and let you know if there are any changes.
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Xero settings: Option to automatically insert decimal places
Ability to customise how data is entered - decimal places. To speed up data entry the user should be able to have a setting where they can opt to have the decimal place automatically entered. I.e. type in 12345 and the result is 123.45
4 votes -
Bank Feeds - Automatic feed for Swiss banks
To establish bank feeds for Swiss banks in Xero.
Purpose: To save users time from having to manually import the statements from Swiss banks into Xero.
20 votes -
Bank Rules - Create new Account from a Bank Rule
This feature was included in the old user interface for Bank Rules, and with the new interface that was rolled out, this feature is no longer available. Instead, I'm forced to go to the COA screen to add a new COA code, then refresh my Bank Rules screen to then be able to choose that account. The time this adds, on top of the already manual process to add bank rules, really adds up. I'd love to see this ability again.
6 votes -
Report Pack - Add Uncoded statement lines report
To add 'uncoded statement lines' to the new report packs in Xero.
8 votes -
Report Templates - Add Top suppliers and Top customers reports
In Xero HQ when we create a New Template for Reports and add reports according to our preference, We are unable to add reports like Top Suppliers and Top customers report in Xero HQ but those reports are available in individual client's organizations.
It would be great if we can add these reports in Xero HQ so it would be easy to generate month end reports from Xero HQ for all the clients.
3 votes -
Reconcile - Link to open matched item
In the Reconcile Accounts view it would be great to be able to have a link to the item you are about to reconcile - like the "more info" on the statement side of the reconcile view. Often payments appear to match but it can be hard to tell without seeing the detail on the invoices or payments that have been registered against the invoice.
3 votesHi Rob, if you click the Find & Match text above the right hand side of the match this'll pop open the Find & Match modal where you can quickly open the invoice in another tab to check it's details.
Is this what you were after?
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Banking - Increase character limit on bank reference field
Bank feeds from Bendigo Bank, and I presume all other OSKO payments.is being fed into the reference field. It concatenates the description, payee and reference field.
The problem is the field is now too short with new OSKO payment descriptions, so the reference field is often dropped off making some transactions difficult to match. A simple solution is to make this field longer.7 votes -
PayPal - Import proportion of VAT with feed
As a retail company with many hundreds of transactions each day it is a massive task to properly account for VAT. All our products are VATable inside the UK but we receive many orders from outside the UK which are non-VATable, or from other EU countries where we must charge a different VAT rate for our IOSS return.
PayPal holds details of the VAT that was collected as part of the transaction, but as Xero imports all these hundreds of transactions from PayPal it currently does not import those VAT details. That means we have to look at our other…
2 votes -
Reporting - Show all tracking categories even if there is no data in the period reports run
Recent changes to the report layouts when comparing categories means that categories without data no-longer show. It would be great for the user to have the ability to choose whether to include/exclude.
This is particularly relevant when reporting is exported to Excel for customised reports that cannot be developed within Xero. The exported data out of Xero needs to have same column headings so that lookups in Excel continue to work.
The recent change has meant that reports we have already developed within Excel that rely on Xero data no-longer work. And is time consuming to add back in columns…2 votesAppreciate the feedback, Julie. This has generally been to help keep the report clean.
There aren't any direct plans for adding non used categories back into view but it'd be good to be able to share if there are any specific reports you're commonly using that you'd find this view useful in.
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Fixed asset - Create from prepayment
There should be an option to enter a prepayment to/from a Contact as such, that is a prepayment. For now, it has to be entered as an invoice. Creating an invoice also creates HST due/credit and it does not follow tax/HST rules because a prepayment is not a sale.
3 votes -
Invoices - Option for 'Tax point' field in invoices
The need to have an occassional tax point date that is different from that of the invoice date has arisen, usually found in the retail sector, and there is not currently an ability to add the field to the sales invoice form. Can there be the ability to have this feature added, albeit a hidden one? Currently the work around is to create an invoice outside of Xero and send that version to the client, causing additional workload. We have been seeing this from vendors for years but the workaround there is entering in the tax point as the invoice…
3 votes -
VAT reconciliation report - Highlight that report only works with older version of non-MTS VAT Return
The VAT reconciliation report is still listed in the menu of reports, however there should be a comment somewhere in the report that says that it doesn't integrate with VAT returns filed under MTD.
This will avoid staff who are unaware of this, trying to make sense of it.
Maybe just completely remove it.1 voteThanks for the feedback, Andrew. This is something that's noted within the help for this report but appreciate wanting to see this more predominantly in the product.
No changes at present but we'll let you know if there are any made, here.
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