329 results found
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History & Notes - Filter to see only bank account changes to contacts
History & Notes Report - have a filter for changes made to bank accounts within the contacts menu
1 voteHi there! You can already achieve this by filtering the History and Notes report by Contact, and also using the search to refine the results by bank account edits. I've attached a video demonstrating how - hope this helps 😊
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Reporting - Aged Payables with foreign currencies
Thank you for listening regarding the changes that you implemented in July 2023. Bringing back a simple icon that signifies a foreign currency is a big help in Aged payables and Receivables
1 vote -
Reporting | Excel Export - Remove formatting
Please remove font size formatting and merged cells from excel exporting and open the exported spreadsheet at 100%.
18 votesHi team, rounding back to confirm that the changes shared last week have now been rolled out and you'll find the next time you export a report from Xero to Excel that the formatting will be a little different. To recap the updates we've made;
- The report will now default to 100% zoom (rather than 150%),
- we've adjusted the size of title and currency fonts for ease of reading, and
- made slight changes to the formatting of cells in rows for consistency across the report
Thanks again for your feedback on the site, and if you'd like to support and follow any updates on merged cells, join in the idea here 🙂
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Reporting - Aged Receivables Reports - run as at one date, and view the amount still outstanding at another date
Within the debtors and creditors reports (either detailed or summary) the ability to show balances as of todays date when working on client's system up to 9 months later, would be handy to see which debtors and creditors are still outstanding.
I.e. client has £100k debtors as at their year end 31/3/22, but when we run report on say 31/7/22, how many of that £100k is still outstanding? To have a toggle to the balance at the report date (31/3/22) or the current date would help,35 votesHi everyone, thanks for showing your interest here. With the newer Aged Detail reports, you can achieve this by;
- Setting the date of the report to the date you want to include payments up to
- Click Filter
- Set an Invoice Date filter as 'any' - 'invoices raised up to date'
If this is something you'll commonly run you may want to save the report as custom so you can easily open the report anytime. You'll just want to remember to adjust the filter for the Invoice Date. 🙂
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Account Transactions Report | Paid or Unpaid Bills / Invoices
I wish to see if invoices are paid on unpaid when pulling account transaction reports.
Accounting - Account Transaction Report - Columns - (add if we can see if bill/invoice paid or unpaid)
There is no way currently when pulling this report to see if the bills are paid or not.
7 votesApologies for not seeing your response here sooner, Jayden. Thanks for sharing that image. I do hope you've got your answer already but to confirm for anyone viewing here - That screenshot appears to be the Account Transactions report.
To view paid or unpaid invoices or bills you'll want to run the Receivable or Payable Invoice Detail reports. This is a slightly different report to what you're looking at and can be found in the Payables and Receivables section of the reports centre.
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Bank Reconciliation report - Default to show decimal places
Can we please have the bank reconciliation reports default to show decimal places. I've never seen a bank rec that rounds off the decimals until Xero introduced it.
3 votesHey Barbara, thanks for sharing your idea!
Earlier this year we rolled out a change to the Bank Reconciliation report, it now defaults to including decimal places. This can be changed by deselecting 'Decimals' from the 'More' menu. I've attached a screenshot as an example 😊
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Inventory - Identify top customers for an item
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 votesHi community, with the Inventory Item Details report you'll be able to add columns for Contact and Group by Item Name. once run clicking on the Contact header will group all sales for a customer of each item so you can easily see which customers have purchased the most of one item.
If you sell to different customers at different prices you can also add margin and/or profit columns to get a better understanding of those you make the most return from.
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Reporting - Trial balance as favourite
Trial balance should be included as Favourite in reports.
1 voteHey Syed, you can mark any report as a 'Favourite' by selecting the star icon next to the Report name in your Accounting > Reports screen.
I've attached a screenshot as an example 😊
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Profit&Loss New-Report in multi-currency
Ability to run the profit and loss new in a currency other than the organisations base currency
36 votesHi everyone, thanks for your contributions to the idea and to those who jumped in to help test and play with the multi currency before the full release.
Today I can confirm we've released the ability to run the Profit & Loss, Balance Sheet and Budget Variance reports in other currencies an org has been using to all users. If you're using multi-currency in your org you'll find this extra option in each of these reports settings. 😁
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Reporting - Duplicate a customised report within advisor report pack
We would like to have the ability to duplicate a customised report in a financial accounts pack within the advisor reports.
For example, when preparing monthly reports, they will include a YTD profit and loss report then a month by month profit and loss report.
The P&L reports can have quite a few customisations like grouping and added formula's etc, so it would be a huge time saver if we could duplicate the YTD P&L then edit to make it month by month, rather than having to start customisations from scratch with a new P&L report.8 votesHi team, this is possible through the use of the Management report in a Xero org.
If you click the 3 dots next to Management report you'll see you can Create new report pack where you'll have the option to add any of your custom reports that have been saved in the org. 🙂
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Reporting - Include journal ID
Include the unique transaction ID (from the Journal Report) on other reports including Account Transactions / General Ledger reports / Project reports / Inventory Item Details report.
Purpose: So we can easily see which transactions have gone through since the last month end / close, as the transaction ID's are unique and incremental. We cannot rely on the dates of transactions as invoices will come in with old dates which will appear like they were posted in a previous month, but are a new transaction. I believe having the transaction ID's on reports will be a significant improvement for the…
39 votesThank you all for your support and feedback to the idea here. We now have the new General Ledger Detail report that includes the option to add Journal ID as a column in the report live to you all!
Within the report itself you'll be able to rearrange columns to drag and drop this where you'd like it to sit in your report, and once you have set up how you like save as a Custom report to access this format whenever you need. 😁
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General Ledger Reports | Excel export - Improve applied formatting
Hello
Would it be possible to have the old v1 General Ledger report in blue Xero that was recently replaced with a new General Ledger Summary and General Ledger Detail report still available to be used.
The new versions a good and can be formatted to look close to the old report but the old report exported to Excel really well with gridlines still showing and reasonable column and row sizes so large amounts of data can be viewed at once.
Many Thanks
5 votesWe've just released the change! 😁 As per my last update - you should now find the report easier to read and work with with updates to some of the sizing of fonts, consistency in the format of cells, and overall reduced zooming of the reports when you export to Excel. Thanks again, for your support in helping us make reports better for you.
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Accounts transactions report - Set default for archived accounts
The show archived accounts checkbox is unchecjed in the accounts transaction report as default, or able to be unchecked. Currently it is ticked and needs to be unchecked every time you go into the report.
3 votesHi Vanessa, next time you open the report and uncheck this option you can save the report as Custom, then choose to make this the default. That way the box will remain unchecked each time you go to it in the future 🙂
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New Bank Reconciliation report - Include note for foreign currency exchange
Exchange rate on bank reconciliation report
For foreign currency bank accounts, the old bank reconciliation report used to include a note stating that the exchange rate per xe.com that was used to translate the bank balance to the home currency at the report date. This was very useful information to include, as it confirmed the rate and the source of where that rate was obtained. This is not included on the new format bank reconciliation report pack. Please could this note be brought back on the new format reports?7 votesHi community, apologies we've not returned to this sooner. Pleased to share that foreign currency disclosures are now available in the Bank Reconciliation Summary report.
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Reporting - Option to run reports in different currencies
i would like to have the option to run a report with USD , at the moment i have the option to British pounds
thanks
Astrid2 votesHi Astrid, sorry we haven't got back on your idea here sooner. You'll find since you first raised this here we've released the ability run reports in different currencies your organisation uses.
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Invoices - Payment terms to default to customers existing payment terms when the issue date is changed
When you create an invoice the payment terms default to what is set for each customer (ie. 45 days from end of month, 60 days etc) however if you then change the issue date of the invoice, it defaults back to 30 days for every client regardless of their terms. We are looking for it to caclulate to each clients correct terms whenever the invoice date is changed
3 votesHi team, with some recent changes we made to the date picker in new invoicing you should find this is now working correctly for you. When creating a new invoice the default due date is triggered by the invoice settings, or where set for an individual contact this'll be the date used, also as noted in my update here - now if you update the issue date after a due dates entered, it does not automatically update the due date when you make issue date changes.
If you're still finding any discrepancies in what you're expecting I'd recommend raising a case with our specialists at Xero Support so we can get more detail and confirm the behaviour you're getting.
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Invoices - Option to bulk upload line items
Ability to upload invoice lines into sales invoices (like journal upload) When you have to produce large multi line sales invoices the ability to upload from an excel file would be a huge timesaver instead of having to enter each line individually.
2 votesHi team, as noted earlier - You can import invoices with a CSV file. If you'd like to add multiple lines for the same invoice you just need to use the same invoice number for each row of the file. See our help and tips on the formatting of the file. 😊
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Reports - Add custom Watermarks
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 votesHi team, thanks for sharing with us here. Custom Watermarks are available for Practices when using Export > Styled PDF.
You'll see a Watermark option with a few pre-selections or the ability to add a Custom watermark where you can enter the text you want including; letters, numbers, common symbols and punctuation marks.
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Reports - Delete custom reports
We need the ability to delete a custom report. Many times a custom report is necessary for a period of time then no longer needed. I see no way to delete it. That would be VERY helpful.
2 votesHi Suzette and Tristan, this is already possible 🙂. A user with the Advisor role in an organisation can select to delete a Custom, Drafts, Published or Archived report from the relevant tab in the Report Centre.
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VAT201 - Export return to PDF
It would be great to have the ability to Export the VAT 201 to PDF, or the Summarised version to Excel.
1 voteHi Barbara, it's now possible to export your VAT return to PDF! 🎉
You'll find this as a drop down from the Export option in the top right of the VAT return. Thanks for your input on this here 🙂
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