1664 results found
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Sales report - Monthly showing net amounts
We reconcile monthly sales with an internal ordering/salesprocessing system. This is good for checking to see if invoices have been missed and also to make sure that the net sales are the same in Xero too (another fail safe check). There needs to be a sales report that is easy to run off on a monthly basis showing net figures. Currently I have to run a couple of reports off - identify prepayments and delete them in the excel version, then add another column to work out net value. The latter is not always easy as some of our goods…
5 votes -
Income Statement / Profit & Loss Report - Ability to separate Operating from General Admin expenses
XERO: Reporting Operating Vs. G&A Expenses in Income Statement Report
In the current income statement report, there is no way to split single account between operating and G&A expenses as XERO does not allow tracking on rows. This will result in finalizing reports through excel sheets or the need to duplicate accounts in COA to enable report expenses separately by nature.1 vote -
General ledger with multicurrency
We would like to request that the General Ledger able to generate with currency amount, currency rate and currency balance.
Thank you
1 voteHi Dorothy, is there a particular reason you'd like to see this information in the General Ledger reports? Right now, you could run the Account Transactions report which will give you options to include a range of FX columns if the business is using multi-currency in Xero.
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Receivable and Payable Invoice reports - Ability to add comparative columns
Please create a report on Invoices by contact with comparison periods. Currently there is no functionality to do this, and the closest report you can generate is an income by contract report. However, this report includes all income items, being stimulus, FBT contribution, interest income, client refunds, ato refunds etc. It would be useful to run a report against client contact, so I can quickly compare income for specified periods against clients. This will assist with understand client movements and also will quickly highlight where clients have potentially been under or over charged.
1 voteAppreciate not within the Receivable or Payable Invoice reports at present, Joseph. However depending on your needs you may find the Aged Payable and Receivable reports useful here where you can set and adjust the range for ageing periods.
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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.
5 votes -
Dashboard - Shows VAT Return Payment due in x days when payment made
There is a a Bug - Dashboard says under VAT Return Payment due in x days but payment was already made some days ago, properly conconciled with the exact correct amount. Xero should recognise this and not show an amount due in Dashboard which is incorrect.
3 votesIs this something you've noted with our Support team, Simon? If not I'd recommend raising a case with them so they can dig a little deeper into why this amount is still appearing.
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VAT - Ability to sort, filter and search from within tax rate or tax box
VAT - Ability to sort, filter and search what is in each tax box or tax rate when reviewing a tax return. This will help when reviewing a return before submitting.
12 votesHey community, thanks for your interest and feedback on this idea 💡
Did you know that the transaction reports on the VAT return can be exported to Excel format where these can then be sorted/searched and filtered to help review the transactions?
We don’t have any near term plans to expand functionality to develop the ability to sort, filter and search within the tax rate box of the VAT return. If anything changes in the future, we’ll update you on this idea! 📢
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Invoices - Add Line items to advanced templates
Include an option for adding line items in advanced templates
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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Bank Account - View of the reconciliation (statement line & transactions)
It would be great to have a view into the reconciliation history that has the same format as the current Reconcile view - showing which statement line was reconciled against which Invoice/transaction - with the ability to "Remove and Redo". This would be helpful when analysing and fixing incorrect allocations.
2 votesHi Rob, appreciate raising the idea here. This could be a lot of information to show in one screen, especially if multiple transactions have been coded to a single statement line.
Being open it's not something we have planned however there are a couple of reports that you may find useful in Xero depending on your needs.
- Bank Reconciliation reports - specifically the Bank Statement & Statemernt exception reports will help paint a picture of the statement lines that have been imported and reconciled within a bank account, and any abnormalities through mark as reconciled, duplicates, and deletions.
- Account Transactions report - You can add a related account column which'll help understanding of where lines in a bank account have been coded to across your organisations accounts.
- Account Transactions tab of the bank account - As you've likely found the Account transactions tab is the best place to view and…
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Reporting - Reconciliating Profit & Loss and Statement of Cash Flows
The existing 'Statement of Cash Flows' could be enhanced to be the bridge between the P&L and the balance sheet.
1. Term debt and cash are netted to give the movement in cash equivalents. If the statement differentiated between 'term' funding (in our case, reduction of term debt) and the 'cash at bank' balance it would better describe cash flows.Make repayment of loans a 'financing' activity. Currently it is wrapped in 'cash equivalent'.
The flows in Operating Activities would be more meaningful if it highlighted where to see changes. For example, working capital changes in the period under review…
4 votes -
Published report | Copy & edit - Date not refreshing in Compilation Report
When I prepare Financial Statements, I copy and edit a published set of Financial Statements from the previous year. But it is annoying that in the now draft Financial Statements, the date in the Compilation Report does not refresh to current date. So I either manually edit the date or add a Comp Report from My Xero. Either way is a pain. Any better ideas?
4 votes -
Reconciliation between the Accounting Profit and Taxable Income
Can you add into the reports for business a report to reconcile the Accounting profit to the Taxable income.
1 voteHi Neil, do you have an example of the sort of report you're looking for here? The Profit & Loss report will show you both the Gross Profit, expendable activities and Net Profit, which you can drill into the figures of to view the related items that make up the figure of in the Profit & Loss? Or is it something a bit different you're looking for here?
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Bank rules - Ability to search by bank account
make it possible to search bank rules by the account they are associated with, to make it easier to unlock an account and archive it in the future
1 vote -
Xero Expenses - Ability to change 'How did you pay' through Xero Me app
Xero Expenses - be able to change an expense claim submitted by an employee through the Expense App as Personal money (reimbursable) to Company Money (non-reimbursable). Currently within Xero Expenses, you can change the 'How did you 'pay' on an employee's submitted expense only if it was processed as Company Money (non reimbursable). It would be good if we could also do it the other way round in that if an employee submits an expense on the app as Personal, it could be changed to Company.
11 votes -
Photo of receipt to create draft bill
Take a photo of a receipt in the Xero app and upload directly to draft bills. Xero automatically prefills readable data.
2 votesThere are already ways you can automate this process, Elise. Is there a specific reason you'd like to do this through the Xero mobile app?
I'd recommend looking into connecting Hubdoc to your Xero org, or emailing bills to your organisation.
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Accounts: Add new account from Bank Reconciliation screen
ZOHO allows you to add an account on the drop down list of accounts on your Bank Recon page.
This is very handy, to not have to navigate to Chart of Accounts first to add an account.
Just add it on the go while allocating bank transactions.1 vote -
Xero Accounting app - Bank reconciliation - allow foreign currency payments to be reconciled
Xero allows invoices to be created in a foreign currency (with the premium subscription plan) but when clients make these payments (which get converted to the base currency) they are not able to be reconciled in the Xero app as both the currency and amount are different so they don’t match.
On the web, there is an option that can be unchecked to show foreign currency items, which then allows the payment to be reconciled. In my case it is ‘show NZD items only’.
A similar item would ideally be added to the Xero app so those paid in a…
10 votes -
Profit and Loss (new): Edit/remove the heading dates
The Profit and loss report: Compare tracking are amazing, but still needs the following:
1 - To be able to edit the heading/remove the dates from the heading (as this is all reading showing on the top of the report, and can be very cluttering if every heading is starting with 1 June - 7 June 2022 ....)
2 - in the old P&L: compare reports, the columns/tracking that was not applicable "disappeared", with the new reports, I'm seeing ALL my tracking that is available, and not only the ones applicable, please do the same for the new reports9 votes -
Cash coding - Reduce the amount of lines appearing in the Cash coding screen
Reduce the amount of lines appearing in the Cash coding screen
1 vote
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