290 results found
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Aged payable reports - Set default for updated settings
Xero aged payables- the old reports were much clearer and useful.
We would like to be able to set the report so we can have the dates along the top and invoice date rather than having to go in every time and have to manually change it. It has become quite laborious.1 voteHi BNNL, once you've set up the report with the settings as you like you can save as custom to access with this same layout anytime. You can go a step further to make this the default if it's the layout you'd like everyone in the org to use too.
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Reporting - Unallocated Prepayment Report
Ability to see a report where it shows the prepayment that is yet to be allocated to invoices.
Purpose: To easily see the figure of the unallocated prepayment.
27 votesAppreciate the support here, and thanks for your feedback on being able to view a report that shows prepayments that you've recorded for contacts in Xero.
Our reporting teams have been making many developments to enhance Xero's newer style reports, and added Prepayments to both the Payable and Receivable Invoice Summary and Details reports.
- For unallocated prepayments amounts only, add a 'Source' filter for Prepayments, and a Status filter of 'Approved' (when all credit of a Prepayment's been allocated it will show a status of 'Paid')
If you'd like to have your formatted report on hand any time, save it as custom - You could even go as far as making this the default. 🙂
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Sales day book
I need a report that simply lists all sales invoices by date, customer and total amount. It would look very similar to the invoice data that shows up when you go from the dashboard to Business - Invoices. The only way to export this data is limited to 500 transactions. Thats no good to me as Ive got 1000+ sales items a month. This would be one of the most easiest reports for Xero to create and give more joy to your users than you can imagine. But I cant see that its ever been created. Please help. Call it…
3 votesHi Geoff, you can use the Receivable Invoice details report to view he information as you're asking here.
You'd set the Date range you're wanting to view, group by Contact and then can sort results by date once you've run the report.
When set up save as custom so you can rename and easily access the report anytime you need.
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CIS - Annual CIS Statements for sub-contractors
Be able to pull off an annual statement showing each monthly CIS return by sub-contractor for them to pass to their accountants/bookkeepers at the year end, rather than them coming back to you with a list of missing months that you know you sent out in the batch but they have lost or went into their junk mail
13 votesHi everyone, coming back round to your idea - this is now possible with the CIS Contractor report and entering a custom date range.
Go to the All CIS transactions tab, and in the date picker you'll be able to select 'Custom' and then run the report for the year.
All functionality that was included in the CIS Payment and Deduction Statements report is now in the CIS Contractor (Monthly Return, Online Filing and Statements) report, including the ability to generate statements for custom date ranges. 🙂
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Banking | Account transactions - Show attached files
Whilst reconciling bank transactions it is often useful to look at the account transactions tab. When doing so it would be really nice to see the files link as an entry so you can easily see the transactions associated with a bank transaction
16 votesHi everyone, I wanted to share that the file icon will show against all Account Transactions that have been created with an attachment 📂. Clicking on this icon will allow you to quickly preview the attachments. Invoice/Bill payment transactions will show the file icon when files have been attached to the payment transaction. As this is an Account Transactions list only, to see if the individual invoices/bills have attachments, you can head to the invoice/bills lists.
A separate idea has been raised for the Account Transactions Report to Show Files icon & number attached which you can add your vote to if that’s something else you’d like to see.
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Repeating invoices: Ability to copy them to create new ones
Users can copy and create a new repeating invoice from an existing repeating invoice rather than having to copy from an existing approved invoice.
18 votesHi everyone, although not from the template itself you can create a Repeat template from an invoice that has been generated from an existing template.
See more from my note on the idea here.
I've also included an image of what this looks like in the invoice.
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Outstanding Credit Notes, Overpayments Prepayments Report
Report to show all open (unallocated) Credit Notes, Overpayments and Prepayments in orginal currency.
5 votesHi everyone, this is actually already possible through the use of the Payable and Receivable Invoice Summary and detail reports.
You can adjust the filters of the report to only select Overpayment, Prepayment and Credit note Source items, as well as set the Status so you only view Draft and Approved items.
Once set up Save as custom, so you can easily access this view anytime. 🙂
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New Profit & Loss report - Budget report to show for a full year as actuals and budgets
In the old reports there is a P&L report where you can show at any point in the year the actual monthly figures that have past and then the budgeted monthly figures going forward. I dont think there is currently a way of doing this in the new reports and this is something that clients like to see to show them if they keep going at the budgeted figures what the expected profit or loss will be for the year.
9 votesHi everyone, back again and delighted to let you all know that you'll find a new report that is available in the reports centre and as a common format from the Profit & Loss report called 'Current financial year by month - actual and budget'!
This'll show all the months of the financial year, showing actual figures and your overall budget figures for future months 🙂
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Reporting - Compare Tracking Category
When using the new version of the P & L and selecting the Compare Tracking category option, would it be possible to build in a function where the report only shows items with any activity in the selected period, rather than showing everything?
8 votesThanks for your interest in this idea, everyone.
We've made a recent change to the way you can view Tracking in the newer Profit & Loss! We appreciate the efficiency users found in being able to compare tracking across categories with the older reports and have uplifted this in the newer version.
You'll now see the option to ‘Compare by tracking categories’ on the screen when you open the new Profit & Loss.
When selecting tracking categories, if there has not been any activity within your selected report dates you will not see a column for this shown in the results when the report is run - This is part of the releases mentioned last month in “A sneak peek into what’s next for reports in Xero”
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Payable invoice detail report - Filter to show "No VAT" transactions
Payable Invoice Detail reports - Ability to Filter VAT Rate Name and VAT Rate (as one can in Receivables)
In the Receivable Invoice Detail Report, the filters include both the "VAT Rate Name" and "VAT Rate". These are not currently available in the Payable Invoice Detail Report, but would greatly assist anyone trying to reconcile the figures in this report with those shown on the VAT Return. As such it is essential to ensure that the figures submitted in Box 7 of the VAT Return are accurate.
2 votesHi team, the Payable Invoice Detail report has filter options for both VAT Rate and VAT Rate Name. Including an option under VAT Rate Name for 'No VAT'
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Bank Feed - Connect to existing bank account
If you already have bank accounts setup then you wish to add a bank feed, the bank feed will only create another bank account. It is not possible to merge data or start feeding the data into an existing bank account. The support team has suggested other manual workaround instead.
Please consider adding appropriate functions so for those who have transitioned from other accounting systems and have existing bank accounts or for those who didn't start bank feed right away and would want to do it now to have a much seamless adoption of the function.
Thanks!
4 votesHi team, if you've set up a bank account and decide to connect a bank feed later on this is possible without having to set up a new bank account in your organisation.
If you've set up a bank account that there is a feed available for, you'll see a 'Get bank feeds' option in the widget on your Dashboard.
If this does not appear you may need to Edit Account Details to make sure these have been entered correctly.
Should you have any troubles through the process, you can raise a case with our team of specialists to check in an confirm the process for your bank account.
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BAS | Transaction by Tax Rate Report - Add Final Totals Line
Can you please add a final Totals line at the bottom of the BAS Transactions by Tax Rate report on the new BAS showing Gross, GST & Net, like you had for the GST Audit Report as this was very helpful in our reconciliation?
6 votes -
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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Reporting - Set a default date for the Balance Sheet / P&L
If Xero could remember the last dates you input on the Balance Sheet and P&L, when you are flicking around to other pages it would save having to reenter them every time you go back to those reports. At the moment it seems to choose it's own default, which I think may be last year end.
2 votesHi team, with the ability to create and save custom reports. We'll shift the status of the idea here to Delivered - see our article on how to set up and save a custom report for steps 🙂
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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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Reporting - Ability to have the chosen font size on PDF exports for draft reports
The font size for Xero reports has increased - great - much easier for clients to read their annual accounts. However, when Exporting to PDF from the Draft reports, it previews it in the default size, which is often the wrong size. In order to preview the reports as they will print, you have to publish the report, note where you need to move/add page breaks, then delete the published report and go back into the draft report to make those layout changes. This adds an extra 5 minutes or so on to every job which is not necessary.
Solution…20 votesThanks for the support and interest in this change, everyone. While it may not be obvious, for Xero Partners or staff connected to a Practice there's an option to adjust and change the font size of your reports by selecting 'Styled PDF' when exporting new reports from Xero - Detail here will help in setting & managing your Report Styles.
If not already you use Advisor Connect to find a Xero Partner that can meet your business needs.
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Aged Receivables/Payables Detail Report - Running total
We need a running total added within each supplier to these reports as it is very frustrating when trying to balance to supplier statements or allocate a payment.
8 votesHi team, this is possible - Make sure you've added Total as a column to the Aged Payable/Receivable detail report and then Grouping by Contact.
If this is your preferred view for the report, you can save as Custom to select and run in this format whenever you need.
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Statement of changes in equity - Default to current year
Changes in Equity Report: When I pull off a Changes in Equity Report for the end of February (2023) how about making the report pull up the report for the year requested rather than the year before? I understand the report has been designed like this so how about changing the design? Or the design team?
1 voteHi Adam, if you'd prefer a different common date format (this financial year) as a default you can set this in the report and save as custom. You can even make this the custom report the default when saving as custom if you'd prefer.
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General Ledger Details - Show Account code
I would like to ask Xero if they can put an option in the Detailed General Ledger to allow codes
1 voteHi Leanne, within the newer version of the General Ledger Detailed report you'll find you can include Account Code as a column. 😁See my image below.
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Trial Balance - Add tracking columns
Trial Balance - Compare Tracking. Ability to have tracking added to the formats in the same way that you can do for profit and loss in the left hand column. Being able to use the layout editor for trial balance would also be very useful.
2 votesHi community, you'll see we've just released a new General Ledger Summary and Detail reports.
While a slightly different report you'l find you can get what you're asking for here by running the General Ledger Detail report which has an option to include any Tracking categories that you've set up in your organisation as columns in the report. You can also Filter by Tracking too.
- Don't see your idea?