755 results found
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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 -
Inventory item list report - Ability to view all transactions
Browse all transactions on the "Inventory item list" report, it will also be helpful to reveiw in & out movement and can double check with other source.
2 votesHi all, rounding back on the idea here as noted in my last response you can use the Inventory Item details report to view the information you're in need of here.
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XeroMe
I have had to re-run a payroll before when an employee's pay has been incorrectly calculated. When you re-run the payroll, XeroMe did not update with the new payslip information. Surely this should happen automatically.
1 voteHey Elre, thanks for sharing this idea!
Xero Me should actually already behave as you've described - any changes to a posted pay run will generate a new payslip for each employee.
I'd recommend raising this one with our support team, as they'll be able to assist with troubleshooting. We'll close this idea off as delivered in the meantime.
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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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Xero Central | Search - "new starter " as valid search term for payroll support
when you search for "new starter" in payroll support pages it should bring up the add employee page - currently does not https://central.xero.com/s/article/Add-an-employee
1 voteHi Judy, sorry it's been a long time to loop back on this one but I've just followed up with the team and can confirm that in the UK version of Xero Central searching for 'new starter' will return the Add an employee article in the results. Note that results can differ between individuals due to the search engine personalising results.
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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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Profit and loss + Statement of cash flows combo report
Business owners need to see the P&L and the Cash in one place. Please combine the P&L and the Statement of Cash Flows into one report so they can be viewed together.
This is how it is in professional 3 statement financial models: P&L with Cash flows directly below.
Providing a combo report would save many hours in combining them manually!
2 votesHi Patrick, you could do this with Management reports in Xero. You can add both the Profit & Loss and Statement of cashflows reports when creating a new pack🙂
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Invoice Due Date
I have a suggestion for Invoicing improvement.
I produce about 30 repeating invoices per week which appear as drafts. In order to spread my work flow the drafts 'arrive' over each weekend ready to be finalised and sent out each Tuesday and Wednesday. The draft invoice carries the invoice date (say a Sunday), which I then have to modify to reflect the actual date (say a Tuesday). It would be helpful to me if the Xero automatically recalculated the payment due date when I input the modified invoice date.
3 votesHi Keith, there are a range of date entry shortcuts that you can use to calculate the due date field - See these listed in our help
So for example you could enter +[number]d for days after the invoice date.
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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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Inventory - Report for item rentals
We are a meadery that often sells mead in kegs. This idea would also apply to breweries.
I use a "Keg" inventory item to track the physical keg shells. I use a separate item for the product inside the keg. So an invoice for one keg will show two items: the mead itself and the keg. This helps me keep track of our physical kegs on hand, weather they are full or empty.
When a client returns a keg, they receive a credit note for returning the keg. In addition to getting their deposit back, this keeps my inventory correct.
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1 voteHi Kent, I know it's sometime since you started your idea here. However, coming back across it now it sounds like you could use customer Smart Lists or the Inventory Item Details report to view customers that you have sold specific items too within a period.
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Year end change
Year-End Change:
If I want to change the year end on Xero say from September to June so that I have a 9 month year from Sept-Jun and then the new 12 month year starts Jul-Jun, is there functionality for this on Xero?
For example: I did change the year end where I know to do it on the settings, but it doesn't create the 9 month reporting period like Pastel always did, it immediately makes the year Jul-Jun without that 9 month interim time and now it throws my year-end journals a bit messed up...
2 votesMay be good for your to raise a case with our specialists for more individual direction on conversion dates, Danielle.
From the sounds you'd like to be able to enter data for date prior to 'starting on Xero'. This is generally facilitated via the comparatives and entering Manual Journals for dates prior to the orgs conversion date - We have some help on picking a conversion date and troubleshooting conversion balance on Xero Central
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Invoice - Copy to repeating invoice
It would be nice to be able to use "copy to" function on an approved invoice to create a new repeating invoice.
3 votesHi Lorraine, not quite labelled 'Copy to' however this is possible 😁
You'll find a 'Repeat' option from an approved invoice where you can create a repeat invoice template - See here.
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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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Invoices & Statements - Include an option to attach a statement of all outstanding invoices when a new invoice is sent to a customer
When sending an invoice it would be great to have the option via checkbox to also send a statement as an attachment. The idea is that a customer can see the new invoice and any outstanding invoices in 2 attachments.
2 votesThis is already possible, James. When sending an invoice to a customer you can include an outstanding bills link in the email you send from which you customer will be able to view all outstanding invoices they have with you - Find out more on this here
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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.
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AU Payroll: Differentiate leave loading on payroll reports
Could you please change the name on the Payroll Activity Details for Leave Loading Please. Not sure why you call it Annual Leave. It seems to be in the background and I can't change it. See picture attached.
4 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch it across to delivered!
The Payroll Activity Details report now shows a breakdown of Annual Leave - Leave Loading separate from Annual Leave.
Thanks again for your feedback.
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Sales invoice - Show the total net separated by vat rates
Creating a summary at the bottom of a sales invoice showing the total net brokendown by vat rates to give the customer a clear view of what they are purchasing
1 voteHi Alex, you'll find this is now possible. The different VAT rates used in the invoice will be shown as subtotals beneath the total invoice amount. With the updates that our team have made to the send experience your customers will also be able to see a quick view breakdown of this in the email they receive 🙂
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