723 results found
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Journal Report - Filter by posted date
It would be really useful if the journal report could be filtered on posted date as well as transaction date, currently they can just be filtered by posting date.
That way you could quickly highlight transactions that were posted in a period, after a certain point like a VAT return submitted or trial balance exported for accounts preparation.
1 voteThanks for your idea here, Adam. Our reporting team have just release a new version of the Journal report where you'll find this is now possible!
Along with more detail, you'll find there's the ability to Filter by any column added, including Posted Date 😁
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Reporting - Display currency report is run
Hi,
When we export the management accounts of the companies, the currency is never mentioned which is not convenient.
It would be great to add the currency on these documents as we have a lot of currencies.
Thank you.3 votesHi all, coming back in to confirm that as of today you'll find you can now run the Profit & Loss, Balance Sheet and Budget Variance reports in currencies the org has been using, and you'll be able to select and see the currency the report is run in at the top in the report settings. 😁
If there are other specific reports you'd like to see this developed in please do start a new idea in the site here and we can get a feel for the interest in each of these, too. Thanks!
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Reporting - Aged payables report: default to today's date
Aged Payables Report
This new report defaults to todays date, and you cannot create a template that defaults to the end of the current month. I need this report to show the actual invoices owing, as if I use today's date it shows invoices owing that I have already sent to my bank for payment at the end of the month. The old report worked great and defaulted to the month, but it would be great if this was an option for the new report.5 votesHey everyone - Just a quick update to let you know we’ve tweaked the default date picker on this report 😊
Now, if you open the Aged Payables, the date will default to the end of the month, and not today’s date - replicating the behaviour of the old version.
Thanks again for all your feedback on this!
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Find & Recode - Tracking
Tracking Category Find & Recode - Please add the ability to do find and recode on tracking categories. Having to manually update tracking categories one by one on each transaction is unreasonable when there are a lot to get through.
1 voteHi Morgaine, it's already possible to add or change tracking through Find & recode.
Might want to try it out in the demo co. first to see how it works 🙂
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Groups in Reports - alphabetical ordering (accounts within the group)
Can you please sort accounts within a "group" on the P&L / Balance sheet as alphabetical? Currently they are random it and looks unprofessional
1 voteHi Tara, to offer flexibility users can drag & drop accounts to change the order of where they appear in Financial reports (including within a group) through the Layout editor.
Being open we don't intend to create an auto ordering feature with this option available.
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Make expense claim photo feature available for bills
Enable the expenses app to analyse photos of bills and post them as draft bills instead of draft expense claims.
1 voteHi Tom, there are a couple of ways you can auto create draft bills in your org already. Your organisation will have a unique email you can send your bills to your Xero org or you could look to connect Hubdoc to Xero and publish documents from Hubdoc to your Xero org.
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Invoice reminders - Set for 14 days after due
An option to turn ALL active reminders off/on for if you are planning to go away for a week or so.
The invoice reminders currently automatically send 7 days after due, which is too early.
Many of our clients pay within the 7 days after due and if I haven't had time to reconcile the payment within that time they will get a reminder.
Please let us be able to adjust when we would like to send reminders such as 14 days or a month or manual option.3 votesHi team, appreciate the default settings aren't suitable for all and it is possible to Edit an Invoice Reminder and enter the number of days before or after the invoice is due that you want the reminder sent at - See our help article here🙂
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Branding - Merge field for Credit Terms on Custom DOCX Statements
To allow for the statements in the docx set up to have a field for terms. The due date whilst it prints on the statement it is helpful to the client to see their terms
3 votesHi all, not having any response since my last update we're going to move this idea to delivered. If terms are generally the same you could use Advanced branding and add your payment terms to the docx template as static text so this would be included when sending statements to your customers with that branding applied.
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New reports - Ability to automatically include budget that linked to department without editing the layout
The change of reports from the old version to new new version reports. Could the same features be included. The old version of reports are user friendly and had features such as including budget to linked to the department.
However, the new version does not have this facility without the change in edit layout. Which is time consuming when Xero is all about reducing time producing reports. I would like these as standard reports so more time is spent on analysis of reports.7 votesHey community - just a quick update to let you know that this is now live!
Earlier this this month we rolled out an update to the Budget Variance reports, allowing you to to add and choose which budget you view when running the new reports.
You're now able to select budgets from the 'budget picker' drop down pictured in my screenshot.
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AU Payroll: Start and end times for desktop Xero Me timesheets
Id' like to see the start/stop and break times added to web version too.
It's great that they are available on the XeroMe Mobile app, but even though Australia requires this information, I can not require staff to download a workplace app to their private phones.
If the format was available on the web version, staff would have no choice but to supply the information.
5 votesHi community, our product team recently released an update to the web version for Employees. You can now see start and end times, as well as record break times!
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Balance sheet - Only show summary of a group
Balance Sheet - to be able to add a formula to balance sheet lines instead of grouping lines together. Example, I would like to be able to see only the total asset line on the balance sheet rather than seeing the cost line and the depreciation line i.e Computer Cost - Computer dep'n. Currently you can group the lines to then show a total for the grouping, however you still need to have both lines showing on the report. it would be good if we had the option to add a formula to calculate both lines removing the lines we…
1 voteHi Erin, this is already possible. Within the Edit Layout view, if you select to show Total and click the group heading to only view the group title within the edit layout screen when you save the report you'll see this is reflected when you run the report.
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Journal Report - Option to include the description or reference.
Journal Report - Layout
Ability to edit the layout of the report to include the description or reference.
6 votesHi team, not long since my last update we have now gone live with our new Journal report in Xero. 😁
Thanks again for your engagement in community, here.
As noted earlier, with the new version of this report along with more detail and abilities to sort and filter you'll find 'Description is now a column that can be included and filtered by in this report!
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Invoice - Text link to invoices to clients
I would like to be able to text a link to invoices to my clients. Emails get lost in full inboxes where as my clients are much more responsive to texts.
9 votesHey community - thanks to everyone who's added their vote to this idea.
Just a heads up, that it's already possible to generate a sendable link for an invoice, which you can then include in a text 💬
You can find the steps in our 'Share an online invoice or credit note with your customer' support article, but I've also shared the steps for new invoicing below:
- In the Business menu, select Invoices.
- Find and open the invoice you want to share.
- If the invoice is:
- Draft or Awaiting approval status, click the Approve & email arrow and select Approve & get link
- Awaiting payment or Paid status, click the menu icon and select Get link
- Click Copy to copy the invoice link.
Finally, you can add the link to a text or email message and deliver it to your customer!
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Fix incorrect validation of Country field in a Contact Address
The validation for the max length of the Country field in a Contact Address "appears" to indicate that up to 255 characters is permitted.
This is false and entering a string > 50 does not surface the UX message but will cause the SAVE of the address to fail.
The 50 number/limit is mentioned elsewhere in Xero documentation
It goes without saying that the bland message "There is 1 error on the form" is pretty unhelpful
1 voteThanks for raising, Peter - Appreciate the confusion with the '255' reference that you were getting before. Our team have made a change and you should see that the error that appears now indicates that field cannot be any longer than 50 characters as per my image below.
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AU Payroll - Expand columns on Pay Employees screen
In pay employees, add pay run the column last edited isn't wide enough to show the full description. It would be helpful to be able to read the whole description of when the entry was last edited. It would also be helpful to know who entered and edited the pay entry.
If new staff are in training and have completed the data entry but are nervous to speak up if an error was found/made knowing exactly who entered it would help to educate that staff member no what might have gone wrong.1 voteLooping back across your idea here, Kristy - you can view this from the History at the bottom of the screen. This'll show details of changes made to that pay run with the dates, times, the user and the change that was made, which should help identify and educating staff 🙂
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Contacts - Ability to for Invoice only permissions to add notes
Until very recently our staff with INVOICE ONLY permissions could add notes to contacts, not just view them. We are at a loss to understand why this functionality has been taken away as it is not a security issue in any way. Adding a note to say that you have telephoned and what the content of the call was was crucial for someone chasing payment and adding other pertinent customer notes.
Please can we have this back?1 voteThanks for raising, Jo - I can confirm this is something our team looked into and were able to restore quite quickly.
You should find Invoice Only users have access to add notes to a contacts record again now. 🙂
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Profit and Loss - Compare by active clients
The new Profit and Loss has lost the functionality to compare by active client column (active within the chosen time period).
The old layout should not be removed in July 23 - it should stay until Xero reinstate the basic existing functions.
Xero for our company doesn't even have the option in 'common formats' to compare by client at all. I have read many complaints and some answers suggesting that if you have 60 tracking categories, then the option won't appear in 'common formats'. I don't know if that is the reason as I can't find any answers from Xero…
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Report which shows which Bank Account something came from
I have multiple bank accounts in Xero in which I reconcile payments to the same Chart of Account. I would like to be able to run a report which shows me how much logged against a particular Chart of Account came from each bank account. While at the moment it will show you this in the report it will not total it meaning I have to export to excel and add another step.
1 voteHi Stephen, with the Account Transactions report you can include 'Related account' as a column.
If you then select the Bank Account you're wanting to look at and Summarise by Account this will allow you to view all transactions through your banks and see the chart of account it was coded too.
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Its been an industry standard for well over 20yrs to have the ability to run one report and pay suppliers in bulk Ie one payrun to pay sel
Its been an industry standard for well over 20yrs to have the ability to run one report and pay suppliers in bulk Ie one payrun over all the suppliers and generate a report that can then be amended to "deselect certain suppliers" and deselect certain bills within a supplier. that report is then amended, accepted and approved. then remittances are sent out and ONE BULK Bank file is generated to be uploaded into the bank and all the supplier efts transmitted. This is a REAL timesaver for accounts payable people and the authorisers. Do Xero have anything in the pipeline…
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Financial statement
There should be a high level financial P&L that can be ran that will report total department spend or total department spend vs. total department budget that does not include account level information. This is a report that can be better shared without driving the report into the minutiae of the account level details. I have seen that most ERP software have this type of reporting.
2 votesHi Alvin, it's possible to create a summarised version of the Profit & Loss yourself through the use of the Layout editor.
In the editor you'll be able to group accounts to show a summarised total rather than the individual account figures.
You can then run the profit & Loss to include the relevant columns (Tracking or budgets) as you choose.
Once you have the report set up as you please, save as Custom to run and use this report regularly.
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