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2555 results found
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Reporting - File Attachment Report
Ability to show attached documents in Reporting.
Purpose: To provide clients to see the list of transactions which also show the attachment for each transaction.
265 votes -
Semi-Annual Sales Tax Report
The new Sales Tax Report does not allow for a semi-annual tax reporting period. The non-profit youth camp I work for pays a small amount each year, and the state has us on a schedule to pay twice a year. That is not an option that can be selected, as the only options are Monthly, Quarterly, and Annually. Please add the option for a semi-annual reporting period.
2 votes -
Sales report - By contact location
It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.
31 votesHi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
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Account Transactions - Set default bank account for Bill Pay or Spend Money transactions
Allow a default bank account to be set for Bill Pay or Spend Money transactions
7 votes -
Reporting - can we combine two report in xero?
Can we combine two xero report ?
Payable invoice detail report & Detailed time report.4 votesIt's not possible to directly combine reports in Xero, however it'd be good to better understand your needs here to determine if there is something that can work for what you're after.
Right now, you can use the Blank report to create a custom report of your own, or you could look to create a Management report pack where you can select multiple reports in Xero create a single pack of these together.
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NZ Payroll - Update Days Paid in draft pay run to reflect timesheet hours
"Days paid" on timesheet defaults to number of days loaded in "Salary & Wages".
It needs to be overridden to actual days worked for the week when a timesheet is approved. Many staff work more or less days than the average and changing each one manually is incredibly cumbersome and has a huge margin for error3 votes -
1099s - Receive Money transactions to populate in 1099 report
If you pay a vendor too much and they send you a refund for the overpayment that is recorded as a Receive Money transaction, then the amount to be reported on the 1099 should be the net (amount paid less the refund received), but since Receive Money transactions don't populate on the 1099 report, the amount is incorrect.
4 votes -
Management report pack - Add Activity Statement
It would be great to be able to add to a Management Report pack the Bank Reconciliation and Activity Statement for the client.
11 votes -
Account transaction report | Grouping - Ability to show opening & closing balances
Reporting - Account Transactions - Group by Contact Group - Aged Receivable Transactions
When I run the Account Transactions new report with Grouping as Contact Group, the option to add opening and closing balances is blocked. Is it possible to enable this so that we can use the report in lieu of a monthly activity statement for the Group.
20 votes -
Cash Summary Report - Include Primary Person
Cash Summary Report to include Primary Person Please.
Can you get a cash summary report to provide in order 3 items as per below
Invoice No ... Contact ...Primary person
I cant seem to find a report for all three .
We send 170 invoices out client who pay sometimes do not include invoice number and we have to track by firm name or contact which can vary also on bank receipt information.
e.g.
I need "Primary person" to help "match" an unidentied payment. so searching for "primary person" identifies the invoice number or the right contact.2 votes -
Account transactions report - Include item code as a column
Add item code as a column option in the account transactions report
13 votes -
Reporting - Expand & collapse groups in report (rather than Layout editor)
After grouping accounts using the 'edit layout' function it would be great to be able to either expand or collapse each group while viewing the report, rather than having to go back into the 'edit layout' section to change the way the group appears.
28 votes -
UK Payroll - Submit P11D through Xero
Ability to produce P11D's and submit to HMRC
23 votes -
Reporting - Option to remove the Date from the Footer of all reports
The print date that now appears at the bottom of reports is useful for some reports and circumstances, and I understand this date is now turned off for Published Reports.
However we do not 'publish' our financial statements - we send our financial statements to clients in a practical and informative pack instead. This is a more efficient, professional and streamlined approach for us.
Showing the print date on these financial statements is of concern, due to various issues including the lag time between preparing and approving the report. It is also not ideal when preparing…
70 votesIt's good to know the small changes that can make a difference to our customers. Thank you for all sharing with us on the idea, here. Our team are looking into a solution at the organisation level, that'd enable you to remove the Date from footer for all reports exported to PDF. While they explore this we'll move the idea to Under review and I'll be back to share more as this moves along.
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General Ledger Detailed Report - Automatically show Opening and Closing Balance
To be able to see both opening and closing balance in the General Ledger Detailed report.
Purpose: Opening and Closing balance will make users easily analyse their transactions.
42 votesThanks to everyone, that got in to have a try of the new General Ledger Summary and Detail reports. I'm pleased to share that this is now live to all and available in Reports centre!
Just a reminder - to add Opening and closing balances click 'More' where you'll see this option. Once added save the report as Custom to access with this format any time. 🙂
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Project Details Report - Summarise by Project Name
The Project Details report has the option to Summarise by Project Name, however the feature doesn't work if you select multiple projects. Xero support have advised that they know about the problem but don't plan on fixing it. The report just comes back with a message saying "There is No Data to Display". This report would be very useful as it is the only report that shows remaining hours on the summary version. Project reports overall are very confusing and this is the report that makes the most sense and is not working.
6 votes -
GST Reconciliation Report - Save the filed amounts entries
AU There was a discrepancy between GST ac balance at EOQ on the Balance Sheet & the GST refund for the end of quarter BAS. Using the GST Reconciliation report would be a lot more helpful if the Filed Amounts could actually be saved and continuously show the correct unfiled running balance amount and the section "GST Account Summary " for unfiled GST was actually correct as a cumulative balance. I just did 3.5 years worth of GST Reconciliations and nothing saved so all the running balances are wrong and don't flow correctly from one year to the next -…
5 votes -
Remove VAT line from Invoice email template
I want to hide the VAT line from below the subtotal on the 'Invoice email' template. I can hide it on the 'Invoice PDF' but not on the 'Invoice Email'. I'm not VAT registered so it currently says VAT 0%. But thus may look confusing to my customers. I would rather it was either hidden or removed.
3 votesHi Sam, sorry we've not updated you here sooner. This is possible through your email settings. If you open the Email template that you apply to invoices you'll find a check box for 'Include action to online invoice and detail summary'. You'll want to deselect this option to remove that detail from showing in your invoice emails. Just a note it does strip back a bit of the formatting of the email but will help you achieve what you're after here.
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NZ GST: Widen the GST Audit report
Widen the display of the GST Audit report. When viewing the GST return I also check the GST audit report. When viewing the GST audit report I cannot see the date on the left side without scrolling to the bottom and using the scroll bar to move the report from side to side. It will not show all the columns at once.
6 votesHi everyone, our new New Zealand GST experience is now available to all users.
As noted in my last update there is no longer a GST audit report. The transactions tab provides options to toggle different columns on or off.
The new experience also auto scales the page to fit information in one screen, so no more need to scroll. Thanks for all your feedback and contributing to the idea here.
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Bills to pay - Add column for 'Account'
Please add a setting option or a column for display details about "Account" in the table shown in "Bills to pay" instead of only showing "Ref" which the information of "Account" is important and moreover we don't need to waste time to entry "Ref" for checking.
5 votes
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