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1358 results found
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Tracking report - Category item count
Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.
4 votes -
Reporting: Project details report - Filter by invoiced
Option to filter by "Invoiced" in Project Details report (right now it's only available in the Detailed Time report)
2 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch this across to delivered, as we rolled this out for the Project details report too 🎉
Thanks again for your feedback. It helps us to continue shaping the future of reports for projects here at Xero.
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Report templates - Only show 'Ready to use' in a client organisation
When at the client level and adding a new report to a report pack generated from a Practice level report template currently the reports from the Xero report packs show up as well.
The reports that show in this list should be only the reports from the Ready to use list in the Report Templates of Xero HQ
4 votes -
Reporting | Favourite report from Search
While the new search function in Reports is excellent, especially as there are so many in the overflow button of each listed report, it is not possible to mark the report shown in the search results as a favourite.
It would be great if there could be the option to either go to the report directly, or go to the report in the list so it can be marked as a favourite - or better still have the option to mark it as a favourite from within the search results list.
Alternatively, if the search results provided details…
2 votesThanks for your interaction in Xero Product Ideas, and sharing with us here. Being transparent, we don't have intentions of adding the ability to favourite from the Search menu in Xero.
We understand wanting to swiftly locate and favourite your reports. Right now, perhaps using Ctrl+F (Control Find) to search the name of the report and quickly navigate to this on any webpage.
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Custom Report - Ability to create formula with any column
Custom Reports
The formula feature only appears to work for columns that are located to the left of the formula column.
Each column has a name, surely the name is the important element and not the position of the column on the report.
Can the formula feature be amended so that columns from anywhere in the report can be included6 votes -
Reporting - Report that shows Repeating Invoices
Users in Xero can see the figures of the repeating invoices.
Purpose: Users can easily see the figures and forecast their sales, especially those who are having many repeating invoices.
221 votes -
Reporting - Accepted Quote Item Report
A report that shows the items (and item qty) required to fulfill accepted quotes.
Purpose: Seeing a figure of accepted quote will make it easy for users to track their sales.
6 votesGood news everyone! Our reporting team recently released the ability to show Quotes through Receivable Invoice Details and Summary reports :)
When you’re using either of these reports, you can click the "All quotes summary" or "All quotes detail" option at the side panel, then filter the report by Status and choose "Accepted". If you need to share the report to those who don't have full access to Xero report, you can export your report.
We’ll mark this idea as ‘delivered’. Thanks for giving us your feedback and adding your vote here. -
NZ Payroll - Leave Balances Report matches employee record leave balance
It would be great to have a Leave Balances report that reported in hours to match the employees' payslip balances for management to use. The current leave balances report only shows accrued leave in dollars not hours.
5 votes -
AU Payroll - STP finalisation report in PDF
I've noticed the Payment Summary Details Report no longer captures all the data ie RFBA that is input during the STP finalisation process. Would be great if we could have a tidier and shorter one (selecting what you want) rather then the CSV file.
7 votesHi Community - thanks for all your feedback on this idea!
This morning we enabled PDF exports for the STP finalisation screen, and these exports will include all fields, including RFBA.
There was also some requests for the ability to edit what's included in this pdf export. Conscious that this update doesn't quite deliver that, so I've spun that off in to a seperate idea 👉 'AU Payroll - Edit PDF export of STP Finalisation'.
You can follow the link to add your vote 😊
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Journal Report - Showing user creating/editing journal
I understand the new journal report can add a column of "Posted by". it would be great if we can also add the "created by" and "edited by" in the report. We want to see a list of creator, editor and poster for each journal (with Journal details).
4 votes -
Account Transactions Report Related
Reporting - Account Transactions Report - Add Related Account to the options for Grouping/Summarising
2 votes -
Customer Activity Report - Ability to only show invoices and payments
Ability to only show invoices and payments in the report.
Purpose: To show simpler information when seeing customer activity reports.
7 votesHey community, 👋 thanks for all your support on this idea, and apologies for the late update here but I'm switching this idea across to delivered!
Our Customer Invoice Activity report can now be filtered to include only certain transactions types 🎉 To show just the invoices and payments, you can filter the Source by Receivable Invoices and Receivable Payments.
For more information check out our Customer Invoice Activity report.
Thanks again for your feedback, we appreciate your contributions.
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Bank Reconciliation - Summary Report with Imported Statement Balance for all banks
Can the new bank summary report have the option of adding in the imported statement balance for each bank account. This would provide a quick way of checking which accounts need more work rather than having to check each reconciliation report for each bank account when there are multiple bank accounts (I have 10+ and it is arduous having to run each reconciliation report just to check the balance)
6 votesHi everyone, while not a direct solve for the idea here we wanted to share a recent release that improves customers ability to confirm their bank balances using the new Bank Reconciliation Summary report.
With the new report you'll now find you can enter a Bank statement ending balance. This means where an imported statement balance has not imported, or doesn't match your actual bank statement balance you can now enter an amount and update the report. Xero will then calculate the balance out by based on the amount you've entered in this field.
Currently this is still on a bank by bank run report, you can switch between banks you have in your organisation from the Bank account field.
If there are any plans to develop a view across all banks at once we'll let you know here.
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Sales Tax Audit Report - Include Customer Tax ID numbers
VAT reporting in the EU includes ICP reporting for sales to other EU countries (aka pre-Brexit EC Sales reporting). Part of the reporting requirement is to supply the customers VAT number on the ICP return. The customers VAT number is supplied at the time of invoicing and is included on the invoice and in the customer contact details so is an existing field in Xero. To meet the ICP reporting requirements, every invoice is opened manually to find the customers VAT number which is entered against each customer on an export of the Sales Tax…
13 votes -
Timesheet detail report - Include timesheet notes
When clients use Xero Me they use the notes section on the timesheet to communicate and for some staff advise their managers what tasks they have completed on that day. Xero help confirmed today these notes are no longer visible once the timesheet is approved meaning we have lost visibility of this information. My client is very unhappy that I did not advise them of this issue, unfortunately as this is a new way of completing the timesheets I wasn't aware this was going to happen, previously my clients were sending me a spreadsheet each fortnight and I was manually…
12 votes -
Reporting: New P&L Report - Include archived Tracking Category used in date range
"Compare Tracking Category" in the Old Format P&L Report includes columns for all Tracking Category Values USED in the date range; irrespective of whether the value is ACTIVE or ARCHIVED.
"Compare Tracking Category" in the New Format P&L Report is different: it includes columns for ACTIVE Tracking Category Values. This represents an incomplete view because ARCHIVED Tracking Category Values USED in the date range are not included.
Please can you enable reporting of USED Tracking Category Values in the New Format P&L Report before you remove Old Format Reports in July 2023.
Custom reports don't provide a…
7 votes -
Reports - More detailed bank transaction report.
Add a more detailed bank transaction report.
It would be nice to generate a bank report that allows you to see the accounts booked in details. For example, if one transaction has multiple accounts, I can see what accounts where used and what amount. this would make it a lot easier to look over and control if you made some mistakes or did not included bank fees in the transaction.3 votesHi Ester, have you tried he Account transactions report? There's a 'related account' column that may suit your needs and will show the GL account that the transactions is coded to.
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AU Payroll - Report to track uncompleted leave requests
leave tracking report for requests that have not been completed, it could fall in previous payroll periods or current or future. This could offer more functionalities for payroll officer to track leaves in a larger payroll.
7 votes -
Reporting: New P&L and Balance sheet - Add a link to go back to the report
With the old reports you were able to run the report and then click into one of the GL codes to look at the data. There was then a link "back to P&L / Balance sheet report" which took you back. This is missing in the new report which is very time consuming as it seems you have to start again with running and customising your report.
6 votesThank you for rounding back to confirm, Emily. I’ve changed the title of your idea, and we’ll keep an eye on the interest from the community here.
For now, you can try to use the right click to open a new tab on your browser when opening the transaction or code. We’ll come back here if there’s any news.
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US - W8 Requests for 1042 reporting
Dear Community,
as we now have the W9 Request Feature with the 1099 Reporting, I would please request the same for the W8 Series for the 1042 Reporting. I know the forms are much more complex, but I experience that clients, even though reminded about the importance of gathering the W8s. Many completely disregard the Withholding requirement w/o the form.
Please let me know what you think.
Regards,
Sebastian
2 votes
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