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1358 results found
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AU Payroll - History audit report
Audit Report
As there are several users with full access to payroll, it would be helpful if this could be shown in the history (there is only minimal information here at present) or by report to see who has made changes to employee details within payroll and when. It would also be useful if there could be changes to the options when setting up a user as some users only require access to approve leave and print reports and not full access.3 votesThanks for your interest in this idea everyone!
Off the back of our payroll history update back in August last year, we’ve released a dedicated Payroll History report to all Australian payroll users.
You’ll now see an extra option in the Payroll menu for ‘Payroll History’. This report combines the history tab available across employee details, payslips, payroll settings and pay runs into one report.
For anyone interested in permission and more user role controls in Payroll - you might like to support and stay tuned for updates in the idea we have for this here. 🙂
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Aged Receivables report: Include reporting on 'time-to-pay'
To be able to view at a glance the 'period taken from a customer to pay invoices' from the Due Date to when the funds have reached the supplier's bank account. This is instead of exporting the Xero report in an excel sheet and then adding a formula to calculate the difference between the two dates. Surely with all the information already stored in the Xero account, this option shouldn't be too difficult to add. Thank you.
8 votes -
VAT Reconciliation report - Ability to drill down in the unfiled VAT section
Not sure this is really part of Xero HQ - but it would be really useful to be able to drill down into the unfiled VAT section on the VAT reconciliation report.
10 votes -
AU Payroll - Employee Summary Report for dates worked
Payroll Employee Summary Report
Is there a way to have this report show the actual period the wages are for? Currently the report shows "for the period 17 April 2024 to 17 April 2024, which is the date the payroll is paid. BUT the period is actually for 10 April 2024 to 16 April 2024.
3 votes -
Reporting: Aged Reports - Run in different currency
Ability to run different currencies in Aged Payable report.
Purpose: Because some organisation make their sales in a different currency, so it’s beneficial for them to run these reports using different currencies.
264 votesHi everyone, thanks for all the valuable feedback and ideas shared regarding aged reports in different currencies.
It seems that this idea picked up several different themes over time so we want to clarify where we’re at with this. In the past few months our product team has worked hard to improve the functionality in this area. That includes releases for totals when run in a single currency - so you can see a total of your foreign currency, and disclosures 🎉
We’ve introduced FX disclosures on the Aged Reports, which displays as a note at the bottom of your report or as an icon next to figures on the report to indicate that they include revalued foreign currency amounts to give you more flexibility. The disclosure will contain all the currency information that has been used to calculate the figures in your report. The exchange rate note will display…
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Reporting - Generate a report that shows Transaction ID
Can we generate a report that included a unique Transaction Id per line, together with the unique journal ID.
3 votes -
Invoicing - Add nominal ledger code to supplier invoice report
It would be useful to run a supplier invoice report that includes the Nominal ledger code the invoice as been assigned to
5 votes -
Receivables invoice detail report - Add contact postcode
Client wants to be able to include delivery address post code in receivables invoice detail report - can this field be included in the column options
4 votesAppreciate you sharing ideas from your own clients, David. It'd be great to know more of how this could help their business or the reasons why they'd like to see the post code in this report specifically.
Atm, if needing a full list of contacts and their post codes perhaps an export from Contacts would be of use. Thanks
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Account Transactions Report - Show Reference for Transfer transactions
The new Account Transaction report doesn't show the reference from Transfers which the old report did. There is a reference column in the new reports but it is blank for transfers - can it be updated to show this?
3 votesHi everyone, returning to the idea here we're going to move this to delivered. When using Transfer and you've included a reference this'll appear when running the Account Transactions report in Xero. Check out our earlier status update for an image of what this looks like.
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AU Payroll - Create payroll reporting pack
It would be great to be able to add commonly requested payroll reports into either the Management Report or Custom Report Pack. Namely Payroll Activity Summary and Timesheet Summary
36 votesHi community 👋
Thanks for sharing and supporting this idea - while I don't have an update specific to this idea, I thought you might be interested in the following:
Our AU Payroll team are testing some changes to Payroll reconciliation. The idea to create an AU payroll reporting pack is highly associated with payroll reconciliation and we feel that voters here would also have an interest in payroll reconciliation. They would love to hear from you!
They’re aiming to conduct some 1 on 1 interviews between 6 Feb - 16 Feb 2024, the interviews will last 45 minutes.
The purpose of the session: Participants will be asked to help with testing a prototype concept designed to enhance the AU payroll reconciliation process.
They aim to discover:
- Whether this conceptual solution meets your specific Payroll needs, and if it adds value to your Payroll reconciliation process?
- Whether this conceptual solution…
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Reports - Show payee in GST Audit report
I think it would be useful, in the GST Audit Report, to show the Payee, rather than the reference. The reference is often not very informative.
3 votes -
CIS report - Ability to include tracking
When running the monthly CIS report it would be helpful to include the tracking category, to be able to work out the total liability per department to pay out of each bank account to HMRC
4 votes -
Reporting - Ability to toggle GST on/off in a report
If you're searching transactions, it's time consuming to match against reports if they're gst exclusive. Could we have a button to toggle gst on or off in each report?
4 votesIs there a specific report or reports that you're comparing transactions with, Fiona?
With the Payable and Receivables Invoice Summary and Detail reports there are options to show (ex) and (inc) in different columns, we also provide options to show Net, GST and Gross amounts separately.
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NZ Payroll - Show deductions on Payments Report
Can payroll deductions such as IRD arrears or MOJ deductions etc be included in the Payments Report. This is vital information that is not able to be reported on at this stage and I wonder how many deductions have slipped through the cracks because clients aren't aware that a deduction has been made. In the situation where a third party is managing Xero payrolls for clients these payments need to be communicated manually via email. As you can imagine this places a large burden on the third party to ensure that this is captured each payrun.
8 votes -
Bank report - Date last reconciled
Can we have a report showing the last date of bank reconciliation completed for clients?
This would be beneficial for me, listed by clients but also for the client.
3 votesHi Renu, you could run the History & Notes to see the last date of reconciliation in an org. If you search for 'reconciled ' this'll help you zone into the action if there's a lot of activity - See my image below.
Alternatively, you may find the Assurance dashboard useful where you can get a view of user activity and Bank Account activity.
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Accounts transactions report - Set default for archived accounts
The show archived accounts checkbox is unchecjed in the accounts transaction report as default, or able to be unchecked. Currently it is ticked and needs to be unchecked every time you go into the report.
3 votesHi Vanessa, next time you open the report and uncheck this option you can save the report as Custom, then choose to make this the default. That way the box will remain unchecked each time you go to it in the future 🙂
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GST Audit Report - files icon
GST Audit Report - show if the files icon & no of files (e.g. like Account Transaction list does). This would be helpful when ensuring all GST invoice requirements are met.
3 votes -
Reporting - Customisable Contents & Cover pages in New Reports
To make contents and cover page customisable in the New Reports.
Purpose: To make the report look more professional when showing it to the clients.
63 votesHi everyone, right now the only way to edit a cover page in Xero is when you're publishing the report template.
Then you can change the Title, Date and Prepared by options. To further change the cover page, you can export the report template to a PDF file and customise it using a PDF editor. This would also be an option for editing the page numbers
We made some changes in Report styles for our new reports in 2021, though this is only for practice users - They now have the option to choose from four font sizes, and can add a text watermark to exported draft and published reports.
We don't have plans to develop this functionality further in Xero atm, but we'll keep you updated if our plans change.
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Reporting - Cash basis reporting by default
Enable cash basis reporting by default.
Purpose: Because most clients often select cash basis report when looking at comparative reports.
37 votesHi community, thanks again for your support and interest toward the idea here.
As mentioned in my last update - our Reporting team have now released Report Preferences to all organisations, which people with Adviser role can find within the Advanced settings.
With this feature there is a selection of defaults that can be set when running newer version of reports in Xero. Currently this includes whether to show account codes, decimals and (as asked here) ability to set the accounting basis the report is run in and if this is shown on the report. 😁
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Be able to see all transactions within a P&L report
I would like to send departmental P&L/spend reports to my managers. For eg, send all marketing spend to that team showing the act v bud figures AND all the transactions making up the actual fig
I reckon it would be best to add the Act and Bud figs at the top of the account transactions report for a particular chart of accounts10 votes
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