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1358 results found
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Reports - Add custom reporting template
One custom template layout that could be transferred over all reports. We have multiple nominal codes for income and expenditure which means a lot of work to set up a new custom report. I currently have to export into excel which can cause errors.
33 votes -
Report - Staff member monthly billing
A report to see how much each staff member is billing out per month. There are similar reports like the write on/off report but it doesn't seem entirely accurate.
1 voteHi Eilish, is there are particular way your staff are recording how they bill customers through your Xero organisation atm? - e.g are you using Projects, or Tracking?
As you noted there maybe a report that we an suggest that'll fully serve your needs in this here.
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Reporting: Aged Payable/Receivables - Invoice description column
Adding description column for Aged Payable/Receivable report.
Purpose: To easily identify which invoices that need to be actioned.
47 votes -
NZ Payroll: Include TOIL leave in Leave Liability report
Payroll - Leave Liability Report to include Time in Lieu or Time Banked. For Companies that choose to offer Time in Lieu to their employees, this will be extremely helpful for reporting purposes. Also if it was available in Excel would be great. Thanks.
4 votes -
Contacts - Show transaction history report
To be able to see a proper transaction report of either outstanding or all transactions from the contact screen. All it gives you at the moment is a list of invoices and notes etc with no structure. If you could get a transaction history from that screen and an aged breakdown it would be really helpful, which you could download, without coming out of there and having to go to reports. It's so frustrating.
3 votes -
Business Activity Statement - Export report in Google sheet format
PLEASE PLEASE PLEASE DON'T REMOVE THE OLD BAS REPORT WITHOUT ENABLING EXPORT TO GOOGLE SHEETS IN THE NEW REPORT...THIS WILL DRIVE US GOOGLE USERS NUTS....
2 votesHi Pauline, appreciate you raising your idea on Product ideas. As I'm sure you're aware, the Activity Statement can exported to either Excel or PDF.
With Excel, similar to sheets you'll be able to upload this to your drive and then convert in sheets if needed.
Not getting a lot of traction in the community here I'll shortly remove your idea. If this is still highly important to you, you're welcome to start it again and see if there is renewed interest from other customers on the site.
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AU Payroll - Employee Notes Report
It would be great to be able to export a report of all notes on employees contact. We use the notes section to record notes about attendance issues, conversations, warnings given.
2 votesHi Kylie, while there's not a specific employee notes report, you can run the Payroll History with a few filters to get what you need here.
When you run the report you can either run it for all employees, or select the specific employees from the drop down. Set the Type to 'Employees' and Apply.
Once run you can then enter 'Notes' in the search to further filter and only show employees notes added to their records in the set date range. If needed you'll also be able to export the report to Excel or PDF.
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credit notes on cash report
When you do a credit note and allocate it against an invoice, it show on the cash report
Teh cash report should be 100% correct and not show any non-cash transactions1 vote -
UK Payroll - Report with LEL
Hi,
Is it possible to have a report added that includes columns for the Lower Earnings Limit (LEL) NI, LEL to the Primary Threshold (PT) and PT to UEL for NI?
Thank you2 votesHey all 😊 You can find a breakdown of NIC thresholds in the P11 report.
This report shows the pay period YTD per employee as well a breakdown of the different NIC thresholds.
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Reporting - Enable Report Title in custom reports
Enable quote "Title" field to be included in a custom report
1 vote -
Projects Reporting - Include tracking
Projects - ability to use tracking categories when using the project reporting. At present when project data is entered into xero there is no report that can be filtered using tracking categories
32 votes -
Contacts - Add smart link for suppliers in the report
Contacts-Smart link for Suppliers
Purpose: the ability to run a report of all suppliers bills activity summary within a date range
3 votesHi team, this is available through the Payable Invoice Detail or Summary reports at present which can be filtered for a specific supplier. Alternatively, you could run the Supplier Invoice Bills Activity report (found in the Contact Transactions Summary)
If you're interested in seeing this connected and auto filtered from a contacts record in Xero, we have an idea for this across here that you're welcome to support & follow for update. Thanks
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Invoices - Option to download invoices by VAT report
We have dealt with a few VAT inspections recently and HMRC request all invoices in relation to the VAT report. We have had to download each invoice individually and rename to match the references posted on Xero which has been extremely time consuming. It would be great if all invoices could be downloaded in bulk as per each VAT report and each invoice referenced to match the VAT report.
2 votes -
Reporting - Prior year comparatives to track the report periods
Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.
2 votes -
Reporting - Bank Reconciliation by Date Report
It would be great to have the ability to run a report to show any bank transactions reconciled on a given date i.e any bank transactions that were reconciled on 7 August 2024, rather than clicking into individual transactions to see the audit trail
2 votes -
Reports - One custom report to flow through all xero reports
Need a way to format the 'xero standard report and then have that formatting flow through to all of the common formats. It takes WAY too long to create SO many custom reports and it is restricting on reporting. We should be able to format the way we want the P&L to always show and then have that flow through to all reports.
3 votes -
Reporting: Aged Payable/Receivable Reports - Add payment dates and details
Adding payment dates and details in the Aged Payable/Receivable report.
Purpose: It is useful to see any outstanding invoices.
24 votes -
Reports - View bank reconciliation narration in account transaction report
Description Field with the bank narration
This happened as a couple of newer client and new to xero in the contact field wrote something incredibly different to the bank narration which makes it very difficult to review the general ledger information.
For example in the General Account the transactions descriptions are all listed as "John Smith" when if the bank narration option was available I could see it is Officeworks, KFC, etc and this would make it easier to realise these are miscoded and reallocate.
32 votes -
Account Transactions Report - Running Balance calculation
Currently the Account Transactions Report calculates Debits minus Credits which means a positive Running Balance shows in brackets and a negative Running Balance shows without brackets. This is totally contradictory to the usual accepted Accounting Rules. Can this be changed so that the Running Balance is calculated as CREDITS MINUS DEBITS please ?
3 votes -
Reporting: Customer Payment Performance - payment date and number of days late
Ability to generate a report where users’ can view contact payment activity
Purpose: Users’ can easily see which customer has good and bad credit performance, and manage customer relationships & debt.
308 votes
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