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1364 results found
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Reporting - Add Graphs and Pie Charts in Management Accounts for KPI
Add Graphs and Pie Charts of KPI's to the Management Accounts report as some client prefer picture diagrams.
26 votesAppreciate your feedback around how more visuals in reporting would aid when presenting business information to stakeholders.
Though not direct within the Management report - Xero Analytics provides visual tools to assess and get insight into your business with Short term cash flows and Business Snapshot.
Alongside this, our reporting team have also started release of a graph in the 'Expenses by Contact report' - It's available if you're running a US organisation atm, and will be with other regions soon
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AU BAS - Automatic detect for Simpler or Full BAS report
New Xero Activity Statement Report
It would be great if the new activity statement report automatically converted standard BAS to simpler BAS when importing into Xero Tax like the old ones has done for ages. We don't like having to produce two different types of reconciliations within our practice because then there are two different ways of doing things, which confuses junior staff. We want Xero to make things easier and automatically import the needed data as the old activity statement report does.
2 votes -
AU Payroll | Reporting - Run by State
a payroll report that can be run by the states that employees are in. It will be great for payroll tax if company employs people across Australia
19 votes -
Journal report - Export with Narration / description
Could we please have an update on Manual Journals, so if you extract the Journal report it would so the narration/ description we add the each line of the journal report.
Also if we can print PDF a specific journal so it flows well with the above information1 voteHi Navisha, our team have been making lots of development with Xero's new reports.
Yesterday we released the new Journal report where you'll find you can add both Narration & Description as separate columns in this report.
Once set up, you can export the report to PDF, Excel or Google Sheets 😁
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GST Reconciliation report - Common date formats
GST Rec - 2 Simple ideas.
In the GST Rec report you could add drop down dates (as you have in the other reports) so you can easily pick the prior financial year as an option rather than having to pick the dates.
A GST report that showed the late claims that relate to the prior financial year.
1 vote -
Profit and Loss - Filter tracking category by actual and budget
The new Profit and Loss report does not filter the actuals AND budget by tracking category. You have to manually add the correct tracking category budget to the report. When you have 40 plus tracking categories this becomes time consuming and silly.
The old profit and loss report did this easily. So the new report is a major step backwards
Ensure the filter for the new profit and loss report filters BOTH actuals and budget, so the report is easy to produce and has meaning. Do not expect users to add the correct column for budget - particularly those…
51 votes -
Xero HQ | Reporting - Exchange Rates used over a period that is exportable to Excel
Dear Xero HQ, appreciate if we could have the function to Export a Report on the Exchange Rates used for a period of time (in Excel Format). Thank You
36 votesHi 👋 - Is there a specific purpose this report would help with?
Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice?
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Profit & Loss - Default date of Custom category column to follow report date
In response to the "Custom Report - Update-able date column" idea (now closed), you recently added the option to 'Follow report date range' so your custom date columns will automatically update based on the date you run the report for.
Why (on earth!) is this not the default behaviour? This is what I thought should be happening and have spent ages, included a support session, trying to sort out the implication of it not working as expected. The column date should normally reflect the report date, surely.2 votes -
Xero Tracking Summary Report - Add the QUANTITY Column
Hi there, would be awesome to be able to have a column in the Xero Tracking Summary Report which would sum up the quantities from what you entered in the quantity column in the Receive Money/Spend Money when you reconcile the transactions. This is especially important when organisations are measuring the quantities (eg. number of trips taken; number of food parcels handed out) are used with Xero. As it takes a lot of time to go into each transaction and see what the quantities are to get the group total, this feature would save people a lot of time.
*Screenshot…
5 votes -
Xero Expenses | Labels - Enable filters and reports
Would love for Xero Expense Admin to be able to see Expense Reports listing the Labels, and being filtered/grouped by Labels.
For background, Xero Expense allows employees to put a Label. The Labels can even be pre-set in the organization's settings. But the Xero Expense Admin's don't have a way to report on on expense claims by Labels.
Reporting based on Labels would allow users to tag Xero Expenses for projects for instance.
51 votesThanks everyone - It's good to know how we can enhance Xero expenses for our customers. While we'll consider how we can develop labels in the long term, we don't have any plans for adding filters within expenses or reports for Expenses labels right now.
If there's any updates to share around this I'll definitely share with you all through the idea.
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GL report - Include tracking categories
General ledger reports include tracking categories
5 votesHi team, as previously noted although not in the General Ledger specifically it is possible to get this information running the Account Transactions report in Xero, this can then be exported if you'd like to make use outside of Xero.
We'll mark this idea delivered with the option above, if there's particular reason you need this detail in the General Ledger welcome to add this idea back in the forums and please detail your needs to be considered.
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Profit & Loss report - Show account names on 1 line.
Profit & Loss report: Show account names on 1 line.
The new report has account names over 2 lines, so makes the report extra long, and not very easy to view on the screen. Analysis becomes less efficient.
Prefer the old version report "look". We were able to see the business at a glance on fewer pages!Also, the extraction to excel now has merged cells. Have to unmerge and manipulate before using the report. Again less efficient.
1 vote -
Reporting - fields and functionality of old report pack.
Report fields and functionality of old report pack.
We are sad to see the old report packs being discontinued. We use these to complete all our company and trust resolutions as they are able to pull through shareholder salary fields as well as net profit before tax and net profit after tax. Whilst we can type these in manually, they can be prone to human error and is more time consuming. Please update the new reports so that this functionality is maintained or keep the ability to keep cusomised reports active. I don't mind if you discontinue all…
1 vote -
Account Transactions report - Show all related accounts for split transactions
In the Accounts Transactions Report - Show all related accounts to include ALL split transactions regardless of how many there are.
The current Report only display the first few, (please see upload) current format is not fit for purpose. Please under show related accounts, include split transactions not just the first few.2 votes -
Reporting - Calculate COGS for Untracked Inventory items: Opening Stock + Purchases - Closing Stock
To make the profit and loss report calculation is based on Cost of Goods Sold = Opening Stock + Purchases - Closing Stock.
Purpose: To get the figures easily in P&L report by deducting the closing stock from purchases.
14 votesHi community, in the way untracked inventory in Xero works it isn't possible to automatically calculate cost of goods sold for a period in your reports.
There is a way to go about this yourself through entering Manual Journals to account for the Cost of Goods sold, and adjusting the value of inventory on your Balance Sheet.
You'll want to enter your Conversion Balances into an account that has a Current Asset type rather than an inventory type (Inventory type is reserved for use with tracked inventory in Xero and can't be coded to on manual journals).
To avoid potential taxation and reporting issues - We highly recommend contacting your accountant to check whether this is suitable for your business, or if you need additional clarification on what journals to enter. -
UK Payroll - Hide deep archived employees from Auto Enrolment Summary Report
The ability to export the auto enrolment pension report and also to "hide" deep archived employees. I check this report mid month and send a list to HR as a sanity check for those employees not yet enrolled/non eligible but now have to scroll through "all" employees past and present to get the current information. Not very user friendly. Even an export option with some way of then filtering whether the employee is current would be useful.
3 votes -
Account Transactions report - Option to Group by and then summarise within a group
Account transaction report that can analyse multiple accounts in one report by grouping everything by account and then summarising each account by contact at the same time.
2 votesNot exactly what you're after here, however in lieu of not having the ability to summarise within a group you could use the column header to order by Contact within a grouping.
Being open, we don't have any plans for developing this capability in the near term.
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Trial Balance - Ability to run for a date range
The ability to run a date range in a Trial Balance report.
Purpose: Having more flexibility when running the report by having the date range function.
71 votesHi team, we're grateful for your contributions and support in the ability to run the Trial Balance report for a date range. In the last few months we released our new version of Xero's General Ledger report which can solve the underlying needs of what's being asked here.
With the General Ledger Summary and Detail reports you'll be able to get a view of all accounts with a balance. Mentioned by a few in comments there's the ability to include or exclude opening and closing balances from these reports.
Most fundamentally asked here - these reports can both be run across a common date range or a custom date range for extended periods.
- Worth noting in difference to the Trial Balance YTD column, when running the new GL reports across a change of FY date range will show Net movement in the period and does not capture roll-over journals
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Run a report on a monthly basis to pay my employees expenses
If employees are putting their expenses onto Xero Projects then you should be able to pull a report and pay their expenses from it. Otherwise they are going to have to duplicate work by putting it on Projects and then submitting an expense claim.
4 votesMaybe a case of understanding your workflows here a bit better, Rachel. Currently when entering an expense through Xero Expenses you can assign to Projects so these'll attach and show against your Projects in Xero - Would be great to get more details if there's something in here which requires duplication.
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Batch Payment - Ability to 'Bundle' Source Documents with Batch Payment Summary Report
It would be great if there was an option to automatically attach the supplier source invoices to the batch payment summary report.
For example, where an SME has an in-house accounts person raise the batch payment for approval, you would have the option to not just download the batch summary report but include the attached files as well (i.e. the supplier invoices).
Currently you have to down load the batch payment summary and attach the invoices separately. Whilst accounting practices may have document manager packages that can do this for them, SME owners may not and this feature would…
4 votes
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