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1364 results found
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Projects - Ability to add a budget that integrates with the overall budget
- Create a budget for each project and then integrate the budgets to the company's overall budget.
- Provide variance report for each project
- Provide variance report for all the projects together
42 votesUnderstand you'd like to level up to the Overall budget in an org, Sherry - Just in case you hadn't come across you may find the estimates within a Project useful for now.
We'll track the interest of this here.
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Reporting - View payment reference and date paid
Reporting - to run a report that can show payment information (eg. paid date) and reference/item information.
A report under cash basis does not show the reference that I put on the invoice reference or the item information chosen in the invoice, it is really hard to search receivable payment based on the information I need (PFA).
A xero support specialist explained that because there is no reference on the payment, I can only search by Contact name or invoice number. But, when we do reconciliations to match the bank received with the invoice, there is nowhere to add…18 votes -
NZ GST return - Ability to customise the GST Audit Report layout
Can the GST Audit report print in order to match return , Ie sales at top, than expense and non GST last. rather than exporting and sorting . Usually less transactions and easier to check first. but have scroll through 100s to find.
3 votesHi all, just confirming as per my recent update. Within the Transactions tab of the new GST Return, you can now choose to view by box number or tax rate, giving more customisation of how you review associated transactions.
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VAT Report - Separate late claims by tracking category
VAT - late claims. As i use tracking categories - everything runs back through the late claims part of the VAT report but, this means there a mass of data to check through for the actual late claims that i do want in there. Very time consuming to check through all this. It would be great if you could separate out - say that the things come through from the bills from the tracking categories.
3 votes -
General Ledger Detailed Report
Would you please create a General Ledger Detailed Report so that we can have a nice Xero standardized report instead of having to export to excel and print from there.
We need to send this report to clients, and it isn't very attractive at the moment - printing from excel.
1 voteHi everyone, 100% appreciate everyone wanting to hear from us in the idea here! We've made big strides with reporting across Xero and have more improvements in store.
We've put a lot of focus into the Account Transactions report, and with options to include all the detailed columns as the General Ledger Detailed report, as well as have a running balance you can create the report you're after in Xero, or exported to be able to share with clients.
Once set up, Save your report as custom, and if you think you'll often access it you can Favourite to jump on in, anytime! 😊 -
NZ Payroll - Report for current leave plus leave available to take in advance
A report that shows current annual leave hours, plus leave available to take in advance hours for each employee. It's very time consuming to have to calculate leave if you want to give an employee leave in advance. Using the "show leave available to take in advance" option in the employee set up tends to give the wrong balances on the employee payslip which leads to confusion.
5 votes -
Navigation | Financial Statements - Option to freeze report settings
Could you move the navigation buttons in the Financial Statements format (or any format with multiple pages) to the sticky bar at the bottom so you don't have to scroll to the top of the page to move between pages. some format pages are extremely long and it is a waste of precious time
15 votesHi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for.
Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top.
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Customer Transaction Report - including payments or credits against invoice.
A report is needed that shows invoices with the payment or credit against the invoice. zThis is needed so an analysis report of the customer is available. Please note the attached file.
1 vote -
NZ Payroll - Customise Cash Summary Report
Xero Payroll Journal non-cash option for the Cash Summary
Currently all transactions from the Payroll Journal will pull through to the Cash Summary Report. The information that pulls through doesn't differentiate what has being paid from a bank account or non-cash.
Suggestion to add a functionality in Xero Payroll and exclude certain items from the Payroll Journal from automatically showing in the Cash Summary Report.
1 vote -
Report - Option to remove account codes when publishing
Remove all account codes check box upon financial statement publishing
We need this check box added when we publish our EOFY financial statements - a similar box already exists to remove all decimal places yet we have to manually go to the trading statement, income statement, balance sheet and equity accounts and manually turn off account codes on each page.
A simple box to remove all account codes when publishing just like the decimal place box would be fantastic
Please fix this
15 votes -
AU Payroll - Employee TRP Report
Can you please construct a ‘one-click report’ which shows annual employee costs with:
• base salary
• allowances (award)
• allowances (non-award)
• total pay
• annual leave loading
• super
• TRP
• Fortnightly Hours
• Hourly Rate1 vote -
Aged Receivables/Payables Detail Report - Running total
We need a running total added within each supplier to these reports as it is very frustrating when trying to balance to supplier statements or allocate a payment.
8 votesHi team, this is possible - Make sure you've added Total as a column to the Aged Payable/Receivable detail report and then Grouping by Contact.
If this is your preferred view for the report, you can save as Custom to select and run in this format whenever you need.
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AU Payroll - Add Public Holidays (and all other forms of leave) to the Leave Transactions report
Add Public Holidays (and all other forms of leave) to the Leave Transactions report not just Annual Leave and Personal Leave.
Why this isn't already the default behaviour astounds me!
4 votes -
Payroll reporting: Accrued Leave Balances
REPORTS:
Need "leave balances" + "leave transaction" report to include the "accrued balances" as a separate line also, so this can be reported on by employee on request.Company opted to unticked the option to included leave in advance to balance because this is causing issues for the business, so now only showing entitled leave balances (after anniversary) and not the accrued leave?
18 votes -
Bank Transaction Report - Add reconciliation Status
In the Basic Account Transactions Report (Common Format Bank Account Transactions) Can you please add the Reconciliation Status for each Bank Transaction. Both as a field and a filter.
1 vote -
Reports - Projects: Show bills/expenses in a Report on a Cash Basis
The option to show bills/expense in a Report on a Cash Basis. So show paid bills only not all bills,
as per the Detailed Transaction Report if Xero. We need this option to show current expenses per project. The Detailed Transaction Report only shows this if you assign a Project through Tracking.1 vote -
BAS | Activity Statement report - Ability to type custom date range
When looking for BAS transactions for your own date range under the activity statement report section, currently there are limited view period options, meaning that you have to select the dates in a calendar. Being able to type a custom date range is not an option.
It would be a lot more efficient to be able to type a custom date range as can be done with other reports.3 votesHi Community 👋
Thanks to everyone that has added their vote to this idea. We’ve just rolled out a change to Activity Statements, allowing you generate a BAS report for custom date ranges.
To check this out yourself, you can click ‘View custom date report’ in the Activity Statement page.
For more information on this change, check out our ‘View BAS reports for a custom period’ support article.
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Project Financial Report - include Account Code
Include account code as a field on all Project Reports to filter/summarise/group by.
Currently, all 'expenses' are clumped together under one project item type.
To manage a project properly, it is important to see the costs for individual elements such as 'labour' 'materials' 'travel expenses' sub-contractor costs' etc (or however account codes are set for the business'
In the Construction Industry especially we always refer to other projects when pricing up for similar ones, and in Xero there is no way to see this breakdown. This was possible in Sage
All reports should include an Account code seeing…
6 votes -
Create custom customer report by group
Ability to download a simple customer group report with only Contact name and relevant email addresses to enable easy mail merge with existing software.
1 voteHi Bethany, if these contacts are set up as a group in Xero you can export just those contacts from the Contact list view.
This file will contain the Contact name, Email as well as other details.
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Sales Tax Report - Set a Default Date range
The ability to set a default date range for the tax report in Xero.
Would love the option to have default to previous month. It's an annoyance to have to set the beginning and ending time each time the report is run.
1 vote
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