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1362 results found
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Bank Reconciliation Report - Show how a statement line was deleted
The current Statement Exceptions report in the Bank Reconciliation report pack doesn't differentiate between statement lines that were deleted individually and statement lines that were deleted as part of removed an entire statement. Both are listed as Deleted (Manually).
It would be helpful if the report marked these types of deletions differently since only individually deleted statement lines still appear on the Bank statements tab/can be restored.
1 vote -
Reporting - Bring back ability to highlight text in main report area
A while ago before an update, when working on a set of accounts in Blue Xero, there was an option to 'highlight text' from the main screen of the report, but this was changed to make it so you had to go to 'edit layout' in order to be able to highlight text yellow.
It would be so great if we could have this feature back on the main page as it was so much more user friendly. I would suggest in the area next to the bold/italics/underline/bullet points area which is where it used to be.
3 votes -
Management report pack - Adding Bank Reconciliation
You've created these great packs or ability to create one, but for majority of businesses when they are reporting for the month that was in a meeting they want a bank reconciliation or a transactions listing with opening bank balance, transactions and closing bank balances!
Can we please have this as an option to add into the Report Packs.1 voteHi Natasha, with lots of change to reporting over the last few months we've been making a few more reports available in the Management report 😊
You can now add the Bank Reconciliation Summary, Bank Statement, and Statement Exceptions as reports into your pack.
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Reporting - Remove Unrealised Currency Gains opening balance from Gains and Losses report
Foreign Currency Gains and Losses - remove opening balance from P&L account 498
Revaluation of the open positions is calculated from invoice/bill issued date to the report date and it is correct. Not sure where from opening balance are coming and are impacting the P&L balances.2 votes -
History & Notes - Login - Timestamps for login history
Audit trail of logins to Xero - there seems to be a series of different visual aids and short screen reports showing when a user last logged in, however from an audit perspective, it would be ideal to have a report that can be run for set periods showing when users have logged in. The information to run this type of report is there from the History and Notes report and the Assurance Dashboard. However a report that shows a time/date stamp would be ideal as evidence in cases of fraud/performance management
19 votes -
Report - Deselect accounts by typing over selected account in Account Transactions report
In the old version of the report you could over type a selected account with another to quickly see the new account.
In the new version you 1/ can't see the accounts you choose easily, 2/can't deselect (you must first "Select All" then "Deselect All".
If I have missed something please let me know.
This is making spot checking of account transactions much slower, and time equals money.
Thanks in advance.1 vote -
Payroll reports | Timesheets - Export with Start/End & Notes
with the new functionality of adding start end times and notes, we are not able to print or download this data in any reporting. the only way we can SEE this info is in the individual timesheet by person.
If you can update the report to include all information that would be useful as the current process is only half done.15 votes -
Account Transaction Report by Customer Account Number
Please can you consider offering a accounts transaction report that allows you to see transaction by unique customer account number - otherwise what is the point of having a unique customer account number?
1 vote -
Reporting - Ability to 'Save' to same draft file (not Save as)
Reporting - ability to "save" a draft management report rather than "save as".
Being forced to "save as" every time you want to save your progress means you end up with dozens of versions.
As you can so easily navigate away from a report without saving, we have to save progress regularly when say adding notes and comments to a report. We then have to go back and delete old copies so that the lists of REAL draft reports are manageable.
We really need a "save and continue updating" option.8 votesHey community, just popping in with a quick update: this has been delivered 🎉
If you customise a report and save it, you’ll now be taken straight to the custom report.If you then modify the report and re-save, it’ll update the custom report, rather than creating a new one!
Thanks again for all your feedback around this idea 😊
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Bank Reconciliation - Restore duplicate statement line from exception report
I have a client whose workers use toll gates daily, often returning on the same day. Xero sees this as a duplicate expense and delete the second transaction.
It would help if Xero can create a report showing these duplicates and giving the option to pull them into the bank.2 votesHi Mariaan, while not possible to restore the statement lines from the report, you can run the Statement Exceptions report which shows deleted or duplicated statement lines.
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Tracking - Ability to bulk Archive categories
We use tracking categories of building jobs. It would be great to archive the tracking category once the job it complete. Allowing a P&L by tracking category report to only show active jobs.
115 votes -
Subscriptions / Billing - Report on dormant organisations that are being paid for
In regard to client monthly charges being oncosted via billing, would it be possible for you to run a report of any other files that are dormant. Files that are being paid for and not used?
2 votes -
UK Payroll - Adding Employee Group data to reports
You can enter a group for an employee on the employment information but this function cannot be used on the reports.
If the information of which employee is in which group, then surely its not a huge leap to add this function to the reports. Using the gross to net report, you could select a group rather than an individual, saving a lot of time.
14 votes -
Bug or Missing Feature Reporting
There is nowhere to report missing features and bugs apart from this forum, which is more for ideas.
I have found it difficult to find a place to report an issue quickly.
For new invoicing the list of missing features and bugs should be reported so we can see what has already been picked up and what is being worked on and fixed.6 votesHI Jill, appreciate you posting here, not knowing where else to go.
For something that appears to not be working as it should or where you're having performance issues in Xero - these are best to raise with our specialists at Xero Support where we have tools to investigate, triage any issues and escalate with our team if needed.
When it comes to new invoicing we've communicated a lot of the changes and what's coming up through our Xero central page here. Otherwise, you'll also find many ideas for changes across product ideas here that I'd recommend joining for updates where you're interested. Searching 'New invoicing' on the main page of the site should help you find a list of the different features.
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Reports - Information from GST report added automatically to bills
When generating an Activity Statement for the GST wouldn't it be great if the information is automatically added to the Bills you need to pay?
This way a person won't forget to pay their GST payment and can even easily include a default date that it has to be paid by
7 votes -
Reporting - Show/hide option for future-dated payments in Aged Payables/Receivables
A aged report that will show the year end balance but can also update this to remove for payments that have been made/received post year end (something that can be done on Sage and is a very useful tool)
14 votes -
NZ GST - Keep separate Late Claims tab
The New GST layout needs to keep the "Late Claims" separate on the transaction details report. Lumping them all together with income or expense and then the totals don't tie into the numbers on the face of the GST return is frustrating. I can see you can filter by "late claims" but we don't want to have to export and manipulate the data when sending the documents to clients.
It doesn't make sense that the detailed transaction report doesn't match the face of the GST return without manipulating
86 votesThank you for your feedback on the changes for NZ GST returns here, everyone. Late Claims display in the body of the return, to review them. If you click on this the Transaction tab will open and to toggle Late claims on and off, select the 'More' option.
Late claims have been separated into their own section in the Transactions tab, and if needed you can also use the Filter to choose to only view Late Claims. We'll soon be updating the export to PDF to allow late claims to be excluded.
We want to be open that we don't have plans for separating these back into their own tab and will close this idea. We still very much appreciate your feedback and will continue to iterate on this overtime to make filling and filing GST for an organisation simpler and more efficient.
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UK Payroll - Activity Details and Summary report format
The new Payroll Activity and Summary Report is not as user friendly as the old one. It was much easier to read and find your employee name and net amount due on the older version. I also don't like how half an employees details can be on one page and the rest on the next page. I would like to revert to the old style, if possible?
2 votes -
AU Payroll - Submit child support deductions through STP
Could Xero please introduce the ability to report child support deductions and garnishees via STP reporting to the ATO.
Xero currently does not support reporting of child support deductions through STP Phase 2 with Xero Payroll.
45 votes -
NZ Payroll - Employee search filter in the Leave Transaction Report
would be great to be able to filter current employees when looking at Leave Transaction Report. We have many hundred old employees and have to scroll through all of them to get the individual employee.. also no search function to be able to find the employee easily
2 votesHeya team, thanks for sharing back on how we could improve Xero for you.
As part of our upgrading Payroll reports with the new version of the Leave Transactions report for both Australian and New Zealand versions of Xero, you can now Search by Employee. So, you'll be able to quickly jump to an employee of interest!😊
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