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1355 results found
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Reporting - Show date and time stamp report was run
Ability to show date and time stamps, to see when the report was run.
Purpose: This will help users to do their Audit Trail.
241 votesHey community, thanks for your continued interest in this idea. Earlier this year we delivered some updates to reports, so that they’ll now show page numbers and date stamps when exported to PDF.
This is an idea that was seeded by the community team when we launched Product Ideas back in 2022.
The Product team has done some great work to address the original request but reading the commentary here, the scope of the idea has grown a bit since then!
We’re confident that this release solves the original request so I’ll be marking this as delivered.
There are additional improvements that have picked up some momentum in the comments: to make the date stamp toggle-able, and to extend the field to include time as well. To be open we don't have plans to progress these specific asks.
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Payroll Report - Annual Payroll Summary
A year-end payroll report which lists the employees, and provides total amounts for Gross earnings, PAYE, and all other deductions for the financial year, with company totals at the bottom. Basically it could just be a one-page summary for the year, depending how many employees there are. Most other payroll systems have the report option, and it's very important for end of year wages reconciliations.
38 votes -
Account transactions report - Show description of transaction line
Account Transactions Report
It doesn't make sense that you can separately select the 'Contact' column and the 'Description' column, but that the 'Contact' details show in the 'Description' column.
It feels like the 'Description' column in the Account Transactions report is wrongly pointing to the 'Contact' data!
If the 'Description' detail is not available in the Account Transactions report, this column should be withdrawn from the options available for selection.
It would be great to get this issue fixed.
153 votesThank you for your engagement on this idea. To help explain a little on how this works in the Account Transactions(AT) report - what shows in the Description field when running the report is dependent on the type of account you're running the report for.
For example, when running the AT report for a bank account, transactions will show the Contact name in the Description field. This is because the detail that is entered on each description line in the body of a transaction relates to the account the line item is coded to.
To see the detail, you'll need to run the report for the account code, not the bank account. This is also how the report works for some other accounts such as the system sales tax account, Account Receivable, and Accounts Payable.
If you're trying to find the account a bank transaction or system account line has…
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UK Payroll - Report on employee information
For example, to produce a report showing employee name, job title, start date, current hours and current annual salary for pay award decisions.
58 votes -
Contact report / export - Including credit limits and terms
Report listing all customers including contact details, credit terms and credit limits
112 votesHi everyone, while there isn't a report that you can report 'terms' atm, you could run the Aged Receivables Summary report that'll provide all the other detail you're asking here.
From Columns in the report you'll see the option to include Credit Limit as well as many of the contact details such as Email and Phone. If this is a report you'd want to access frequently, save it as Custom and maybe even favourite the report so you can easily access it.
When you mention wanting to include 'terms' it'd be good to get more detail of your expectations in this would this be the terms and conditions of the theme applied to invoices for that contact, or perhaps billing information that you may have saved in notes for the contact? Thanks
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Aged Receivables report - Include credit control notes
we would like a one line aged receivables report which shows the notes in a column next to each client, eg so we can see at a glance where credit control is up to at a glance looking at all the clients rather than having to go into each one.
If not possible can we tailor a report e.g how would we show the credit limit on the aged receivable report in another column?36 votesHey Kate,
Thanks for sharing this suggestion! I can confirm it’s already possible in Xero to see, at a glance, credit control information in the Aged Receivables report.
You’ll need to either add the ‘Credit Limit’ and ‘Available Credit’ columns to your Aged Receivables report, or use the ‘Customer credit limits’ Common Format, to surface this information.
I’ve attached a screenshot as an example, and you can read more about this in our 'Show customer credit limits' article on Xero Central.
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UK Payroll - Add a remuneration report
UK doesn't currently have the remuneration report. This is a basic fundamental requirement on payroll.
33 votes -
Account Transactions report - Include project column
Would it be possible to add Project Codes as a selectable column in the Account Transactions report? We would find this most useful as it would save time.
85 votes -
Reporting - Rename published report
Once a report is published, there's no way to edit the name. I like to add a reference in the publish-name of a report so that I can easily find the specific one that I'm looking for in the list of published reports - especially useful when you're publishing multiple bank account reconciliation reports. Sometimes I forget, and the only way to change the name of a published report is to delete the report and re-create it.
7 votes -
VAT Return report - Transactions not included
A report showing a summary of transactions not yet included in a VAT return, particularily for late claims
37 votesHI team, our article here will likely help you identify transactions that have not been included in your VAT return.
You can run the Account Transactions report to compare with the Transactions by VAT box tab of your VAT return.
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Aged Payable/Receivable report - Foreign currency data as a footer in new report format
It would be good if we could add the foreign exchange rates to the bottom of the Aged Payables and Aged Receivables report in the new report format like it is present in the old format.
18 votesHey community 👋 thanks for supporting this idea, I'm popping in to switch it across to delivered!
We’ve added a new currency icon which displays next to figures on the Aged Receivable and Aged Payable reports, to indicate that they include revalued foreign currency amounts. Clicking the icon displays a popover with the exchange rate information. It also includes a hyperlink to the full exchange rate note at the foot of the report 🎉
The exchange rate note will display by default, but we’ve heard from some customers that they want the ability to hide the disclosure. We’ve added this option under the More button. Hiding the disclosure this way will also remove it from all exported versions of the report. The disclosure can be re-added to the report later if desired.
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Report Codes - Add/Edit codes from Chart of Accounts
Can we please have the report codes shown & editable on the chart of accounts page, and also through the actual reports?
Reasons for the request:
1. It is a logical workflow to specify how an account is to be reported when setting it up
2. It saves having to view the report, realise a report code needs correction and then having to close the report to do this, if you can drill down straight from the report as displayed.
3. As the account balance is shown on the Chart of Accounts page, it makes it clearer…45 votesHi everyone, we've just released a change so if you're a part of a Xero practice you'll now see we've added a new ‘Report code’ column to the Chart of Accounts page, that displays the report code and report code name. This should help save you time, and easily review report codes before running report templates.
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AU Payroll - FTE report
A report which calculates the staff FTE based on number of hours each staff member works each week/38
16 votes -
Aged Receivables report - Show Days overdue
It would be great if a column could be added to either the Aged Receivables Report or the Receivable Invoice Detail Report that shows the number of days the invoice is overdue by.
The number of days an invoice is overdue by can be seen on the 'Awaiting Payment' tab in the invoice section in Xero, but even on this part the information cannot be exported.
Thank you!
38 votes -
Profit & Loss Detail Report - Option to expand account sections without having to rerun report.
A default "Profit & Loss Detail" report is a standard option in pretty much every other bookkeeping system I've worked in and necessary for many companies.
An additional option of running a standard P&L Report, but also being able to expand account sections to see the detail without opening a new report would be very useful for researching issues. It is tedious to continually run the report I need, only to click on one line item and then have to go back and run the original report again to continue researching.
13 votes -
Project Report | Bills - Unpaid/paid bills per project
to generate a report that shows the unpaid and paid bills per project , and another report shows the unpaid and paid invoices per project. if there is one report which can show all of these information that will be great
22 votes -
Batch Payment Report with Totals By Supplier
A report that shows the total paying a supplier in a payment batch, currently we can only produce a Batch report that has individual invoices and a total over all but no total by supplier.
Optional to have supplier bank details paying to would also be great
32 votes -
Reporting - Saved customised report layout across common formats
Been trailing the new reports format and when setting up a custom group account layout for a Profit and Loss report we can't use this layout across Common Formats of Profit and Loss. This feature was available in the old reports that once a custom layout was created it worked on all formats. Been advised that would need to create a separate custom report for every Common Format
32 votes -
UK Payroll - Timesheet summary report
To be able to produce a report on historic timesheets, week by week and or month by month for each employee
Timesheet report
11 votes -
UK Payroll - Leave Transactions report
A report that provides details of employees leave to be able to see the leave accruals and leave taken for the pay period.
This would help as an audit trail and when preparing a salary budget or during a salary review.54 votes
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