For small businesses

1342 results found

1. Multicurrency - Supplier Statement in multi currency

   The attached 'Supplier Statement' report has been 'retired'. Please consider reinstating this in Xero. We buy in euro and for financial audit purposes at every year end we need to issue this report. There is now nothing like this on Xero which makes no sense as we can't report without a mass of manual work to make a report outside of Xero.

   • 

   11 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  3 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

2. Reports - Ability to add Sales Inventory Items to P&L Report

   We would love the ability to include/add Sales Items to the P&L Report under Cost of Goods Sold - in order to track specific items(products/services).

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

3. Reporting - Compare Tracking Category

   When using the new version of the P & L and selecting the Compare Tracking category option, would it be possible to build in a function where the report only shows items with any activity in the selected period, rather than showing everything?

   8 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   4 comments  ·  Accounting features  ·  delete…  ·  Admin →
   delivered  ·  AdminEthan M (Admin, Xero) responded

   Thanks for your interest in this idea, everyone.

   We've made a recent change to the way you can view Tracking in the newer Profit & Loss! We appreciate the efficiency users found in being able to compare tracking across categories with the older reports and have uplifted this in the newer version.

   You'll now see the option to ‘Compare by tracking categories’ on the screen when you open the new Profit & Loss.

   When selecting tracking categories, if there has not been any activity within your selected report dates you will not see a column for this shown in the results when the report is run - This is part of the releases mentioned last month in “A sneak peek into what’s next for reports in Xero”

4. AU Payroll - Payroll Employee Summary report filter by current employee groups

   The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g

   The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.

   I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I would expect all Employee Group dropdowns to look like for this client - it only includes the current options available for Employee Groups.)

   The original post is closed, and I need to address the solution provided: https://productideas.xero.com/forums/940636-for-accountants-bookkeepers/suggestions/48187811-au-payroll-employee-summary-filter-by-employee-g

   The solution provided for the removal of filtering by Employee Group in the Payroll Employee Summary report now includes all employee groups ever in existence, including the multiple spellings which have since been fixed, groups deleted after never being used, and archived groups which have not been used in years and will never be used again.

   I have provided both a screenshot of the current Payroll Employee Summary filter by Employee Group dropdown, and the same on the Payroll Activity Summary. (The latter shows what I… more

   •  

   •  

   4 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   2 comments  ·  Payroll  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Appreciate the added feedback, Freya. I've shared back with our team and we'll let you know if there's any change planned for this.

5. New Account Transaction report - Show closing balance on first page

   Please restore the display of the closing balance on the first page of this report.
   The report is used each month to check control accounts which may go to many pages.
   The closing balance used to show on the first page which was extremely helpful not you have to scroll to the bottom (and you have removed the option for less transactions to show) and then we have to scroll through to the last page in order to see the balance.
   Please bring back the functionality of the old report before you stop access to it

   •  

   •  

   •  

   •  

   •  

   •  

   •  

   •  

   •  

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  2 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

6. Quotes - Specific reporting for quotes (or open API)

   Ability to export a report that contains Quotes data.

   Purpose: To help tracking what value of a quote has been invoiced

   15 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   5 comments  ·  Business features  ·  delete…  ·  Admin →
   delivered  ·  AdminKelly Munro (Community Manager, Xero) responded

   Back with good news, everyone! From today you'll find that your Receivable Invoice Summary and Details reports have both been improved so you can now add quotes as a Source in the report, as well as two common formats to quickly see all quotes or just outstanding quotes in one view. 

   
   

   Get in for a try, and save the views you'd like to use regularly. We appreciate all your support and feedback for this, here. 

7. Reporting | Draft - Warning or prompt to Save

   Could you please implement a warning sign when closing a report in draft especially if changes have been made anywhere in the report or within the layout (example: Do you wish to save draft").

   Reason: I often forget to click on 'save draft' or accidentally navigate away and end up losing all changes.

   6 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  2 comments  ·  Accounting features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

8. Report which shows which Bank Account something came from

   I have multiple bank accounts in Xero in which I reconcile payments to the same Chart of Account. I would like to be able to run a report which shows me how much logged against a particular Chart of Account came from each bank account. While at the moment it will show you this in the report it will not total it meaning I have to export to excel and add another step.

   1 vote

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   0 comments  ·  Accounting features  ·  delete…  ·  Admin →
   delivered  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi Stephen, with the Account Transactions report you can include 'Related account' as a column. 

   If you then select the Bank Account you're wanting to look at and Summarise by Account this will allow you to view all transactions through your banks and see the chart of account it was coded too. 

9. Transactions report - all info in one line per transaction (not a second PST line)

   Report for "Account Transactions" should only produce one line per transaction.

   Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".

   I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.

   The easiest approach is to have additional columns to select from, and (critically) only one line per transaction. Columns could be: "Gross", "PST", "GST", "Net" ... so if a purchase was made on $100 with 5% GST and 7% PST, the line would look like:

   Date / Purchased Item / $112 Gross / $7 PST / $5 GST / $100 Net / Description / Contact / etc.

   Currently, to get that kind of report, I need to export a CSV and use spreadsheet magic to isolate out the PST lines, and then add the PST back into the "gross"!

   Report for "Account Transactions" should only produce one line per transaction.

   Currently, the report splits off a separate line for the PST component of each transaction, adding "- PST" in the description and to the contact name, and pulls the PST amount out of "Gross".

   I need an account transaction report that includes GST, PST and the unit price in "gross" on a single line per transaction. These gross values will match the bank statement, and have the description/reference/contact and the account(s) the transaction was coded to.

   The easiest approach is to have additional columns to select from, and (critically)… more

   2 votes

   vote vote vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   vote

   We’ll send you updates on this idea

   submitted  ·  1 comment  ·  Business features  ·  delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating

10. AU Payroll - changes to Unit reporting on Payroll Activity Details

    Very recent change to the Payroll Activity Details report, now Units capped at two decimal places, changed within the last fortnight.
    This needs to revert to four decimal places, as that is what is allowed when entering your payroll. Why has this been changed as now, the Payroll Activity report is the only available report to use to check a payroll, is no longer of any use as it does not reflect the correct data entry.

    •  

    •  

    6 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Payroll  ·  delete…  ·  Admin →
    delivered  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we appreciate your feedback here. Apologies we haven't updated sooner, as I can confirm that we made a change in July to the Payroll Activity Details report so it will now show 4 decimal places.

11. Recent Bill Report - ability to set custom date range

    Issue - When accessing the Recent Bill Report from the contact screen the automatic date range is the most current month. If you require anything longer this requires multiple steps to rectify.

    Purpose - To show relevant recent bills depending on the contact/entity, not just the bills in the current month.

    Solution - Have an option to set a custom date range that automatically loads when clicking this report. This custom date range could vary from entity to entity.

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminEthan M (Admin, Xero) responded

    
    

12. Xero Analytics | Short-term cash flows - Add tax payments

    It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.

    For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.

    As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting date to forecast the amount of VAT due and when.

    It would be very useful if the cashflow report could intelligently add VAT payments to Cashflow automatically.

    For example when a VAT return if filed, automatically add the payment amount and date to the report, learning as it does with repeating outgoings what the date might be - if you're paying by DD this is pretty predictable.

    As invoices are generated (payable and receivable) the report already picks up the amount of VAT payable to HMRC and it would not be a stretch to calculate what is due back on purchases, or to use the known VAT reporting… more

    20 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  7 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

13. Statement - Customer statement including quotes

    A new customer statement report, or tick box to include quotes

    • 

    15 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  2 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

14. Report - Add/remove highlighting from main drafts report page

    We used to have the option to add/remove highlighting in a text box directly from the main page of draft reports, however this feature was removed and now we can only Bold/Italics/Underline/Bullet point, but no highlight.

    It would be great if we could add this function back in, so we didn't have to go to 'Edit Layout' to change add/remove highlighting anymore.

    •  

    2 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Business features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

15. API - Add a VAT201 Report endpoint to the Xero API

    If the VAT201 report endpoint is added to the Xero API, it could save businesses doing the reconciliation for their clients and their tax returns. The report could then be saved directly to an excel document based on specific dates and this could lead to hours of time being saved for the people doing the recon.

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

16. Reporting - Ability to view transactions including date of transactions & date created

    Transactions posted after a period end affecting prior periods

    Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
    How can I locate these entries?

    I have tried a transaction report, but there are no parameters that I could enter.
    Ideally.

    Example -
    Our year end is 31st August.
    I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)

    In other accounting systems, you could take a unique reference number (URN) at the month end and show transactions posted after this URN but up to a certain date.

    Transactions posted after a period end affecting prior periods

    Lock dates had not been set and as a result, there has been a few entries in to the last financial year.
    How can I locate these entries?

    I have tried a transaction report, but there are no parameters that I could enter.
    Ideally.

    Example -
    Our year end is 31st August.
    I would like a report that looks for transactions entered between dates 1/4/22 - 21/9/22 that have a transaction date up to 31.8.21 (last year end)

    In other accounting systems, you could take a unique reference number (URN)… more

    12 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    2 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Kellie, you might find History & notes useful for getting the insight you're after here. 

    Though it's not possible to filter by the transaction date - You can set a date range like you've mentioned to view activity that has occurred post your orgs year end and ability to filter by Item types so you just view the item types you're interested in. 

    Keen to hear if this helps. 

17. Reports - Supplier/customer ledgers showing exact credit/debits

    I find it unacceptable that Xero cannot give a report with the exact debits and credits on the supplier / customer account without showing how the allocation was done. If there are 2 invoices of a 1000 and 1 payment was made of 2000 - I want to see it exactly like that on the report and not 1000 allocated to the first invoice and 1000 allocated to the second invoice. This is standard in Pastel.

    7 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  4 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

18. AU Payroll - Customised payroll report for multiple pay items

    Create a customised payroll report to include multiple but not all pay items for a specific period. As an example - view all overtime payments for relevant period

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    submitted  ·  0 comments  ·  Payroll  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

19. Sales Tax Report - Option to filter for tax types

    We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as a UK company would), we need to be able to post the return to the ledger and mark items as included so that entry's after the filing date are flagged in the next return (the way that you can do in the Sage accounting products)

    We run two different VAT registrations for one company (UK and IE) so we have both UK and Irish tax types, we run our VAT returns for different periods for the two country's (UK is quarterly and Ireland is bi-monthly). The sales tax report needs an option to filter for certain tax types so we can run it for only UK tax types or only Irish Tax types. We also need the option for backdated / adjusted items after the return (as we cannot link directly to HMRC having both country's VAT running we don't get the same functionality as… more

    3 votes

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    0 comments  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating

20. Inventory - Report to see variances in cost price

    I need to run a report in Xero that sees the variance in purchaser cost price on a month by month basis for a product group not based on sales/bills
    Otherwise the only way is by an Excel spreadsheet

    1 vote

    vote vote vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    vote

    We’ll send you updates on this idea

    1 comment  ·  Accounting features  ·  delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    Close

    Close

    Submit Rating
    submitted  ·  AdminEthan M (Admin, Xero) responded