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1362 results found
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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)…
2 votes -
Aged Receivables / Payables Reports - Add 'Current' column
Case CX0013378184 - Aged Receivables / Payables Reports have changed - Please re-insert "0.00" balance Current Column
We urgently request that the “0.00” balance “Current" column be put back into the Aged Receivables / Payables Reports
XERO has just changed the format of the Aged Receivables / Payables Report to NOT show the "Current" column on the Reports if there is a "0.00" balance.
This is a huge Problem to us as a company with the way in which we do our reporting as we need that column to show. I cannot see the benefit of…
12 votesThanks for the feedback and raising as an idea here, Katie. We initially made this change based on customer feedback.
Appreciate how different businesses have differing needs and we'll keep an eye on the interest of this build here, however want to be open that there are no immediate plans for adding a Current column back to these reports at this stage.
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Reports - Toggle display names (Reporting v Account name)
Where the "Reporting Name" feature is used when creating accounts, it would be great to be able to select either account name or reporting name when running reports such as the BS, P&L or trial balance
65 votesHi everyone, we appreciate all the valuable feedback and ideas shared here.
We can see how reporting names would be confusing to clients, so I’m pleased to let you know that our product team have recently made a change that means they are not visible for non-adviser reports 😁 This means the reporting name is only visible on templates within the Xero Business Edition and non-adviser users will always see the Chart of Account name when running their reports.
Reading through the comments here and via our support team, the main need is for clients to understand their reports, which means viewing them by COA. To be open and upfront we don't have direct plans to work on a toggle in the foreseeable future so we're moving this idea to 'not planned'.
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Income by contact report - Chart for top 10 Customers
To have the ability to show the Top 10 spending by contact chart for customers similar to chart available on the expense by contact report.
1 voteSorry for not catching your idea here sooner, Tahlia. Appreciate the idea and this was fast to follow the Expense by Contact report.
Our report team have now added a chart to rhe Income by Contact report so you can view your top 10 customers the same as you can suppliers from the Expenses by Contact report. 🙂
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General Ledger Reporting - Group by Account Type
Under the GL Summary Report(new) and GL Detailed Report (new), i notice they run by account code in alphabetical order as a result of which some Balance Sheet and P/L items are mixed together.
How can i run both the above reports in a way whereby all the Balance Sheet items are on top in alphabetical order follow by all the P/L items thereafter in alphabetical order
Can anyone help
7 votes -
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 votesThanks 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”
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Please add chart of account codes as a filter on the Income and Expenses by Contact report
Please add chart of account codes as a filter on the Income and Expenses by Contact report
2 votes -
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…
4 votesAppreciate 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.
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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 -
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 votesBack 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.
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Customer cash allocation report
The ability to quickly review the customer receipt allocation to invoice for error or intentional misallocation is an essential tool for ensuring the accuracy of customer statements as well as the detection of fraud. In my view this is an essential internal control tool. I have recently had to review 3 months of cash allocations due to the detection of fraud which with the right report could have been achieved within a day. The reality was 3 days work having to click down on each statement line where if the statement line showed the allocation the entire statement could have…
1 vote -
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 -
Reporting - Add Client's logo
Ability to add client’s logo into Reporting.
Purpose: To make the look of the reporting belong to the client’s business.
124 votes -
Reports - Option for All time / All dates to view all transactions
We need to be able to select "All Dates" on a report. ex. I want to see a report for a certain account from the start of my business to the current date. now I need to select beginning date and then todays date and the update.
6 votesThanks for sharing your idea with us here, Doug. Is there a specific report you'd find this helpful for? Maybe the Account Transactions report?
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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 -
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 spreadsheet1 vote -
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 -
Cash Summary Report - Run for selected period
Hi,
When clients run the cash summary report - they often select Period - 1 month, then compare with - previous 11 periods.
This report can be run at any stage throughout the year showing the previous 12 months (showing each month on its own column to track trends etc) on a cash flow basis (P&L reports not relevant if there is equipment lines, drawings, tax payments etc).Most of my clients run this report regularly as it 100% focuses on the cash, showing cash movements during the period.
My issue with running this report is that it only…
1 voteWe wanted to let you know that we've released the improved Cash summary report, where you can now select more flexible date range by clicking the 'Date Range' field, then choose the comparison period from 'Compare with' column.
To get the full picture on how this new feature works, check out our video here!
Note that if you need to add a total column into this report, you can use the layout editor then add a formula that you're trying to get.
Lastly, we really appreciate your input here, so we'll mark this request as delivered. -
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 votesHi 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.
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Reports - Option to hide "Tracking Transfers" from journals report
Get rid of (or just hide) "Tracking Transfers" when printing PDFs of manual journals. Seeing descriptions are more important than the background tracking.
6 votes
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