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1362 results found
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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 -
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 -
Direct Bill Payment - Report showing the payment charges
Xero to create a function that allows you to see a total of Direct Bill Payment charges through a specified time period (similar to running a report on a specific account type). It is a direct cost and therefore it should be very simple to obtain the information. At the moment there is no real visualization, you can only obtain the information by multiplying the amount of payments made in a certain period by £0.24. When handling client money, this means a report needs to be created separately outside of Xero to show in a transparent manner what has been…
1 voteHey Theresa, thank you for raising this suggestion. Whilst there isn't a report dedicated to showing the Direct Bill payment fees, you can use the Account Transactions report to see the fees for a specified time period.
The payment fees are recorded as spend money transactions to the 'Payment Fee' account. Running the Account Transactions report on this account will show you the fees paid.
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Bank feed to account transactions match report
It would be good to have a bank feed to account transactions matching report which could show which bank feed entries have been reconciled to which account transactions without having to click into each entry. Something like the attached would be good to enable someone to spot mismatched bank entries
1 vote -
Receivable Invoice Summary report - Filter based on Payment Date
Can we please have a function where we can filter the data based on the last payment date to show only invoices paid within the date range in the filter?
8 votes -
Statement - Customer statement including quotes
A new customer statement report, or tick box to include quotes
14 votes -
Reporting - Switch layout between left-right and right-left
When you download a P&L / BS report (whether old or new templates), and include comparative periods, there should be an option to choose left to right, or right to left. If i have downloading for Jul-22, with 12 months of comparatives, i want the oldest month to be on the left, and Jul-22 to be all the way to the right. That is typically how all excel financial models are built, and the basis of these models is historical financials.
17 votes -
Projects - Detailed Expense Report
Currently there is detailed expense report in Xero Projects. That's why I cannot use Projects for invoicing and billing yet, because we (engineering consulting industry) are required to submit itemized documents to support any invoiced expenses. For example,
- if it's a subcontractor cost, we need to present the subcontractor bill details
- if it's a mileage reimbursement, we need to present mileage rate and number of miles and the employee who requested such reimbursement.
So, please add the expense report feature in Xero Projects!1 vote -
AU Payroll - STP Finalisation Totals & Report
Ability to a total of all employees gross wages, and download figures for each individual employee with the total lodged with the ATO.
Purpose: To be able to see employee list with total amounts for each category (gross, tax, super, lump sums) after lodged with the ATO
6 votesHi everyone, appreciate this idea has come from the prior Feature requests forum and to explain what is currently available - You can export a .CSV with all employee detail before finalisation.
From the STP Finalisation screen, select the check box at the top of the list for all employees - at the bottom of the page you'll see an Export .CSV option become visible, so you can view all the payment information before it's sent across to the ATO.
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Report needs to have matching data for Total Cash In and Out dashboard widget
Need the report linked from dashboard's Total Cash In and Out to MATCH to the data shown on a report.
Right now it opens up a Bank Summary report which includes transfers, but even after removing transfers from the equation, the numbers still do not match up on the cash flow widget. I can't verify the cash flow widget's numbers.
1 vote -
Billable Expenses - Allocate supplier credit notes to a customer
Ability to allocate credit notes to a customer.
Purpose: To save users’ time rather than having to manually go into the Billable Expenses, outstanding report, find the original invoice and edit it to remove from recharging the client.
43 votes -
AU Payroll - Access to payroll reports when downgrading subscription
You should allow current subscription holders the ability to create reports on all of their data. At the moment if you stop employee staff and therefore downgrade your subscription, XERO removes all payroll reports. So when you need to print a report you cannot without changing your subscription to include payroll again, even they you don't need to pay employees. It costs you a 30 day subscription to print one report. This is a big fault and something I can do in MYOB. Please fix this madness.
7 votes -
Reporting - 'Select all' option on the Account Transactions Report when Search is used
It would be great if when you use the search field to search for a name/description, if there was an option to 'select all' of the searched items. I often search for a description and then have 10-15 account codes I want to view, but i have to tick them all individually. A select all button would be amazing!
There is already a select all / deselect all option but only when there is no description searched.11 votes -
GST | Increase backdating of GST returns
Why are we limited to backdating GST Returns in Blue Xero just 12 months.
It's crazy to limit the backdating of GST Returns to 12 months for Advisors. In an ideal world our clients are well behaved and we only need to deal with recent GST Returns. But we often get situations where we need to backdate GST Returns beyond 12 months: ie A client comes to us who has been trading for 2 or more years and not filed any Tax or GST returns - how do we deal with that? Or if we are doing a migration from…
34 votes -
Reports - Display Multicurrency Original Values
Reports - Display Multicurrency Original Values
Allow Reports to display the original values for a chosen currency.
Currently when running a Multicurrency report, the value shown is derived from the chosen Currency being exchanged from the BASE currency of the package. So if a ZAR base package has a €2000 Invoice in it, with a €2000 payment to a Euro account…. The profit and loss report, when run in Euros, will show that (today) as roughly €2037 after the back and forth conversions.
It would be very nice to have a reporting function that allowed…
5 votesHi Richard is there a specific report you'd find this useful in ?
You can run the Payable and Receivable invoice reports in other currencies an org has used but good to know if there's another report you'd be looking for this in.
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Reports - Accounts display in GL account number order on reports
The ability to have accounts display in GL account number order on reports. It boggles the mind that this is not an option already!
88 votesHi everyone, it'd be good to know if there are there any specific reports that you'd find this particularly helpful in?
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User Role - Invoice Only + View Reports
Ability to assign a user where they can only have Invoice only and view only reports.
Purpose: To make user permission easier to set up, rather than having to upgrade them into Standard. As this will allow a user having access to more confidential reports.
157 votes -
Account Transactions Report: Group by Contact
Could you please add Grouping by Contact in the new account transactions report.
Thanks
2 votesHi everyone - We've just released an update to Account Transactions report and added a Contact field!
Next time you open this report you should see 'Contact' as an option in Columns, Grouping/Summarising and Filtering - See an example below and enjoy making use of this new field and adding another level of insights to your reporting in Xero 🙂
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Global Search - From Every Screen
Have the ability to use the search function, regardless of what you are currently looking at.
Right now, whenever you are in the Report section or the Fixed Assets section, you do not have the ability to search. You have to go to a different page, and then you're allowed to search.
67 votesQuickly following on from our last update our teams have been working hard to keep developing consistency in search. You'll now find you can search from any screen across your Xero organisation!
We appreciate direct feedback on the screens you wanted to see this capability such as Fixed Assets, Payroll, new Invoicing, Reports - Now, wherever you go in your org, you'll find the magnifying glass in the blue navigation bar. 😁
Thanks for your support community!
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Reporting - Add Project features in Payable Invoice Detail report, or Filter option to show Bills or Expenses status
Can we have one more column or filter option containing Bills/ Expenses status like Paid, Awaiting payment, Awaiting approval and Draft to generate every details on project bills/ expenses record in "Project Details Report" or Project features in "Payable Invoice Detail" report.
1 vote
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