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1355 results found
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AU Payroll - Report for Unused Leave Paid out on Termination
When using the Leave Paid out on Termination feature in xero, the paid out leave is recorded in the Holiday Leave Accrual category. This means we are unable to run a report showing the value of unused entitlements paid out on Termination. This is important information for Workcover Reconciliations etc. Please set up a report for Unused Leave Paid out on Termination.
46 votes -
Payable Invoice Details report - Option to display bank details
Need option to display supplier bank details when running the supplier payments bank report. Key for bank approvers to easily verify bank details for supplier payments.
42 votesSee where you're coming from and thanks for the confirmation, Malcolm (I've just slightly adjusted the title here 🙂)
This isn't something we have planned at present but will get a sense of the appetite here and let you know if there's any change.
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UK Reports - Add Net column to account transactions report
Being able to group the account transaction report by contact is brilliant but unfortunately the report has default columns for Debit, Credit, Gross and VAT and not running balance or net.
If the client is VAT registered the total showed by contact is VAT inclusive so please can the report also have the Net column turned on by default.
11 votes -
Reports - Ability to add custom KPIs to Executive Summary report
Ability to add KPIs to executive summary report e.g. Purchases/Sales percentage for the hospo industry and wages/sales % - these should be at 30% or lower so it would be great to add these into the executive summary report
13 votes -
Reporting: Aged Payable Reports - Show invoice/contact record notes to report notes
Ability to show details on notes or comments from Invoices/Contact record to Aged Payable report.
Purpose: With notes and comments, users will have extra details with the debts that the suppliers/customers owned to users’ business
44 votes -
Report's - GST Audit report, option to print PDF version by Account number
When reviewing the GST Audit Report we are able to sort by account number, but when printing in PDF it reverts back to date sort order. Can we have an option to print to PDF in account code order.
107 votesHi everyone, as you may have seen in recent communications - We've rolled out a new and improved New Zealand GST experience.
While we've made many changes, we want to be open that transactions will only print in date order. This isn't something we have plans for changing in the near future and we'll move the idea to not planned. If our position of this changes at any point we'll be sure to update you of this here.
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Invoices - Add invoice notes to age receivable report
Receivable invoice summary- add notes column - if notes are made on why invoice are not yet paid. can we run an age receivables report, that also includes the notes on an invoice please
36 votes -
Custom Report - Ability to Hide/Unhide Columns
Currently we create a budget for each tracking category (department).
I have created a custom report which includes the budget for each category. I then use the formula function to sum the budgets together.
I only want to see the formula column in the report outputted. (I realise that columns can be hidden when data is exported to Excel)
I understand that there is not a way to show a formula column without all the individual budget columns.
Enhancement suggestion: include a radio button for each column to hide/reveal that column in the report
15 votes -
Profit & Loss Report - Compare > 200 tracking categories, and bulk select
Thanks for adding the new "compare tracking categories" in the new Profit & Loss Report.
However, even with this additional development the new version of Profit & Loss Report requires you to manually add each tracking category one by one. Having the feature of "select all" reinstated as the old version did would be really helpful.
Having limited tracking categories to 200 isn’t helpful, previously Xero was able to search across an unlimited number of tracking categories, but only report on the active ones.
I’m sure there are many users that have more than 200 tracking categories (not always…
48 votes -
AU Payroll | Payroll activity summary report - Select a group of employees
When generating the Payroll Activity Summary report, it would be good if I could select certain employees.
Currently you can only choose an individual or all employees.
59 votesHiya everyone, as you may have seen we've released a new version of the Payroll Activity Summary report for AU and UK versions of Xero payroll. While it's still not possible to select multiple individual employees to run in this report, what you can do is run the report for an Employee group.
At this time we don't have plans for developing the ability to select and run the report for multiple employees, however we'll continue to track this here and update if there's any progress.
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Profit & Loss report - Show columns for all tracking options (incl. ones with nil balances)
For the new format of the Profit and loss report, only show the tracking categories that actually have a balance. Therefore do not show with nil balance.
Currently have to adjust the report to remove the relevant columns which is time & $.The old version did this automatically!
69 votes -
Reporting - Retain Old Report Formats
Is there anyway to retain the old report formats for P&L and Balance sheets post June 2023?
I find the new format not very easy on the eye and less user friendly. Can we retain the old format moving forward.9 votesHi everyone, appreciate the interest and feedback on the style of Xero's new reports. Being quite open, older style reports will be retired on 31 July this year (2023) and there will be no ability to retain and continue using the older report formats beyond this date.
We do want to hear if there are specific differences in the older styles that you'd like to see in the new and welcome you to start ideas for these individuals changes that we can gather support on and could be developed and reflected in the newer versions, but to be upfront here we'll move this idea to Not Planned.
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Account Transactions Report - Hide Archived Accounts
The attached post indicates that Xero has delivered the ability to hide archived files by unticking the "Show Archived" box in the account transactions report and then saving it as a custom report. I have tried this, but it doesn't work. Every time I go into my custom report which should have the Show Archived box unticked it is always ticked and the archived accounts are showing. Could you please look at this again.
8 votesHi Sally, appreciate the image back to the earlier update you're referring to here. Is it possible that the custom report you're using was saved prior to the update and needs updating with any new setting changes and then saving again to hold these for future use?
If you're still finding the same behaviour, I'd highly recommend raising a case with our team of specialists at Support so they can dive into why settings you've saved in a custom report aren't being applied. Thanks
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Expenses Report - Ability to view unapproved expense claims
Xero Expenses - Currently there is no report to get information on expense claims needs approving. (by staff member, period etc) It would be useful to have a report which can be filtered rather then logging in to screen and view all. Thanks!
13 votes -
Projects detailed report - Adjust formatting of expenses in report
The projects detailed report shows the estimated expenses on separate lines to the actual expenses incurred against that estimate. It is a manual process in excel to move the expenses around so that the report can reflect Total estimate less total spent and balance remaining. While this information is available on the projects page, it can't be pulled out as a report which is frustrating.
4 votes -
VAT 201 Report (ZA) - Separate column for invoice number
VAT201 Report (ZA) - A SARS requirement is to have sequential invoice numbers. The invoice numbers are not displayed on the VAT201 report, only the customer reference number, if there is no reference number, then the customer invoice number is displayed. Can we please have a column for the customer invoice number or only have the customer invoice number listed.
18 votes -
Supplier Activity Report - Description column includes description
When I run a supplier bill activity report it would be HELPFUL if the description column actually contained the description of the invoices, or at least the start of it. For example, say a supplier is for office rent then I put in the description what period or month the rent is for. Then, if I run a supplier activity report I would expect the ******** description column to show me the helpful description I entered. Instead I get INV Ref: xxxxxx which repeats the xxxxxx from the reference column next to it. Noe useful at all, and the info…
19 votesPayable Invoice Details report, grouped or filtered by your Contact should be of use to you here, Michael.
There is an option to include 'Description' as a column. Let us know if this helps provide the view you're after.
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Projects - Report based on employee projects
Projects - Would be terrific if we could produce a report based on employee projects, for example to be able to see what staff currently have on, the $$ they have quoted for a period of time etc.
16 votes -
Sales report - By contact location
It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.
31 votesHi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
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Reporting - File Attachment Report
Ability to show attached documents in Reporting.
Purpose: To provide clients to see the list of transactions which also show the attachment for each transaction.
265 votes
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