326 results found
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Hide Columns on Statements and Amend Headings on Statements
I am creating statements for an estate agent to send to landlords. Some of the exisitng headings on the statement are confusing for landlords and I would like to change them. I also want to hide the activity column as this is not required - the statement simply needs to show rent has come in and rent has been paid out. Can we please have the option to hide columns and change column headings. Thanks.
1 voteHi Nollaig, this is possible through the use of templates. To remove columns you'll need to use an advanced template with DOCX branding and amend the details that are shown using Microsoft Word.
If you're not too familiar with these - we have a community discussion where many users are happy to help and offer advice for your needs. 🙂
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Bills - Bulk update bills with Planned Payment Dates
Please can you include a feature that allows you to select multiple bills within Xero and assign a planned payment date? Currently you have to manually select each individual bill and add dates in.
4 votesGood news to share, community!
With the latest enhancements to Xero Analytics, and Short-term cash flow you can now bulk update the planned payment date of 10x bills at a time. 🙂
If you haven't tried Xero Analytics yet - come over to Xero Central to find out how these tools can give insight into your business performance and upcoming cashflows.
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Reporting - Ability to freeze header rows
The ability to freeze header rows when generating reports to screen (so that the header remains at the top of screen when scrolling through data)
7 votesHi everyone, we appreciate the interest in sticky headers and rows in the financial reports and this feature has now been rolled out to all newer versions of Xero reports! 😊
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General Ledger Report - Show supplier/client name and other side of double entry
General Ledger Report - Show separate column for supplier/client name and other side of double entry
We are accounts practice with more and more clients using Xero. However General Ledger export is not sufficient, as it is hard to group expenses, when there is no supplier name, as reference or details usually left as per bank upload, hence difficulty grouping while preparing final/management accounts.
Also another side of double entry would be very helpful, as you could see for example that entry in lets say Telephone nominal is from Bank # NL, Jrn from Accruals NL, Jrn from Prepayments NL,…
1 voteFantastic to see that you've sort this on e out, Grita! 😊
Just as you noted its possible to add a Contact and Related account columns to the Account Transactions report to see what you're after here. Thanks for coming back to share with others too!
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Reporting - Default column order in a financial report
Please add an option to change the default column order in a financial report for a user. This would save quite a bit of time when building long run trend graphs etc
1 voteHi Les, this is possible through the use of Custom reports. Once you change the format of the report, Save as custom where you'll also find you have the option to make this the default.
It will need to be set up for each financial report you'd like to implement this across, but once done can be an easy select each time it's used by yourself or another in the org.
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Report Showing which Supplier invoice a credit note has been allocated against
The ability to create a report where you can see which Supplier invoice a credit note has been allocated against.
The reason for this is we have a large number of credits from a couple of suppliers and due to some of the credit notes being for a previous period, they are unable to be allocated against the invoice they were created for, so we send through a list of allocations to our supplier each month which we manually have to create at the moment so that we can ensure that our systems balance.
Ideally if the report can contain…
1 voteHi Sandra, you can view this by running the Customer Invoice Activity report.
If you only want to see allocations you could filter the report to 'Source' and select 'Receivable Credit Note Allocation' 🙂
From here you can then export and hare with your contact, outside Xero.
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Fixed Amount Discount
Fixed Amount Discount Feature
Purpose: Whether it's for small or large businesses I believe Fixed Amount Discount feature is a good add-on to Xero aside from Percentage Discount.
This feature comes very handy if the supplier/seller wanted to give a fixed amount value when it comes to giving discount in a whole.
2 votesThis is already possible with new invoicing and quotes, Marie - Take a look at our help on this in Xero Central
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New reports - Group by account code
In the new reporting be able automatically group accounts by Account Code (either by "begins with" or "within range") This feature was available is old report layout and very useful for larger Chart of Accounts
2 votesThanks for raising the idea here, Julie. Sorry we didn't pick up sooner.
Only a few weeks after your post the team developed and released the ability to Group by Account code in the following reports;
- Profit & Loss
- Balance Sheet
- Cash Summary
- Statement of Cash Flow
- Blank report
- Budget Variance
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GST - Default tax rate pull from supplier settings
When reconciling a transaction the default tax rate should be per the Supplier settings if set up in the Supplier. It is the Supplier who is GST registered or not. Currently a non GST registered Supplier may come up with NO GST, however if you change the account code you are posting the transaction to it will change the tax to be inclusive of GST if that expense would normally include GST. Supplier status should always override account code status, otherwise if not picked up and corrected leads to inaccurate GST returns.
5 votesHey community, 👋 thanks for all your support on this idea, I'm popping in to switch it across to delivered! We rolled out support for maintaining the suppliers default tax rate when the account code is changed 🎉
If the account code changes, the default tax rate will not change unless the tax rate is not compatible with the new account code selected.
For more information check out our How your default tax rate and account settings work
Thanks again for your feedback, we appreciate your contributions.
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AU Payroll | Reporting - Common format selection
When you select reports and it says current month, it is not the current month it actually goes back from the day you create a report to the previous month. When it says current month I would expect it to be current month. See samples below where I have gone to the report and changed it to select date range and it should show current month but it doesn't
1 voteHi Sue,
I can see from your screenshots you've used the 'Select date range' option. As you've found, this defaults to a ~30 day period back from the day you've run the report. This is a bit of a quirk of the 'Select date range' dropdown.
However, I can confirm that if you use the date range 'This Month' your reports will return information for this calendar month instead.
To confirm this, you can post future dated pay runs for the same month, and they'll appear in your reports when run for 'This Month' but not 'Select date range'.
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Profit & Loss | Ability to view accounts that have been grouped
After editing the layout of P&L to group expenses under a few broad categories, if i wish to know the details of the numbers, i need to click on the specific number to get the breakdown with details. Can we do so by allowing the group to be expanded on P&L itself?
2 votesHi Eric, this is possible already but may just relate to the way you've set up the groups in the layout screen.
If you open the edit layout screen, you should be able to click on the group in the report to drop down and view the individual accounts within.
Your report will reflect the way this is shown in this screen. So, if you save the report with the drop down of accounts visible this is how the report will appear when run. The only time you may not see an account you have listed would be if there is no movement in it within the period. 🙂
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Journal - Copy & paste or import manual journals with multiple lines
It would be great to have the ability to copy data from an excel sheet and paste into a journal in Xero (using a relevant template). It can be quite cumbersome to copy and paste individual figures into each row in a journal and/or type them in line by line, especially if there is a large volumes of line items to include!
2 votesHi Geena 👋, you can import journals with up to 300 lines at a time.
More information on how to do this👉 on Xero central
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Reporting - Reset Custom reports
Since the OLD reports are going i think there should be a way to reset the New Custom reports to default layouts as on one of our clients someone managed to break a report and without noticing we were using incorrect figures for some time
1 vote -
Ability to set a branding theme that will default from the 'Create Invoice' function.
It's not currently possible to set a branding theme that will default from the 'Create Invoice' function.
You'll need to manually select the correct one each time. It doesn’t look like this idea has been raised as yet.
1 voteHi Nicole, this is actually possible based on the ordering of your branding themes from within the Invoice Settings screen - Read more on default options in our help article here
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Reporting: Project details report - Filter by invoiced
Option to filter by "Invoiced" in Project Details report (right now it's only available in the Detailed Time report)
2 votesHey community, 👋 thanks for your support on this idea, I'm popping in to switch this across to delivered, as we rolled this out for the Project details report too 🎉
Thanks again for your feedback. It helps us to continue shaping the future of reports for projects here at Xero.
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Reports - Custom Comparative Dates
It would be great to be able to enter custom comparative dates on the new reports.
For example, say I want to run a 10 month P&L report for a client, the only "custom" comparative option is the previous 10 months. What I really want to be able to do (quickly, not by editing the report) is compare with the same 10 months from the previous year.
Having a proper custom date entry field would enable this to be possible and surely assist in other comparative scenarios.
Image attached showing the limited "custom" option when running the aforementioned 10 month…
1 voteThanks for the image, Benjamin. This is possible atm, however when selecting your 'Compare with' you'll want to select 1 year, rather than the Custom date range.
This'll then give you a comparative period to the previous year based on the date range you've set in the report - I've attached an example I've created in the demo co.
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Reporting | Payable invoices - Summarise by Contact Group
Need to be able to summarise supplier balances on a Payable Invoice by Group report
3 votesHello everyone, we want to round back here and let you know, you can already achieve this idea by either using Payable Invoice Summary & Detail or Aged Payable Detail & Summary report, as we’ve mentioned earlier. From there, you’ll be able to summarise/group the report by Contact Group.
That being said, we’ll update the status of this idea. Welcome to raise a new idea if you’re thinking about different functionalities. -
Executive Summary Report - Exclude Internal Transfers
If you take $20 out of your own wallet and put it in your pocket, that's not "Cash Received," but the Xero Executive Summary report treats it that way.
Transfers between cash accounts that you own (e.g. between two checking accounts) show as "Cash Received" and "Cash Spent" in the ExecSum report. This is clearly wrong.
Please fix this. If you insist this is somehow a feature, please add an option to exclude internal transfers from the Cash section of the report.
Putting it another way: the Cash Received and Cash Spent numbers should reflect what was actually received and…
2 votesThanks for bringing this up here, Rob. This is something the team quickly drew their attention to, as well - You'll find we've recently released a update for the new Executive Summary report to exclude transfers from 'Cash received' and 'Cash spent'. 🙂
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BAS - Automatic Reconciliation of BAS Payments
Auto create entries for items included in “Amounts the Tax Offices owes you” and under the accounts of PAYGW, GST and PAYG, when an activity statement is created in Xero.
Purpose: Save time not having to manually create once Activity Statement is completed
16 votesHi everyone, roll out for this release has begun and will ramp up really quickly so you should all have it within the next couple of days. 😊
We've released a new feature that allows you to easily create a draft bill or invoice directly from the BAS (Business Activity Statement) statement page after finalising or filing it for the period.
The created transaction will be pre-populated with most of the required details such as contact details, account, amount, and description, for you to review and approve. You'll be able to view the transaction directly from the BAS return, or through Invoice and Bills. 🎉
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1 vote
Hi Kamila
There isn't currently a specific filter for this. However, you might consider using Tracking Categories to record when an invoice is for commission. You could then Filter the report by this category to view your commission invoices.
There's more info on this here: Set up tracking categories and Select settings in a report - Xero Central
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