8 results found
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Bank Report
In the old reports there was a bank report, (Detailed Account Transaction Report) that you could pull up the bank account and it would show the bank entries and where they had been coded. This is not longer available. Alternatively, could the code be added to the Bank reconciliation page where it shows the entries.
1 voteHi Penny, this is available within the Account Transactions report and you'll find a common option of Bank transactions by date which includes the account the transactions have been coded to. I believe this is the report you're looking for here.
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Bulk register fixed assets additions
Ability to bulk edit and register fixed assets which are curently sat within the draft screen on fixed assets
1 voteHi Alice, this is already possible. From the Draft assets tab within Fixed assets you can select All or multiple assets that are listed and then click Register. As long as the assets are complete they will be registered.
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Export the customers last trade date.
Would be helpful to have the feature to export customers with last trade date.
1 votePerhaps smart lists can help you here, Varshi. You can do a search for contacts that have purchased an item within the last 7 days, 4 weeks, 6 months, a year, or last 2 years. Alternatively, the Receivable Invoice Summary report grouped or filtered by contact should help you see the contacts last trade date based on invoices. Or, if you're look at a specific contact you could use the Contact Transactions report.
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Reports - General Ledger: add opening balance and closing balance columns
New General Ledger Summary Report - please bring back opening and closing column balances for this report.
3 votesHey community, 👋 coming back across your idea here you can actually already do this. With the General Ledger report you can add opening and closing balance columns by clicking the More button, where you'll find this as an option. Just click Update to re run the report. 😊
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Xero Workpapers - Xero Hotlink to link to new Account Transactions report
The Xero Hotlink button should open an Account Transactions (new) report for that account rather than the old Transactions report, for many many reasons.
44 votesThis is now live🎉
You can find the full release details over on our 'Xero Product releases' page.
Hotlinks in workpapers will now connect to the new reports in Xero. If a workpaper links to the Account Transactions, Bank Reconciliation, Aged Receivable Detail, Aged Payable Detail or Fixed Assets Reconciliation report, you'll be able to use exciting features that will help you get quick access to answers and streamline your financial analysis.
Thanks again for all your feedback around this idea
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Payroll Reporting - Year to date verification report utilising STP
Include Reconciliation to payroll and ATO reporting category
5 votes -
Purchase Orders: Generate a report on PO by item code
I would like to request that a report be designed where you can determine which purchase orders contain the "quantity on order" on a specific code. At the moment the only report you can pull is one where it shows which bills and invoices contain that code.
We work with thousands of products, and we need to find a way to determine which purchase orders have certain codes. There should be an option to pull a report based on the item code, showing what is on order (including the PO number) as well as the bills and invoices.
This will…
2 votesHi community, since this idea was raised we have developed Xero reports - You'll now find a common format option to the left side panel within the Payable Invoice Detail report to view All purchase order details'
The report includes the Item Code column by default, and you can also set Grouping/Summarising to Group by Item Code to group items together.
Additionally you could Filter the report, for example by Status, to only view Current orders.
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Workpapers - Ability to create new query headings in Workpapers or no heading option
The queries in workpapers are currently organised into query headings covering a number of areas. But there are some queries that don't fit into any of those sections neatly and can confuse clients when sent over.
It would be great if we could create our own headings for the Queries or if Xero could include a 'General' or 'Non-Categorised' section which these less specific queries can be grouped
6 votesHello community 👋
Thanks for sharing this idea, I'm switching it over to Delivered!
The Query Heading is a free text field so you can manually create a new heading for all the different types that are not currently available to select. 😊
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