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8 results found

  1. Separate acc number & description when exporting Reports into excel

    When exporting P&L or BS Reports into excel can the GL account number & description be separated into 2 separate columns - currently it exports as one field/column and needs a formula to separate the 2. This should be a standard feature ...surely

    3 votes

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    0 comments  ·  Export  ·  Admin →
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    submitted  ·  System responded

    Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.

    Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.

    If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂

  2. Ability to export new Syft Analytics Dashboard

    Ability to export new Syft Analytics Dashboard. The new features and presentation are great, but the function is only available to be shared as an interactive model. It would be great to be able to export this as a PDF document so it can be distributed as a formal report.

    2 votes

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    0 comments  ·  Export  ·  Admin →
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    Idea review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

  3. Multi Currency - Exchange Rate Import and Export

    Please look into the idea for Importing and Exporting exchange rate from Xero for the ease of update if default XE Rate is not used by the organisation and the export function to generate exchange rates used for the period.

    24 votes

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    8 comments  ·  Export  ·  Admin →
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  4. Xero HQ | Reporting - Exchange Rates used over a period that is exportable to Excel

    Dear Xero HQ, appreciate if we could have the function to Export a Report on the Exchange Rates used for a period of time (in Excel Format). Thank You

    44 votes

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    24 comments  ·  Export  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi 👋 - Is there a specific purpose this report would help with? 

    Also to better understand the idea would this be on a client basis or across all clients that are managed by a practice? 

  5. Xero Analytics Plus | STCF - Options to export

    Even though the above feature in XERO has great potential for add on value services to clients, example, 90 days cash flow projections, I am very surprised that no one asked, why cant we produce a report in PDF or Excel??? Isn't this an essential part of a report?

    83 votes

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    42 comments  ·  Export  ·  Admin →
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    Not in pipeline  ·  AdminKelly Middleton (Admin, Xero) responded

    Thank you all for your engagement with this idea to enable export options for the Short-Term Cash Flow projection in Xero Analytics Plus. We recognise that the STCF report is a useful tool for many of you and that exporting would allow you to share this report which is important in a number of different scenarios.

    It is worth noting that for users accessing Xero Analytics powered by Syft, the cash flow report can be exported in a variety of formats. If you haven’t checked this out yet, you can find more information here - Xero Analytics powered by Syft

    After carefully reviewing the current development roadmap, we have determined that this request will not be addressed in the immediate future. Therefore, we are changing the status of this idea to Not in the pipeline. However, the idea will remain open for votes so we can continue to monitor community…

  6. Find & recode - Export or Print

    How I can print (find and recode ) or a journal as PDF or Excel?

    12 votes

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    4 comments  ·  Export  ·  Admin →
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  7. Organisation settings - Exported Accounting data to include contact name

    Accounting > Advanced > Export Accounting Data > Xero General Ledger (.txt), to add the Contact name (customer/vendor/employee name) as a field. Currently, such information is not exported.

    4 votes

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    submitted  ·  2 comments  ·  Export  ·  Admin →
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  8. Files - Bulk export/print attached files

    Ability to export and print files from Xero in bulk.

    Purpose: To have backup files and audit purposes.

    655 votes

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    258 comments  ·  Export  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thank community, we appreciate all your involvement on this idea. We understand the ability to bulk export or print attached files would be a huge time-saver, especially for year-end audits, client communication, and general record-keeping.

    We’ve evaluated the complexity of this feature against other priorities on our roadmap. Atm, this isn't in our plans however we'd like to explore bulk downloading of files from Xero in the longer term. I'll share an update when we're able to give more attention to this, here.

    For the meantime if this is essential for you right now, you may like to explore third-party integrations through our Xero app store which could meet your needs here.

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