945 results found
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Attach Notes to the month column.
Attach Notes to the month column.
I produce monthly P&L custom reports and add explanatory notes for large variations etc., when I add a new month column, the notes are stuck to the column number rather than the month, eg. I add January, but the variation notes I entered for December are now on the January column and I have to unattach them then reattach them to the correct column.1 vote -
CIS - Resubmission Reminder/notification
At the moment Xero allows you to change a CIS invoice etc that effects the CIS return that you have already submitted. It doesn't tell you that it would need to be resubmitted or that your action will effect your CIS report. Would it be possible for Xero to alert you that your action will effect the CIS report already submitted and advise you to resubmit it.
2 votes -
NZ GST Return- Ability to only show a single line per invoice on the Transactions report
When running the GST Transactions Report, each and every line from each invoice is reported separately, creating a ridiculously large report.
Perhaps there could be one single line per invoice, reporting the total GST for that invoice? Like it used to be?Thanks
3 votes -
GST Audit Report - Page number to appear at top and bottom of screen
GST Audit Report Page number selection to also appear at the top of the screen as well as the bottom of the screen. This would be beneficial to the user so they do not have to scroll down to the bottom of the screen to select what page they wish to review/go to. saving time for the end-user.
7 votes -
Reports - Generate a report for transactions without receipts attached
Users should be able to generate a report of transactions without receipts attached. This allows small business administrators to identify which transactions don't yet have receipts attached.
44 votesHi community, thank you for engaging with us about your needs in a report to view where attachments have not been uploaded to a transaction.
We get how this is a need for some businesses to validify expenses and process payments.
Right now, this isn't in the teams roadmap, however we'd like to keep tracking the interest around this and will share if it is picked up in any future planning with you all here.
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Reporting: Archive Custom Reports
In the custom reports menu, if you are no longer using a report but may need it again, the only option is to leave it there or delete. There is no option to archive the report. It would be good to have this option in case you need to refer to the report later.
6 votes -
Fixed Assets - Option to Show Depreciation Expense in Cash Basis Reports
This is an ongoing issue for a lot of accountants, as seen in the forums: https://central.xero.com/s/question/0D51N00005Ok9naSAB/regarding-depreciation-not-appearing-on-cash-basis-reports
159 votesHi community, we appreciate your insights on this idea. We recognise that having depreciation excluded from the Cash basis P&L can limit how useful the report is for understanding overall business performance.
The distinction you’ve highlighted between a cash basis Profit and Loss report and a Statement of Cash Flows is a helpful one and gives us a better sense of why this feature matters for your reporting and compliance needs.
For now, creating manual journals is the only available option to include depreciation in cash basis reports. While not ideal, it’s a feasible approach if you need to reflect these adjustments.
We want to be upfront here that this isn't something we have roadmapped right now, and not likely to be planned soon.
This may be something we revisit in the future and will make sure to share any updates if the situation changes.
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Balance Sheet - Bank Account assignment with tracking categories
When using Tracking Categories on the balance sheet, we should be able to assign specific bank accounts to specific columns (or tracking categories). it would just be a feature where the balance "as of date" just displays in the column, regardless of all the prior transactions.
Additionally, when paying loans, if a tracking category is assigned for balance sheet tracking purposes using columns, the Bank Balance that is transferred to the note becomes a Liability on the balance sheet. This is crazy. You're essentially reducing the Note liability balance & then increasing it by the same amount as a negative…
1 voteIt does sound like you've set up the Balance sheet in a bit of a niche way to track what you're after here, Sal. Appreciate you wanting more flexibility on how you filter tracking and being able to add a secondary filter for bank account.
I want to be open that this isn't something that we have plans for. We'll continue to track interest from your idea here, but would need to see quite a bit of community support to look at making a change for this in the report.
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Reports - Export all excel reports in .xlsx format
Please create all excel exports from Xero in the currrent .xlsx format. Most still produce an old xls.file format (for instance Sales Tax Report) and need to be resaved to bring up to date.
4 votes -
Reporting - Include declined reason for quotes
It would be very useful if the declined reason could be included in a report/export to enable further investigation as to why quotes where declined.
This would highlight any patterns, e.g. price to high, delivery to long etc.3 votes -
Reports - Adjust column width
Would be useful to be able to narrow column width, especially when decimals are removed and more months are required on 1 page. Similar to Excel, where we can change width and height of rows or columns.
103 votesThank you for all your support on this idea and for sharing how the option to adjust the column width on your reports would be beneficial. We understand that in some reports the inability to adjust the column size could result in extra white space or longer entries not being fully displayed.
This idea has been reviewed by the Product team and has been moved to the ‘Accepted’ status. This reflects that this idea is not currently on our roadmap but it is a suggestion we will continue to monitor when looking at how we develop our reports.
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Xero HQ - Upload partner signature into compilation report
When preparing the client's financial statements it would be useful if we could upload the accounting partner's signature (e.g. as a JPEG or TIF) into the compilation report before the financials are published. We have to edit the signing section each year to update the date so it would be good & more efficient if we could upload the signature at the same time.
It would then carry forward when the draft financials of the following year are prepared.
At the moment, we have to PDF the financials and then edit them to insert the signature. This is done every…
16 votes -
Profit & Loss - By Bank Account
I have a client with three bank accounts. Currently it generates me an overall Profit and Loss Statement. if I want to get a Profit and Loss Statement for a single bank account I have to download to excel to be able to process this. It would be great if the Xero system would allow this option. Thank you very much.
4 votes -
Account transactions - Common date for 'last week'
An option to set the date range to "last week" from the date range pull down options in account transactions reports.
Being able to create custom account transactions reports set to "last week" would be invaluable for our weekly reporting, avoiding fiddly changes to the date range each week when pulling a number of reports, and preventing any dating errors.
It would be a great advantage.
Should be an easy to add that option to Xero, I would have thought.
And it is a common option (e.g. GoCardless has it.)
3 votes -
Expense claim report for company money
Our company are making use of the "personal money" and "company money" options to submit their expense claims. There is a report to track cost paid with personal money but no report to track cost paid with the company money. This report will be critical for commission calculations.
6 votesHi Hiten, company money transactions are recorded in the organisation as Spend money. You could run the Account Transactions report for your bank accounts, and add a filter for, or group the report by source to only see spend money transactions.
In terms of commissions, we don't have a specific feature for tracking this however you could use Tracking in Xero to set up a Tracking category and each of the employees as a tracking option on that category. This way when they are entering company money transactions you could track it back to the employee by filtering by that tracking option.
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Reports - Ability to add CIS Verification Date.
It would be useful if Xero could show when a subcontractor is verified with HMRC, due to the two year verification rule.
If the date of verification could be shown on a report that would be great, then it would be easy to identify if a re-verification is required.
1 vote -
Reporting - A more detailed Purchase Order report
Purchase Order Reporting
The current work around of using the Outstanding Purchase Orders Summary report lacks a lot of the vital info that's needed to manage Purchase Orders and create accruals at month end. A report that shows all the - coding, tracking codes, dates, who created and who approved, Description, etc and ability to run reports on only those that are not Billed and both with and without detailed lines would be more helpful.30 votesHi everyone, thanks for your feedback here. We appreciate there are more details some in the idea here would like to see around reporting of Purchase orders in Xero.
We wanted to highlight for those in the conversation that it may help - There are Purchase order common formats in the Payable Invoice Detail report that you could use.
For example, in the All purchase orders detail report, you can add a column to show the account, tracking and any other line item info you need.
We want to be open that we don't have any plans right now for additional Purchase order reporting, however we'll continue to keep an eye on the idea here and share if there is any news.
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VAT - Override VAT box figure and delete Adjustments
VAT In the VAT boxes you have to "adjust" the figure rather than entering the relevant amount. Why can't you just enter the figure and move on. It would be much easier. Also you can't delete what you've done in a box or re-start the entire return. In my view it makes Xero a sub-standard product.
2 votes -
Report Templates - Default client advisor reports to alphabetical order in Xero HQ
Xero HQ report templates overwrite the order of accounts to alphabetical when accessed at a client. The report templates are in the correct part of the financial statement for the client, but then it defaults to alphabetical order. This requires you to change the order for each client, even though it was done at the HQ level.
4 votes -
Account transactions report - Show description of transaction line
Account Transactions Report
It doesn't make sense that you can separately select the 'Contact' column and the 'Description' column, but that the 'Contact' details show in the 'Description' column.
It feels like the 'Description' column in the Account Transactions report is wrongly pointing to the 'Contact' data!
If the 'Description' detail is not available in the Account Transactions report, this column should be withdrawn from the options available for selection.
It would be great to get this issue fixed.
252 votesHi team, we want to acknowledge your feedback and the needs you’ve expressed for being able to view the transaction line description in the account transactions report.
While we appreciate not the news you’re hoping for here - we want to be honest with you all that there are no plans at this stage to change the behaviour of this report.
We appreciate there can be some confusion of what is shown as it does differ based on the account and the line’s origin. We have added detail within our Xero Central article, but I’ve also noted below for ease of reference.
- For accounts receivable, accounts payable, bank accounts, and tax account, it shows the contact’s name.
- For all other accounts, it shows the contact’s name and the item line description.
- As manual journals don’t have contacts, it shows narration and description.
- For wage payments, Payroll Employee displays in…
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