568 results found
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Report preferences - Ability to set Comparison periods
Report preferences need more details, eg Comparison periods (to the Date or to the period), apply to custom reports, Apply to Users rather than to Organizations.
6 votesGreat to hear you find the Report preferences handy, Andrew. So the team can get a pulse of what they should expand this feature to next, it's good to have a separate idea for each new element you'd like to see developed into this. I've slightly amended the title of your idea to reflect Comparison periods, but you're welcome to start new ideas for the other elements you'd like to set blanket application of. Thanks!
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Management report - Full Year forecast Report
In the old Xero reports as part of the management report, it was possible to run a report that showed month by month actuals for the FY to date then the budget month by the month for the rest of the financial year to give a full year forecast.
However, in the new Xero reports, this functionality has gone. Try and write my own report but the dates don't update automatically regardless of the reporting date you select (as confirmed by a Xero specialist)
So I can write a report that shows 4 columns - Jan - Apr actuals, then…
8 votes -
Reporting - Text justification options
It would be great if we could adjust the justification of text in financial statements. Yes, each to his own is accepted but some like the left indent and some like the evenly justified (which just looks neater). Here's to hoping it can happen.
5 votes -
Reporting | Financial statements - Adjust formatting
Please consider adding more customisable options for the financial statements as they do not look professional when compared with Sage Handisoft reports (for instance).
Just to start off, there should be an option to remove the horizontal lines across the page on each account and heading, change indentation, font & in particular font size. The font size is so small it should be close to double that!
28 votesThanks for your valued feedback here everyone. Considering elements mentioned we wanted to highlight Report styles which are available to Xero Partners through Reports in Xero HQ.
With Report styles Partners can now set logos, change the colour of report titles and size of the font in reports, across client organisations.
We appreciate there are other improvements mentioned that you'd like to see capabilities expanded too and will continue to track the interest and share any more improvements of this with you all.
Connect with your Xero advisor, or find one that can best help with your business needs here.
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Reports - Add currency information to Journal report
The Journal report does not show any currency information, it would be very helpful to chow to currency and the debit/ credit source amounts.
8 votes -
Reporting - Hide or Archive system accounts
Hide or Archive System Accounts when not needed. We are a Cash Accounting based business so have no A/R, A/P, or other accounts related to Accrual Accounting. I
It would be most useful to tidy up our chart of accounts to be able to hide the system accounts related to Accrual Accounting so that they don't clog up our reports etc.2 votes -
Account Transactions report - Ability to change default columns when drilling into report
Although you can save a custom Account Transactions report as the new default report, Xero still displays the original default Account Transactions columns if you drill down to account activity from Balance Sheet or Income Statement.
This currently requires re-adjusting the column settings every time.73 votesThanks for signalling your interest and sharing with us through this idea, team.
We understand why you'd like a setting for defaults when you drill down through the Account Transactions report. This is something our reporting product team have taken a closer look at, however the solution isn't a simple change and we want to be upfront that at this stage we don't have any plans for. We will share if there are any updates here.
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Reports - Make formulas for individual rows
In reports - Be able to make formulas from individual rows / accounts not just "columns, group totals or formula rows". I have attached an example of the work around required to get Gross Profits for hospitality split into Wet (Booze) and Dry (Food). It adds 8 lines and makes the report unwieldy. I would love to to more interesting formula. And not have to export to Excel or other programs.
10 votes -
AU Reports: Gender Equity Reporting
Appologies in advance for my frustration.
Are Xero considering providing a Gender Equity report in the future?
I raised a case for our HR Dept last year and the answer from Xero was no.If any community member has any short cuts on gathering this info, please respond to this post.
I am wasting so many hours trying to gather the required data from your available reports.
In April I exported Employee contact details to export & sort.
This morning I have been exporting Renumeration data and then sorting deleting non date range required emplyees. Due to no date range…9 votes -
Reports - View bank reconciliation narration in account transaction report
Description Field with the bank narration
This happened as a couple of newer client and new to xero in the contact field wrote something incredibly different to the bank narration which makes it very difficult to review the general ledger information.
For example in the General Account the transactions descriptions are all listed as "John Smith" when if the bank narration option was available I could see it is Officeworks, KFC, etc and this would make it easier to realise these are miscoded and reallocate.
36 votes -
Reports - Export to excel with dashes instead of zeroes
It would be helpful to have the reports, once exported to Excel, already formatted, so that the Nil values are shown as a 'dash' as opposed to '0'. This is particularly useful when there is a large report or several reports with lots of data. It is more efficient when it comes to reviewing the figures, and saves having to custom format the individual reports. We have also had clients, who still prefer reports on Excel, ask for reports in this format, it is time consuming having to change, especially when it is a large reporting pack.
8 votes -
Reporting - Prior year comparatives to track the report periods
Ability to have the prior year comparatives track the report periods. Currently if a variance column is added to the reports the "Compare with" disappears.
2 votes -
Reports - Customise Annual Reports
The ability to customer the Totals line of the Annual Reports so that they have the top line and Bottom Double line along with the figures having a $ sign. It doesn't right to just have the figure without the finishing touches.
3 votes -
Receivable Invoice Summary report - Filter based on Payment Date
Can we please have a function where we can filter the data based on the last payment date to show only invoices paid within the date range in the filter?
8 votes -
Reports | Financial Statements - Option to freeze report settings
Could you move the navigation buttons in the Financial Statements format (or any format with multiple pages) to the sticky bar at the bottom so you don't have to scroll to the top of the page to move between pages. some format pages are extremely long and it is a waste of precious time
15 votesHi team, appreciate the interest and raising of the idea here, however we want to be open that this isn't something we have plans of developing for.
Atm, if you're quite far down the page you could use the home button on your keyboard to quickly navigate back to the top.
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Reporting - Add Notes to Statement of Cash Flows
Add Notes reference for Statement of Cash Flows for totals.
When preparing financial statements it is not possible to add a Notes reference for total lines. This is extremely frustrating as we normally have a note reconciling the net operating cash flows to the net operating profit. This requires PDF correction after exporting from Xero.Please add functionality to add a Notes reference for total lines in financial statements.
2 votes -
Reports - Remove underscores between words on downloaded PDF reports
Hi team
It would be great if you could replace the underscores with spaces when downloading PDF reports from Xero - currently we have to tidy this up before sending reports to clients which takes unnecessary time.4 votes -
Bank reconciliation report to show contact reconciled to
Bank reconciliation - A report that will show each bank transaction and then which invoice it has been reconciled against, as a way of having a quick way to check something has been reconciled incorrectly. Currently, the only way is to view each transaction through the account transaction report.
9 votesGood to hear you're aware of how you can run the Account Transactions report to view this information, Catherine - Is there a reason or something missing from this report that would help you when reviewing transactions?
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Aged Receivables report - Show Days overdue
It would be great if a column could be added to either the Aged Receivables Report or the Receivable Invoice Detail Report that shows the number of days the invoice is overdue by.
The number of days an invoice is overdue by can be seen on the 'Awaiting Payment' tab in the invoice section in Xero, but even on this part the information cannot be exported.
Thank you!
41 votes -
Inventory | Reports - Report that lists item sales and customer name and email address
We need to be able to create a report that lists inventory item sales and includes the customer name AND other customer contact information such as email address or phone number.
There have been occasions where I've needed to contact a large group of customers that have purchased a product from me due to a misprint in a book or an update to a title. At present, the only way I can do this is to export my inventory report and add the contacts manually. Xero Support Specialist - Daniel has confirmed this.
6 votes
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