1081 results found
-
Reporting - Add a Forecast in addition to a Budget, and include in Profit & Loss
Ability to insert forecasted figures into Xero and run a forecast report alongside the budget report. We get to half year and assess how on track we are with budget and more often than not it makes sense to adjust the forecast numbers for the remainder of the period but not lose sight of what the budget was in the first place.
If we're able to run a report with actuals for YTD and forecast for the remainder of the period it would be hugely helpful52 votes -
Report needs to have matching data for Total Cash In and Out dashboard widget
Need the report linked from dashboard's Total Cash In and Out to MATCH to the data shown on a report.
Right now it opens up a Bank Summary report which includes transfers, but even after removing transfers from the equation, the numbers still do not match up on the cash flow widget. I can't verify the cash flow widget's numbers.
1 vote -
Fixed asset - Increase limit of 500
existing threshold for Xero fixed assets is 500 - increase this to 5,000 to avoid having to use a separate app (which are clunky / expensive) to manage fixed assets
17 votes -
Manual Journals - Import additional lines into an existing manual journal
Since system allows to import manual journal with up to 300 lines cap, it would be of high value to have a feature to import additional lines into the existing manual journal (especially that we found an instruction on how to do that, but there is no functionality withing the Xero product)
Or as another alternative, if there is an option to merge existing manual journal entries than it will work perfectly as well.4 votes -
Bank feed to account transactions match report
It would be good to have a bank feed to account transactions matching report which could show which bank feed entries have been reconciled to which account transactions without having to click into each entry. Something like the attached would be good to enable someone to spot mismatched bank entries
1 voteHi David, it's possible to run the Account Transactions report showing a 'Related account' column to see where transactions have been reconciled to. Would this suit what you're asking here?
-
VAT - Ability to produce a 126 Schedule
VAT 126 - small local authorities can reclaim all VAT. To do so they need to submit a 126 schedule, which is not currently available within Xero. The problem is that the supplier's VAT number cannot be included in transaction reports.
The ability to produce the VAT 126 schedule would make Xero a very good option for the many parish and small town councils.11 votes -
Creating budget in petrol service station business
I'm in a petrol service station business and would like to create a budget using litres sold/purchased as petrol prices fluctuate monthly.
1 vote -
Tracking report - Category item count
Tracking category—I would appreciate being able to create a report that lists the number of times a particular tracking category is allocated in a particular time frame.
4 votes -
Report - Add/remove highlighting from main drafts report page
We used to have the option to add/remove highlighting in a text box directly from the main page of draft reports, however this feature was removed and now we can only Bold/Italics/Underline/Bullet point, but no highlight.
It would be great if we could add this function back in, so we didn't have to go to 'Edit Layout' to change add/remove highlighting anymore.
2 votes -
Reporting - Add 'Add Page Break' on 'Insert Content' drop down
Please add the ability to be able to add a page break from the 'insert content' drop down in draft reports, rather than having to go into 'edit layout to do this.
Currently the only option on this 'insert content' drop down is to 'add text block'
2 votesAppreciate you raising this with us, Natascha. Being completely open, having checked in with our product team while it might be something we revisit further down the track, we don't have any plans for enabling adding of page breaks from the Insert Content drop down in the near term. We'll shift the status to Not planned so others seeing can also understand.
-
BAS - Manual option to override unavailable unfiled amounts
Activity Statement report - currently the activity statements need to be finalised in order and if not then the unfiled amounts option is turned off for good, with no way to change this. The current workaround is to delete all previous statements and then finalise them in order. This means we lose history, and particularly when the client is managing the BAS returns, we need that history to stay. Also there is no way to tell how far back into history the error is occuring. We need a manual override where we can switch on the unfiled amounts, so that…
13 votes -
Client's financial year summary - Single Donation receipt(AU)
As a NFP receiving multiple donations from multiple donors, we require summary of donations/purchases made by the donor/client as a single receipt including each donation/payment's invoice number, date paid, individual amount paid, total amount paid. The summary will need to include the NFP's logo, ABN, etc.
2 votesAppreciate you raising this in the community. It's not something we have plans for developing at this stage, we'll track the interest from your idea here and update you if there are any plans made.
-
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 -
Budget Manager - Ability to add Notes
I really need to add notes to the Budget Manager fields to explain (as much to aid my own memory as anything) how I calculated the amounts in each line for each month. This will be helpful when the budget is interrogated at Board meetings and I can easily reference what was included in the expected income or expenditure figures for a month. Xero has this facility in other financial reports, but it is desperately needed in budget manager.
23 votes -
VAT - Create an Out of Scope VAT code
Create an out of scope vat code as strictly speaking this is not actually any of the other codes that already exist despite being advised to use them.
9 votes -
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 - Partial or Bulk Sale
Enable partial sale of assets - allows one to dispose of assets that have been added as one transaction.
Enable bulk sale of assets - allowing one to select all assets involved within a sale to be sold for one purchase price i.e. sale of a fitout of a Hairdresser, over the years they had purchased numerous items and completed numerous renovations.
23 votes
- Don't see your idea?