936 results found
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Fixed Assets: Auto Calculate the Depreciation Rate from the Effective Life
At the moment Xero doesn't auto calculate the depreciation rate from the effective life. This means when we run the depreciation report the rate column shows up as blank if we've entered the effective life into the asset register rather than the rate. We should be able to enter the effective life and Xero auto calculates the depreciation rate for the depreciation report.
3 votesThanks for sharing your needs for Fixed Assets, here. While we appreciate it could be confusing to see a blank percentage in the rate column, we want to upfront that this isn't something we have plans of implementing in the near term.
As you may already be across if this is something you do need to track, the best option right now would be to export the Depreciation Schedule report and make adjustments as required outside of Xero in Excel or Google sheets. I know this isn't the ideal solution and if any change is planned we'll let you know here.
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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
2 votesHi 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?
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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…
2 votesIt 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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NZ GST - Filter Late claims for transactions that affect GST
NZ GST - Why does the Late claims tab now show all adjustments made - even those with no GST on them. I only want to see the ones affecting the GST.
7 votes -
Reporting - Remove Unrealised Currency Gains opening balance from Gains and Losses report
Foreign Currency Gains and Losses - remove opening balance from P&L account 498
Revaluation of the open positions is calculated from invoice/bill issued date to the report date and it is correct. Not sure where from opening balance are coming and are impacting the P&L balances.2 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.
31 votes -
Reporting - Add Project features in Payable Invoice Detail report, or Filter option to show Bills or Expenses status
Can we have one more column or filter option containing Bills/ Expenses status like Paid, Awaiting payment, Awaiting approval and Draft to generate every details on project bills/ expenses record in "Project Details Report" or Project features in "Payable Invoice Detail" report.
2 votes -
Reporting | Current Financial Year by month - actual and budget
This report is great, I love it but we need to be able to customize it more. When you try and add columns it gives a message saying that you have to delete the total column first, then you need to manually add a total column which isn't the end of the world, but you can't select the the new total column in and of the formulas, like if I wanted to add the variance column (Which I would love to) but I can't.
17 votes -
Reporting - Improve General Ledger Report performance for high transaction volumes
We have noticed that for our clients with large transaction volumes (90k+), Xero struggles to generate the GL detail report. Xero often takes 5 minutes+ to generate the report, or in some cases is not able to generate the report for the full fiscal year (either showing a blank screen or popping up an error - "there is no data to display"). Sometimes we have to pull the report piecemeal by account type and then aggregate, in order to present the full GL detail.
It would be great if Xero could focus on report performance, ensuring that the GL detail…
6 votes -
NZ GST - Late claims report for previous financial year
A GST report that showed the late claims that relate to the prior financial year.
1 vote -
date selection in Account transactions
There should be an arrow on the Date Selection box to load next equal period. If the original period was one month, there should be an arrow to load next month in just one click - and a back arrow. Same for a year selected, or a quarter.
1 voteHi Tavia, just to check when you say the Account Transactions would this be the report or the tab within the bank account?
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Reporting - Add report fields
Customising and adding Employee Details Fields so that Employee Details Reports can be produced providing all required information and important information regarding the employee can be kept. For example, licence numbers, certifications etc.
1 vote -
Reporting - Flag when actual Retained Earnings doesn't match to the report value
A flag which shows when the profit & loss figure plus brought forward retained earnings does not add up to the retained earnings on the reports. This is usually due to a mapping issue where a figure is causing a transposition error. It only seems to flag if you opt to include a statement of changes to equity. Seems like there should be a more obvious flag for this issue to ensure it is not missed.
Also perhaps a reconciliation between the profit & loss figure in the company accounts versus the Xero business, appreciate this is likely to be…3 votes -
US Integrate Invoicing with Invoice Processing Platform ipp.gov
Integrate invoicing with the US Govvernment Invoice Processing Platform, which covers nearly all invoicing of US Government Contracts, other than DoD and Intelligence Community. Right now, there’s only a manual entry process from a Xero generated invoice. https://www.ipp.gov/
1 voteAppreciate wanting a streamlined process for this. We'll track the interest in this through the idea here, and share if there are any plans made.
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Reports - Ability to add Sales Inventory Items to P&L Report
We would love the ability to include/add Sales Items to the P&L Report under Cost of Goods Sold - in order to track specific items(products/services).
1 vote -
Reports - Voided invoices have a currency value on the Receivable Invoice Summary
It could be a glitch or just how the reports work, but Voided Invoices that were voided with a currency value in them, appear on the Receivable Invoice Summary with that value. So Invoice INV-45831 was for £123.00 but was voided. You can now no longer edit that invoice and in this report it eternally has the value of £123.00.
This is an issue as the data is downloaded to extrapolate many different analysis for sales data.
A bad fix after the data has been downloaded is to try filter and take out the ££ and change the data after…
1 vote -
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.
32 votes -
Invoices - Add invoice notes to age receivable report
Receivable invoice summary- add notes column - if notes are made on why invoice are not yet paid. can we run an age receivables report, that also includes the notes on an invoice please
59 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.
53 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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Checking of Bank Reconcilaition
Would it be possible to have a report that shows the bank transactions and the bill/invoices that it was reconciled with? It's time consuming to check transactions one by one just to find a transaction that was incorrectly reconciled. Please see below example for your reference.
3 votesHi Marleth, the Account Transactions report can probably help you here.
You can customise the report to add a Related account column, where you could then run the report to view the bank account and related account each line was coded to. Does this solve your needs?
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