1081 results found
-
Account Transactions | Foreign Currency - View running balance
I deal with a foreign supplier in US$. I would like to see a running balance of my transactions in the Account Transactions report in the foreign Currency
12 votes -
Reporting - Subtotals for Balance Sheet areas, without grouping accounts
Subtotals for Balance Sheet Items
At the moment I can only get subtotals on the balance sheet by using the grouping function. Rather than doing this it would be great to subtotal certain parts of the Balance Sheet without creating multiple group headings. eg Fixed Asset accounts & the accumulated depreciation for each asset.1 vote -
Reporting - Financial Statement / Mapping Report
Will there be something developed (in the works) on sharing the mapping report with clients, so they know which codes are lumped together in the P&L and Balance Sheet? This seems to be a common inefficiency where they ask the question and we have to break down each code and manually provide the info, as they don't have access to our reporting templates / edit layout function. Suggest a mapping report breaking key accounts codes down in the P&L and Balance Sheet of the financial statements i.e. a report that would be included with your financial statements to show the…
8 votes -
GST Late Claims Carry Forward and Selection Option
Currently a Xero customer can chose to include or exclude late claims in a GST Return. What most Xero customers don’t appreciate is if they chose no then the late claim adjustment vanishes until their accountant prepares the year end reports. This can leave a client vulnerable and oblivious to significant errors over the course of a year. In my opinion at the vary least if a client says no then the late claims should be progressed to the next GST period. A phase two development could be providing the option of what adjustments can be included and what should…
3 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.5 votes -
Reporting - Hiding archived accounts from chart of accounts list when customising report layouts
Hiding archived accounts from chart of accounts list when customising report layouts, perhaps with a tick box to show or hide the archived accounts. It makes the job of customising layouts so tedious when the old messy chart of accounts come up every time and you can’t hide the archived accounts!
58 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.
10 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?
-
Reports - Wrap text in the Profit and Loss report
This is so customers can wrap the text in the report columns which would help shrink the column size.
18 votes -
Advisor Reports - Seperate field for trading name
A common situation we have with our clients' live Xero files is that the client wants the Legal/Trading name and Display Name as their business name, but we want it as the actual entity name. E.g. we would like to see A & B Smith Family Trust as the entity name in financial statements, but the client wants all their other internal reports/invoices as their trading name, say Adam's Mechanical Services.
We often find ourselves changing the name to what we require, publishing financials and then changing it back to keep the client happy.
It would be helpful to have…17 votes -
Budgets - Import Tracking budgets
Please please can you sort your system so that when we are bulk importing our annual jobs that it is possible to import the budget also - I have asked for this for many years but to date nothing has changed. I hope that now that you have finally updated the system, after several years of empty promises, perhaps this is now a possiblity. It is far too time consuming to enter the budget manually with over 1000 jobs and would speed up our invoicing if the budget field was imported instead of having to look elsewhere for the fee.…
19 votes -
Budget Variance Consolidated Report - Option to customise date range
Budget Variance Report for 12 months.
Currently the budget variance report is restricted within a selected date range. If we are able to customize the budget variance for the below two options:
Option 1: If there is an option to run the variance report for previous financial year for the 12 individual month with the actual and budget variance.
Option 2: For current Financial Year, if there is an option to customize the monthly actual and budget variance report including the budget for the reminder of 11 months.
Saby
4 votes -
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!
-
Lock Previous Year End Accounts & "Compare with" Custom Dates
When changing the year end for a client, it would be nice if previous year's could be locked in dates, fixed assets, etc.
Once the year end is changed, it seems to amend the dates for the previous year in all reports too, if (for example) the new year end means the current "year" runs to 13+ months (such as when the year end is extended): it's hard to get the comparative period in any popular reports to show the previous year as it was filed.
And especially in the TB, I can't get it to show a period for…2 votes -
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 -
Financial Accounts - Switch rules effect notes
Would like to see switch rules work in the notes to the financial accounts the same way they work on the balance sheet - allowing for reclassification of accounts with negative balances, for example negative current asset to current liability or negative non-current liability to move to non-current asset.
These issues are particularly acute when an account goes from positive to negative and vice-versa between current year and prior year.
On the basis the switch rule does not operate correctly in the notes to the financial accounts, means that in many cases the switch rule is rendered an unusable feature…
55 votesHi community, I'm Brigitte, a Senior Product Manager from our Xero reporting team. We’re doing some research on how partners manage notes in Y/E financial reports, and we’d love to hear about your current workflow using report templates.
How you can help:
- This conversation will take about 30 minutes via video call
- We'll ask you to share your screen to walk us through your current process of preparing/reviewing notes
If you're interested, please use this link to choose a time that best suits you.
If none of the available times work, just reply to my update with a preferred time, and we’ll do our best to accommodate!
We greatly appreciate your constant support & valuable input for the reporting team! Thanks so much.
-
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.
38 votes -
Account Transactions report - 'File name' column that shows attachments from transaction line source document
By adding a 'Related Files Name' column option in Account Transactions reports people can then see which file is related to which transaction when exporting the report
5 votesThanks Lorenzo, appreciate the clarity. I've slightly updated the name of your idea here. No plans at present but we'll continue to track the interest through this thread.
-
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.
-
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
- Don't see your idea?